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Med-Metrix

Med-Metrix

via Indeed

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Patient Intake Automation Implementation Consultant- Remote

Anywhere
full-time
Posted 9/3/2025
Verified Source
Key Skills:
Project Management
Customer Success
SaaS Implementation
Cross-functional Team Leadership
Workflow Automation
Stakeholder Communication
Training & Presentations
HIPAA Compliance
MS Office (Excel, Visio)

Compensation

Salary Range

$70K - 100K a year

Responsibilities

Lead and manage all phases of patient intake automation implementation projects, coordinate cross-functional teams, provide training, and ensure customer satisfaction while maintaining HIPAA compliance.

Requirements

Bachelor’s degree or equivalent experience, 2+ years in implementation or project management, SaaS environment experience, healthcare or practice management preferred, strong communication and problem-solving skills, and ability to work in a flexible schedule with occasional travel.

Full Description

Job Purpose The Implementation Consultant, Patient Intake Automation is responsible for the implementation of Med-Metrix’s Patient Intake Automation Tool. The Implementation Consultant, Patient Intake Automation will use their project management skills and lead cross-functional teams (sales, data management, development, and customer support) to deliver a comprehensive solution and ensure client needs are met. Duties & Responsibilities • Plan, organize, and manage all phases of a project (design, build, training, and monitoring) to ensure customer satisfaction throughout the implementation process • Conduct presentations and product training via web conferencing tools • Prioritize and coordinate closely with cross-functional teams for faster resolution of customer needs • Provide product training and workflow recommendations to internal team members and customers • Escalate and communicate priorities, successes, and project risks to Project Management and Leadership • Other duties as assigned • Use, protect and disclose patients’ protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards • Understand and comply with Information Security and HIPAA policies and procedures at all times • Limit viewing of PHI to the absolute minimum as necessary to perform assigned duties Qualifications • Bachelor’s Degree or equivalent Customer Service work experience and 2+ years’ experience working in an implementation or project management setting • Prior experience supporting or implementation customers in a SaaS environment • Healthcare/practice management experience preferred • Application system configuration & testing experience, direct interaction with Development or IT teams is preferred • Creative-minded thinker with the ability to investigate, troubleshoot, and resolve issues by finding workarounds as well as evaluating where true engineering support is needed • Be customer centric in style and approach, with a genuine desire to create and deliver value for customers throughout the project and deliver an outstanding customer experience • Ability to work well individually and in a rapidly changing environment • Energetic with strong desire to learn • High Proficiency with MS Office, particularly Excel and Visio • Strong interpersonal skills, ability to communicate well at all levels of the organization • Strong problem solving and creative skills and the ability to exercise sound judgment and make decisions based on accurate and timely analyses • High level of integrity and dependability with a strong sense of urgency and results oriented • Excellent written and verbal communication skills required • Gracious and welcoming personality for customer service interaction Working Conditions • Ability to work a flexible schedule and work outside of normal work hours on occasion • Occasional travel to client sites may be required to support go-live • Physical Demands: While performing the duties of this job, the employee is occasionally required to move around the work area; Sit; perform manual tasks; operate tools and other office equipment such as computer, computer peripherals and telephones; extend arms; kneel; talk and hear. • Mental Demands: The employee must be able to follow directions, collaborate with others, and handle stress. • Work Environment: The noise level in the work environment is usually minimal. Med-Metrix will not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, veteran status, other non-merit based factors, or any other characteristic protected by federal, state or local law.

This job posting was last updated on 9/8/2025

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