What are the responsibilities and job description for the Patient Relationship & Outreach Specialist position at Aligned Management Services, LLC?
ROLE
Patient Relationship & Outreach Specialist
REPORTS TO
Sales & Client Relationship Manager
OVERVIEW
At Modern Vision Solutions (MVS), our mission is to provide our patients with the best vision scientifically achievable while providing an exceptional patient-care experience in the process. Modern Vision Solutions is the only comprehensive vision correction practice in the Des Moines metro, specializing in LASIK, PRK, SMILE, ICL surgery, RLE, and refractive cataract surgery. Our patients experience the most comprehensive examinations possible, with testing consisting of tomography, epithelial mapping, specular microscopy, wavefront analysis, tear film analysis, wide-field fundus photography, and macular and optic nerve OCT. We uproot the status quo of waiting rooms and paperwork to provide personalized care to our patients: care that is attentive, compassionate and convenient. Through it all, we remain at the forefront of science and technology and contribute to advancing refractive surgery through patient care innovation and clinical research. We strive to achieve strong growth through innovation, and with growth comes opportunity. To achieve our mission, we invest in our employees to optimize their work experience and happiness. We believe that happy employees create happy patients, so we cultivate a positive work environment.
DESCRIPTION
The Regional Surgical Coordinator plays a key role in the success of the organization with the primary duty to promote company services through excellent customer service. The role is responsible for meeting and greeting patients, scheduling and conducting consultations, scheduling procedures, follow-up visits and all facets of patient relationship management, data entry in the CRM system, and discussion and implementation of payment plans. This role is also responsible for outreach to support business growth.
ABOUT DES MOINES
Des Moines is a vibrant and growing city that offers a great quality of life with a perfect blend of urban amenities and small-town charm. With affordable housing, a low cost of living, and a strong job market, it's an attractive option for young professionals and great for family life. It is one of the fastest growing cities in the country and is often rated as one of the best places to live in the country. The city boasts excellent schools, plenty of parks, and a thriving arts and culture scene, including theaters, museums, and local events. Its friendly community, safe neighborhoods, and proximity to both nature and business opportunities make Des Moines an ideal place to call home.
RESPONSIBILITIES
Surgical Coordinator Duties
Passion for providing exceptional patient care.
Must have outstanding relationship/customer service skills.
Strong communication and interpersonal skills.
Willingness to learn and grow.
Acts as primary point of contact for all client inquiries, education/counseling, as well as initial information gathering.
Provides patient education including, but not limited to, surgical technology, lens options, costs, and any pre-surgical preparation
Manages all communications within the CRM system, email, or other web-based systems including follow-up phone calls and correspondence required to maintain client relationships with the practice, promptly and in a patient friendly, customer service orientated manner
Communicates with all members of the team to assure continuity of care for the patient, including but not limited to, special instructions for surgeries or changes to surgeries that may arise after initial scheduling is complete
Schedules refractive consultations, procedures, and appointments post consultation
Schedules and conducts telehealth appointments
Responsible for following-up with and nurture existing leads as well as cultivate referrals from existing customers
Works closely with the Engagement Center on phone scripting and lead messaging
Provides messaging and campaign feedback to the Marketing team
Responsible for timely customer data entry in CRM system
Outreach Duties
Plan and manage community outreach and networking events.
Build relationships with local organizations and industry professionals.
Help develop and coordinate continuing education programs.
Partner with businesses and institutions to expand learning opportunities.
JOB REQUIREMENTS
Minimum high school diploma or general education degree (GED) required
Bachelor Degree preferred
1-2 years of sales experience or customer service experience (Preferred)
Medical terminology: 1 year (Preferred)
Computer skills: 1 year (Preferred)
Excellent verbal communication skills
Strong orientation towards providing excellent customer service
High attention to detail
Ability to maintain a professional appearance
Knowledge of electronic health record, scheduling system, and CRM is preferred
Familiarity with Google Workspace, specifically Gmail and Google Meet
Strong networking and communication skills.
Ability to manage multiple projects and meet deadlines.
Comfortable with community engagement.
*While this position is in Des Moines, training will be completed in Omaha, NE.
KEY COMPETENCIES AND SKILLS
Patient First Mindset
Empathy
Excellent communicator
Actively listener
Adaptable
Growth Mindset
Attention to Detail
TOTAL COMPENSATION
Discover Our Comprehensive Total Compensation Portfolio
We believe in rewarding our team with more than just a paycheck. Our total compensation portfolio is designed to support your well-being, professional growth, and work-life balance. Here’s a glimpse of what you can look forward to:
Salary: We are proud to offer a competitive salary within the market.
Health and Wellness: Comprehensive medical and dental insurance to keep you and your family healthy. Plus, wellness programs and resources to support your overall well-being.
Financial Security: Competitive salary, 401(k) contribution, and financial planning assistance to help you secure your financial future.
Work-Life Balance: Paid time off and Employee Assistance Program to help you balance your professional and personal life.
Professional Development: Continuous learning opportunities, tuition reimbursement, and career advancement programs to help you grow and succeed in your career.
Community and Culture: Inclusive and collaborative work environment, company-sponsored events, and volunteer opportunities to foster a sense of community and purpose.
Voluntary Benefits: To help support you and your family we offer a wide range of voluntary benefits including Life, Hospital, Accident, and Critical Illness.
Join us and experience a workplace that values your contributions and invests in your success. Explore the possibilities with Modern Vision Solutions, Des Moines.
