Patient Acquisition Specialist (Plano, TX)
- Guide new patients through the onboarding process, ensuring all necessary forms and requirements are completed.
- Monitor and respond to live chat questions on the website.
- Collect and organize leads from contact forms using HubSpot (proficiency is a plus)
- Maintain accurate documentation per medical and regulatory guidelines.
- Follow up with potential patients to educate them on clinic services and treatment options.
- Conduct 15-20 minute consultations with prospective patients to assess needs and answer questions.
- Maintain accurate records of patient interactions and lead conversions in HubSpot.
- Collaborate with the team to ensure a seamless handoff from lead to active patient.
- Demonstrate professionalism, a sense of urgency, and self-motivation to achieve the required metrics.
- Provide excellent customer service and build strong relationships with prospective and current patients
- High school diploma or GED preferred.
- Healthcare industry and patient care experience preferred.
- Ability to communicate information and ideas efficiently and accurately.
- Ability to multitask and adapt to a fast-paced environment.
- Experience in sales, patient coordination, or customer service (preferably in a medical or wellness setting).
- Proficiency in HubSpot or similar CRM software is a plus.
- Strong communication skills and the ability to build trust with potential patients.
- Ability to explain complex medical services in a clear and engaging way without giving medical advice.
- Self-motivated, goal-oriented, and able to work both independently and as part of a team.
- Highly organized with attention to detail.
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