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Form Health · 1 day ago

Care Advisor

United States

Full-time

Remote

Entry Level

$23/hr - $25/hr

2+ years exp

Form Health is a virtual obesity medicine clinic dedicated to delivering evidence-based obesity treatment through telemedicine. The Care Advisor will serve as the primary point of contact for new patients, guiding them through the onboarding process and ensuring a smooth transition into care while managing a high volume of inquiries and tasks.

Health CareMedicalPersonal Health

Responsibilities

Act as the primary point of contact for new patients calling and emailing in, providing clear guidance and support as they complete all required information for clinicians to deliver safe and effective care

Efficiently register and onboard a high volume of new patients, which involves collecting essential information such as insurance details and ID cards, coordinating the secure retrieval of medical records, sending personalized welcome communications, and meticulously setting up patient charts in our electronic medical record system, ensuring all necessary paperwork is completed prior to scheduling their first visit

Precisely verify patient insurance information to confirm active coverage and eligibility for Form Health programs

Proactively perform outreach to encourage new patients to complete any outstanding onboarding steps, maintaining engagement and ensuring a smooth transition into care

Offer valuable feedback and communicate patient experiences to internal teams (e.g., Product, Engineering, Marketing) to help improve our operational tools and drive overall efficiency

Assist with the training and orienting of new staff members as needed, and contribute to special projects that enhance patient care and operational effectiveness

Qualification

Inbound Customer ServicePatient EnrollmentInsurance VerificationElectronic Health RecordsCommunication SkillsEmpathyComputer SkillsProblem-SolvingAdaptability

Required

At least two years of inbound phone experience in a fast-paced healthcare setting, patient enrollment, or customer service role, demonstrating knowledge of medical practice operations and professionalism standards

A strong customer service drive and a genuine passion for helping patients achieve their health goals, with a focus on efficient workflows and a proven ability to manage a high volume of tasks independently

Excellent verbal and written communication skills, with the ability to effectively convey information clearly and empathetically to diverse patient populations and collaborate seamlessly with team members

The ability to calmly work through challenging calls with patients

Proficient computer skills, with proven ability to quickly adapt to evolving technologies and proficiency in various platforms (e.g., Slack, Google Workspace, electronic health record systems like Elation, or custom-built IT systems)

An empathetic and patient approach when working with individuals from diverse backgrounds and varying levels of tech comfort

A proactive mindset, demonstrating adaptability and creative problem-solving abilities when faced with challenges