Answer inbound calls and serve as the virtual front desk/receptionist
Professionally assist patients with scheduling, inquiries, and follow-ups
Build rapport with patients and provide compassionate support
Handle sensitive conversations with empathy and professionalism
Schedule, confirm, and reschedule appointments
Conduct patient intake and gather necessary demographic and insurance information
Send and manage new patient paperwork before appointments
Follow up with no-show patients and assist with rescheduling
Collect and process insurance information accurately
Manage co-pay collection and monitor credit card status
Coordinate with billers regarding prior authorizations
Follow up on outstanding balances and collections
Assist patients in setting up payment plans when needed
Ensure clinical notes are completed and signed by providers
Assist with onboarding new providers into systems and workflows
Maintain organized and accurate records in the EHR system
Manage email communications and administrative tasks as needed
Maintain confidentiality and HIPAA compliance at all times

At least 1 year of experience in a behavioral health, mental health, or medical administrative role preferred
Experience with SimplePractice EHR strongly preferred
Strong phone communication and customer service skills
Comfortable handling emotionally sensitive patient interactions
Tech-savvy and able to quickly learn systems and workflows
Highly organized with strong attention to detail
Ability to multitask and work independently in a remote setting
Experience with insurance verification, co-pay collection, and prior authorization coordination is a plus

Basic requirements

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)

Technical requirements

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.

Behavioral Health Virtual Assistant

Key skills