MVS is an equal opportunity employer.
Patient Relationship & Outreach Specialist
REPORTS TO
Sales & Client Relationship Manager
OVERVIEW
At Modern Vision Solutions (MVS), our mission is to provide our patients with the best vision scientifically achievable while providing an exceptional patient-care experience in the process. Modern Vision Solutions is the only comprehensive vision correction practice in the Des Moines metro, specializing in LASIK, PRK, SMILE, ICL surgery, RLE, and refractive cataract surgery. Our patients experience the most comprehensive examinations possible, with testing consisting of tomography, epithelial mapping, specular microscopy, wavefront analysis, tear film analysis, wide-field fundus photography, and macular and optic nerve OCT. We uproot the status quo of waiting rooms and paperwork to provide personalized care to our patients: care that is attentive, compassionate and convenient. Through it all, we remain at the forefront of science and technology and contribute to advancing refractive surgery through patient care innovation and clinical research. We strive to achieve strong growth through innovation, and with growth comes opportunity. To achieve our mission, we invest in our employees to optimize their work experience and happiness. We believe that happy employees create happy patients, so we cultivate a positive work environment.
DESCRIPTION
The Regional Surgical Coordinator plays a key role in the success of the organization with the primary duty to promote company services through excellent customer service. The role is responsible for meeting and greeting patients, scheduling and conducting consultations, scheduling procedures, follow-up visits and all facets of patient relationship management, data entry in the CRM system, and discussion and implementation of payment plans. This role is also responsible for outreach to support business growth.
ABOUT DES MOINES
Des Moines is a vibrant and growing city that offers a great quality of life with a perfect blend of urban amenities and small-town charm. With affordable housing, a low cost of living, and a strong job market, it's an attractive option for young professionals and great for family life. It is one of the fastest growing cities in the country and is often rated as one of the best places to live in the country. The city boasts excellent schools, plenty of parks, and a thriving arts and culture scene, including theaters, museums, and local events. Its friendly community, safe neighborhoods, and proximity to both nature and business opportunities make Des Moines an ideal place to call home.
RESPONSIBILITIES
Surgical Coordinator Duties
Passion for providing exceptional patient care.
Must have outstanding relationship/customer service skills.
Strong communication and interpersonal skills.
Willingness to learn and grow.
Acts as primary point of contact for all client inquiries, education/counseling, as well as initial information gathering.
Provides patient education including, but not limited to, surgical technology, lens options, costs, and any pre-surgical preparation
Manages all communications within the CRM system, email, or other web-based systems including follow-up phone calls and correspondence required to maintain client relationships with the practice, promptly and in a patient friendly, customer service orientated manner
Communicates with all members of the team to assure continuity of care for the patient, including but not limited to, special instructions for surgeries or changes to surgeries that may arise after initial scheduling is complete
Schedules refractive consultations, procedures, and appointments post consultation
Schedules and conducts telehealth appointments
Responsible for following-up with and nurture existing leads as well as cultivate referrals from existing customers
Works closely with the Engagement Center on phone scripting and lead messaging
Provides messaging and campaign feedback to the Marketing team
Responsible for timely customer data entry in CRM system
Outreach Duties
Plan and manage community outreach and networking events.
Build relationships with local organizations and industry professionals.
Help develop and coordinate continuing education programs.
Partner with businesses and institutions to expand learning opportunities.
JOB REQUIREMENTS
Minimum high school diploma or general education degree (GED) required
Bachelor Degree preferred
1-2 years of sales experience or customer service experience (Preferred)
Medical terminology: 1 year (Preferred)
Computer skills: 1 year (Preferred)
Excellent verbal communication skills
Strong orientation towards providing excellent customer service
High attention to detail
Ability to maintain a professional appearance
Knowledge of electronic health record, scheduling system, and CRM is preferred
Familiarity with Google Workspace, specifically Gmail and Google Meet
Strong networking and communication skills.
Ability to manage multiple projects and meet deadlines.
Comfortable with community engagement.
*While this position is in Des Moines, training will be completed in Omaha, NE.
KEY COMPETENCIES AND SKILLS
Patient First Mindset
Empathy
Excellent communicator
Actively listener
Adaptable
Growth Mindset
Attention to Detail
TOTAL COMPENSATION
Discover Our Comprehensive Total Compensation Portfolio
We believe in rewarding our team with more than just a paycheck. Our total compensation portfolio is designed to support your well-being, professional growth, and work-life balance. Here’s a glimpse of what you can look forward to:
Salary: We are proud to offer a competitive salary within the market.
Health and Wellness: Comprehensive medical and dental insurance to keep you and your family healthy. Plus, wellness programs and resources to support your overall well-being.
Financial Security: Competitive salary, 401(k) contribution, and financial planning assistance to help you secure your financial future.
Work-Life Balance: Paid time off and Employee Assistance Program to help you balance your professional and personal life.
Professional Development: Continuous learning opportunities, tuition reimbursement, and career advancement programs to help you grow and succeed in your career.
Community and Culture: Inclusive and collaborative work environment, company-sponsored events, and volunteer opportunities to foster a sense of community and purpose.
Voluntary Benefits: To help support you and your family we offer a wide range of voluntary benefits including Life, Hospital, Accident, and Critical Illness.
Join us and experience a workplace that values your contributions and invests in your success. Explore the possibilities with Modern Vision Solutions, Des Moines.
MVS is an equal opportunity employer.
