Integrative Primary Care Program Coordinator

At NorthBay Health, the Integrative Primary Care Program Coordinator position functions as a consultant and educator responsible for achieving patient participant and program development goals while facilitating an individualized primary care experience in a highly personalized environment focused on enhancing each patient’s healthcare experience. Position duties include but are not limited to: delivering an informative/educational overview of the practice and program design to existing and new patients in both 1:1 and group settings; promoting program awareness, securing acceptance of participation agreements, welcoming and directing new patient participants, conducting new patient orientation, managing program outreach communications, providing general office administration, answering incoming program development phone line, responding to program inquiry emails, presenting and directing general inquiry calls/emails; providing patient education on program fee payment mechanisms, insurance provisions, EHR patient portal; using CRM/POS portal for program fee collections, cash pay program components, group learning scheduling/coordination, financial reporting and A/R documentation; and serve as program ambassador for all on/off site business development and educational events. Position is also responsible for ensuring the smooth transition of non program participants to new PCP when applicable. 

PRIMARY JOB DUTIES

1. Consults and educates patients, community, leaders, staff . . .about the program.

2. Mostly responsible for achieving patient participant and program development goals.

3. Facilitates an individualized primary care experience in a highly personalized environment focused on enhancing each patient’s healthcare experience. 

4. Delivers an informative/educational overview of the practice and program design to existing and new patients.

5. Promotes program awareness individually as well as using the support of Marketing. 

6. Presents and secures acceptance of participation agreements.

7. Welcomes and directs new patient participants.

8. Coordinates and conducts new patient orientation.

9. Works with communication department to facilitate program outreach communications.

10. Provides general office administration.

11. Answers incoming program development phone line.

12. Responds to program inquiry emails. 

13. Presents and directs general inquiry calls/emails.

14. Provides patient education on program fee payment mechanisms, insurance provisions, EHR patient portal.

15. Uses and is the SME for the program’s CRM/POS portal used for program fee collections, cash pay program components, group learning scheduling/coordination, financial reporting and A/R documentation.

16. Serves as program contact and ambassador for all on/off site business development and educational events. 

17. Responsible for ensuring the smooth transition of non program participants to new PCP when applicable. 

18. Serves as back up to front desk PSR.

19. Other duties as assigned.

1. Education: Bachelor’s Degree required. Completion of American College of Lifestyle Medicine course (7.5 hours) will be required within 30 days of start of the position.

2.    Licensure/Certification: none

3.    Experience: Three (3) years of experience in business development, sales, membership services, hospitality or communications experience preferred. Healthcare experience preferred.

1. Skills: This position will ensure that the patient experience provided at all levels exceeds the expectations of physicians, patients and team members and is provided in a financially responsible manner. 

• Demonstrated ability to build positive relationships over the phone, via email and face-to-face interactions. 

• Effective public speaking skills for patient education and program development required. 

• Excellent verbal and written communication skills. 

• Excellent interpersonal and customer service skills.

• Excellent organizational skills and attention to detail.

• Excellent time management skills with a proven ability to meet deadlines.

• Strong an