CCRM Fertility

Consultant

• Handle high volumes of inbound calls, form submissions, and patient inquiries
• Conduct outbound follow-up calls and emails to convert leads into scheduled consults
• Provide clear, warm, and accurate information about our physicians, services, and locations
• Guide patients through the early steps of the journey—from referral to scheduled appointment
• Accurately collect and enter patient information into Salesforce and Athena (EMR)
• Send consent forms and registration materials via DocuSign
• Use standardized scripts and outreach workflows to ensure consistent service
• Collaborate with clinical teams to confirm next steps and handoffs
• Escalate clinical or financial questions to the appropriate team
• Adhere to HIPAA regulations and maintain patient confidentiality at all times
• Meet individual and team productivity goals for scheduling, call handling, and conversion
• Participate in ongoing training, team meetings, and quality reviews
• Other duties as assigned

New Patient Consultant I