Customer Success Manager

• Conduct outreach calls to schedule patients for healthcare appointments
• Answer inbound calls to assist patients with pre and post-visit support needs
• Document interactions effectively in a CRM or EMR
• Participate in department meetings
• Verify insurance and collect co-pays
• Check patients in and out and complete any needed (non-clinical) documentation
• Effectively communicate with patients through various platforms
• Provide on-demand support for patients, providers, and in-field Mobile Health Clinicians
• Coordinate with the field team and clinical team providing care
• Coordinate support with patient medical records, letters, forms, and patient follow-up
• Ensure professional communication with patients, coworkers, managers, and field staff
• Maintain positive QA and KPI reviews
• Stay current with the changing needs of the department
• Perform additional assignments as required

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