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Patient Appointment Scheduling Specialist (U.S. Based, Remote)

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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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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

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4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

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The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

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