Healthcare Operations, EHR Virtual Assistant

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

📋 Description

• Take charge of ClickUp for the management of projects and tasks.

• Oversee lead tracking, invoicing, and updates on insurance statuses.

• Maintain and supervise recurring tasks and workflows.

• Ensure timely updates, organization, and completion of tasks.

• Manage administrative workflows across the Intake Queue and Practice Better.

• Handle tasks related to booking and invoicing.

• Keep patient records accurate and current.

• Confirm that patient charts and necessary documentation are complete.

• Learn and adhere to established EHR processes and standard operating procedures (SOPs).

• Conduct beginning-of-day, end-of-day, and weekly administrative checks.

• Update practice statistics and generate reports.

• Maintain Google Sheets for tracking appointment counts, client discharges, insurance payouts, and other operational metrics.

• Cross-verify insurance payouts for accuracy.

• Execute accurate data entry and reporting tasks.

• Provide general backend administrative support to the Client Coordinator.

• Assist with emails, phone calls, reservations, and personal or Executive Assistant duties as required.

• Adhere to established SOPs and Loom training materials.

• Potentially assist with limited client communications as the role evolves.

⛳️ Requirements

• Proficient in both spoken and written English.

• Relevant work experience is required.

• Must be available for a split schedule: 8:00 AM–10:00 AM and 3:00 PM–5:00 PM PDT, Monday–Friday.

• Capable of providing an NBI Clearance and/or Local Police Clearance prior to onboarding.

• Available for video meetings with the camera on when necessary.

• Must demonstrate reliable communication, attendance, and follow-through.

• Requires a dependable laptop or desktop computer.

• Must have a stable high-speed internet connection of at least 25 Mbps.

• A noise-canceling headset is necessary.

• A working webcam for virtual meetings is required.

• A quiet and professional work environment is essential.

• Proven hands-on experience with ClickUp is required.

• Strong experience with EHR/EMR systems is highly preferred.

• Familiarity with Google Sheets, data entry, tracking, and reporting is necessary.

• Healthcare administrative experience is preferred but not mandatory.

• Familiarity with Spruce is advantageous but not essential.

• A strong technical aptitude and the ability to quickly learn new platforms and workflows are important.

• Excellent attention to detail when managing insurance information, invoicing, patient records, and reports is crucial.

• Must be highly organized, reliable, proactive, and capable of owning recurring tasks.

• Ability to work independently with minimal supervision is required.

• Comfortable with following established SOPs and Loom training materials.

🏝️ 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: Templates, workflow guides, productivity tools, and client-specific SOP support.

• Optional Performance-Based Incentives: bonuses, incentives, or increased hours based on performance.