Answer inbound calls and handle patient inquiries
Make outbound calls to follow up on leads and missed inquiries
Schedule, confirm, and manage appointments while optimizing the calendar
Follow up on cancellations and reschedule patients
Verify insurance (HMO, PPO) and explain copays, deductibles, and coverage
Communicate effectively with both insurance and cash-pay patients
Accurately input and maintain patient data in the EHR (Prompt or similar)
Ensure all notes, insurance details, and agreements are documented
Follow up on Facebook ad leads to improve conversion
Support appointment booking and light sales (guide patients, collect card on file if needed)
Assist with basic social media tasks (posting, captions, simple Canva graphic

At least 1 year of experience with scheduling and patient coordination or any similar role
Strong understanding of insurance verification (HMO, PPO, copays, deductibles)
Familiarity with EHR systems (Prompt or similar)
Proactive with follow-ups and able to work independently
Organized and able to manage a provider’s calendar efficiently
Comfortable with lead follow-up and appointment setting
Basic knowledge of social media or Canva is a plus
Must be proficient in speaking and writing English very clearly
Must have relevant work experience
Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
Must be available for video meetings with your camera on (when needed)
Device: Reliable laptop or desktop computer.
Internet: High-speed connection (minimum 10 Mbps).
Audio: Noise-canceling headset.
Video: Webcam for virtual meetings.
Workspace: Quiet, professional environment.

Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

Medical Virtual Assistant

Key skills