Key Facts

Remote From:

Full time

English

Hard Skills

Electronic Referrals Bookkeeping Provider Network Management Accounting Software Invoicing Data Entry Bank Reconciliations Usage Tracking Escalation Management Medical Record Management Accounting Email Management Email Management Organizational Structure

Other Skills

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Microsoft Excel
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Problem Reporting
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Scheduling
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Technical Acumen
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Accountability
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Multitasking
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Teamwork
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Quick Learning
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Detail Oriented
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Reliability

Roles & Responsibilities

Highly Organized
Detail-Oriented
Tech-Comfortable
Quick Learner

Requirements:

Process incoming patient referrals from email, submit them for insurance verification, and follow up on pending or delayed approvals.
Enter approved referrals into the internal system and assign patients to the appropriate provider based on availability and capacity.
Maintain accurate patient records and ensure referral, provider, and patient information stays updated and organized.
Perform basic bookkeeping tasks in QuickBooks, including categorizing transactions, reconciling bank statements, and creating and marking invoices as paid.

Job description

This is a remote position.

General Admin

Join a growing healthcare-focused organization that supports mental health services for patients in assisted living environments. In this role, you’ll help keep referrals, provider coordination, and bookkeeping processes running smoothly while supporting accurate records and efficient daily operations. This is a great opportunity for someone who is organized, reliable, and ready to make a direct impact behind the scenes.

What You'll Do:

Process incoming patient referrals from email, submit them for insurance verification, and follow up on pending or delayed approvals.
Enter approved referrals into the internal system and assign patients to the appropriate provider based on availability and capacity.
Maintain accurate patient records and ensure referral, provider, and patient information stays updated and organized.
Generate and review weekly reports to track which patients were seen, identify missed visits, and complete Monday and Friday updates.
Follow up with providers, primarily by email, regarding unserved patients, referral confirmations, and scheduling-related issues.
Monitor and organize inbox communications, escalating urgent matters when needed.
Perform basic bookkeeping tasks in QuickBooks, including categorizing transactions, reconciling bank statements, and creating and marking invoices as paid.
Maintain organized Excel sheets and assist with additional reporting and administrative tracking as processes evolve.

Who You'll Work With:

Be an integral part of a collaborative healthcare support team, working closely with internal coordinators, providers, and administrative staff to keep referral workflows, patient updates, and financial tracking organized and moving forward efficiently.

Who We're Looking For:

Highly Organized: Able to manage multiple workflows (referrals, tracking, bookkeeping) while keeping everything structured and up to date
Detail-Oriented: Ensures accuracy in patient data, financial entries, and reporting to avoid costly errors
Tech-Comfortable: Able to learn and navigate systems like QuickBooks, Excel, and internal platforms efficiently
Quick Learner: Able to pick up new systems and responsibilities quickly with training
Basic Financial Understanding: Comfortable categorizing transactions and understanding simple accounting concepts
Good Email Communication: Able to handle internal and external email communication clearly and professionally
Experience: General work experience is required.

Why Join Us?

Impact: Play a central role in helping mental health services reach patients efficiently through strong coordination, accurate tracking, and dependable administrative support.
Culture: Join a team that values organization, accountability, and teamwork in a mission-driven healthcare environment.
Benefits:
- Enjoy preset salary growth and weekly salary payments.
- 100% work-from-home flexibility.