Bilingual Medical Sales/ Patient Intake Specialist - Rehabilitation
We are seeking a warm, high-converting, and sales-focused Patient Intake & Lead Conversion Specialist to own our inbound and outbound lead pipelines. This is a healthcare sales role first and an administrative role second. You will serve as the primary voice of our practice, delivering a unhurried, local, and high-trust experience that turns multi-channel inquiries into booked physical therapy evaluations. The ideal candidate pairs rapid speed-to-lead with deep proficiency in GoHighLevel (GHL) and Prompt EMR to guide Medicare-age patients and family decision-makers smoothly through the intake process.
Core Responsibilities
- Multi-Channel Conversion: Convert prospects from phone, web, Meta ads, physician referrals, Assisted Living Facilities (ALFs), and faxes into confirmed evaluation appointments.
- Speed-to-Lead Engagement: Execute rapid outreach on GoHighLevel (GHL) via phone and text within minutes of receiving incoming leads.
- Consultative Communication: Use a warm, consultative tone with Medicare-age adults and their adult children—actively listening, easing concerns, explaining next steps, and booking visits without sounding like billing or a call center.
- EMR Case Management: Create and update patient cases in Prompt EMR, scheduling initial visits according to clinic rules, provider availability, and facility types (ALF vs. in-clinic).
- Pipeline Integrity: Maintain strict GHL pipeline accuracy by updating lead stages (New, Contacted, Booked, No-Show, Nurture, Lost with stated reason) to eliminate "mystery" leads.
- Benefit Coordination: Conduct initial benefit verifications (supported by the billing team) while keeping insurance details from stalling the booking process.
- Clinic & ALF Coordination: Hand off ready patients smoothly by coordinating schedule conflicts, special needs, and complex cases with the on-site Patient Care Coordinator and ALF directors.
- Smart Booking Tools: Leverage Prompt online scheduling and waitlist features to maximize conversion, offering hands-on phone support for patients who require personalized guidance.
Requirements
Lead conversion background in Physical Therapy, Rehab, Dental, Med-Spa, or Specialty Healthcare clinics.
Experience communicating with Medicare-age adults and adult children managing a parent's care.
Hands-on experience with healthcare VoIP platforms like Weave.
Working knowledge of Direct Access regulations and when to escalate complex insurance queries to billing.
Please note that this is a full-time contractor position (40 hours per week) with a starting pay rate of $6 per hour depending on skillset and experience. The schedule is Monday through Friday, 8:30 am to 5:30 pm EST.
As published by workable
First name, Last name, Email, Phone, WhatsApp Phone Number, Address, Photo, Education, Experience, Summary, Resume, EMR, Languages, Cover letter
- Are you currently located in a LATAM country? yes / no
- Do you have at least 1 year of experience working as a Virtual Assistant or in a similar remote healthcare support role? yes / no
- Do you have at least 1 year of experience working in a sales/lead conversion role? yes / no
- Do you have hands-on experience using an EMR/EHR system? yes / no
- Please list the EMR/EHR systems you have experience using. written answer
- Do you have hands-on experience with GoHighLevel (GHL)? yes / no
- Are you willing to work within U.S. business hours (PST–EST)? yes / no
- Do you have any planned time off within the next 90 days? yes / no
- Please select your English proficiency level: Basic / Conversational / Professional / Professional Healthcare Proficiency / Native choose any
- This position is hiring urgently. Are you available to start immediately? yes / no
- Please provide your computer specifications (processor, RAM, operating system). written answer
- This is a full-time contractor position (40 hours/week) starting at $6 USD/hour depending on experience and skill set. Does this align with your expectations? yes / no