CCRM Fertility

New Patient Consultant I

CCRM Fertility

full-time

Posted on:

Origin:  • 🇺🇸 United States • Colorado

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Job Level

Mid-LevelSenior

About the role

  • 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

Requirements

  • High School Diploma or GED required
  • 1+ year experience in a high-volume call center preferred
  • 1+ year experience in healthcare or women’s health preferred
  • Strong communication skills—both verbal and written
  • Ability to multitask and navigate multiple systems (Salesforce, Athena, phone platform)
  • Goal-oriented with a positive, team-first attitude
  • Compassion for patients navigating sensitive and emotional topics
  • Comfort working in a metric-driven environment