Do you believe the best healthcare comes from treating the whole person - not just the symptoms?
Are you looking for a role where you can make a meaningful impact while being part of a supportive, wellness-focused team?
Do you enjoy a dynamic position that blends patient interaction, clinical support, organization, and day-to-day operations?
1. ABOUT US
At Prerna Health, we believe healthcare should feel personal, supportive, and focused on truly helping people heal - not rushed, transactional, or driven by insurance limitations.
Led by Dr. Mrunal Patil, MD - a Board-Certified Family Medicine Physician with additional training from the American College of Lifestyle Medicine - Prerna Health is a concierge primary care and functional medicine practice based in Ocoee, FL (Greater Orlando). We operate outside of the traditional insurance model, allowing us to spend more meaningful time with our patients and focus on root-cause care, individualized wellness journeys, and long-term relationships.
Our team is deeply committed to creating an environment where patients feel genuinely cared for and where team members are supported, valued, and treated like family. We are passionate about helping people take back their health while building a workplace that is collaborative, growth-oriented, and low in unnecessary stress.
2. OUR CORE VALUES
We operate by a set of values that shape everything we do - from how we serve patients to how we show up as a team:
- Whole-Person Healing - we treat the root cause, not just the symptom.
- Time, Not Volume - we built this practice outside the insurance model so our patients get real attention and unrushed care.
- Family-Style Team - close-knit, friendly, and supportive - we look after each other the way we look after our patients.
- Walk the Talk - we live the healthy, wellness-focused lifestyle we promote to our patients.
- Calm, Collaborative, Growing - low-stress by design, supportive by default, and committed to helping team members keep learning.
3. ABOUT THIS POSITION
The Patient Concierge & Clinical Assistant is a meaningful and central role at Prerna Health - a warm, trusted presence for every patient who walks through our doors and a true partner to Dr. Mrunal Patil. This is a thoughtfully designed position that blends patient care, light clinical support, and practice operations so you can build genuine relationships with our patients and make a real difference in their wellness journeys.
In a typical week, you'll welcome patients and guide them through their care experience, coordinate workflows alongside Dr. Patil, manage our supplement dispensary and patient follow-ups, and help bring new patients into the practice through our educational seminars and community events.
Success in the first 90 days looks like: patients know you by name and feel genuinely cared for, our supplement dispensary runs smoothly, follow-ups from seminars and community outreach happen consistently, and Dr. Patil feels truly supported day to day. This role is a great fit for someone who loves helping people, brings warmth and organization to everything they touch, and is excited to grow within a wellness-focused, patient-centered practice.
If you are someone who loves helping people, thrives in a patient-centered environment, and wants to be part of a practice that is redefining what healthcare can look like, we'd love to meet you.
4. KEY RESPONSIBILITIES
Patient Concierge & Front Desk
- Greet patients, manage communication streams, and coordinate care workflows side-by-side with Dr. Patil.
- Handle appointment setting, confirmations, and general patient communication.
Clinical Support (where certified)
- Perform blood draws / phlebotomy.
- Administer intramuscular injections (B12, Vitamin D).
- Set up IV lines for infusion services.
- Provide light health coaching (approximately 3 hours per week, primarily for AIP protocol patients); training provided.
Supplement Inventory
- Track, order, and maintain supplement inventory and delivery to patients.
Lead Qualification & Email Marketing
- Make qualifying phone calls to leads from Facebook and Instagram ads (approximately 4–5 hours per week); training provided.
- Maintain the master lead list.
- Add unconverted leads to Mailchimp email sequences for future seminar invitations.
- Build monthly educational community newsletters via Mailchimp.
Event & Seminar Support
- Manage logistics for educational health seminars on Tuesday evenings, 5–8 pm (non-negotiable).
- Conduct qualifying phone calls to registered leads and schedule new patient consultations post-event.
- Accompany Dr. Patil to health fairs, community talks, and practice showcases as needed.
