Patient Onboarding Advisor

• Answer incoming calls with a professional, friendly, and welcoming tone.

• Call on new patient referrals to initiate scheduling and collect required information.

• Accurately enter patient demographics, insurance details, and medical information into the EHR

system.

• Schedule patient evaluations and follow-up appointments appropriately, balancing clinic

availability and patient needs.

• Verify insurance eligibility and communicate coverage, benefits, and out-of-pocket costs to

patients.

• Guide patients through the “patient journey” by educating them on practice policies, what to

expect at their first visit, and the importance of attending scheduled therapy sessions.

• Handle overflow calls from individual clinics to support front desk staff as needed.

• Collaborate with clinical teams and administrative staff to ensure seamless communication and

workflow.<...