About Us
Forward Wellness is a dynamic behavioral health and telehealth practice dedicated to supporting individuals and families through compassionate and evidence-based care. We are expanding our administrative and clinical support team and seeking a motivated Patient Coordinator / EHR Trainer to help streamline patient experience and enhance system efficiency.
Job Summary
The Patient Coordinator / EHR Trainer serves as the link between patients, clinicians, and internal operations. This hybrid role supports daily scheduling and patient communications while developing and delivering training for staff on EHR platforms such as Kipu and Tebra. This role offers an opportunity to work in a dynamic healthcare environment, supporting patient needs while maintaining high standards of professionalism and confidentiality.The ideal candidate will bring strong organizational skills, technical confidence, and a patient-centered approach.
Key Responsibilities
Patient Coordination
- Schedule and confirm patient appointments.
- Ensure intake forms are completed and uploaded prior to first sessions.
- Verify insurance eligibility and assist with claims submission.
- Respond promptly to patient calls, emails, and messages.
- Maintain accurate patient records and uphold HIPAA compliance.
EHR Training & Support
- Train new and existing staff on EHR workflows and documentation standards.
- Develop and update user guides, checklists, and video tutorials.
- Conduct one-on-one or group training sessions via Zoom or in person.
- Troubleshoot user issues and assist with ticket escalation.
- Track training progress and provide reports to management.
Minimum Qualifications
- High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred.
- 2+ years of experience in patient coordination, medical administration, or billing preferred.
- 2+ years of experience training staff on EHR or healthcare software preferred.
- Proficiency in Kipu, Tebra, or comparable EHR systems is highly desired.
- Excellent communication, organization, and follow-up skills.
- Must be tech-savvy, reliable, and comfortable working in a remote environment.
Knowledge , Skills, and Abilities
- Strong understanding of HIPAA, data privacy, and security standards.
- Excellent written, verbal, and interpersonal communication skills.
- Ability to create clear, engaging, and effective training materials.
- Strong organizational skills with attention to accuracy and timeliness.
- Proficient in Google Workspace, and remote collaboration tools (e.g. Google meet)
This position is integral to providing exceptional patient care through effective coordination and communication. We value candidates who are organized, compassionate, and committed to maintaining the highest standards of mental healthcare service.
Disclaimer:Duties and Responsibilities: Statements indicate the job description is not exhaustive and that duties can change based on company needs. Management typically reserves the right to modify job duties.
Working Conditions and Environment
Work setting: Remote (California). The employee must provide a professional, secure, and confidential home workspace with a reliable high-speed internet connection.
Schedule: Full-time; Monday through Friday; 9 am to 5 pm (Pacific Standard Time). Occasional flexibility may be required to accommodate training sessions or meetings
Equipment: The company provides access to necessary software platforms and secure login credentials. The employee may use a company-issued computer that meets security requirements.
Physical Demands
- Prolonged periods of sitting at a computer workstation.
- Frequent use of hands and fingers to operate computers, phones, and office equipment.
- Ability to communicate effectively via video conference, phone, and written correspondence.
Why Join Forward Wellness
- Flexible remote schedule
- Supportive, collaborative team culture
- Opportunities for professional growth
Benefits and Compensation:
Forward wellness offers a comprehensive and competitive benefits package fir full-time employees, including:
- Health insurance (medical, dental, and vision)
- 401(k) with employer matching contribution
- Paid Time Off (PTO) for vacation and personal use
- Sick Time
- Paid Company Holidays
- Internet Stipend for eligible remote employees
**All benefits are subject to eligibility criteria and the terms of individual plan documents.**
Equal Employment Opportunity
Forward Wellness is an Equal Opportunity Employer. We comply with all applicable federal, state, and local fair employment practices laws and do not tolerate discrimination based on race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding, or related conditions) sexual orientation, gender identity, gender expression, marital status, national origin, ancestry, disability, age, medical condition, genetic information, military and veteran status, or any other protected characteristic under California or federal law.
At-Will Employment Acknowledgment:
Employment with Forward Wellness is at-will, which means that either the employee or the employer may terminate the employment relationship at any time, with or without cause or notice, unless otherwise prohibited by law.
**This job description and posting are not intended to create, nor should be construed as creating an employment contract or guaranteed continued employment.***
Job Type: Full-time
Pay: $19.00 - $22.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: Remote
