Source Job

• Completes telephonic outreach to engage and schedule patients for health assessments.
• Maintains call targets and metrics to ensure program success and volume goals are met.
• Provides patient education and coordinates appointments and resources as needed.

Lumeris empowers value-based care, making healthcare safer, more affordable and personalized for providers, patients, and payers. The company is an EEO/AA employer with a focus on growth and employee engagement in a fast-paced environment.

• Conduct high-volume telehealth intake appointments to assess patient goals and explain service offerings.
• Manage scheduling, lab orders, prescription logistics, and EHR maintenance for a fully remote care team.
• Drive patient engagement through strategic outreach, coaching, and issue resolution to ensure high satisfaction.

Bold is the leading healthy aging platform, offering personalized, evidence-based exercise programs for Medicare members that help prevent falls, reduce pain, and increase activity. The company is backed by leading investors including Andreessen Horowitz and Khosla Ventures and has a patient-centered care team.

• Serve as the first point of contact, guiding patients through initial consultations and assessments.
• Coordinate care journeys by scheduling sessions with patients, caregivers, and medical teams.
• Reach out to interested patients to explain services and schedule appointments.

Isaac Health improves brain health at the population level by providing access to specialty brain health and dementia care services. Since launching in 2022, they have scaled across the US with support from leading healthcare investors and a focus on clinical quality and safety.

• Serve as the welcoming anchor for the practice, blending compassionate communication with organizational skills.
• Schedule new patient appointments, manage scheduling systems, and collect intake data accurately.
• Proactively address cancellations, re-engage patients, and maintain flawless EMR documentation.

Isaac Health improves brain health by providing accessible specialty dementia care services. Founded in 2022, it has scaled across the US with support from leading healthcare investors and a focus on clinical quality.

• Serve as the first point of contact for prospective patients, managing inbound and outbound communications via calls, chats, texts, and emails.
• Assess and qualify leads with empathy, schedule consultations, and follow up post-procedure to ensure a seamless care journey.
• Maintain accurate lead documentation in CRM, escalate trends, and collaborate with internal teams to improve patient experience and revenue growth.

Puzzle is a tech recruitment company that connects talent with healthcare provider roles. They emphasize remote work and professional development, with a focus on patient-centered care support.

• Make outbound calls to 80-100 prospective members daily to educate them on Thyme Care's free support services and encourage enrollment.
• Build trusting relationships through active listening, document member needs, and obtain consent while escalating urgent issues.
• Participate in coaching sessions to meet quality and productivity goals, with a focus on metrics and growth mindset.

Thyme Care is a market-leading value-based oncology care enabler, partnering with health plans, providers, and employers to improve outcomes and lower costs for people with cancer. They combine high-touch human support with technology and AI, and are a tech-native organization fostering a culture of inclusion and diverse perspectives.

• Execute 125 daily outbound touchpoints (calls and emails) to schedule 25 qualified appointments per month.
• Maintain accurate CRM records and follow up consistently to maximize conversion rates.
• Collaborate with the sales team to ensure smooth handoffs and participate in daily team huddles.

StemWave is a fast-growing medical device company based in Massachusetts, pioneering orthopedic shockwave technology in the U.S. They were recognized among the fastest-growing privately held companies in 2023 and 2024, and operate with a collaborative, high-ownership culture.

• Consistently practices Patients First philosophy, responding to questions, forwarding issues, and maintaining patient confidentiality per HIPAA.
• Collects patient demographic information, schedules appointments, performs medical necessity checks, and provides out-of-pocket cost estimations.
• Utilizes online systems for order retrieval, insurance verification, and accurate documentation in Epic; proactively analyzes account activity and suggests process improvements.

Northwestern Medicine is a leader in the healthcare industry, putting patients first in every interaction. It offers competitive benefits including tuition reimbursement, loan forgiveness, and 401(k) matching, and fosters a collaborative workplace.

• Qualify inbound and outbound leads, assessing eligibility and booking high-quality appointments for licensed agents.
• Identify qualifying life events (QLEs) and pre-screen clients for ACA and private PPO options.
• Maintain accurate CRM records and follow up with leads via text and email campaigns.

We are a U.S.-based health insurance agency focused on qualifying leads and booking appointments for licensed agents. We are a growing company with a remote team culture.

• Make 100-120 calls per day to engage potential candidates about job roles.
• Maintain a 90% interview completion rate through proactive follow-ups.
• Coordinate scheduling and handle rescheduling requests seamlessly.

Weekday AI is transforming the hiring landscape with powerful outreach tools and an extensive database of white-collar talent. Backed by Y Combinator, we're a fast-growing startup building top-notch recruitment solutions.

