
Patient Appointment Scheduling Specialist (U.S. Based, Remote)
About the Role
We’re looking for a detail-oriented, empathetic, and proactive Patient Scheduling Agent to support our mission of connecting patients with the care they need. In this role, you’ll be on the front lines of patient communication—scheduling appointments, answering questions, and ensuring every interaction is professional, compassionate, and efficient.
This role is all about turning daily call volume into meaningful patient outcomes. You’ll follow scripts, document conversations, and hit scheduling KPIs, all while helping refine messaging and workflows as the program grows. As part of a collaborative, fast-moving team, you’ll play a key role in improving access to care and shaping a patient experience that’s seamless, supportive, and impactful.
What You'll Do
- Schedule patient appointments by phone using approved scripts—clearly explain the purpose/importance of visits, answer basic questions, and confirm time, location, and prep steps.
- Hit daily KPIs (call volume and success rate) while maintaining quality, empathy, and professionalism.
- Document every interaction accurately in the daily spreadsheet or dashboard (final tool confirmed before training).
- Follow scripts—and improve them: use the provided call guides, gather feedback from calls, and suggest wording tweaks that increase conversions.
- Collaborate in Slack with your manager and teammates for updates, coaching, and fast issue resolution.
- Place/receive calls, manage dispositions, and escalate when needed.
- Protect patient privacy and follow company policies and applicable regulations (e.g., HIPAA-aligned practices).
- Be reliable and adaptable: show up for scheduled shifts, adjust to timezone coverage needs (EST/MT), and handle changes in process as we scale.
What We’re Looking For
- U.S.-based and authorized to work in the U.S.; reliable home setup (quiet space, stable internet).
- Phone-first communicator with a warm, professional tone and strong active-listening skills; comfortable explaining the importance of appointments.
- Call center, patient access, or appointment-setting experience (healthcare a plus).
- Tech-comfortable: quick with RingCentral (or similar cloud phone systems), Slack, and Google Sheets/Excel for daily work.
- Process discipline: follows scripts, captures accurate notes, updates statuses, and meets daily KPI targets.
- Adaptability & growth mindset: willing to iterate messaging as feedback comes in and the program scales.
Nice-to-haves
- Prior healthcare scheduling or EMR/PM familiarity.
- Bilingual skills (e.g., Spanish/English) are a bonus but not required.
Why Bold
- 100% remote work set-up and work-life balance
- Competitive pay
- A dynamic and fast-growing recruiting environment with clear growth opportunities
- Direct impact on company growth and hiring success
- Supportive team and leadership: comprehensive training, continuous support, and career development
About Bold Business:
Bold Business is a US-based global business process outsourcing (BPO) firm with over 25 years of experience and $7B+ in client engagements. We help fast-growing companies scale through smart talent strategies, automation, and technology-driven solutions.
Bold Business recruiters always use a “@boldbusiness.com” email address and/or from our Applicant Tracking System, Greenhouse. Any variation of this email domain should be considered suspicious. Additionally, Bold Business recruiters and authorized representatives will never request sensitive information in email or via text.
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