Patient Intake Coordinator

About the role

We are looking for a remote Patient Intake Coordinator based in Canada to guide existing Sailor Health patients through our advocacy services. You will act as a trusted, empathetic guide, ensuring smooth onboarding and ongoing support beyond therapy sessions.

Key responsibilities

• Conduct introductory calls with patients interested in advocacy services, following a structured intake process.
• Guide patients through the advocacy onboarding journey with warmth, clarity, and attention to detail.
• Coordinate closely with the advocacy team to ensure seamless transitions and follow‑through.
• Manage patient communications across multiple stages, including follow‑ups, missed calls, and reassignments.
• Maintain accurate records using Google Workspace, EHR platforms (e.g., Healthie), and CRM tools such as HubSpot.

Required profile

• Empathetic and clear communicator who can make patients feel at ease during vulnerable conversations.
• Highly organized and detail‑oriented, able to juggle multiple patients without dropping any tasks.
• Comfortable with technology and quick to learn new tools.
• Passionate about improving mental health care for older adults.

Required skills

• Google Workspace
• EHR platforms (e.g., Healthie)
• HubSpot CRM

What we offer

• Mission‑driven impact helping underserved seniors.
• Remote‑first work environment with a collaborative team.
• Opportunities for growth and ownership in a small, agile organization.
• Daily chance to make a meaningful difference in patients' lives.