PRIMARY FUNCTION Provide initial intake information in preparation for a telehealth visit with a clinician, which is essential to the assessment, promotion, maintenance and restoration of patient’s health and wellness ESSENTIAL FUNCTIONS OF THE JOB
- 1. Initial greeting of the video telemedicine patient by welcoming the patients with a professional, upbeat, friendly attitude.
- 2. Identify if the patient has come through the proper channels to be seen via telemedicine.
- 3. Escalate any clinical or triage questions to the Telemedicine MA or RN the patient to ensure that we are capable of providing a telehealth visit.
- 4. Document appropriate intake information including but not limited to: past medical history, family history, current medications, allergies, and pharmacy information.
- 5. Transfer this patient to a clinician if eligible for telemedicine.
- 6. If not eligible, assist in scheduling this patient an appointment with their primary care clinician.
- 7.



Document accurately and efficiently within all systems (XPM, CRM, EHR).
- 8. Properly obtain and confirm patient’s information abiding to HIPPA law.
- 9. Schedule appointments using clinical prioritizing protocols and our scheduling policies.
- 10. Communicate with offices when necessary.
- 11. Meet established standards within all performance criteria.
- 12. Attend any necessary training/meetings to be up to date on protocol changes and available training.
- 13. Other duties may include, but not limited to, outbound calls, copying, faxing, etc. PERFORMANCE REQUIREMENTS
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Education:
High School diploma or equivalent.
- Language: Must be proficient in English and Spanish
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Experience:
Previous customer service experience required
- Knowledge Skills and Abilities: Must have strong verbal communication skills.
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Location:
Monterrey, N.
L., Mexico

📌 Virtual MOA Telemedicine (Monterrey)
🏢 Pediatric Associates
📍 Monterrey