Customer Success Specialist
Current• Ensure all appointments and consultations are promptly scheduled and attended to on time by providers, demonstrating meticulous attention to detail such as completing the patient’s chart and sending the correct prescription. • Address patient inquiries via multiple communication channels such as phone, email, text, Zoho tickets and chat including but not limited to consult requests, scheduled appointments, prescription concerns, shipping, payments and general questions about the client’s program. • Maintain accurate and detailed records in our support systems such as Zoho Desk, Zoho Phones, and EHR, ensuring data integrity and completeness. • Collaborate closely with Clinical and Non-Clinical patient support teams to address patient-related concerns or queries. • Act as a support for the clinical team when they need more information from the patient regarding their consult. • Serve as a liaison between patients and the clinical team, when additional information or clarification is needed to facilitate the consultation process. • Accurately enter the patient’s preferred prescription and pharmacy into their account to streamline the process when a provider reviews the consult. • Responding to the client’s email request that needs to be addressed by the clinical team ensuring all requests are completed accurately and in a timely manner.