Patient Success Health Coach

B

BFF Medical Wellness Clinic

Patient Success Health Coach

San Marcos, CA
Full Time
Paid
  • Responsibilities

    PATIENT SUCCESS HEALTH COACH (MEMBERSHIP SPECIALIST)

    Location: San Marcos, CA (occasional cross-coverage in Temecula)

    Clinic: BFF Medical Wellness Clinic

    About the Role

    BFF Medical Wellness Clinic is an integrative, preventive medicine practice. We’re hiring a high-performing, adaptable, and curious Health Coach to ensure every member understands their benefits, follows through on care plans, and fully utilizes the services in their membership. This is a patient education, engagement, and care-navigation role that owns onboarding, consults, proactive follow-ups, and ongoing membership support. (This is a non-clinical, non-diagnostic role that works closely with our clinical team.)

    What You’ll Do (Key Responsibilities)

    • Own patient onboarding: welcome calls, intake completion, benefits walk-through, first-90-day plan, and appointment setup.

    • Run consults (non-clinical): clarify goals, explain service options, set expectations, and map a clear utilization plan.

    • Drive utilization & adherence: create personalized service calendars; book recurring touchpoints (e.g., body composition every 4 weeks for weight programs); organize labs and follow-ups.

    • Proactive outreach & retention: call/text/email check-ins, missed-appointment recovery, upcoming-benefit reminders, and renewal discussions framed around outcomes and care plans.

    • Educate with clarity: explain our portfolio— hormone optimization (BHRT/TRT), medical weight loss (including GLP-1 programs), peptide therapy, device-based aesthetics (diode laser hair removal, IPL/DPL, CO₂ laser), IV vitamins, functional wellness —and align patients to the right services with clinical approval.

    • Coordinate with clinicians: prepare charts, surface questions, close the loop on plans, and document next steps.

    • Operate the playbook: follow HIPAA-compliant scripts, pathways, and documentation standards in our CRM/EMR.

    • Measure what matters: track utilization %, on-time onboarding, attendance/adherence, renewal/retention, response times, and patient satisfaction.

    You’ll Succeed Here If You Are

    • High-performing and self-directed: you take initiative, move fast, and finish strong.

    • Exceptionally adaptable: you learn new programs and devices on the fly and adjust to evolving protocols.

    • Relationship-driven: you’re warm, clear, and persuasive through education (not pressure).

    • Organized & data-aware: you love checklists, calendars, and simple metrics that show progress.

    • Mission-aligned: you believe in preventive, root-cause, integrative care.

    Qualifications

    • 2+ years in a patient-facing engagement, membership, health coaching, client success, or care-navigation role (medical, wellness, fitness, or similar).

    • Confident communicator by phone, text, email, and in person; excellent writing and follow-through.

    • Comfortable discussing wellness programs and explaining benefits in plain language.

    • CRM/EMR experience; strong scheduling and documentation habits.

    • Spanish bilingual is a plus.

    • Available for occasional evening or Saturday events as needed.

    What We Offer

    • Competitive base pay with member-engagement incentives tied to utilization, adherence, satisfaction, and retention (not commission-style “sales”).

    • Training on clinic programs and pathways (hormones, metabolic health, peptides, device-based aesthetics).

    • Supportive team culture and clear career growth in a multi-location clinic.