Behavioral Health Medical Virtual Assistant – Scheduling, Patient Intake

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Professionally and clearly respond to inbound patient calls.

• Accurately gather and document patient information and inquiries.

• Assist both new and existing patients with relevant non-clinical questions.

• Promptly follow up on patient inquiries and appointment requests.

• Distinguish between requests that can be managed independently and those that require provider escalation.

• Schedule, confirm, and update patient appointments as needed.

• Manage multiple calendars and scheduling resources effectively.

• Prevent double bookings and help resolve scheduling conflicts.

• Oversee appointment notifications and any scheduling changes.

• Monitor email and referral channels for new patient inquiries and referrals.

• Follow up with potential patients and referral requests.

• Collect patient information and coordinate necessary paperwork and forms.

• Facilitate the transition of prospective patients from intake to scheduled appointments.

• Verify patient insurance eligibility and coverage details.

• Support workflows for prior authorization.

• Screen and direct medication refill requests appropriately.

• Triage patient messages and escalate to the provider as necessary.

• Maintain precise patient information and documentation in eClinicalWorks.

⛳️ Requirements

• Experience as a Medical/Healthcare Virtual Assistant or in a comparable healthcare support role.

• Proven experience managing inbound patient calls and patient-facing communication.

• Strong proficiency in spoken and written English.

• Excellent skills in patient scheduling and calendar management, including experience in preventing or resolving double bookings.

• Familiarity with eClinicalWorks or similar EHR/EMR systems.

• Proficient in using Google Calendar, including coordinating appointments across integrated scheduling systems.

• Experience with RingCentral or similar phone systems for patient communication.

• Knowledge of patient intake, insurance verification, and prior authorization processes.

• Ability to effectively triage and escalate patient or clinical messages.

• Strong attention to detail when managing patient information, referrals, and appointment requests.

• Organized, responsive, reliable, and consistent in follow-through.

• Comfortable operating within a patient-facing mental health practice environment.

• Must possess clear and professional spoken and written English skills.

• Relevant work experience is required.

• Must be able to provide an NBI Clearance and/or Local Police Clearance prior to onboarding (mandatory).

• Availability for video meetings with the camera on when required is essential.

• A reliable laptop or desktop computer is necessary.

• A stable high-speed internet connection (minimum 25 Mbps) is required.

• A noise-canceling headset is necessary for clear communication.

• A working webcam is needed for virtual meetings.

• A quiet and professional work environment is essential.

• Preferred: Previous experience in supporting behavioral health, mental health, psychiatry, or a similar healthcare practice.

• Preferred: Experience in coordinating referrals and new patient intake.

• Preferred: Familiarity with the routing of medication refill requests.

🏝️ Benefits

• Dedicated HR & Contractor Support Team.

• Premium VPN Access (Optional).

• HIPAA & Cybersecurity Training + Certification (Provided).

• Top 1% VA Performance Training.

• Client-Approved U.S. Holidays.

• Client-Approved Paid or Unpaid Time Off.

• Access to Tools & Resources.

• Optional Performance-Based Incentives.