Patient Services & Care Coordination Assistant

Lifeworks-Wellness-Center; Clearwater (FL); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health, dental and vision insurance

Health savings account

Employee discount

Paid Time Off

Holiday Pay

Job summary

LifeWorks Wellness Center is seeking an organized, compassionate professional to support service consultants and streamline administrative tasks for new patients. The role involves assisting with payment processing, invoicing, scheduling, and follow-up communications to ensure timely program initiation and high-quality patient care.

The ideal candidate will have strong office software skills, healthcare experience a plus, and the ability to maintain confidentiality in a fast-paced environment.

Qualifications

• High school diploma or GED required.
• 2+ years in sales or supporting a sales team.
• Familiarity with medical terminology a plus.
• Ability to type 40+ WPM and use intermediate-level computer functions.

Responsibilities

• Handle administrative tasks to support service consultants and improve patient care efficiency.
• Provide follow-up support to patients who need additional time after meeting with a consultant, assisting them in finalizing their treatment program purchase when ready.
• Follow up with new patients via phone and email to assist in paying for and starting treatment programs.
• Assemble sales-related paperwork and assist with treatment program payment processing.
• Ensure accurate invoicing and correct application of payments to patient accounts.
• Restock essential paperwork and materials for consultants.
• Answer incoming calls when service consultants are unavailable.
• Coordinate scheduling for patients after program purchase.
• Maintain the new patient tracking grid to ensure timely follow-ups and conversions.
• Document patient interactions accurately while maintaining confidentiality.

Skills

Administrative skills

Communication skills

Data entry

Multitasking

Confidentiality

Customer service

Office software

Healthcare experience

Education

High school diploma or GED

2+ years sales/support experience

Familiarity with medical terminology

Tools

Microsoft Office

Data entry systems

Job description

LifeWorks Wellness Center is seeking an organized, compassionate professional to support service consultants and streamline administrative tasks for new patients. The role involves assisting with payment processing, invoicing, scheduling, and follow-up communications to ensure timely program initiation and high-quality patient care.

The ideal candidate will have strong office software skills, healthcare experience a plus, and the ability to maintain confidentiality in a fast-paced environment.