Job Description

Job title: Functional Medicine Health Coach

Work Location: Dream Functional Medicine, Pueblo & Colorado Springs, CO

Reports to: Doctor/Owner

Part-time with a possible increase to Full-time (Independent Contractor)

 

At Dream Functional Medicine, we are a next-generation clinic focused on holistic, science-backed treatment protocols designed to optimize longevity, health, and quality of life as you age. We offer transformative treatments ranging from hormone balancing solutions, to anti-aging, and weight management.

We’re looking for someone who believes what Zig Zigler said, “You will get whatever it is you want in life if you help enough people get what it is they want.” We need someone who understands that those who serve other people will themselves become the happiest in the long run.

Highly successful individuals have a greater purpose in life. They most often have a purpose for getting out of bed and are excited to take on whatever obstacles life throws at them. They also believe deeply in what they are trying to accomplish. For us it is important that you are great at patient care, but just as important, is that you match our culture, and believe deeply in the transformational services and products that we provide to our customers. 

We’re looking for someone who expects to have a transformational impact in the lives of many of people. This is an opportunity to find a place to Make Meaning, not just money. We believe that we were made to be and to do something significant with our lives, and to have a global impact. We’d love to have you jump in on this journey with us.

We don’t believe in employees. Everyone at Dream Sleep Center is a stakeholder. You OWN your job responsibilities. There are no “ordinary” people here.

 

Essential Duties and Responsibilities:

In general, the health coach will be responsible for working with patients on functional medicine therapies under the direction and guidance of the prescribing healthcare provider. In addition to this, the health coach will be responsible for work involving the supplement inventory, front office duties such as checking people in and out, scheduling appointments, answering the phone if necessary, email marketing, keeping the CRM (Customer Relationship Management) up to date, and monthly newsletter content creation.

 

Health Coaching duties:

● Perform diet and lifestyle intakes on all new Foundational Assessment patients. 

● Assist the physician with closing the membership sale

● Assist the practice in selling the Foundational Assessment and performing Discovery Calls as needed

● Submit a weekly report on sales activity

● Attend weekly team meetings

● Provide ongoing education and support for patients using Functional Medicine interventions recommended by the prescribing HCP (including diet, lifestyle, and supplement protocols) through regularly scheduled follow-up visits

● Maintain patient engagement in the practice using patient portal messaging, emails, phone calls when necessary and scheduled check-in visits

● Document all patient encounters in the EMR system and help maintain patient materials therein which may include scanning and uploading new documents

● Update the patient’s status in the CRM as appropriate

● Provide ongoing support for patients using the continuous glucose monitor or other medical devices (Gammacore, Sleep Image) w/ scheduled check-in visits

● Conduct two or more monthly educational webinars for our current patients

 

Office duties:

● Help coordinate any events held by the practice (monthly educational webinar series, detox programs, Prolon fasting special program, CIMT testing), including creating the email campaign leading up to the event and sending out a recap email that may include the recording from the event

● Create content for the monthly newsletter (the monthly blog post will be provided to you along with the supplement spotlight for the month and the quote of the month)

● Keeping the CRM and EHR patient records up to date

● If in the clinic, answer office phones, and check patients in or out when needed. Schedule or reschedule patient appointments when needed

● Perform batch tasks: daily, weekly, bi-weekly and monthly

 

Miscellaneous duties:

● Explain in general, adjunctive lab work collection instructions and/or billing instructions to the patient (ie. the DUTCH test, GI Advanced, P88 Food Sensitivity test, TrioSmart, etc)

● Perform body composition testing (InBody) and vitals on patients when directed by the HCP

● Maintain compliance with all company policies and procedures

● Understand and adhere to HIPAA laws regarding patient privacy and keep an updated annual HIPAA certification on file

● Help cover the front desk if the admin staff is on vacation or is busy with a patient doing a blood draw

 

Education and/or Work Experience Requirements:

● Excellent verbal and written communication skills, including the ability to effectively communicate with patients, office staff, and the HCP

● Excellent computer proficiency (Google Drive, PowerPoint presentations, help to cohost Riverside monthly webinars, Google Docs, upload videos to YouTube, create flyers for upcoming events, create and send out email blasts to the patient list, navigate the Cerbo electronic health record and keep patients up to date in the CRM, etc)

● Must be able to work in a variety of different roles to help support the practice as a whole

● Must be able to maintain a positive attitude and provide exemplary patient care under any given circumstance

● Must be able to work independently and carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices

● Associate or Bachelor degree required

● FMCA certification preferred but not required.

● At least 3 letters of reference required

Pay: Based on experience, +/- $75 per patient visit

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Job Tags

Full time, Part time, For contractors, Work experience placement,

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