Patient Intake, Insurance Verification

This is a fully remote position, open to applicants in Argentina, +5 more countries.

📋 Description

• Respond to patient inquiries and answer calls with professionalism and warmth.

• Manage patient intake from the first contact through to scheduling appointments.

• Verify eligibility and behavioral health benefits for both Medicaid and commercial plans.

• Utilize payer portals such as UHC, Cigna, and BCBS.

• Confirm details regarding copays, deductibles, coinsurance, out-of-pocket maximums, and estimated patient responsibilities.

• Assess whether insurance benefits apply to the specific services offered by the practice.

• Identify restrictions within networks, authorization requirements, and coverage limitations.

• Follow up with referred patients and oversee referral workflows.

• Schedule appointments and keep provider calendars organized.

• Monitor emails and facilitate communication between patients and healthcare providers.

• Update patient records and document interactions using Practice Better.

• Track pending referrals, intake requirements, and follow-up tasks efficiently.

• Provide general administrative support and executive assistance.

• Ensure HIPAA-compliant management of patient information.

• Escalate any unfamiliar insurance situations rather than making assumptions.

⛳️ Requirements

• At least one year of direct experience verifying mental or behavioral health insurance eligibility and benefits in the U.S.

• Prior experience assisting patients with reproductive mental health issues, infertility, pregnancy loss, or postpartum care is strongly preferred.

• Solid understanding of commercial insurance plans, Medicaid, and patient financial responsibilities, including copays, deductibles, coinsurance, and out-of-pocket maximums.

• Demonstrated experience using insurance payer portals and electronic health record (EHR) systems.

• Familiarity with Practice Better or similar EHR systems is preferred.

• Ability to meticulously read insurance cards and benefit information.

• Compassionate, empathetic, and trauma-informed communication style.

• Capability to work autonomously with minimal supervision.

• Must be reliable, proactive, adaptable, and accountable.

• Ability to adhere to structured intake forms and decision-tree workflows with minimal oversight.

• Excellent verbal and written communication skills.

• Proficient in managing follow-ups and maintaining organized patient records.

• Professional demeanor in handling sensitive and patient-facing interactions.

• Experience in collecting referrals, diagnostic documents, and insurance information.

• Proficient in speaking and writing English in a clear and professional manner.

• Relevant work experience is required.

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

• Availability to participate in video meetings with the camera on when necessary.

• Access to a reliable laptop or desktop computer.

• Stable high-speed internet connection (minimum of 25 Mbps).

• Noise-canceling headset.

• Functional webcam for virtual meetings.

• A quiet and professional work environment.

🏝️ 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.

• Bonuses, incentives, or increased hours may be offered based on performance.