Expert Appointment Setter
United Placement Group
Patient Appointment Scheduling Specialist
Bold Business
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
Cloud
About the role
- Schedule patient appointments by phone using approved scripts—clearly explain the purpose/importance of visits, answer basic questions, and confirm time, location, and prep steps.
- Hit daily KPIs (call volume and success rate) while maintaining quality, empathy, and professionalism.
- Document every interaction accurately in the daily spreadsheet or dashboard (final tool confirmed before training).
- Follow scripts—and improve them: use the provided call guides, gather feedback from calls, and suggest wording tweaks that increase conversions.
- Collaborate in Slack with your manager and teammates for updates, coaching, and fast issue resolution.
- Place/receive calls, manage dispositions, and escalate when needed.
- Protect patient privacy and follow company policies and applicable regulations (e.g., HIPAA-aligned practices).
- Be reliable and adaptable: show up for scheduled shifts, adjust to timezone coverage needs (EST/MT), and handle changes in process as we scale.
Requirements
- U.S.-based and authorized to work in the U.S.; reliable home setup (quiet space, stable internet).
- Phone-first communicator with a warm, professional tone and strong active-listening skills; comfortable explaining the importance of appointments.
- Call center, patient access, or appointment-setting experience (healthcare a plus).
- Tech-comfortable: quick with RingCentral (or similar cloud phone systems), Slack, and Google Sheets/Excel for daily work.
- Process discipline: follows scripts, captures accurate notes, updates statuses, and meets daily KPI targets.
- Adaptability & growth mindset: willing to iterate messaging as feedback comes in and the program scales.
- Nice-to-haves: prior healthcare scheduling or EMR/PM familiarity; bilingual skills (e.g., Spanish/English) are a bonus but not required.
Benefits
- 100% remote work set-up and work-life balance
- Competitive pay
- A dynamic and fast-growing recruiting environment with clear growth opportunities
- Direct impact on company growth and hiring success
- Supportive team and leadership: comprehensive training, continuous support, and career development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
call center experiencepatient access experienceappointment-setting experiencehealthcare experiencebilingual skillsEMR familiarityPM familiarity
Soft skills
active listeningprofessional toneempathyadaptabilityreliabilityprocess disciplinegrowth mindset