Patient Intake & Appointment Setting Specialist (Healthcare)

Overview: Our client is a growing U.S.-based healthcare practice dedicated to improving patients’ quality of life through specialized treatment programs and personalized care. They are seeking a compassionate and confident Patient Intake & Appointment Setting Specialist (Healthcare) to manage lead follow-ups, nurture prospective patients, communicate treatment options, and coordinate appointment scheduling. The ideal candidate is empathetic, highly organized, and comfortable managing patient inquiries and CRM pipelines to support the clinic’s growing intake and outreach operations. Schedule: Monday: 9:00 AM – 7:00 PM | Tuesday: 10:00 PM – 7:00 PM | Wednesday: 9:00 AM – 5:00 PM | Thursday: 9:00 AM – 7:00 PM (Houston, TX, USA) Responsibilities: Patient Intake & Lead Follow-Up Conduct outbound follow-up calls to leads generated through social media and marketing campaigns Use established scripts and conversational frameworks to qualify prospective patients Build rapport with patients while maintaining professionalism and empathy Educate prospective patients about the clinic’s treatment process and next steps Appointment Scheduling & Pipeline Management Schedule and confirm appointments across clinic locations Follow up consistently with leads who do not schedule during the initial interaction Manage non-responsive leads through strategic SMS and phone follow-up sequences Maintain an organized and updated pipeline within the CRM system Patient Communication & Customer Experience Provide compassionate support to patients experiencing chronic pain or neuropathy-related symptoms Maintain professional communication standards for all patient interactions Ensure accurate documentation of lead conversations, appointment statuses, and follow-up activities Support a positive patient experience from first contact through scheduling Requirements: Strong confidence and professionalism on the phone Excellent English communication skills for U.S.-based patient interaction Previous experience in healthcare , patient intake , appointment setting , or sales environments Ability to follow scripts naturally while building authentic rapport High level of empathy and emotional intelligence Experience using CRM systems and maintaining organized pipelines Strong organizational and follow-up skills Comfortable working independently in a remote environment Highly Regarded Skills & Experience: Experience working with U.S.-based healthcare clinics or medical practices Experience with Go High Level CRM Background in high-volume lead follow-up or patient coordination Familiarity with healthcare intake workflows and appointment scheduling Experience with SMS-based lead nurturing and communication Ability to handle sensitive conversations with professionalism and empathy Scope: Handle patient lead follow-up and appointment scheduling workflows Manage direct patient communication through phone and SMS outreach Maintain CRM pipeline organization and accurate lead tracking Support clinic growth by improving lead conversion and appointment consistency Contribute directly to patient experience and operational efficiency Opportunity for long-term growth within a growing healthcare organization Independent Contractor Perks: Permanent work from home Immediate hiring Health insurance coverage for eligible locations Note: Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review. One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.