Position: Medical Concierge Specialist (MCP)

About AB Holistic

AB Holistic delivers fast, judgment-free, expert mental health care with a whole-person approach—blending modern psychiatry and evidence-based holistic therapies. We’re known for confidential virtual visits, flexible scheduling, and personalized care that treats mind, body, and spirit. (PsychoCare)

Contact: support@abholistic.com | (888) 877-7022 • (253) 300-1141. (PsychoCare)

Role Summary

The Medical Concierge Specialist (MCP) is the first, warm touchpoint for our clients. You’ll guide patients through onboarding and appointments, coordinate with providers, and ensure a seamless, supportive experience from first contact to follow-up—reflecting our compassionate, integrative model of care. (PsychoCare, Psychology Today)

What You’ll Do

• Welcome, screen, and onboard new clients; gather intake details with empathy and accuracy.

• Coordinate virtual appointments (scheduling, confirmations, reminders, follow-ups).

• Communicate clearly via email, phone, and chat; escalate clinical questions promptly.

• Help patients navigate forms, documentation, and portal access; maintain HIPAA-grade confidentiality.

• Track visit readiness (ID, consent, coverage info) and support billing questions by triaging to the right team.

• Identify barriers (tech, access, language) and resolve them quickly so care is never delayed.

• Document interactions precisely; keep CRM/EHR notes organized and up to date.

• Partner with clinicians to ensure personalized, whole-person care is delivered consistently. (PsychoCare)

What You’ll Bring

• 1–3+ years in patient access, care coordination, medical front office, or concierge support (behavioral health a plus).

• Excellent written and verbal communication; calm under pressure; kind and resourceful.

• Tech-confident (EHR/EMR, calendars, video platforms, secure messaging).

• Meticulous documentation and follow-through; privacy-first mindset.

• Availability for patient-friendly hours and reliable internet for virtual work.

Nice-to-Haves

• Experience in mental health settings, telehealth, or high-touch customer success.

• Bilingual (e.g., English/Spanish). (Nevada – AB Holistic Health –, co.abholistic.com)

How Our Interview Works

Stages:

1. Application → 2) Written (6 questions) → 3) Video (4 uploads) → 4) HR email with Zoom/Teams details (if selected).

1) Application Stage (this form)

What to submit here (all required):

• Contact & Profile: Full name, email, phone, location/time zone.

• Resume/CV: Upload PDF or DOCX (file name example: Lastname_Firstname_Resume.pdf).

• Cover Letter: Type directly in the form (no upload).

• Availability: Typical weekly availability and soonest start date.

Pro tips (show on form as helper text):

• Keep your resume concise (1–2 pages).

• Use your cover letter to show client empathy, communication style, and problem-solving.

2) Written Stage (6 questions)

You’ll see 6 short-answer prompts inside the form.

• Aim for 100–150 words each (bullet points are okay).

• Focus on: patient empathy, confidentiality, prioritization, clear communication, and handling tech hiccups in virtual care.

• Write in your own words—authenticity over perfection.

Note: Answer all questions in the application. Please answer each in 100–150 words.

3) Video Stage (4 short videos, separate uploads)

Record and upload one video per question (4 total).

• Max length: 2 minutes per video (hard limit).

• Formats: MP4 or MOV (portrait or landscape is fine).

• Audio & Lighting: Quiet space, stable phone or webcam, speak clearly, face well-lit.

• File names: Lastname_Firstname_Q1.mp4, … Q4.mp4.

• No editing required—authentic, single-take is best.

Video Prompts (show each above its upload field):

1. Warmth & Rapport: Describe how you greet and orient a first-time client who’s anxious about a virtual visit.

2. Problem-Solving: A client can’t join their video session and is frustrated. Walk through your step-by-step troubleshooting.

3. Prioritization: You have three urgent requests at once. Explain how you triage and communicate updates.

4. Whole-Person Care: Share what “holistic, judgment-free care” means to you in a concierge role. 

4) Next Steps (post-submission)

• Our team reviews complete applications on a rolling basis.

• If selected, HR will email you with a Zoom or Microsoft Teams invitation for a live interview and role-play scenarios.

• Please monitor your inbox (and spam) for messages from support@abholistic.com. (PsychoCare)

Candidate Instructions (to place as a single “Instructions” block at the top of the form)

Before you start

• Have your resume ready (PDF/DOCX).

• Plan 4 short videos (≤2 minutes each). You can record on your phone, then upload from your device.

• Set aside 20–30 minutes to finish without rushing.

During the form

• Cover letter is typed in the form (no upload).

• Answer all 6 written questions concisely (100–150 words).

• Upload 4 separate videos—one per prompt (MP4/MOV, ≤2 minutes each).

• Use the suggested file names to keep things organized.

After you submit

• You’ll see a confirmation message on-screen.

• If advanced, HR will email Zoom/Teams details and next steps.

• Need help? Email support@abholistic.com. (PsychoCare)

WPForms Setup Notes (for you)

• Multi-Page Form:

  • Page 1: About the Role + Candidate Instructions (HTML block), Contact fields, Resume upload, Cover Letter (Paragraph field).

  • Page 2: Written Stage – 6 Paragraph Text fields with 100–150 word helper text.

  • Page 3: Video Stage – 4 separate File Upload fields (accept MP4/MOV; max 2 minutes—state clearly in description).

  • Confirmation: Thank-you message, reiterate HR email step.

• Validation & Limits:

  • File types: .pdf, .doc, .docx, .mp4, .mov

  • Suggested per-file size cap: 100–200 MB (match your hosting limits).

  • Make Resume and all 4 Video fields Required.

  • Use Conditional Logic to keep pages tidy (e.g., only show next page when required items are filled).

• Notifications:

  • Admin notification to HR inbox (include links to uploaded files).

  • Applicant autoresponder: confirmation + reminder to watch for HR email.

By applying for this role, you agree to the Privacy & Consent and the Equal Opportunities

• Privacy & Consent 

  I consent to AB Holistic processing my application materials for hiring purposes, including reviewing my written answers and video responses, consistent with AB Holistic’s mission to provide compassionate, confidential care. 

• Equal Opportunity Note (short text at end):

  AB Holistic is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.