Principal Consultant
PerkinElmer
New Patient Consultant I
CCRM Fertility
full-time
Posted on:
Location: Colorado • 🇺🇸 United States
Visit company websiteJob 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
