Patient Outreach Specialist

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Winning Assistants LLC

51 - 200 employees

At Winning Assistants, we help doctors, healthcare professionals, and business owners save time, cut costs, and scale their operations with highly skilled, HIPAA-compliant virtual assistants. Our VAs handle tasks like admin support, medical office management, marketing, and customer service, allowing you to focus on growth.

📋 Description

• Make outbound calls to prospective and existing patients to introduce and educate them about available DME products and services • Assess patient needs and recommend appropriate equipment based on their circumstances • Explain the DME process, including insurance verification, required documentation, and next steps • Address patient questions with professionalism, empathy, and product knowledge • Handle inbound inquiries via phone, email, chat, and text • Schedule appointments and coordinate follow-up communications • Support calendar management for both internal teams and patient appointments • Collaborate with intake, billing, and support teams to ensure a seamless patient experience • Assist with community outreach initiatives and virtual patient education events as needed • Maintain accurate documentation of all patient interactions within the CRM or patient management system • Manage emails and text messages by sorting, prioritizing, and responding appropriately • Assist with distributing newsletters, patient communications, and practice updates • Ensure all patient interactions and documentation comply with HIPAA regulations and organizational policies

🎯 Requirements

• 1–3 years of experience in healthcare, customer service, patient support, sales, or a call center environment preferred • Previous experience supporting patients or customers through consultative conversations • Experience in the Durable Medical Equipment (DME) industry is a strong advantage • Proven experience with outbound calling, sales outreach, lead nurturing, or cold calling • Ability to confidently explain products, educate patients, and address objections professionally • Excellent verbal and written English communication skills • Strong listening skills with the ability to understand patient needs and recommend appropriate solutions • Professional, empathetic, and patient-focused communication style • Experience scheduling appointments and managing follow-up activities • Ability to manage multiple patient interactions while maintaining excellent attention to detail • Strong organizational and time management skills • Comfortable working independently while meeting productivity goals • Experience with CRM systems • Phone, chat, and messaging platforms • Microsoft Office or Google Workspace

🏖️ Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication. • Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks. • HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients. • Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention. • Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule. • Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client. • Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best. • Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

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