Onboarding & Intake Coordinator

Our client is looking for an Onboarding Team Member to join their team full-time in a 100% remote role. They operate in the healthcare services space and have strengthened patient experience in recent years by standardizing compliant, patient-centered onboarding workflows.This role is key to ensuring a smooth and accurate onboarding experience for both Primary Care (PC) and Registered Dietitian (RD) patients. The Onboarding Team Member supports intake, scheduling approvals, CRM updates, patient communication, and internal tracking across multiple systems.ResponsibilitiesRespond to patient inquiries via email and phone and guide them through onboarding steps.Send and manage onboarding documents, referrals, and intake forms.Monitor incoming faxes, identify referrals, organize files, and update trackers.Review appointment requests and confirm documentation, schedules, and insurance eligibility.Approve or decline appointments while avoiding scheduling conflicts.Manage new leads and patient workflows in Zoho CRM.Create and update patient charts, onboarding tasks, and status stages after payment.Support nutrition patients with Vioscreen setup, results uploads, and follow-ups.Review intake forms, verify insurance eligibility, and confirm required documentation.Maintain accurate internal spreadsheets and member tracking.Answer inbound calls and provide professional, patient-centered support.Ensure accuracy, compliance, and consistent follow-up across all systems.RequirementsExperience as a Virtual Assistant, Medical Admin, or Healthcare Intake Coordinator.Strong written and verbal communication skills.High attention to detail and organizational discipline.Ability to manage multiple systems and workflows simultaneously.Comfort handling PHI and maintaining HIPAA compliance.Proficiency with email, spreadsheets, and CRM tools.Full-time availability in a remote environment.QualificationsExperience supporting healthcare onboarding or intake processes.Strong follow-up habits and documentation accuracy.Ability to work independently in fast-paced environments.Calm, reliable, and patient-focused working style.Full-time role.Long-term opportunity within a growing healthcare organization.Clear workflows and performance expectations. #J-18808-Ljbffr