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Patient Engagement Specialist – CareSync Coordinator
Geode Health. Proactively call referred patients and new patient leads, making first contact the same or next business day and following a structured outreach cadence until the patient is scheduled or the referral is closed.
About the role
Key responsibilities & impact- Proactively call referred patients and new patient leads, making first contact the same or next business day and following a structured outreach cadence until the patient is scheduled or the referral is closed.
- Convert referrals and leads into scheduled first visits by matching patients to providers using screening questions, insurance, provider preferences, and scheduling tools.
- Guide hesitant patients toward scheduling using empathy, reflective listening, communication frameworks, and sound judgment.
- Set clear expectations for patients’ first visits.
- Meet targets for outreach speed, contact rate, and referral-to-scheduled conversion.
- Receive, review, and process referrals from email, fax, phone, and partner channels.
- Confirm patient demographic and insurance information and resolve missing details.
- Track referrals from receipt through the first visit.
- Support referring provider offices with questions and referral status updates.
- Confirm referral receipt and scheduling outcomes, and identify when another level of care may be more appropriate.
- Answer new patient inbound calls during peak volume or as assigned.
- Partner with the Patient Support Center team to maintain seamless handoffs.
- Apply coaching and performance feedback to improve conversion, timeliness, contact rate, quality, and documentation.
- Accurately document every outreach attempt and interaction.
- Create a calm, personalized patient experience.
- Protect patient privacy and follow HIPAA and privacy requirements.
- Adapt to changing workflows, volumes, and schedules.
Requirements
What you’ll need- 1–3+ years in a customer-facing, phone-based, or hospitality role; experience in a medical office, mental health, referral coordination, outbound calling, or sales/conversion is a strong plus.
- Comfort working in a goal-oriented, quality-focused environment.
- Familiarity with insurance plans and benefits, or the ability to learn them quickly (preferred).
- Strong computer skills and the ability to navigate multiple systems while maintaining a warm, focused conversation with the patient.
- A quiet, professional remote workspace and reliable connectivity.
- Associate’s or bachelor’s degree preferred.
- Must maintain strict confidentiality and follow HIPAA and all privacy requirements.
Benefits
Comp & perks- Competitive compensation
- Flexible schedule
- In-person and virtual patient visits
- Comprehensive admin support (front office, accounting, finance, payroll, HR, etc)
- Professional development opportunities
- Clinical community, support, and leadership
- Medical, dental and vision benefits
- Life insurance
- Short and long-term disability
- Paid vacation and holidays
- Matching 401k plan
- State of the art technology