New Patient Specialist

Status: Full-time

Location: Remote

Salary range: $1600 to $2200

Position Summary

The New Patient Specialist is responsible for converting inbound leads into scheduled evaluations by delivering an exceptional patient experience from first contact through onboarding. This individual responds quickly to inquiries, conducts discovery conversations, verifies insurance benefits, coordinates documentation, and ensures seamless handoffs to the care team.

Success in this role requires empathy, strong communication skills, attention to detail, and the ability to balance a high-volume pipeline with personalized patient care.

Key Responsibilities

Lead Management & Conversion

• Respond to all inbound leads within 5 minutes of receipt
• Manage inquiries from phone, web forms, referrals, email, and fax channels
• Conduct discovery calls to understand patient needs and motivations
• Build rapport quickly and guide patients toward scheduling an evaluation
• Strong consultative selling skills with the ability to uncover needs, build trust quickly, and guide prospects toward a decision. 
• Address common concerns related to cost, timing, insurance, and treatment options
• Ensure every interaction ends with a clear next step

Insurance Verification & Financial Guidance

• Verify insurance eligibility, benefits, and authorization requirements
• Provide accurate f