• Process referrals to MTM team and schedule appointments for patients.
• Provide phone support and document patient information in electronic health records.
• Assist with prior authorizations and billing to help patients access affordable medications.

UnityPoint Health is a healthcare system providing medical services. It is recognized as a Top 150 Place to Work in Healthcare and offers a supportive culture for team members.

• Convert warm inbound leads and conduct outbound calls to re-engage cold or inactive leads.
• Manage your own pipeline, prioritize follow-ups, and maintain accurate CRM documentation.
• Meet daily, weekly, and monthly conversion and activity KPIs while collaborating with care and operations teams.

LumiMeds is a fast-growing U.S.-based telehealth startup focused on weight management and long-term metabolic health. As a remote-first, globally distributed team, we value clarity, accountability, and people who take initiative.

• Serve as a primary contact for incoming DME referrals, providing clear information on pricing, order status, timelines, and qualification requirements.
• Advance referrals by reviewing documentation, identifying gaps, and securing clinical or insurance information.
• Verify insurance eligibility, maintain patient accounts, and coordinate intake workflows across multiple communication channels.

CarepathRx advances pharmacy and care delivery alongside hospitals and health systems nationwide. The team is ambitious, compassionate, and invested in curious, resilient individuals who are motivated to grow, keeping patients at the heart of everything they do.

• Manage client and provider rescheduling needs to optimize clinician availability.
• Input scheduling changes and oversee staffing substitutions with high attention to detail.
• Audit CentralReach codes and PTO usage for accurate payroll and utilization tracking.

Kind Behavioral Health provides Applied Behavior Analysis (ABA) services to improve the lives of children with autism. It is a rapidly growing organization that values thinking big, having fun, doing good, and being kind.

• Handle inbound calls, chats, and web inquiries in both English and Spanish.
• Conduct initial case screenings for auto accidents, slip and fall, and other personal injury cases.
• Read and analyze medical records, accurately enter case information in CRM systems, and schedule appointments with attorneys.

Solvo Global is a company that provides staffing and outsourcing solutions. They focus on connecting talent with opportunities across various industries, emphasizing a collaborative and supportive work culture.

• Be the first point of contact for individuals seeking SUD treatment, creating a welcoming, non-judgmental experience.
• Verify insurance eligibility and translate benefits and coverage into plain language patients can act on.
• Proactively manage schedules, open patient charts, and shepherd new patients through onboarding with care and efficiency.

Steadfast Health was founded to establish a new standard of substance use disorder (SUD) care, focused on making low-barrier, high quality care accessible to all. The company is a startup funded by Google Ventures (GV) and launched out of Triple Aim Partners, emphasizing a patient-centered approach and a supportive culture.

• Handle high-volume inbound and outbound calls to guide patients through their treatment journey.
• Provide empathetic support, book appointments, and maintain accurate patient records.
• Collaborate with clinical team to ensure seamless patient experience.

Montu UK is a leading digital health company specializing in cannabis-based medicines, dedicated to improving patient access to safe and effective treatments. As a fast-growing organization, we offer a collaborative and supportive environment where talented people can develop their careers while contributing to meaningful change in healthcare.

• Respond to patient inquiries regarding prescription drug plan coverage and fulfillment through the pharmacy, including answering inbound calls and conducting status checks.
• Make outbound patient refill phone calls, coordinate medication refills including data entry and pharmacy claim adjudication, and resolve adjudication error messages.
• Manage, organize, and update relevant data using database applications, identify trends, and participate in process improvement initiatives.

Shields Health Solutions is a healthcare company that partners with health systems to deliver specialty pharmacy services. They focus on patient engagement and medication adherence through integrated care models.

• Collaborate with Nurse Coordinators to support patients and manage testing logistics.
• Assess patient needs with a focus on customer support, problem solving, and relationship management.
• Use business system tools like QlikView and Salesforce to influence ongoing testing and drive revenue.

Natera is a global leader in cell-free DNA testing, dedicated to oncology, women's health, and organ health. The team consists of highly dedicated professionals from world-class institutions, caring deeply for their work and each other.

• Serve as the first point of contact for adults seeking substance use and mental health treatment, managing inbound and outbound calls with empathy and professionalism.
• Conduct consultative intake calls to assess needs, determine level of care, and convert inquiries into enrollments while meeting individual targets.
• Coordinate with clinical staff, maintain CRM documentation, and build referral source relationships to ensure smooth admissions.

Principles offers drug and alcohol treatment and mental health services in South Florida. The company fosters a remote culture centered on empathy, professionalism, and accountability.