Patient Onboarding Agent (Customer Support)

Lever, Inc.; Portugal; Remote; EUR 42,000 - 54,000; Full time

Benefits offered by this job

Weekly payments

Remote opportunity

Training and upskilling

Job summary

Lever, Inc. is seeking a Patient Onboarding Agent (Customer Support) based in Portugal.

This long-term, remote contractor role supports patients through onboarding for at-home sleep testing and oral appliance treatment. You will manage a 100+ patient caseload, coordinate telehealth scheduling, impression kit delivery/return, and handoff to manufacturing with careful documentation and HIPAA-compliant practices.

Qualifications

• Experience in customer or patient support, call centers, or related environments.
• Ability to de-escalate sensitive conversations (cancellations, refunds, billing).
• Strong organizational skills to manage a high-volume caseload.
• Excellent written and spoken English for multi-channel communication.

Responsibilities

• Own onboarding journeys from purchase to telehealth scheduling and kit return.
• Manage 100+ patient caseloads and prioritize activities daily.
• Respond to phone, SMS, and email within SLAs and prevent delays.
• Coordinate with insurance, clinical, sales, and manufacturing teams.
• Guide customers through impression kit completion and return.
• Handle cancellations, refunds, and billing with empathy and professionalism.
• Route medical questions to clinical teams and document interactions in Salesforce.
• Protect patient privacy per HIPAA and internal procedures.
• Identify recurring issues and share insights to improve SOPs.

Skills

Customer support

De-escalation

Time management

Communication

Attention to detail

Empathy

Independent work

English proficiency

Education

High school diploma

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Teams

Microsoft Outlook

Microsoft Excel

Microsoft SharePoint

Microsoft Word

Cloud-based phone & SMS platforms

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Patient Onboarding Agent (Customer Support) based in Portugal.

This is a remote customer support opportunity focused on guiding patients through a seamless onboarding journey for at-home sleep testing and oral appliance treatment.

You will serve as a primary point of contact, supporting patients from purchase through telehealth scheduling, impression kit completion, and manufacturing readiness.

Managing a caseload of 100+ patients, you will balance proactive outreach, inbound support, documentation, and issue resolution.

The role requires empathy, organization, and composure when handling sensitive situations such as cancellations, refunds, billing concerns, or delays.

You will collaborate with insurance, clinical, sales, and manufacturing teams to resolve issues and keep patient journeys moving forward.

Accuracy, privacy, and timely communication are essential, particularly when handling protected health information.

This is a long-term, 40-hour-per-week independent contractor opportunity for a patient-focused professional who thrives in a structured, high-volume environment.

Accountabilities

• Own each patient’s onboarding journey from purchase through telehealth scheduling, impression kit delivery and return, and final handoff to manufacturing.
• Manage a personal caseload of more than 100 patients across different stages of the onboarding funnel, organizing and prioritizing activities effectively each day.
• Respond to inbound patient communications through phone, SMS, and email within established service-level agreements, while proactively contacting patients to prevent delays and maintain progress.
• Act as the primary point of contact for patients, coordinating with insurance, clinical, sales, and manufacturing teams to resolve issues and provide timely updates.
• Guide patients through the completion and return of impression kits, following up on outstanding kits and coordinating next steps when kits need to be redone.
• Handle cancellation, refund, and billing-related concerns with empathy and professionalism, using approved de-escalation procedures and escalating issues according to established handoff processes.
• Route medical or clinical questions to the appropriate clinical team and avoid providing medical advice outside the scope of the role.
• Accurately and promptly document all patient interactions, updates, and relevant information within Salesforce.
• Protect patient privacy and handle protected health information in accordance with HIPAA requirements and applicable procedures.
• Identify recurring patient feedback, operational challenges, and process gaps and communicate relevant insights to leadership to support improvements to standard operating procedures.
• Deliver all contracted services professionally and consistently, following agreed timelines, guidelines, processes, and deliverables.

Requirements:

• At least 1 year of experience in customer support, patient support, call center operations, or a related customer-facing environment; healthcare, telehealth, or e-commerce experience is an advantage.
• Demonstrated ability to de-escalate challenging customer interactions, including sensitive conversations involving cancellations, refunds, billing concerns, or service issues.
• Strong organizational and time-management skills, with the ability to manage a high-volume caseload while maintaining consistent follow-up and service quality.
• Excellent written English and neutral spoken English, with the ability to communicate clearly and professionally across phone, SMS, and email.
• Strong attention to detail and disciplined documentation habits, particularly when recording customer or patient information.
• An empathetic, patient-first communication style and the ability to remain calm, professional, and solution-oriented under pressure.
• Ability to work independently while coordinating effectively with multiple internal teams and stakeholders.
• Familiarity with HIPAA requirements or previous experience handling sensitive personal or healthcare information is preferred.
• High school diploma or equivalent is required; a bachelor’s degree is preferred.
• Comfortable working with digital tools and business applications, including Salesforce, Microsoft Teams, Microsoft Outlook, Microsoft Excel, Microsoft SharePoint, Microsoft Word, and cloud-based phone and SMS platforms.
• Ability to work a full-time contracted schedule of 40 hours per week, Monday through Friday, generally from 9:00 AM to 6:00 PM PST, subject to mutually agreed scheduling requirements.
• Ability to operate effectively as an independent contractor under a Master Services Agreement and Statement of Work.

Benefits:

• Competitive contractor rates.
• Weekly payments.
• Long-term, ongoing remote opportunity.
• 40 contracted hours per week, Monday through Friday.
• Free training and upskilling opportunities.
• Ongoing support and guidance throughout the engagement.
• Access to a supportive and vibrant contractor community.
• Opportunity to contribute directly to a patient-focused service and help improve the customer experience.
• Potential access to additional open contractor opportunities.

We appreciate your interest and wish you the best!