Posted today
New Patient Intake Coordinator
At Near, we help top talent in Latin America find remote roles with US companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.
Our client is a U.S.-based healthcare practice that offers specialized outpatient treatment services, including behavioral health care, to patients across the United States. The company combines a structured, protocol-driven approach with a strong focus on giving every patient a warm and reassuring experience from their first contact.
We are looking for an empathetic and detail-oriented New Patient Intake Coordinator to be the first point of contact for new patients. This person will turn new inquiries into fully scheduled intake appointments.
This role combines the pace of an inbound contact center with the care of healthcare support. It also has a strong sales side: you will follow up on leads, guide potential patients through the next steps, and help them feel confident about starting treatment. The ideal candidate is reliable for the long term, flexible, and coachable. They are comfortable picking up medical terminology and learning the practice's treatments well enough to explain them clearly. They are also willing to take on related administrative work as the team's needs change.
Handle inbound calls, texts, and new patient inquiries with empathy, precision, and a calm, confident presence.
Proactively follow up with new leads and guide them to book free consultations and intake appointments.
Explain the practice's treatments and next steps clearly so potential patients feel informed and supported.
Follow established patient coordination scripts and communication protocols consistently.
Collect and verify demographic, insurance, and payment information accurately.
Create and maintain patient charts in the EHR system (AdvancedMD) with the correct provider assignment and financial classification.
Schedule intake appointments according to duration, timing, and provider protocols.
Keep all leads, contacts, and conversation threads up to date in the CRM (GoHighLevel).
Monitor and route communications from the shared info@ inbox efficiently.
Complete Prescription Monitoring Program (PMP) checks before every intake appointment.
Make sure all intake prerequisites are complete before handing the patient off to the Patient Care Coordinator (PCC) team, and escalate clinical eligibility questions when needed.
Meet performance targets, including a live call pick-up rate of 90% or higher, zero past-due tasks, and a steady number of leads converted into intake appointments.
Support the team with related administrative tasks as needs evolve.
2+ years of experience in a customer-focused call center, inbound contact center, or similar patient- or client-facing role.
Experience in healthcare administration, medical reception, or patient support is strongly preferred.
Sales-oriented or lead conversion experience is highly valued.
Excellent verbal and written English communication skills. You must be clear, professional, and easy to understand.
Basic medical fluency, with the ability to quickly learn treatments and explain them to patients in simple terms.
Experience with an EHR system such as AdvancedMD, Athena, eClinicalWorks, or similar is a plus.
Experience with GoHighLevel or another CRM is a plus.
Background in behavioral health, mental health, or substance use treatment settings is a plus.
Proven ability to follow scripts and protocols accurately and consistently.
Strong attention to detail, especially when entering and verifying data.
Comfortable working in a fast-paced, multichannel environment (phone, SMS, email).
A flexible, coachable, and proactive mindset, with a strong sense of ownership.
A reliable internet connection and a quiet, professional remote work setup.
Monday to Friday, 9:00 AM – 5:00 PM Eastern Time.
100% remote
Monthly compensation
15 days of PTO
5 additional flexible holidays
Structured onboarding and ongoing training