Virtual Medical Assistant – Chart Prep

We are hiring an experienced Virtual Medical Assistant with strong chart preparation experience in a U.S. medical practice .

This is NOT a scheduling or general VA role.

We are specifically looking for candidates who have worked on pre-visit chart preparation and insurance verification .

Required Experience

• 1–2+ years of chart prep experience in a U.S. healthcare setting
• Experience preparing patient charts before appointments
• Insurance verification experience
• Experience checking:
• Referrals
• Prior authorizations
• Eligibility & benefits
• PCP assignment
• Coordination of benefits
• Experience using portals such as:
• Availity
• UHC
• Tricare
• Cigna
• Other payer portals

Main Responsibilities

• Prepare and review patient charts 24–48 hours before appointments
• Verify demographics, insurance, referrals, and authorizations
• Confirm authorization details (auth #, visits, validity dates, POS)
• Identify missing information and resolve issues before visits
• Contact patients regarding missing documents or financial responsibility
• Coordinate with PCP offices for referrals
• Document verification notes and reference numbers accurately

Additional Duties

• Verify insurance eligibility and benefits
• Calculate patient responsibility when needed
• Flag inactive insurance or authorization issues immediately
• Ensure add-on patients are fully cleared before visits

Important

Please apply only if you have direct hands-on experience with:

• Chart preparation
• Referrals/authorizations
• Insurance verification in a U.S. medical practice