Help clients and families stay connected to life-saving mental health treatment from the comfort of your home. As a Remote Patient/Care Scheduling Specialist with Charlie Health, you’ll be the primary point of contact for clients in virtual behavioral health programs, making sure they understand their schedules, benefits, and next steps at every stage of care.
About Charlie Health
Charlie Health provides personalized, virtual intensive outpatient treatment for people facing complex mental health, substance use, and eating disorder challenges. By combining group, individual, and family therapy delivered online, they expand access to high-quality, evidence-based care nationwide. You’ll join a mission-driven team working to remove barriers to treatment and deliver real connection, not just appointments.
Schedule
Remote, full-time role within the United States
Not available to candidates in AK, ME, DC, NJ, CA, NY, MA, CT, CO, WA, OR, or MN
Primary schedules include:
– Mon–Fri, 10am–7pm MT (11–8 CT, 12–9 ET, 9–6 PT), or
– Tues–Sat, 9am–6pm MT (10–7 CT, 11–8 ET, 8–5 PT)
Must be available for a 2-week training period: Mon–Fri, 8am–5pm MT (9–6 CT, 10–7 ET, 7–4 PT)
Work in a fast-paced, contact-center style environment with clear KPIs
What You’ll Do
⦁ Welcome newly admitted clients and families into the program via calls, texts, and emails, ensuring they are fully enrolled and oriented to their treatment plan
⦁ Explain insurance benefits and support clients in completing financial enrollment and payment agreements
⦁ Act as a liaison between clients and internal teams (Admissions, Billing, Utilization Review, Outreach, Clinical, and Care) to resolve questions and issues
⦁ Monitor treatment attendance, identify gaps or patterns of non-attendance, and proactively reach out to clients to address barriers to care
⦁ Manage client schedules, including booking, rescheduling, and confirming virtual appointments
⦁ Support client-related requests from the Clinical Care team to improve overall client experience and engagement
⦁ Coordinate aftercare resources, including sharing outpatient options and helping families schedule post-program appointments
⦁ Document all interactions and updates accurately and on time in CRM/EMR systems and other internal tools
⦁ Meet and maintain performance metrics such as appointments scheduled, financial agreements completed, daily call volume, time to resolution, issue resolution rate, aftercare scheduling rate, and customer satisfaction scores
⦁ Adapt to organizational and process changes to best support clients, families, and referral sources
What You Need
⦁ High school diploma or equivalent
⦁ At least 2 years of experience in a customer or patient support/success role (healthcare or behavioral health a plus)
⦁ 1–2 years of hands-on experience with Salesforce or another CRM (e.g., Zendesk, Dynamics, Zoho, HubSpot)
⦁ 1–2 years of experience using contact center technology (call, text, and/or chat platforms)
⦁ 1–2 years of experience having financial discussions with customers (health insurance or medical billing knowledge strongly preferred)
⦁ Excellent written and verbal communication skills and strong emotional intelligence when working with clients in crisis or distress
⦁ Proven ability to multitask and stay organized in a fast-paced, metric-driven environment
⦁ Knowledge of HIPAA policies and procedures
⦁ Proficiency with cloud-based tools such as Slack, G-Suite, Microsoft Office, Zoom, EMR/clinical platforms
⦁ Work authorization in the United States and native or bilingual English proficiency
⦁ Alignment with Charlie Health’s mission and values, and a genuine commitment to supporting mental health journeys
Benefits
⦁ Full-time remote role with mission-driven work in behavioral health
⦁ Comprehensive benefits package for eligible full-time employees (details provided by employer)
⦁ Structured training, clear performance metrics, and growth opportunities in a rapidly scaling organization
⦁ Chance to directly impact client access, engagement, and outcomes in mental health care
If you’re energized by supporting clients through vulnerable moments and want a remote role where your work truly matters, don’t wait on this one.
Step into a position where your scheduling, communication, and problem-solving skills help people stay connected to the care they deserve.
Happy Hunting,
~Two Chicks…