Patient Intake Specialist for a Dental Clinic in the US (Home Based Full Time)

• Handle inbound phone calls, emails, texts, and scheduling inquiries from marketing leads

• Respond to patients who have engaged with Instagram or Facebook ads

• Coordinate preferred communication method with each patient (phone, email, or text)

• Conduct initial patient intake using Open Dental scheduling software

• Screen patients for suitability of advanced implant procedures

• Assess patient readiness and comfort level with the consultation process

• Demonstrate empathy and active listening throughout conversations

• Conduct sensitive financial conversations with patients

• Discuss payment options and payment plans for out-of-pocket procedures

• Facilitate credit checks

• Ensure patient comfort and trust when requesting financial information

• Schedule qualified patients for dental consultations in Open Dental

• Manage appointment calendar coordination with local staff

• Confirm consultation details with patients