8194460 Job Detail
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Patient Onboarding Specialist

at ROM Technologies, Inc.

Desired Skills

About Job

Manage and support ROMTech’s remote pre-op patient onboarding process via telehealth technology. Remotely onboarding patients through ROMTech telehealth technology pre-op process. Perform all service agent responsibilities in accordance with established company protocols. Schedule patient follow-up appointments as necessary through our ERP & CRM systems. Continually exhibit excellent customer service skills to both external and internal patients. Utilize automated systems to log and retrieve information within our CRM platform. Complete supporting paperwork and data entry, as required. Assists patients effectively by solving technical problems that may arise with the portable connect any other ROMTech devices. Identify and escalate difficult customer situations to the appropriate party. Consistently capture customer information accurately and appropriately. Coordinate and schedule appointments for new patients based on their needs and availability, working closely with schedulers and other team members. Serve as a point of contact for patients, addressing any questions, concerns, or issues they may have throughout the onboarding process. Collaborate with other healthcare team members, such as Field Specialists, Schedulers, and Customer Service Agents, to ensure a seamless patient experience. Follow up with patients after their initial onboarding to ensure their needs were met and address any post-visit questions and/or concerns. Complete any ad-hoc duties as assigned.

Requirements

Additional Instructions

Manage and support ROMTech’s remote pre-op patient onboarding process via telehealth technology.
Remotely onboarding patients through ROMTech telehealth technology pre-op process.
Perform all service agent responsibilities in accordance with established company protocols.
Schedule patient follow-up appointments as necessary through our ERP & CRM systems.
Continually exhibit excellent customer service skills to both external and internal patients.
Utilize automated systems to log and retrieve information within our CRM platform.
Complete supporting paperwork and data entry, as required.
Assists patients effectively by solving technical problems that may arise with the portable connect any other ROMTech devices.
Identify and escalate difficult customer situations to the appropriate party.
Consistently capture customer information accurately and appropriately.
Coordinate and schedule appointments for new patients based on their needs and availability, working closely with schedulers and other team members.
Serve as a point of contact for patients, addressing any questions, concerns, or issues they may have throughout the onboarding process.
Collaborate with other healthcare team members, such as Field Specialists, Schedulers, and Customer Service Agents, to ensure a seamless patient experience.
Follow up with patients after their initial onboarding to ensure their needs were met and address any post-visit questions and/or concerns.
Complete any ad-hoc duties as assigned.

Perks and Benefits

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ROM Technologies, Inc.

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Details

Job Type
Remote
Preferred location
Clearwater, Fl
Apply Before
Jan 22, 2026
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