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Medical Virtual Assistant - Primary Care & Wellness (Remote)

Role overview

Qualifications

  • At least 1 year of experience supporting US-based healthcare clients as a Medical Virtual Assistant
  • Strong English communication skills with a professional phone presence
  • Detail-oriented, organized, and patient-focused
  • Experience with Primary Care or Wellness is a plus

Responsibilities

  • Answer inbound calls, return missed calls, and assist new patient inquiries
  • Schedule, confirm, and follow up on appointments
  • Educate patients about services and next steps
  • Manage medical records and support referrals

Key facts

Other skills

  • Customer Service
  • Detail Oriented
  • Patience

About the company

Winning Assistants LLC logo

Winning Assistants LLC

At Winning Assistants, we help doctors, healthcare professionals, and business owners save time, cut costs, and scale their operations with highly skilled, HIPAA-compliant virtual assistants. Our VAs handle tasks like admin support, medical office management, marketing, and customer service, allowing you to focus on growth.

Company details

Company size51 - 200

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Job description

Medical Virtual Assistant – Primary Care & Wellness (Remote) 

Employment: Full-Time

Schedule: Monday–Friday | 8:00 AM–5:00 PM EST (1-hour unpaid lunch)

Preferred Location: Philippines

Pay: $5.00–$6.00 per hour

Description

Join a growing Florida-based Primary Care, Women's Health, Wellness & Aesthetics, and HRT practice as a Medical Virtual Assistant. You'll play a key role in delivering an excellent patient experience by providing outstanding phone support and administrative assistance.

Responsibilities

  • Answer inbound calls, return missed calls, and assist new patient inquiries.
  • Schedule, confirm, and follow up on appointments.
  • Educate patients about services and next steps.
  • Manage medical records and support referrals.
  • Send invoice reminders and follow up on outstanding balances.
  • Assist with insurance eligibility verification and prior authorizations when needed.

Key Performance Indicators (KPIs)

  • High patient conversion from inquiries
  • Prompt handling of inbound calls with no missed calls
  • Excellent patient satisfaction
  • Strong follow-through on assigned tasks

Deal-breaker

  • Lack of attention to detail and patience towards the patient

Requirements

  • At least 1 year of experience supporting US-based healthcare clients as a Medical Virtual Assistant.
  • Strong English communication skills with a professional phone presence.
  • Experience in medical administration and customer service.
  • Detail-oriented, organized, and patient-focused.
  • Experience with Primary Care or Wellness is a plus.
  • Clinical experience is preferred.
  • Experience with Elation and Weave is a plus.
  • Sales or patient conversion experience is an advantage

Basic Requirements

  • Must speak and write English clearly and professionally.
  • Must have relevant work experience.
  • Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
  • Must be available to attend video meetings with camera on when required.

Technical Requirements

  • Computer: Reliable laptop or desktop computer.
  • Internet: Stable high-speed internet connection (minimum 25 Mbps).
  • Audio: Noise-canceling headset.
  • Video: Working webcam for virtual meetings.
  • Workspace: Quiet and professional work 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, training, or allowances listed are optional contractor perks and not employee benefits.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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