About The Role
We're seeking a compassionate, organized
Patient Liaison to join a growing Hormone Optimization and Wellness practice — one built around helping patients feel like themselves again, whether that means restoring energy, balancing hormones, or reaching a healthier weight in a way that actually lasts.
This isn't a traditional receptionist role. It's a relationship role. You'll be the steady, encouraging voice patients hear throughout their treatment journey — checking in, answering questions, and helping them stay on track toward the results they came for. If you love the idea of genuinely supporting people through a wellness journey (not just booking their next appointment), this is built for you.
What You'll Do
Patient Follow-Up & Education (Primary Focus)
- Proactively reach out to patients throughout their treatment journey to check progress and encourage compliance
- Discuss treatment plans clearly and confidently using approved scripts
- Answer common patient questions using Top 10 FAQs
- Support patients in staying engaged and consistent with their wellness goals
Appointment Coordination & Outbound Calls
- Make outbound calls to schedule, confirm, and follow up on appointments
- Coordinate patient recall and re-engagement outreach as needed
- Keep patient records and communications organized in Booker and Weave
Administrative Support
- Maintain accurate documentation of patient interactions and follow-ups
- Support the broader front-office team with day-to-day administrative tasks as needed
Requirements
Required Qualifications
- 2+ years of experience as a Medical Receptionist, Patient Coordinator/Liaison, Medical Concierge, or Customer Success representative
- Excellent English communication skills and a warm, confident phone presence
- Experience making outbound patient calls and managing follow-up
- Comfortable discussing treatment plans using approved scripts
- Strong organizational and multitasking skills; able to work independently in a remote setting
Preferred Qualifications
- Background in Hormone Optimization, Functional Medicine, MedSpa, Concierge, or Integrative Medicine
- Experience with MedSpa EMR platforms or Weave
- Sales, retention, or relationship-management experience
- Experience with patient recall campaigns or working toward compliance goals
Benefits
Why This Role
You'll be a genuine part of patients wellness journeys — not just scheduling appointments, but helping people stay motivated and supported as they work toward feeling better, month after month. It's relationship-driven work with real, visible impact.
