Patient Intake, Insurance Verification

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

📋 Description

• Respond to patient inquiries with warmth and professionalism over the phone

• Manage patient intake from the initial contact to scheduling

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

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

• Confirm details such as copays, deductibles, coinsurance, out-of-pocket maximums, and estimated patient responsibility

• Assess whether insurance benefits encompass the specific services offered by the practice

• Identify network restrictions, authorization needs, and coverage limitations

• Follow up with referred patients and oversee referral workflows

• Schedule appointments while maintaining provider calendars

• Monitor emails and facilitate communication between patients and providers

• Update patient records and document interactions utilizing Practice Better

• Track pending referrals, intake necessities, and follow-up tasks

• Provide general administrative support and executive assistant functions

• Ensure HIPAA-compliant management of patient information

• Escalate unfamiliar insurance scenarios instead of making assumptions

⛳️ Requirements

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

• Previous experience assisting patients with reproductive mental health issues, infertility, pregnancy loss, or postpartum care is highly preferred

• Strong knowledge 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 highly preferred

• Ability to carefully read insurance cards and benefit information

• Compassionate, empathetic, and trauma-informed approach to communication

• Capacity to work independently with minimal oversight

• Dependable, proactive, adaptable, and accountable

• Ability to adhere to structured intake forms and decision-tree workflows with little supervision

• Excellent verbal and written communication abilities

• Proven ability to manage follow-ups and keep organized patient records

• Professional demeanor in handling sensitive and patient-facing interactions

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

• Proficiency in speaking and writing English clearly and professionally

• Relevant work experience is a must

• Required to provide an NBI Clearance and/or Local Police Clearance prior to onboarding

• Must be available for video meetings with the camera on as required

• Access to a reliable laptop or desktop computer

• Stable high-speed internet connection of at least 25 Mbps

• A noise-canceling headset

• A working webcam for virtual meetings

• A quiet and professional work environment

🏝️ Benefits

• Dedicated HR & Contractor Support Team

• Optional Premium VPN Access

• 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

• Potential bonuses, incentives, or increased hours based on performance