Holistic Wellness Patient Experience Lead

Well Balanced Body; Folsom (CA); On-site; USD 60,000 - 78,000; Full time

Benefits offered by this job

Career growth opportunities

Supportive team environment

Paid vacations

401k

Complementary health care services

Job summary

Well Balanced Body in California is seeking a patient coordinator to guide patients through their healing journey and support clinicians with clinical tasks. You will prepare treatment rooms, take vitals, and help ensure every visitor feels welcome and cared for.

You’ll contribute to patient retention by guiding new patients through consultations, care plans, and elevations, while using EHR and scheduling tools to maintain accurate records and smooth workflows.

Qualifications

• Medical Assistant certification or equivalent experience.
• Strong interpersonal skills: warm, professional, empathetic.
• Sales confidence with ability to guide patients to beneficial services.
• Ability to support doctors and patients, delivering high-quality care.
• Proficient with EHR systems and learning new software quickly.

Responsibilities

• Room patients and prepare treatment spaces before visits.
• Take vitals, posture photos, and assist with examinations.
• Prepare patients for therapies (e.g., light therapy, kinesiology taping).
• Assist providers with clinical needs and document in the EHR.
• Meet and exceed key performance indicators for the role.
• Provide complimentary consultations and guide next steps for new patients.
• Welcome patients and guide them through each visit step.
• Manage care checkpoints and reinforce provider recommendations.
• Ensure smooth patient flow and document progress accurately.
• Encourage re-bookings and plan adherence to support healing.
• Monitor satisfaction and maintain a five-star experience.

Skills

Medical Assistant

Interpersonal skills

Sales skills

Clinical support

EHR proficiency

Organization

Communication

Holistic wellness

Team collaboration

Tools

Jane EHR

Job description

Well Balanced Body in California is seeking a patient coordinator to guide patients through their healing journey and support clinicians with clinical tasks. You will prepare treatment rooms, take vitals, and help ensure every visitor feels welcome and cared for.

You’ll contribute to patient retention by guiding new patients through consultations, care plans, and elevations, while using EHR and scheduling tools to maintain accurate records and smooth workflows.