OB Concierge Specialist
22 hours ago
The OB Concierge Specialist is responsible for ensuring an exceptional patient experience through proactive outreach, personalized assistance, and efficient back-office support. This role involves conducting follow-up calls after patient visits, gathering feedback, addressing concerns, and maintaining accurate patient records. The OB Concierge Team plays a vital role in strengthening patient relationships, supporting clinical operations, and contributing to the overall quality of patient care.
Key Responsibilities:Patient Outreach and Experience
- Conduct outbound calls to patients following their visits to collect feedback and assess satisfaction.
- Provide assistance to patients with concerns or questions, ensuring each interaction is handled with empathy and professionalism.
- Address patient dissatisfaction by offering timely solutions and escalating unresolved issues to management or clinical teams when necessary.
- Build positive patient relationships through consistent, courteous, and proactive communication.
Back-Office and Administrative Support
- Extract and verify patient information from healthcare databases or analytics tools to ensure record accuracy.
- Assign and manage daily outbound call lists and back-office task assignments for team members.
- Update patient spreadsheets with key details such as confirmed Estimated Due Dates (EDDs), pregnancy status, and hospital affiliations.
- Verify hospital affiliations within the EHR system and ensure corresponding notes and tracking sheets are updated.
- Review and update records for patients listed as "Undecided" regarding hospital affiliation.
- Send text communications to patients regarding hospital selection, appointment reminders, and welcome messages for new or expecting patients.
- Contact and document No Show patients for follow-up, and generate daily follow-up reports for management review.
- Maintain and update weekly delivery records, including sending congratulatory messages to patients who recently delivered.
- Reach out to patients who do not have upcoming appointments within 2–3 months to encourage scheduling.
- Track MIA (Missing in Action) patients and update tracking systems accordingly.
- Review and update spreadsheets related to patients who have left the practice or have unbilled deliveries.
- Coordinate and update postpartum appointment schedules, sending reminders as appropriate.
- Provide general support to patients requiring additional assistance or information.
Data Management and Reporting
- Maintain accurate and updated documentation for all OB patient interactions and records.
- Prepare and submit daily and weekly reports on patient outreach activities, follow-ups, and outcomes.
Ensure all data entries, updates, and communications comply with internal standards and healthcare data privacy regulations (e.g., HIPAA).
At least 1–2 years of experience in a customer service or healthcare support role, preferably in a BPO or clinical coordination environment.
- Excellent communication and interpersonal skills with a strong customer-centric mindset.
- Ability to manage sensitive patient information with discretion and professionalism.
- Proficiency in using Electronic Health Record (EHR) systems and Microsoft Office tools (Excel, Outlook, Word).
- Strong attention to detail and ability to manage multiple administrative tasks efficiently.
- Experience in data entry, patient scheduling, or healthcare documentation is an advantage.
- Strong organizational, analytical, and follow-up skills.
- Ability to work under minimal supervision in a fast-paced, team-oriented environment.
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