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Dental Virtual Assistant (Appointment Setting, Reactivation & Collections)

Roles & Responsibilities

  • Strong spoken English with a neutral or North American-sounding accent
  • At least 1 year of outbound calling, follow-ups, or appointment setting
  • At least 1 year of experience in patient reactivation and collections
  • Experience in a dental or healthcare setting and familiarity with Dentrix or similar systems

Requirements:

  • Conduct patient reactivation calls to re-engage inactive patients and rebook appointments
  • Perform post-visit follow-up calls to encourage treatment plan acceptance and gather feedback
  • Manage collections and aging accounts follow-ups to reduce outstanding balances
  • Handle appointment scheduling and reminders, and provide professional customer service

Job description

Job Title: Dental Virtual Assistant (Appointment Setting, Reactivation & Collections)

Job Type: Part-Time

Work Setup: Remote

Salary: $6 – $7 per hour

Job Code: TT-T

Work Schedule (MST – Mountain Standard Time):

  • Tuesday – Thursday: 4:00 PM – 7:00 PM (3 hours/day)
  • Friday: 8:00 AM – 12:00 PM (4 hours)
  • Saturday: 8:00 AM – 1:00 PM (5 hours)
  • Sunday: 8:00 AM – 10:00 AM (2 hours)

Company Overview:

The company provides general, implant, and family dentistry services.

Role Overview:

We are looking for a Dental Virtual Assistant to support patient communication, scheduling, and billing-related tasks. This role focuses heavily on outbound calls, patient follow-ups, and improving appointment conversions and collections. The team prioritizes consistent communication, efficient scheduling, and proactive patient outreach to support practice growth.

Key Responsibilities:

  • Conduct patient reactivation calls to re-engage inactive patients and bring them back on the schedule (multi‑touch cadence until marked cold)
  • Perform post-visit follow-up calls/ post‑visit outreach  to encourage treatment plan acceptance and gather feedback
  • Handle collections and aging accounts follow-ups to reduce outstanding balances
  • Manage appointment scheduling and send reminders
  • Provide professional customer service 
  • Provide inside sales support (such as collecting payments)
  • Support daily administrative and patient coordination tasks
  • Manage inbound & outbound communications and patient inquiries 
  • Perform billing support tasks
  • Ensure consistent outreach using structured follow-up cadences


Performance Expectations:

  • From a list of 200 patients, book 10 appointments (5% baseline) within the first phase 
  • 90-day target: Scale from 10 to 30 appointments (30% conversion rate) 
  • Reactivation rate: Increase the practice's current 60% reappointment rate toward 90% 
  • Collections follow-up: Consistent aging account outreach (frequency/completion rate)
  • Post-treatment feedback: Gather insights from patients who didn't complete treatment plans  

Requirements

Core Skills & Experience:

  • Strong spoken English with a neutral or North American-sounding accent
  • At least 1 year experience in outbound calling, follow-ups, or appointment setting
  • At least 1 year experience in patient reactivation and collection
  • At least 1 year of relevant experience in a dental or healthcare setting
  • Familiarity with Dentrix or similar dental/medical systems
  • Experience using phone/VoIP systems such as Mango
  • Understanding of HIPAA compliance and data security practices

Technical & Functional Requirements:

  • Ability to manage patient records and scheduling systems
  • Comfortable using CRM, messaging apps (Slack, WhatsApp, etc.), email, and phone systems
  • Ability to track tasks, follow structured processes, and meet performance targets

Soft Skills & Work Ethic:

  • Strong communication and phone presence
  • Patient, persistent, and resilient (especially in outbound calling scenarios)
  • Empathetic and customer-service oriented
  • Highly organized and disciplined with follow-ups
  • Goal-oriented and comfortable with targets (appointments, collections)
  • Flexible with evening and weekend work schedules (aligned with MST)

Deal Breakers:

  • Poor phone communication skills
  • Lack of consistency or follow-through
  • No experience or ability in sales/conversion or collections
  • Non-compliance with HIPAA/security standards
  • Inability to work with Dentrix or Mango systems

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

  • 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.

Benefits

  • 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.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, trainings, or allowances listed are optional contractor perks and not employee benefits.

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