Patient Engagement Specialist

Insight Global; United States; Remote; USD 48,000 - 64,000; Full time

Benefits offered by this job

Fully remote with flexible scheduling

Training and professional development provided

Training provided

Job summary

A leading clinical research organization is seeking a Patient Engagement Specialist for a remote, call center-based role. The individual will be responsible for conducting outreach, prescreening potential study participants, and scheduling screening visits. This position requires strong communication and empathy, with at least one year of experience in related fields. The job offers a flexible schedule and opportunities for professional development while making a meaningful impact on patient care and clinical research.

Qualifications

• 1+ year experience in patient recruitment, customer service, or healthcare.
• Ability to work in a fast-paced, goal-driven environment.
• Comfortable with CRM/CTMS systems and Microsoft Office.
• Ability to work in a fast-paced, goal-driven environment.

Responsibilities

• Conduct outbound and inbound calls, texts, and emails with potential participants.
• Prescreen patients using standardized scripts and document interactions in CTMS.
• Schedule qualified participants for screening visits and coordinate handoff to site staff.
• Confirm appointments, provide visit preparation details, and reduce no-shows.
• Meet daily/weekly outreach and scheduling goals.
• Maintain HIPAA, GCP, and privacy compliance.

Skills

Strong communication

Empathy

Attention to detail

Familiarity with CRM/CTMS systems

Proficient in Microsoft Office

Tools

CTMS (RealTime)

CRM

Microsoft Office

Job description

The Patient Engagement Specialist supports patient recruitment for a multi-site U.S. clinical research network. This remote, call center–based role serves as the first point of contact for potential study participants, conducting outreach, telephone prescreening, and scheduling in-office screening visits while ensuring a positive, patient-centered experience.

Key Responsibilities

• Conduct outbound and inbound calls, texts, and emails with potential participants
• Prescreen patients using standardized scripts and document interactions in CTMS (RealTime)
• Schedule qualified participants for screening visits and coordinate handoff to site staff
• Confirm appointments, provide visit preparation details, and reduce no-shows
• Meet daily/weekly outreach and scheduling goals
• Maintain HIPAA, GCP, and privacy compliance

Qualifications

• 1+ year experience in patient recruitment, call center, customer service, or healthcare
• Strong communication, empathy, and attention to detail
• Comfortable with CRM/CTMS systems and Microsoft Office
• Ability to work in a fast-paced, goal-driven environment

Why This Role

• Fully remote with flexible scheduling
• Training and professional development provided
• Make a meaningful impact by supporting clinical research and patient care