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Mental Health Virtual Assistant (Calls, Scheduling & Patient Support)

Key Facts

Remote From: 
Full time
Entry-level / graduate
English

Other Skills

  • β€’
    Video Conferencing
  • β€’
    Compassion
  • β€’
    Calmness Under Pressure
  • β€’
    Time Management
  • β€’
    Proactivity
  • β€’
    Following Directions
  • β€’
    Detail Oriented
  • β€’
    Emotional Intelligence
  • β€’
    Problem Solving

Roles & Responsibilities

  • Experience in medical/healthcare settings (mental health preferred)
  • Virtual assistant experience required
  • Excellent English comprehension, speaking, and writing skills
  • Ability to submit NBI/Local Police Clearance before onboarding (mandatory)

Requirements:

  • Manage high-volume inbound and outbound calls and schedule appointments/calendar coordination
  • Verify patient insurance, follow up on denied/unclaimed claims, and submit prior authorization forms
  • Provide on-call crisis support with de-escalation; escalate to clinician or authorities when needed
  • Enter patient data, manage EMR/EHR records, and assist with extensive documentation backlog

Job description

Job Title: Mental Health Virtual Assistant (Calls, Scheduling & Patient Support)

Position Type: Full-Time / Part-Time (depending on phase)

Work Hours: 9:00 AM - 6:00 PM PDT

Work Days: Monday to Friday (with flexibility for evenings and after-hours coverage)

Salary: $5 – $6 per hour (depending on experience)

Job Code: WH-FMHT

Workplace: Remote

Preferred Candidate Location: PH

About the Role

You will be supporting a growing U.S.-based mental health practice currently run by a solo practitioner. The practice is in an early growth stage and needs a highly reliable, proactive Virtual Assistant to help manage operations, improve patient experience, and unlock significant growth potential.

The client is currently:

  • Operating alone with no administrative staff
  • Seeing ~4 patients per week but has 650+ monthly website visitors
  • Losing potential revenue due to missed calls, low conversion, and administrative overload
  • Managing a backlog of documentation and $4,000+ in unclaimed insurance billing

This role is critical in helping the practice scale, improve patient access, and recover lost revenue.

Scope of Work / Responsibilities

Top Priorities

  • Handle high-volume inbound and outbound phone calls professionally
  • Manage appointment scheduling and calendar coordination
  • Aggressively follow up on denied/unclaimed insurance claims and billing issues

Critical Function: On-Call & Crisis Support

  • Be available on-call for extended hours when needed
  • Assist in handling mental health crisis calls (including suicide-related situations)
  • De-escalate callers calmly and professionally when possible
  • Immediately notify the clinician and/or appropriate authorities when escalation is required
  • Act as a first point of contact and triage support (no clinical intervention required)

Additional Responsibilities

  • Insurance verification for patients
  • Patient data entry and EMR/EHR management
  • Re-engagement calls to prospective patients who did not convert
  • Assist with extensive documentation and note-taking (high priority due to backlog)
  • Submit prior authorization forms promptly
  • Handle patient communications and appointment confirmations

Desired Skills, Qualifications & Personality Traits

  • Strong, professional phone presence with clear and neutral English communication
  • Experience in medical/healthcare settings (mental health preferred)
  • Proven ability in billing, claims follow-up, and insurance processes
  • Excellent documentation skills and attention to detail
  • Comfortable handling heavy call volumes and administrative workload
  • Emotionally intelligent and compassionate, especially in sensitive situations
  • Strong problem-solving and de-escalation skills
  • Highly proactive, dependable, and self-managed
  • Tech-savvy and adaptable to new systems

Systems & Tools

  • Current systems: Therapy Notes and NoteWork
  • Transitioning to: SimplePractice or Epic (Epic experience is a strong plus)
  • No current phone system (RingCentral or similar may be implemented)
  • Candidate must be comfortable learning and adapting to new tools quickly

Key Requirement:

  • Must be amenable to extended hours and on-call availability when needed

Key Challenges You Will Help Solve

  • Reduce missed calls and improve patient conversion
  • Recover $4,000+ in unclaimed insurance revenue
  • Support overwhelmed solo practitioner
  • Improve scheduling efficiency and patient communication
  • Help scale the practice toward full capacity

Requirements

Experience Requirements

  • Medical education or degree: Preferred but not required
  • Virtual assistant experience: Required
  • Medical license (Doctor, Nurse, PT, etc.): Not required

Basic requirements

  • Excellent English comprehension, speaking, and writing skills (non-negotiable)
  • Relevant work experience in administrative, CRM, digital, or support roles
  • Strong attention to detail and ability to follow instructions accurately
  • Ability to work independently without constant micromanagement
  • Proactive personality with a willingness to take initiative
  • Open to learning, growing, and being trained
  • Someone who can be trusted with responsibility and ownership
  • 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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