Remote Patient Onboarding Specialist

Jobgether SRL; España; Remote; EUR 146,000 - 200,000; Full time

Benefits offered by this job

Competitive contractor rates

Weekly payments

Long‑term remote opportunity

40 contracted hours per week

Job summary

Lever, Inc. invites applications for a Patient Onboarding Agent (Remote) based in Spain.

You will guide patients through onboarding for at-home sleep testing and oral appliance treatment, acting as the primary contact from purchase to telehealth scheduling and impression kit completion. Manage 100+ patients weekly, coordinate with insurance, clinical, sales and manufacturing teams, document interactions in Salesforce, and maintain HIPAA privacy throughout the process.

Qualifications

• 1+ year in customer or patient support, call center, or related environment; healthcare/telehealth/e‑commerce is a plus.
• Ability to de‑escalate sensitive interactions including cancellations, refunds, or billing issues.
• Strong organizational and time-management skills to manage a high-volume caseload with consistent follow-up.
• Excellent written English and clear spoken English for multi-channel communication.
• Attention to detail and meticulous documentation of customer/patient information.
• Empathetic, patient‑first communication style; stays calm under pressure.
• Ability to work independently while coordinating with multiple internal teams.
• HIPAA familiarity or experience handling sensitive health information preferred.

Responsibilities

• Own each patient onboarding journey from purchase through telehealth scheduling and kit delivery/return.
• Manage a personal caseload of 100+ patients across onboarding stages.
• Respond to inbound patient communications via phone, SMS, and email within SLAs.
• Coordinate with insurance, clinical, sales and manufacturing teams to resolve issues.
• Guide patients through impression kit completion and kit return; arrange re‑kits as needed.
• Handle cancellations, refunds, and billing concerns with de‑escalation procedures.
• Route medical questions to clinical teams and avoid giving medical advice beyond scope.
• Document all interactions accurately in Salesforce.
• Protect patient privacy and HIPAA compliance in all communications.
• Identify recurring issues and communicate insights to leadership for SOP improvements.
• Deliver services professionally within agreed timelines and guidelines.

Skills

Customer support

Patient support

De-escalation

English communication

Education

High school diploma

Bachelor's degree preferred

Tools

Salesforce

Microsoft Teams

Outlook

Excel

SharePoint

SMS/Phone platforms

Job description

Lever, Inc. invites applications for a Patient Onboarding Agent (Remote) based in Spain.

You will guide patients through onboarding for at-home sleep testing and oral appliance treatment, acting as the primary contact from purchase to telehealth scheduling and impression kit completion. Manage 100+ patients weekly, coordinate with insurance, clinical, sales and manufacturing teams, document interactions in Salesforce, and maintain HIPAA privacy throughout the process.