Remote Patient Navigator for Healthcare Company

# Remote Patient Navigator for Healthcare Company ## About the Role The Patient Navigator owns two phases of the patient journey. On the front end, they pick up inbound calls, lead pre-scheduled 15-minute video intro calls, screen for financing readiness and benefits eligibility, and book qualified patients for clinical consultations. ## Core Responsibilities **Inbound Call Management & Front-End Patient Screening** - Pick up inbound calls at a 90–95% rate during business hours - Attend 100% of pre-scheduled 15-minute video intro calls with potential patients - Screen patients using structured financing-readiness and benefits-eligibility questions - Educate potential patients on the client's non-surgical procedure offering in an educational, rapport-driven manner - Book qualified patients for clinical consultations with nurse practitioners **Post-Consultation Warm Handoff & Closing Support** - Join the last 10 minutes of medical consultations conducted by nurse practitioners - Walk patients through next steps, payment logistics, and financing options - Schedule follow-up calls for patients with outstanding questions - Drive conversion from warm handoff to final payment and closing **Documentation, Systems & Metrics Tracking** - Document all patient interactions in the company's EHR system (calls, texts, scheduling) - Maintain HIPAA-compliant workflows and data-handling protocols - Track consultation booking rate and warm-handoff close rate from Day 1 - Collaborate with the team via Google Workspace (Google Chat as primary channel) ## Requirements **Must-Have** - 2+ years of US healthcare experience in a patient-facing role (intake, coordination, scheduling, patient services, telehealth support, or clinical) - Hands-on experience handling high-volume inbound patient calls and conducting scheduled video-based patient conversations - Demonstrated experience discussing payment, financing, or cost options directly with patients or customers - Proven experience working US business hours (ET/CT), including shift-based coverage - Proficiency with Google Workspace and EMR/EHR or comparable healthcare scheduling platforms - Ability to work on a MacBook within HIPAA-compliant workflows - C1+ English (CEFR) with a neutral accent for US patient-facing phone and video communication **Nice-to-Have** - Exposure to GLP-1 programs, medical weight loss, bariatric, or obesity care patient populations - Spanish fluency in addition to English - RN, LPN, or other clinical credentials - Experience at a telehealth platform or cash-pay elective medical practice - Prior Sunday or non-traditional shift coverage experience ## Work Details **Location:** Central Luzon, Central Visayas, Mimaropa, Mexico City, Lima, Bogotá (LATAM or Philippines) **Schedule:** US Timezone (Flexible) | Staggered 9-hour shifts: 6:00 AM – 2:00 PM or 2:00 PM – 10:00 PM ET, transitioning to Sunday–Thursday coverage post-ramp ## Benefits - Competitive Salary: Based on experience and skills - Remote Work: Fully remote—work from anywhere - Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting - Generous PTO: In accordance with company policy - Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees - Direct Mentorship: Guidance from international industry experts - Learning & Development: Ongoing access to resources for professional growth - Global Networking: Connect with professionals worldwide

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