Patient Enrollment Coordinator

• Serve as the first point of contact for prospective patients via phone, email, text, or web form
• Conduct initial screenings to determine patient eligibility for Beckley Clinical’s behavioral health and wellness services
• Guide patients through the complete enrollment process, from initial inquiry to first appointment
• Collect, verify, and input patient demographic, medical, and insurance details into the EHR system
• Coordinate insurance verification and authorizations with payers
• Schedule virtual consultations, treatments, follow-up appointments, and care transitions
• Provide proactive outreach to patients between appointments via phone, email, and text to ensure continuity of care
• Send appointment reminders, pre-visit instructions, and post-visit follow-up communications
• Assist patients with rescheduling, cancellations, and care plan adjustments as needed
• Coordinate referrals to specialists or additional services within Beckley Clinical's network
• Support medication management scheduling and pharmacy coordination when applicable
• Clearly explain patient policies, consent forms, and financial responsibilities (insurance, copay, self-pay).
• Maintain HIPAA-compliant records and uphold Beckley Clinical's quality standards across all patient interactions
• Document all patient communications and care coordination activities in EHR system
• Monitor patient engagement and identify opportunities for re-engagement or additional support
• Participate in continuous improvement projects to optimize patient experience in virtual care model
• Collaborate with clinical and administrative teams to ensure seamless patient care delivery

Education:

• High school diploma or equivalent required
• Associate’s degree or coursework in healthcare administration, medical billing, or related field preferred

Experience:

• 1–2 years of experience in patient intake, customer service, or medical office support (remote healthcare experience preferred)
• Familiarity with insurance verification and prior authorization processes
• Experience in behavioral health or wellness clinic settings is a plus
• Background in patient retention and engagement strategies preferred

Skills:

• Exceptional communication skills across multiple channels (phone, video, email, text messaging) with empathy and clarity
• Ability to build and maintain long-term trust and rapport with patients in a remote environment
• Strong problem-solving skills to address patient barriers and care coordination challenges
• Excellent organizational skills and attention to detail for managing ongoing patient relationships
• Proficiency with electronic health record (EHR), scheduling systems, and patient communication platforms
• Knowledge of medical terminology, insurance concepts, and care coordination principles
• Self-starter with ability to work independently while maintaining consistent patient engagement
• Experience with patient outreach tools and multi-channel communication strategies
• Must live in or near San Antonio, as you will be required to be onsite of our San Antonio clinic