Clinic Concierge

Clinic Concierge

About Root Whole Body Health:

Root Whole Body Health is a multidisciplinary wellness clinic committed to whole-person care through integrative medicine, functional nutrition, acupuncture, massage therapy, and spa services. We believe that a supportive, compassionate experience is as essential as clinical excellenceand we're growing our team with that in mind.

Position Overview:

We're seeking a warm, detail-oriented Clinic Concierge to serve as a critical liaison between patients, the clinic, and our billing operations. Similar to a medical biller, t his is a great role for someone who can balance people-centered communication with precision and accountability. The ideal candidate is friendly and approachable, yet highly organized and data-drivencomfortable tracking metrics, verifying details, and following up consistently. They are also skilled in navigating sensitive billing conversations and resolving conflicts in a way that protects both the client relationship and the clinic's financial health.

The Clinic Concierge serves as a guide throughout the customer journeyfrom new patient check-in and insurance benefit verification to ensuring all paperwork is completed in advance and helping patients navigate what their insurance ultimately covers . They respond to questions or concerns with calm, patience, and compassionsupporting clarity and trust at every step.

Key Responsibilities:

Scheduling & Patient Flow

Sweep schedules daily to ensure optimal booking.

Onboard new patients and ensure completion of all intake steps.

Patient Communication & Collections

Make collection calls and follow up with patients via email.

Respond to billing and insurance inquiries with professionalism and care.

Document patient interactions in our CRM/billing systems.

Coordinate with our external billing partner for resolution of account issues.

Revenue Cycle & Billing Support

Upload patient payments to our Zoho portal weekly.

Reconcile daily copay collections with scheduled appointments.

Scan and upload EOBs, EOPs, and insurance documents daily.

Flag and escalate accounts with outstanding balances

Insurance & Claims Coordination

Verify insurance eligibility for new and returning patients.

Escalate insurance appeals and denials.

Support documentation and communication for denied claims.

Administrative & Cross-Functional Support

Maintain digital records and follow internal documentation procedures.

Partner with the Accounting Director to support financial reporting.

Identify and suggest improvements to operational processes.

Performance Goals (KPIs):

Increase in monthly collection rates

Reduction in high-balance aged accounts

Qualifications:

1-3 years in a medical admin or billing role

Working knowledge of insurance billing and collections processes

Excellent communication and problem-solving skills

Proficiency in MindBody Office Ally

(preferred) or similar scheduling platforms

Organized, self-motivated, and team-oriented

Why Join Us?

At Root, you'll be part of a supportive, integrative care team that's passionate about holistic wellness. This is an opportunity to make a meaningful impact in a patient-facing role while growing your skills in healthcare operations and administration.

Benefits:

Competitive salary

Employee discounts on services and products

Health Insurance, Vision, and Dental

Opportunities for professional development and growth within a dynamic and supportive environment.

To Apply:

Please send your resume and complete our Predictive Ind ex Assessment Tool (provided upon application submittal.)

We look forward to learning more about you.