New Patient Coordinator - Remote

Overview

We’re looking for a full-time Client Engagement & Intake Specialist to join a team and serve as the first point of contact for new patient inquiries—primarily through SMS & phone calls, with occasional scheduled phone consultations.

In Short

• Monitor and respond quickly to inbound SMS messages.
• Engage in thoughtful conversations to understand clients’ goals and health history.
• Coordinate consultations using scheduling tools like Calendly.
• Document key information in CRM and scheduling systems.
• Build rapport through empathy and active listening.
• Provide personalized follow-ups to encourage scheduling.

Requirements

• Strong written and verbal communication skills.
• Genuine interest in people’s stories and challenges.
• Comfortable learning new systems; CRM experience is a plus.
• Basic Excel skills for data organization.
• Interest in telehealth or wellness fields is a bonus.
• Dependable and responsive during assigned hours.
• Detail-oriented with note-taking and confidentiality.

Benefits

• Build real connections and provide thoughtful support.
• Flexibility to balance personal and professional commitments.
• Gain experience with in-demand platforms and tools.
• Join a values-driven team prioritizing empathy and care.