Remote Patient Access & Intake Specialist

Legion Health; United States; Remote; USD 30,000 - 39,000; Part time

Job summary

Legion Health is hiring for a fully remote Patient Access / Intake / Experience Operations role. You will respond to leads and patients, guide them through scheduling and paperwork, and ensure a warm, clear onboarding experience.

The role emphasizes empathy, accurate documentation, and collaboration with clinical and billing teams. Ideal candidates have 2+ years in healthcare operations, strong English communication, and comfort with fast-paced startup environments.

Qualifications

• 2+ years in healthcare operations, patient support, pharmacy support, medical administration, telehealth, healthcare call centers, or a similar role.
• Exceptional spoken and written English communication skills.
• Clear, warm, confident, and professional communication on patient phone calls.
• Ability to explain detailed requirements in simple language while maintaining accuracy.
• Strong patient-facing judgment, empathy, patience, and professionalism.
• Excellent documentation skills and close attention to detail.
• Strong organization and the ability to manage multiple active patient conversations and follow-up tasks.
• Comfort working in a fast-paced startup where processes and responsibilities may evolve quickly.
• Experience using systems such as Slack, Dialpad, Healthie, CRMs, EHRs, scheduling platforms, or similar tools.

Responsibilities

• Respond quickly to new leads and booked patients across phone, messaging, and internal systems.
• Provide every patient with a warm, professional welcome and a clear explanation of what to expect before their first appointment.
• Communicate with patients clearly, accurately, and empathetically in both spoken and written English.
• Explain scheduling, intake, paperwork, insurance, and appointment-preparation requirements in simple, patient-friendly language.
• Support appointment booking, rescheduling, intake completion, paperwork follow-up, and patient onboarding.
• Monitor patients with incomplete intake forms, missing documentation, scheduling conflicts, insurance questions, pharmacy-related questions, or other barriers to care.
• Manage patient-access workflows across self-service signups, referrals, Zocdoc leads, and other inbound channels.
• Support ADHD-related intake preparation, including documentation requirements, release-of-information steps, and appointment expectations.
• Help patients complete required logistical steps without providing clinical advice or making treatment recommendations.
• Identify prescription, refill, prior-authorization, medication, safety, and clinical questions and identify them promptly to the appropriate team.
• Accurately document every material patient interaction so clinicians and teammates have complete, actionable context.
• Maintain clear follow-up queues and ensure outstanding patient needs do not fall through the cracks.
• Follow approved scripts, SOPs, privacy requirements, and escalation protocols.
• Partner closely with clinical, operations, billing, and patient-experience teams to resolve access barriers.
• Maintain fast and consistent response times across assigned patient queues.
• Identify recurring patient questions, delays, and workflow failures and share actionable feedback with operations, product, and clinical teams.
• Help improve scripts, workflows, templates, and SOPs as Legion’s systems and care model evolve.
• Maintain a reliable, high-speed internet connection and a quiet, professional environment for patient calls.
• Protect patient privacy and handle sensitive information according to Legion’s policies and approved systems.
• Consistently aim to deliver the best possible experience for patients and families.

Skills

English communication

Empathy

Documentation

Organization

Tools

Slack

Dialpad

Healthie

CRMs

EHRs

Scheduling platforms

Job description

Legion Health is hiring for a fully remote Patient Access / Intake / Experience Operations role. You will respond to leads and patients, guide them through scheduling and paperwork, and ensure a warm, clear onboarding experience.

The role emphasizes empathy, accurate documentation, and collaboration with clinical and billing teams. Ideal candidates have 2+ years in healthcare operations, strong English communication, and comfort with fast-paced startup environments.