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Patient Onboarding Advisor

Lattimore Physical Therapy | Mendon, New York, United States | Posted May 11, 2026

Position Overview

• Answer incoming calls with a professional, friendly, and welcoming tone.


• Call on new patient referrals to initiate scheduling and collect required information.


• Accurately enter patient demographics, insurance details, and medical information into the EHR


system.


• Schedule patient evaluations and follow-up appointments appropriately, balancing clinic


availability and patient needs.


• Verify insurance eligibility and communicate coverage, benefits, and out-of-pocket costs to


patients.


• Guide patients through the “patient journey” by educating them on practice policies, what to


expect at their first visit, and the importance of attending scheduled therapy sessions.


• Handle overflow calls from individual clinics to support front desk staff as needed.


• Collaborate with clinical teams and administrative staff to ensure seamless communication and


workflow.<...

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