Boogie Team

Appointment Setter

• Research and generate qualified provider leads using public databases and online resources
• Verify provider information including specialty eligibility, contact details, and office hours
• Conduct outbound calls to medical practices following provided scripts
• Schedule appointments based on availability and internal booking guidelines
• Capture accurate appointment details including provider information and notes
• Confirm scheduled appointments and coordinate updates with the internal team
• Ensure providers receive correct meeting links or call details before appointments
• Maintain accurate lead records, call notes, and appointment tracking in CRM systems
• Record appointment times accurately based on Pacific Time
• Provide timely updates regarding appointment status and scheduling changes

Medical Appointment Setter, Outreach Coordinator