Intake coordinator
Front desk associate, patient access representative, telehealth coordinator
Gets each telehealth patient ready on time by watching the queue and contacting patients who are missing something.
Sees
- The readiness queue for their clinics, with each patient's form, consent, payment and device status
- Patient demographics, insurance details and intake answers
- Contact history for each appointment
Does
- Contacts patients by text, chat or phone from the queue
- Helps patients complete forms or records answers given by phone
- Resends invitations and updates contact details
- Flags interpreter needs and arranges an interpreter
- Marks patients ready and records no-shows
Cannot
- Issue refunds or change payment amounts
- Edit a signed consent
- Change forms, visit types or reminder schedules