Health Concierge (Rma/Cma/Lpn)

At UpStream we believe good health is a state of independence where each person has the capacity to live a long, happy, and active life. We aim to deliver the type of care our members need to regain and maintain their independence by delivering effective, efficient, and sustainable care.

UpStream is a trusted partner to primary care physicians, helping them focus on what is most important, the patient. We support the delivery of value-based care for seniors and people living with chronic conditions. By working in partnership with healthcare practices and clinics we offer a comprehensive solution for physicians that delivers and sustains better outcomes.

How you'll help

This is not your typical healthcare position. If you are looking for an opportunity to expand the way you care for patients and join a team of proactive providers, this may be just the job for you. We are a growing company and are excited to invite caring, detailed, and patient-centric healthcare professionals to join our clinical teams. The Health Concierge will work closely with a Clinical Pharmacist Practitioner and Coordinating Registered Nurse to care for our patients.

As a Health Concierge, you will serve as a patient advocate and be a liaison to help manage and improve patient outcomes. An ideal candidate is a critical-thinker who is highly organized, patient-centric, and self-driven. Our Health Concierges are on the phone with patients throughout the day. They know how to build relationships by asking thoughtful questions and utilizing effective listening skills. They are responsible for clearly documenting patient interactions within Electronic Medical Record Systems (EMR) and company documents, so strong interpersonal, computer, and communication skills are needed.

This position requires confidentiality, discretion, and exceptional customer service.

What you'll do

• Assessment of potential coupon, voucher or other discounts available to the patient for medications
• Prepare provider summaries for the PharmD to review prior to the patient's appointment
• Documentation of intervention and care plan within the Electronic Medical Record (EMR) software
• Management of patient relationship in collaboration with clinical team, including frequent telephone interaction with patients
• Other associated tasks that may arise from time to time at the instruction of the Clinical Pharmacist Practitioner
• Record patient's primary and secondary pharmacy insurance
• Maintenance of therapeutic goal records for chronic care patients
• Prepare full prescriber list for each patient
• Call patients for appointment reminders and follow-up assessments
• Coordinate medication alignment as instructed by pharmacist as well as preparation of dispensing history
• Monitoring for and notification of emergent or new prescriptions

Experience and skills you'll need

• High school diploma or equivalent
• Must be able to work independently and interdependently within a team
• Strong analytical and critical thinking skills
• Excellent customer service skills
• Must be self-motivated and willing to adapt to changing processes
• Basic medical terminology
• Attention to detail
• Electronic Medical Records (EMR) software experience – multiple preferred
• Previous experience in primary care or other clinically related field
• Ability to maintain a positive attitude and connect with patients
• Comfortable using Microsoft 365, Word, Excel, and Outlook
• Excellent written and verbal communication skills
• Active Clinical Certification such as Registered Medical Assistant (RMA), Certified Medical Assistant (CMA), or Licensed Practical Nurse (LPN) is required

You must reside in North Carolina to be considered.

What to expect

• Employment Type: Full-Time
• Work from home equipment provided
• Remote role with potential for travel within market
• Schedule: Monday to Friday, 8am - 5 pm

What You'll Get (AKA Perks & Benefits):

• 401k plan with match (Roth and Traditional).
• Dental, Vision, Life, Accident through Guardian.
• Free EAP access through WorkLifeMatters.
• Health insurance plans through United Health Care including FSA and HSA plans.
• Financial perks and rewards through BenefitHub.
• Generous PTO and paid holidays.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.