Remote Patient Onboarding Specialist

20Four7Va.Test; United States; Remote; USD 21,000 - 41,000; Full time

Benefits offered by this job

Weekly payments

Free training and upskilling

Supportive community

Job summary

20four7VA is hiring a CS1 Patient Onboarding Agent (Remote) to guide patients from purchase through manufacturing readiness. You will manage 100+ cases, respond via phone, SMS, and email, and coordinate with insurance, clinical, sales, and manufacturing teams to prevent delays.

The role emphasizes empathy, detail orientation, and ability to meet SLAs in a high-volume environment, with ongoing contractor-based engagement and weekly pay.

Qualifications

• 1+ years of customer support, patient support, or call center experience.
• Proven de-escalation skills, including handling cancellation and refund conversations.
• Ability to manage a high-volume caseload with strong organization and time management.
• Excellent written English and neutral spoken English.
• Strong attention to detail and accurate documentation habits.
• Empathetic, patient-first communication style.

Responsibilities

• Own each patient's onboarding journey from purchase through telehealth scheduling, impression kit delivery and return, and handoff to manufacturing.
• Manage a personal caseload of 100+ patients at different stages of the funnel, keeping work organized and prioritized every day.
• Respond to inbound patient messages by phone, SMS, and email within team SLAs, and make proactive outreach to keep patients moving forward.
• Serve as the patient's main point of contact, coordinating with insurance, clinical, sales, and manufacturing teams to resolve issues and prevent delays.
• Guide patients through completing and returning their impression kits and follow up on kits that are outstanding or need to be redone.
• Handle cancellation, refund, and billing concerns with empathy, using approved de-escalation scripts and escalating per the team's handoff process.
• Route clinical or medical questions to the clinical team. CS1 Agents do not provide medical advice.
• Document every patient interaction accurately and promptly in Salesforce.
• Protect patient privacy and handle PHI in line with HIPAA.
• Share patient feedback and process gaps with leadership to help improve team SOPs.

Skills

Customer support

De-escalation

High-volume handling

English proficiency

HIPAA knowledge

Documentation accuracy

Team coordination

Healthcare experience

Education

High school diploma

Bachelor's degree preferred

Tools

Salesforce

Microsoft Teams

Microsoft Outlook

Microsoft Excel

Microsoft SharePoint

Microsoft Word

Cloud-based phone/SMS tools

Job description

20four7VA is hiring a CS1 Patient Onboarding Agent (Remote) to guide patients from purchase through manufacturing readiness. You will manage 100+ cases, respond via phone, SMS, and email, and coordinate with insurance, clinical, sales, and manufacturing teams to prevent delays.

The role emphasizes empathy, detail orientation, and ability to meet SLAs in a high-volume environment, with ongoing contractor-based engagement and weekly pay.