Engagement Specialist (Patient Appointment Setter)

Engagement Specialist

· Remote

· $5 USD/hr base + performance bonuses

· Full-Time

PERFORMANCE TARGET

100+ confirmed patient bookings per month

ABOUT PATIENT PRO MARKETING

Patient Pro Marketing is a fast-growing healthcare marketing organization working with clinics across the United States. We specialize in connecting patients with the minimally invasive medical procedures they need, supporting partner clinics with professional, high-quality patient engagement and scheduling services.

We are looking for motivated, empathetic, and detail-oriented professionals who want to make a real difference in patients’ healthcare journeys while growing their careers in a dynamic, performance-driven environment.

ABOUT THE ROLE

Patient Pro Marketing is seeking highly motivated Engagement Specialists to join our growing call team. In this role, you will serve as the first point of contact for patients who have expressed interest in minimally invasive medical procedures.

Your responsibility is to connect with new patient leads, build trust, gather important information, and schedule consultations with our partner clinics. Engagement Specialists play a critical role in ensuring patients receive professional guidance and a smooth scheduling experience from the very first interaction.

This is a remote, performance-driven role where strong communication skills, empathy, and attention to detail are essential.

WHAT YOU WILL DO

Patient Outreach & Lead Management

Serve as the first and most important point of contact in the patient journey, building trust from the very first call.

• Contact new patient leads promptly through outbound calls and follow-ups to build trust and gather important information
• Conduct qualification conversations to understand patient needs and symptoms, ensuring a smooth scheduling experience

Patient Information & Scheduling

Ensure every booking is accurate, complete, and set up for a successful clinic visit.

• Gather and verify patient information, including legal name, date of birth, address, insurance details, and contact information
• Schedule patients for consultations at the correct clinic location, ensuring the correct procedure type, clinic, date, and time are selected
• Clearly explain next steps and set expectations for the clinic’s follow-up process, ensuring patients are fully informed

Documentation & Compliance

Maintain accurate, professional records of all patient interactions to uphold the highest standards of quality and accountability.

• Accurately document all conversations and patient notes in the CRM to maintain high standards of accuracy and professionalism
• Follow all scheduling protocols and clinic guidelines, escalating cancellations, insurance issues, or scheduling concerns when necessary

WHAT WE ARE LOOKING FOR

Communication Skills

You must be able to communicate clearly, confidently, and empathetically with patients, handling objections, addressing concerns, and ensuring patients fully understand the scheduling process.

Attention to Detail

Accuracy is critical, as you will be responsible for confirming patient information and ensuring appointments are scheduled correctly.

Time Management

Successful Engagement Specialists manage their call time effectively, prioritize follow-ups, and maintain consistent outreach to maximize booking opportunities.

Procedure & Clinic Knowledge

You will learn the different procedures offered by our clinics and understand scheduling guidelines to ensure patients are booked with the appropriate provider.

Team Collaboration

You will work closely with supervisors and other team members, communicating any patient concerns, scheduling conflicts, or clinic-related updates promptly.

WHAT WE OFFER

• Fully remote work environment, allowing for flexibility and work-life balance
• Structured training and support to ensure success in this role
• Performance-based growth opportunities, enabling you to advance your career and earn recognition
• A fast-growing healthcare marketing organization working with clinics across the United States, providing a dynamic and challenging work environment

Patient Pro Marketing is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.