New Patient Consultant


Job title: New Patient Consultant

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Company: CCRM Fertility

Job description: The New Patient Consultant plays a very important role in the success of the entire CCRM Network. As the first point of contact for the majority of the Network’s potential new patients, this position is critical in setting the tone for the new patient experience. The New Patient Consultant is responsible for assisting potential new patients in order to schedule the new patient appointment with a CCRM Network physician. The New Patient Consultant is responsible for responding to potential new patients who have submitted a “contact form” via the company website and

What You’ll Do Every Day

  • Strictly adhere to HIPAA regulations and maintain patient confidentiality at all times.
  • Communicate information regarding CCRM’s physicians, services, and successes to the potential patient with the ultimate goal of aiding the patient in scheduling a new patient appointment.
  • Obtain necessary information from the patient including referral source, reason for appointment, demographic information for both patient and spouse/partner, and insurance information for both spouse/partner.
  • Communicate clearly to the patient what is expected of them in regard to completing new patient forms online, obtaining medical records for the CCRM physician’s review, submitting insurance information, and other pertinent items.
  • Send confirmation information to the patient.
  • Create portal accounts for both the patient and spouse/partner.
  • Send consent forms via DocuSign to both patient and spouse/partner.
  • Link patient and spouse/partner in the electronic medical record.
  • Contact potential patients who have submitted their contact information via CCRM’s website.
  • Follow up with potential patients in a timely manner and regularly according to the follow-up schedule, in accordance with established policies.
  • Answer patient emails in a timely manner, in accordance with established policies.
  • Place phone calls to patients who have been referred by other clinics either by medical record submission or referral form submission and follow up according to schedule
  • Communicate with physicians, nurses, front desk staff, billing office, and others as needed regarding patient questions, unusual issues, , insurance pre-authorization matters, and other circumstances of which other staff may need to be informed,.
  • Maintain and track several internal forms and spreadsheets for new patients scheduled, contact forms received, appointments cancelled, referral sources, incoming call data, and other as directed by manager
  • Attend all staff meetings and in-service meetings.
  • Other duties as assigned.

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities, tasks, duties, or responsibilities that are required of this position. Duties, responsibilities, tasks, and activities of this position are subject to change at any time with or without notice.

Required Knowledge, Skills and Abilities

  • Superior ability to handle high volume of calls and the patience to remain engaged with and attentive to each caller.
  • Superior customer service skills, consistently exhibiting courteous, compassionate, and respectful communication with everyone at all times, including the consistent ability to listen attentively to each caller in order to provide the best service.
  • Logic, common sense, and the ability to guide the call in order to answer all questions, and provide an exceptional experience for each customer caller while keeping time management in mind.
  • Ability to follow procedures with a strong attention to detail in order to obtain information completely and correctly.
  • Strong computer skills and ability to use basic office equipment with a high degree of accuracy in typing and data entry. Previous EMR experience, preferred.
  • Must be organized, with a strong ability to multi-task, prioritize, and have a strong attention to detail and strong ability to utilize time efficiently.
  • Must consistently display a positive attitude and flexibility in changing situations.
  • Quick learner and willingness to take initiative with a self-starter attitude
  • Demonstrate the ability to be a team player and possess a willingness to perform duties that are assigned or delegated within a timely manner.
  • Participate in identifying problems and suggesting solutions.
  • Maintain strict confidentiality for all patient and clinic information, consistent with established security and confidentiality policies and HIPAA regulations, at all times.

Education and Experience

  • High school diploma required; Associates Degree in related field preferred, or equivalent work experience in related field.
  • 1+ years of prior experience in related field, preferred.

Supervisory Responsibilities

None

Working Conditions

This job operated in a professional office setting performing predominantly sedentary work. This role routinely uses standard office equipment such as computers, including computer keyboards and mice; telephones; photocopiers; scanners; filing cabinets.

While performing the duties of this job, the employee is regularly required to talk, see and hear. The employee is frequently required to sit; will occasionally stand and/or walk; use hands and fingers to grasp, pick, pinch, type; and reach with hands and arms. Employee is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; operation of standard office machines and equipment.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Why Join CCRM Fertility?

As one of the leading providers of fertility services in the nation, CCRM is comprised of the best people in the industry. If you have a desire to be a part of an enthusiastic team, help patients achieve their dreams of parenthood, and grow both professionally and personally, CCRM may be the right place for you. CCRM offers competitive pay and benefits, growth opportunities, and an environment supportive of the success of our teams.

What we Offer our Team Members

  • Competitive pay and bonus opportunity
  • Medical, dental and vision benefits
  • 401(k) with Company match
  • Paid time off and holiday time
  • Professional development opportunities
  • Job training and cross training opportunities

FLSA Status

Non-Exempt (hourly)

Pay Range

$20.23 – $22.90 per hour plus potential for shift differentials and bonus potential

Actual compensation offered will be determined based on the selected candidate’s skills, education, and experience.

Pre-Employment Requirements

All offers of employment are conditional upon successful completion of pre-employment screenings, including a criminal background check, drug screen, professional reference checks, and verification of your eligibility and authorization to work in the United States. Some positions may also require verification of your education, professional licensure and/or certifications, and prior employment.

Who Is CCRM Fertility?

CCRM Fertility is a global pioneer in fertility treatment, research and science. Founded by Dr. William Schoolcraft 35 years ago, CCRM Fertility specializes in the most advanced fertility treatments with deep expertise in IVF, fertility testing, egg freezing, preimplantation genetic testing, third party reproduction and egg donation. CCRM Fertility leverages its own data and a dedicated team of in-house reproductive endocrinologists, embryologists and geneticists to deliver industry-leading outcomes.

CCRM Fertility has 34 locations in North America, serving patients in 12 major metropolitan areas, including Atlanta, Boston, Dallas-Fort Worth, Denver, Houston, New Jersey, New York, Northern Virginia, Minneapolis, Orange County, San Francisco Bay Area, and Toronto.

CCRM Fertility is a proud strategic partner of Unified Women’s Healthcare, a focused women’s health company that strategically operates, affiliates, or invests in business that drive better outcomes and experiences for patients for every milestone and moment of her healthcare journey. For more information, visit .

Equal Employment/Anti-Discrimination

We are an equal opportunity employer. In all aspects of employment, including the decision to hire, promote, discipline, or discharge, the choice will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

PI196976465

Expected salary:

Location: USA

Job date: Thu, 17 Nov 2022 05:44:08 GMT

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