Patient Enrollment Specialist

2 weeks ago


San Luis Obispo, California, United States Conversio Health Careers Full time
Job Overview

The Patient Enrollment Specialist plays a crucial role in guiding patients through the onboarding process, ensuring a seamless transition from initial contact to timely order fulfillment. This position involves proactive follow-up on necessary documentation such as prescriptions, diagnosis codes, and copay approvals, while maintaining a strong focus on customer service and sales objectives.

Key Responsibilities

Patient Onboarding:

  • Conduct outbound communications utilizing system-generated enrollment files, ensuring compliance with specific plan requirements and company policies.
  • Manage inbound calls, adhering to established guidelines and documentation standards.
  • Welcome new patients to the Conversio community through effective communication and support.
  • Respond to inquiries via voicemails and emails related to enrollment and intake processes.
  • Follow up on prescriptions and coordinate with healthcare providers to obtain necessary medical records.
  • Perform courtesy calls to patients to ensure all items required for shipment are gathered.
  • Act as a liaison between patients, representatives, and healthcare providers to facilitate prescription requests.
  • Ensure timely completion of intake documentation to support ongoing patient service after onboarding.

Information Management:

  • Participate in regular training sessions and departmental meetings as requested by management.
  • Identify and document patient issues or complaints, escalating to management as necessary.
  • Maintain open lines of communication with management, colleagues, and external vendors.
  • Uphold confidentiality regarding all patient and company information.
  • Embrace and promote the company's mission, vision, and core values.
Qualifications

Minimum Requirements:

  • High school diploma or GED with three years of relevant experience or a combination of education and experience.
  • Bilingual in Spanish is preferred.
  • Proficient in computer applications, particularly MS Office Suite, with a capacity to learn new software quickly.
  • Exceptional verbal and written communication skills.
  • Strong attention to detail and ability to manage multiple tasks effectively.
  • Excellent interpersonal skills and a professional demeanor.
  • Ability to maintain reliable attendance and a consistent level of service.
  • Self-motivated with a talent for engaging with consumers in a service-oriented environment.

Preferred Qualifications:

  • Certification as a Medical/Healthcare Interpreter (CMI) is a plus.
  • Experience in a call center environment, particularly in healthcare or insurance.
  • Telephonic customer service experience with a focus on education and support.
  • Background in pharmaceutical or healthcare sales is advantageous.
  • A Bachelor's Degree or equivalent experience is preferred.
Work Environment

The role requires effective communication skills, both verbal and written, and the ability to engage with patients compassionately. The work environment is typically moderate in noise level, and reasonable accommodations may be made for individuals with disabilities.

Benefits
  • Competitive salary with performance-based bonuses.
  • Comprehensive benefits package including medical, dental, and vision insurance.
  • 401k matching and paid time off.
  • Opportunities for career advancement within the organization.
  • A collaborative and inclusive workplace culture.


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