Administrative & Billing
- Run patient follow-ups and keep database lists updated.
- Execute direct subscription billing and member charges (no health insurance coding or network filing required).
Content Support
- Create basic FAQ-style videos on a phone for the practice's YouTube channel.
5. SKILLS & QUALIFICATIONS
Required
- Authentic belief in alternative medicine, holistic lifestyle practices, and natural care pathways.
- Active certification or proficiency in blood draws / phlebotomy, intramuscular injections (B12, Vitamin D), or therapeutic IV infusions / IV line setup.
- Articulate, fluent English communication.
- Strong organizational skills to manage inventory, lists, and follow-ups.
- Comfortable with Canva, Excel, Google Sheets, Google Drive, PowerPoint, and basic Facebook/Instagram navigation.
- Willing to make qualifying phone calls; training provided.
- Available Tuesday evenings 5–8 pm for in-office seminars (non-negotiable) and flexible for occasional weekend community events.
Preferred (Nice to Have)
- Supplement dispensary experience.
- Previous experience in a healthcare or medical office setting.
- Light health coaching experience (AIP protocol; training provided).
- Bilingual Spanish.
- Familiarity with MD-HQ (patient portal) or Wholescripts (supplement ordering platform).
- Simple video editing skills.
6. YOU ARE THE RIGHT FIT IF YOU…
- Naturally connect with people and create an environment where patients feel welcomed, comfortable, and cared for.
- Believe in alternative medicine, holistic lifestyle practices, and natural care pathways - and live them out in your own life.
- Communicate with professionalism, warmth, and clarity - whether you are greeting a patient in person or following up by phone.
- Take ownership without needing constant direction and consistently follow through on responsibilities.
- Hold yourself to a high standard, value organization and attention to detail, and take pride in doing things well.
- Receive feedback with a growth mindset and actively look for ways to improve and contribute to the team.
- Are comfortable making proactive outreach calls and turning a warm lead into a scheduled consultation.
- Thrive on a close-knit team where colleagues support each other and team relationships matter.
7. COMPENSATION & BENEFITS
Pay: $22–$26 per hour, depending on experience.
Schedule: Full-Time , 40 hours per week, with built-in schedule flexibility within the standard work week. One required evening shift on Tuesdays, 5–8 pm, for in-office seminars. Weekend flexibility required to represent the practice at community health and marketing seminars.
Location: Ocoee, FL (Greater Orlando) - primarily in-person, with a few hours of remote work each week.
Benefits Include
- Health, vision, and dental insurance may be provided, depending on need.
- Discounts on supplements.
- Discount on the concierge membership and wellness program.
8. WHAT SUCCESS LOOKS LIKE HERE
You know you are thriving in this role when patients feel welcomed and genuinely cared for from their very first interaction, the supplement dispensary and patient follow-ups run smoothly, and qualifying calls, Mailchimp sequences, and seminar logistics are handled with professionalism and consistency. By the 90-day mark, success looks like full ownership of the front desk and concierge experience, a strong understanding of Prerna Health's workflows and patient base, and the ability to proactively identify solutions and improvements without constant oversight. When Dr. Patil can focus fully on patient care because the practice's operations and patient outreach are running seamlessly, that is what success looks like in this role.
9. HOW TO APPLY
Please forward your current CV/Resume alongside a 1 to 3-minute introduction video explaining your connection to holistic health and why you feel you are a good fit for this position.
Send to: [email protected]
Subject line: Application for Patient Concierge & Clinical Assistant - [Your Full Name]
Learn More: - please review the site and patient testimonials before applying.
Pay: $22.00 - $26.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Application Question(s):
- Do you have previous experience working in the healthcare industry?
Experience:
- Operations management: 3 years (Required)
- Phlebotomy: 1 year (Required)
Ability to Commute:
- Ocoee, FL 34761 (Required)
Work Location: In person
