[Hiring] Patient Navigator @Pearl

Role Description

The Patient Navigator owns two phases of the patient journey. On the front end, they pick up inbound calls, lead pre-scheduled 15-minute video intro calls, screen for financing readiness and benefits eligibility, and book qualified patients for clinical consultations.

Core Responsibilities

• Inbound Call Management & Front-End Patient Screening
  • Pick up inbound calls at a 90–95% rate during business hours
  • Attend 100% of pre-scheduled 15-minute video intro calls with potential patients
  • Screen patients using structured financing-readiness and benefits-eligibility questions
  • Educate potential patients on the client's non-surgical procedure offering in an educational, rapport-driven manner
  • Book qualified patients for clinical consultations with nurse practitioners
• Post-Consultation Warm Handoff & Closing Support
  • Join the last 10 minutes of medical consultations conducted by nurse practitioners
  • Walk patients through next steps, payment logistics, and financing options
  • Schedule follow-up calls for patients with outstanding questions
  • Drive conversion from warm handoff to final payment and closing
• Documentation, Systems & Metrics Tracking
  • Document all patient interactions in the company's EHR system (calls, texts, scheduling)
  • Maintain HIPAA-compliant workflows and data-handling protocols
  • Track consultation booking rate and warm-handoff close rate from Day 1
  • Collaborate with the team via Google Workspace (Google Chat as primary channel)

Qualifications

• 2+ years of US healthcare experience in a patient-facing role (intake, coordination, scheduling, patient services, telehealth support, or clinical)
• Hands-on experience handling high-volume inbound patient calls and conducting scheduled video-based patient conversations
• Demonstrated experience discussing payment, financing, or cost options directly with patients or customers
• Proven experience working US business hours (ET/CT), including shift-based coverage
• Proficiency with Google Workspace and EMR/EHR or comparable healthcare scheduling platforms
• Ability to work on a MacBook within HIPAA-compliant workflows
• C1+ English (CEFR) with a neutral accent for US patient-facing phone and video communication

Requirements

• Exposure to GLP-1 programs, medical weight loss, bariatric, or obesity care patient populations
• Spanish fluency in addition to English
• RN, LPN, or other clinical credentials
• Experience at a telehealth platform or cash-pay elective medical practice
• Prior Sunday or non-traditional shift coverage experience

Benefits

• Competitive Salary: Based on experience and skills
• Remote Work: Fully remote—work from anywhere
• Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
• Generous PTO: In accordance with company policy
• Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
• Direct Mentorship: Guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Connect with professionals worldwide