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Role: Virtual Assistant

Priority Location:South Africa / Latin America / Philippines

Working Hours: 9:00 AM – 5:00 PM EST

Salary Range: Market related

Type of contract: Independent Contractor

Type of job: Remote

About the Role: The client is seeking an experienced, detail-oriented, and empathetic Virtual Assistant to serve as the first point of contact for prospective clients. This role is ideal for someone with prior U.S. healthcare experience who enjoys helping patients, coordinating care, and navigating insurance processes.

Key Responsibilities:

Conduct intake calls with prospective clients and gather key clinical and scheduling information
Verify insurance benefits and eligibility with U.S. insurance providers
Explain copays, deductibles, and other patient financial responsibilities
Evaluate client needs, treatment preferences, insurance coverage, and scheduling requirements to match clients with the most appropriate therapist and facilitate a smooth start to care
Schedule appointments and coordinate clinician availability
Manage patient records and documentation in the EHR system
Provide exceptional customer service while supporting individuals seeking mental health care

Qualifications:

3+ years of experience supporting U.S. healthcare organizations
Hands-on experience with patient intake and insurance verification (VOB)
Experience contacting U.S. insurance carriers and reviewing benefits, copays, deductibles, and coverage
Ability to independently evaluate multiple factors, including presenting concerns, provider specialties, insurance coverage, scheduling availability, and client preferences, to facilitate appropriate therapist-to-client matching.
Experience using U.S.-based EHR/EMR systems
Maintain HIPAA compliance and ensure accurate handling of patient information
Ability to independently manage patient cases in a fast-paced healthcare environment
Excellent spoken and written English with a professional, neutral accent
Strong empathy, professionalism, and communication skills
Available to work fixed U.S. Eastern Time business hours

Ideal Candidate Summary: Experienced U.S. healthcare intake professional with hands-on patient intake, insurance verification (VOB), EHR management, and scheduling experience, who can independently support prospective mental health clients with empathy, accuracy, and professionalism during U.S. Eastern Time business hours.

Virtual Assistant - 65204375308