Project Coordinator Patient Lead Nurturing  

Patient Lead Management:

Follow up with prospective patients who inquire about clinic services via phone, email, or website.

Nurture these leads with care, empathy, and accurate information until they are ready to book an

appointment.

Scheduling & Coordination:

Coordinate with clinic staff to schedule consultations, assessments, or treatments. Ensure

appointments are confirmed and follow-ups are completed.

CRM Tracking:

Maintain accurate records of patient interactions, status updates, and follow-up schedules using

CRM tools or lead tracking spreadsheets.

Project Support:

Track internal clinic projects, campaigns, or service rollouts. Ensure team members meet deadlines

and nothing falls through the cracks.

Reporting:

Provide weekly summaries of patient inquiries, conversion metrics, no-shows, and pending

follow-ups to the clinic manager or marketing team.

Communication Liaison:

Serve as the communication bridge between marketing, front desk, and clinical teams to ensure a

seamless patient experience from inquiry to treatment.

General Admin Support:

Help with calendar management, data entry, patient forms, and basic reporting tasks as needed.

At least 1 year of experience in a similar role, preferably in a clinic, wellness, or healthcare setting.

Familiarity with patient engagement, appointment scheduling, or lead nurturing.

Strong verbal and written communication skills in English.

Proficient with CRM systems, email tools, and online forms (e.g., Google Workspace, IntakeQ, Calendly, GoHighLevel, or similar).

Highly organized, responsive, and detail-oriented.

Comfortable communicating with both patients and internal clinic staff.

Can multitask and manage time effectively in a fast-paced, remote work environment.

Preferred Skills

Experience working in a wellness, sports medicine, or rehabilitation clinic.

Familiarity with HIPAA practices and patient confidentiality.

Understanding of how marketing and patient acquisition work in a private practice setting.

Empathy-driven approach to patient interaction.