Patient Success Advocate

Job Summary: As a Patient Success Advocate for our online diagnostic platform, you will play a vital role in delivering exceptional customer service and ensuring a positive patient experience. Working in a collaborative office environment, you will anticipate patient needs, apply our communication strategies, and provide direct support to help patients navigate our services. 

The role operates on a hybrid schedule, working core hours between 8:00 a.m. to 5:00 p.m. EST, Monday through Friday. This position reports to the Director of Patient Services.

Important Note for Applicants: If you have already applied for the Patient Service Specialist (PSS) position, please do not submit an additional application for this role as your profile is already under review.

Role and Responsibilities:

• Collaborate with patients to provide guidance, support, and assistance throughout their treatment journey.


• Demonstrates the ability to de-escalate frustrated or upset patient situations with professionalism, empathy, and effective communication skills.


• Process pharmacy requests, including transfers, medication refills, and cancellations.


• Respond to patient inquiries regarding treatment plans and provide education on available services.


• Work within the EHR system to complete administrative tasks, coordinate appointments, and address patient questions and requests in collaboration with the Independently Contracted Provider Network.


• Coordinate and track additional medical requests.


• Manage inbound and outbound calls to support patient care and scheduling needs.


• Assist with patient scheduling and appointment coordination.


• Participate in process improvement initiatives to enhance patient care and service delivery.


• Collaborate with cross-functional teams and departments as needed.


• Contribute to a positive, professional, and patient-centered work environment that reflects the mission and values of Mentavi Health.


• Maintains a high level of productivity while achieving an average accuracy score of 95% or higher on quality audits.


• Other duties as assigned.

Required Skills/Abilities:

• Communicate clearly, professionally, and empathetically with patients and external parties.


• Strong verbal and written communication, documentation, and interpersonal skills.


• Adaptable and efficient in fast-paced environments with high attention to detail.


• Ability to receive, provide, and apply constructive feedback for performance improvement.


• Strong collaboration skills, effective in both in-person and remote team settings.


• Technologically proficient, skilled in multiple software systems, including EHR/EMR.


• Proficient in Microsoft Office and Google Suite applications.


• Knowledge of medical terminology, diagnostic codes, and pharmacology.


• High organizational skills with strong problem-solving and critical-thinking capabilities.

Required Education and Experience:

• High School Diploma/GED


• Experience in healthcare, patient services, or a contact/call center.


• Proven history of effective performance and professional growth within a healthcare or clinical setting. Minimum of 1-3 years of demonstrated experience in a healthcare environment.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.


• Must be able to lift up to 15 pounds at times.


• Manual dexterity to operate a computer and other office equipment.

Total Rewards & Culture

• Financial & Future Security
  
  
  
  • Salary commensurate with experience and regular performance reviews.
  
  
  • 401(k) retirement plan to help you reach your long-term financial goals.
  
  
  • Company-paid Short-Term and Long-Term Disability, plus additional optional and voluntary life insurance plans.
  
  
  
  


• Health & Wellness
  
  
  
  • Premium insurance package (e.g. medical, dental, vision, pet insurance, etc).
  
  
  • Priority access to our diagnostic evaluation(s) for you and your family.
  
  
  
  

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  • Generous Paid Time Off (PTO) and observed Paid Holidays to ensure you can recharge.
  
  
  
  


• The Hybrid Work Experience

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  • A flexible model requiring 2 days per week in-office, designed to balance deep work with team synergy.
  
  
  • Our office is designed for high-bandwidth collaboration, featuring a fully stocked pantry and premium beverage selection to keep you fueled.
  
  
  • Regular company meetings provided lunches.
  
  
  • We welcome your well-behaved companions through our canine pet policy.
  
  
  
  

• Growth & Connection
  
  
  
  • Professional development opportunities in addition to a A dedicated Professional Development Reimbursement Program to support your growth.
  
  
  • Team-building events to foster a strong organizational culture.
  
  
  
  

NOTE: This is an evergreen opening, and we are actively accepting applications to build our core team throughout the year. 

Equal Opportunity:

Mentavi Health is an equal-opportunity employer. We embrace and encourage differences in age, color, disability, ethnicity, gender identity or expression, national origin, physical and mental ability, race, religion, sexual orientation, veteran status, and other characteristics that make our employees unique. We encourage and welcome diverse candidates to apply for any position you are qualified to bring your unique perspective to our team. To be considered for this position, candidates must be legally authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship (e.g., H-1B, TN, etc.) for this role now or in the future. Verification of employment eligibility will be required at the time of hire.

Direct applicants only at this time; no agency inquiries.