
Emrik J
Healthcare CRM Specialist Patient Intake Booking FollowUp
Compétences

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Portfolio
Expérience professionnelle
Healthcare Appointment Automation Specialist
Business • Freelance
Oct 2025 - Present • 11 mos
I help clinics and wellness businesses organize appointment-related workflows. I review their existing booking process and identify the events that require confirmations, reminders, staff notifications, or follow-up actions. My work can include connecting scheduling platforms with CRM and automation tools, configuring workflow triggers, setting up communication steps, and testing the process from booking through follow-up. Each setup is based on the client's existing appointment process and the systems they have chosen to use.
Healthcare CRM & Patient Intake Specialist
Freelance • Freelance
Oct 2025 - Present • 11 mos
I work with healthcare and wellness businesses that need better organization around patient inquiries and intake processes. My work begins with understanding how inquiries arrive, what information staff need, and how the business moves a new contact toward an appointment or consultation. I configure CRM records, intake forms, field mapping, notifications, and workflow actions according to the client's process. I also test different submission scenarios to identify missing information or incorrect workflow steps before the system is handed over. The focus is on creating a practical setup that staff can understand and use in their daily work.
Healthcare Email & Patient Communication Specialist
HealthSpaces • Freelance
Aug 2024 - May 2025 • 9 mos
I help healthcare and wellness businesses organize email communication for prospective and existing patients. I review how contacts are collected, segmented, and moved through the business's communication process. My responsibilities can include CRM contact organization, email workflows, follow-up sequences, segmentation, campaign setup, and connections between communication and CRM systems. I pay particular attention to the client's communication requirements and the information that should or should not be passed between connected systems.