About this role
The Patient Experience Coordinator serves as the first point of contact for patients and visitors, setting the tone for a positive and welcoming medspa & healthcare experience. This role combines administrative efficiency with exceptional customer service to ensure seamless patient interactions—from answering phones and scheduling appointments to checking patients in and out. A strong focus on communication, empathy, and professionalism is essential in delivering concierge-level service that supports patient satisfaction and loyalty.
Role and Responsibilities
- Greet patients and visitors warmly, creating a friendly and professional first impression.
- Efficiently check patients in and out
- Answer multi-line phone systems with a courteous, professional demeanor & concierge service.
- Schedule, confirm, and reschedule appointments as requested.
- Provide information and support related to clinic services, policies, and procedures.
- Deliver high-touch, concierge-style service tailored to patient needs and concerns.
- Proactively address patient questions or issues, escalating to appropriate staff when necessary.
- Maintain a calm, compassionate, and solution-oriented approach in all interactions.
- Ensure accurate and timely documentation in the electronic medical record (EMR).
- Assist with managing waiting room flow and communication between staff.
- Perform general clerical tasks including scanning, attaching paperwork, faxing, and handling incoming/outgoing mail.
- Accurately process payments, including balances, rewards programs and 3rd party payment plans.
- Explain and enroll patients in applicable rewards programs and promotional offers.
- Assist patients in understanding their financial responsibilities and payment options.
- Troubleshoot billing concerns or patient questions with clarity and care.
- Keep updated knowledge of the practice's pricing, promotions, financial policies, and financial offerings.
Qualifications
Minimum Education and Experience Requirements
- High school diploma or equivalent (required)
Preferred Education or Experience
- 1-2+ years of experience in a medical office or hospitality/customer service role
- 1-2 years of aesthetic and/or medspa
- Strong interpersonal, communication, and problem-solving skills
- Familiarity with EMR systems and Google
- Ability to multitask in a fast-paced environment with grace and efficiency
Knowledge, Skills, and Abilities
- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- The ability to communicate information and ideas in speaking so others will understand as well as verbal comprehension when receiving information.
- Able to provide and receive information effectively and professionally.
- Professionalism and confidentiality.
- Positive Attitude and willingness to support the success of the entire office.
Physical Requirements
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at a time.