Description
Department: Patient Experience / Operationsย ย
Setting: Primary Care - In-Person & Virtual (Hybrid)ย
FLSA Status: Exempt | Full-Timeย
Position Summaryย
The Patient Engagement & Call Center Manager leads the daily operations of our patient-facing call center and omnichannel engagement programs across our primary care network, which includes both in-person clinic locations and a growing virtual care practice. This role is critical to ensuring patients can seamlessly access the right care - whether in the exam room or on a screen - while delivering a consistent, compassionate experience at every touchpoint.ย
Key Responsibilitiesย
Patient Engagement & Accessย
- Oversee inbound and outbound call center and in-clinic phone operations supporting appointment scheduling, care navigation, billing inquiries, and general patient support across clinic and telehealth linesย
- Manage scheduling workflows for both in-person primary care visits and virtual (video/phone) appointments, ensuring efficient utilization of provider capacityย
- Monitor and optimize KPIs including average handle time, first-call resolution, schedule fill rates, no-show rates, and patient satisfaction scoresย
- Develop and maintain scripts, workflows, and escalation protocols tailored to both in-clinic and virtual care scenariosย
- Assist in execution proactive outreach programs including appointment reminders, annual wellness visit campaigns, chronic disease management check-ins, care gap closures, and post-visit follow-ups for both modalitiesย
- Identify and remove barriers to access - including transportation, technology literacy, and language - by connecting patients with appropriate resources or virtual alternativesย
- Partner with primary care providers and clinical staff to align engagement workflows with care team priorities and panel management goalsย
- Support transitions between in-person and virtual care, ensuring patients understand their options and feel confident navigating bothย
Team Leadershipย
- Recruit, hire, train, and develop a team of patient engagement specialists and call center representativesย
- Ensure staff are well-versed in the nuances of scheduling and supporting both in-person and telehealth visits, including technology troubleshooting support for virtual patientsย
- Conduct regular coaching, performance reviews, and professional development planningย
- Build a culture of empathy, accountability, and continuous improvementย
Technology & Reportingย
- Manage call center platforms and patient communication tools (e.g., ZenDesk/email, patient portal messaging)ย
- Analyze trends in call volume, messaging, and patient feedback to identify improvement opportunitiesย
- Present performance dashboards and strategic recommendations to clinical and operational leadershipย
- Evaluate and assess emerging AI tools and technologies to identify opportunities for operational improvement.ย ย
- Collaborate cross-functionally to pilot, deploy and scale AI powered solutionsย
Compliance & Qualityย
- Ensure all operations comply with HIPAA, applicable telehealth regulations, and state licensing requirements for virtual care deliveryย
- Oversee quality monitoring programs, including call reviews, patient satisfaction surveys, and virtual visit experience auditsย
Qualificationsย
Requiredย
- Bachelor's degree in Healthcare Administration, Business, Communications, or a related fieldย
- 4+ years of experience in call center, patient access, or care coordination management in a primary care or outpatient settingย
- Demonstrated experience supporting or managing telehealth or virtual care operationsย
- Proven success leading teams of 10 or more in a fast-paced environmentย
- Proficiency with EHR systems (e.g., Epic, Athenahealth, eClinicalWorks) and telehealth platformsย
- Strong knowledge of HIPAA and virtual care compliance requirementsย
Preferredย
- Experience with patient engagement and CRM platforms (e.g., Phreesia, Klara, Salesforce Health Cloud, or similar)ย
- Familiarity with primary care quality metrics, HEDIS measures, and value-based care modelsย
- Experience supporting underserved or complex patient populationsย
- Bilingual or multilingual capabilities (Spanish a plus)ย
Core Competenciesย
- Deep commitment to patient-centered care across in-person and virtual settingsย
- Adaptable and solutions-oriented in a dual-modality care environmentย
- Strong analytical skills with the ability to translate data into actionable improvementsย
- Excellent communication and cross-functional collaboration skillsย
- Empathetic leadership style with the ability to motivate and develop frontline teamsย
Compensation & Benefitsย
- Competitive salary commensurate with experienceย
- Comprehensive health, dental, and vision coverageย
- 401(k) with employer matchย
- Paid time off and observed holidaysย
- Professional development and continuing education supportย
We are an equal opportunity employer committed to building a diverse, inclusive team that reflects the communities we serve.