Virtual Assistant

This a client facing position where you will be working as a virtual assistant for a US healthcare client which is a behavioral health clinic.

Key Responsibilities:

• Review daily patient schedules and provider calendars across all service lines
• Identify and flag cancellations, no-shows, open appointment slots, and missing paperwork
• Confirm upcoming appointments via call/text and manage same-day rescheduling for cancellations
• Handle new patient referral calls and complete intake screening
• Verify insurance eligibility and coverage same-day
• Collect and upload patient documents (ID, insurance cards, consent forms, intake paperwork)
• Schedule new patient appointments within practice turnaround targets
• Maintain intake tracker, patient census, and related administrative logs
• Audit patient charts for completeness (consents, insurance, releases, required documentation)
• Submit and track insurance authorizations; monitor expiring authorizations
• Notify relevant staff of coverage gaps, expiring authorizations, or service limits
• Cross-check completed appointments against billing requirements
• Confirm clinical/provider documentation is completed and finalized
• Flag missing notes, authorizations, or documentation that could delay billing
• Manage lab/diagnostic result intake, uploading, and correct labeling
• Notify clinical staff of urgent or abnormal results
• Complete end-of-day patient follow-ups and confirm next-day appointments
• Prepare and submit daily operational summary reports to management

Core Skills Required:

• Healthcare administration or medical virtual assistant experience
• Familiarity with EHR/practice management software
• Working knowledge of insurance verification and authorization processes
• Strong English communication (written and verbal)
• High attention to detail and organizational skills
• Ability to manage multiple priorities under time-sensitive deadlines
• Comfort working within HIPAA-compliant processes
• Independent, reliable performance in a remote/BPO work environment