Behavioral Health Medical Virtual Assistant - Phone, Insurance & Scheduling
Winning Assistants Behavioral Health Medical Virtual Assistant - Phone, Insurance & Scheduling
Description
Job Title: Behavioral Health Medical Virtual Assistant – Phone, Insurance & Scheduling
Position Type: Full-time
Schedule: Monday–Friday | 8:30 AM–5:00 PM Eastern Time
Lunch Break: 12:00 PM–12:30 PM ET | 30 minutes unpaid
Working Hours: 8 paid hours/day | 40 hours/week
Pay Rate: $6-$7 USD/hour, depending on experience
Location: Remote – Philippines
About the Client and the Role
Our client is a U.S.-based healthcare practice providing mental health and medical services through both telemedicine and in-person appointments. Its mental health services include psychiatric assessments, medication management, and therapy. The practice serves patients across multiple Georgia locations and accepts a range of commercial and government insurance plans
The VA will support both assigned practice locations and work directly with both providers, who will also conduct onboarding and training.
We are looking for a reliable and patient-focused Behavioral Health Medical Virtual Assistant to support daily front-office and patient coordination workflows.
This is a highly patient-facing role, with phone coverage as the primary priority. The client is particularly focused on minimizing missed calls and ensuring patients and referrals receive timely assistance.
Key Responsibilities
1. PRIMARY: Phone Support & Patient Intake
- Answer inbound patient calls and help minimize missed calls.
- Make outbound calls as needed for patient and referral follow-up.
- Assist with patient intake and patient-facing inquiries.
- Receive and follow up on hospital referrals.
- Maintain a professional and courteous phone presence.
- Check incoming faxes through the Ooma VoIP system and follow up on referrals received through Ooma.
2. Insurance Verification & Prior Authorizations
- Verify patient insurance coverage and eligibility.
- Assist with insurance-related patient workflows.
- Handle and follow up on prior authorization requests.
- Support co-pay collection and account balance management.
3. Schedule Management
- Schedule new and existing patients.
- Coordinate scheduling for new patient referrals.
- Reschedule cancellations and no-shows.
- Help fill open appointment slots when cancellations occur.
- Support both practice locations with schedule management.
Additional Administrative Support
- Process patient letter requests.
- Provide general administrative support as needed.
- Attend daily team huddles.
- Use Tebra (Kareo) for EHR-related workflows.
- Use Ooma for phone and fax workflows.
- Use Zoom and/or Google Meet for virtual communication.
- Later, the role may include outreach to other clinics regarding behavioral health services; however, this is not a current priority.
Requirements
- Previous healthcare experience, preferably in a patient-facing administrative or virtual assistant role.
- Experience with insurance verification and prior authorizations.
- Strong professional phone communication skills.
- Comfortable handling inbound and outbound patient calls.
- Ability to communicate professionally with patients and other healthcare offices.
- Strong reliability and attendance; must be able to consistently attend daily huddles.
- Honest, trustworthy, and dependable.
- Hardworking, proactive, and able to think on your feet.
Preferred Qualifications
- Previous behavioral health or mental health experience is highly preferred for a smoother transition into the role.
- Experience with Tebra/Kareo.
- Experience managing patient scheduling, referrals, cancellations, and no-shows.
- Experience using Ooma or another VoIP phone system.
- Experience with co-pay collection or patient account balance follow-up.
The practice currently handles approximately 80–90 patients per week. Providers aim to maintain full schedules, with an ideal goal of approximately 50 patients per week. The VA is not responsible for meeting a patient quota, but will help keep schedules filled when cancellations or no-shows occur and when patients call to schedule.
Basic Requirements
- Must speak and write English clearly and professionally.
- Must have relevant work experience.
- Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
- Must be available to attend video meetings with camera on when required.
Technical Requirements
- Computer: Reliable laptop or desktop computer.
- Internet: Stable high-speed internet connection (minimum 25 Mbps).
- Audio: Noise-canceling headset.
- Video: Working webcam for virtual meetings.
- Workspace: Quiet and professional work environment.
Benefits
- Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
- Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
- HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
- Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
- Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
- Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
- Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
- Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.
These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.
Skills
As published by workable · 21 questions · 1 written answer
Basics
First name, Last name, Email, Phone, Address, Education, Experience, Resume, Cover letter
Short answers (4)
- What is your Date of Birth?
- What is your full government name? (Please enter it in this order: first name, middle name, last name. We use this to properly organize applicants who may have similar names.)
- Have you used Tebra/Kareo professionally? If not, please list the other EHR/EMR systems you have experience using.
- In a 1–2 minute voice recording, please answer the following question(s): A new patient calls to schedule an appointment and asks whether their insurance is accepted. Please demonstrate how you would respond to the patient and explain the steps you would take to assist with insurance verification and scheduling. To record your answer, you can use a free recorder such as www.vocaroo.com. Simply click record, speak clearly. Once you’re done recording, copy the link and paste it below.
Pick from a list (16)
- Are you available to work at this time schedule?
- Do you accept the payment rate listed in the job description for this role?
- Do you have more than 1 year of experience working in the healthcare industry preferably with US clients/companies?
- Do you have experience using EMRs (Electronic Medical Record) and EHRs (Electronic Health Record)?
- Do you have experience using CRMs or related softwares?
- Are you able to join video calls (Zoom, Google Meet, etc.) during your shift and turn on your camera if needed?
- Do you have a reliable computer, headset, and camera available for work if you are offered the position?
- This role requires a background check clearance (NBI clearance, local police clearance, or equivalent). Will you be able to provide one if hired?
- Have you ever been convicted of any crime involving fraud, theft, dishonesty, or breach of trust?
- Have you ever been involved in any incident where client or company information was mishandled, leaked, or misused?
- Have you ever been terminated, dismissed, or asked to resign from a previous job due to misconduct, violation of company policy, or performance issues?
- Please mark all that you have experience with
- Do you have at least 1 year of experience supporting a U.S. healthcare practice as a Medical/Healthcare Virtual Assistant or in a similar patient-facing role?
- Do you have experience supporting a behavioral health, mental health, psychiatry, psychology, or therapy practice?
- Do you have hands-on experience handling inbound/outbound patient calls, patient intake, referrals, and appointment scheduling, including cancellations, no-shows, and rescheduling?
- Do you have hands-on experience with insurance eligibility/benefits verification and prior authorizations for a U.S. healthcare practice?
Written answers (1)
- Is there any additional information you’d like to share that may help us better understand your qualifications for this role? (If not, put "none")