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Healthcare Virtual Assistant

Role overview

Qualifications

  • At least 1 year of experience in a similar role in any healthcare related position
  • Strong medical, nursing, or healthcare administration background
  • Extensive experience with CharmHealth EMR is required
  • Excellent attention to detail, particularly when reviewing clinical documentation

Responsibilities

  • Answer patient calls and emails with professionalism and empathy
  • Schedule, reschedule, and confirm appointments
  • Manage new-patient intake and required paperwork
  • Coordinate scheduling for primary care, mental health, weight-loss, and cosmetic services

Key facts

Other skills

  • Professional Communication
  • Customer Service
  • Detail Oriented

About the company

Winning Assistants LLC logo

Winning Assistants LLC

Staffing & Recruiting

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

IndustryStaffing & Recruiting
Company size51 - 200

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Job description

Job Title: Healthcare Virtual Assistant
Position Type: Full-time

Work Hours: 9:00 AM - 6:00 PM Eastern Daylight Time, Monday - Friday

Salary rate: $5-$7

 Job Responsibilities:

  • Answer patient calls and emails with professionalism and empathy.
  • Schedule, reschedule, and confirm appointments.
  • Manage new-patient intake and required paperwork.
  • Coordinate scheduling for primary care, mental health, weight-loss, and cosmetic services.
  • Verify insurance eligibility and benefits.
  • Process prior authorizations before patient visits.
  • Coordinate provider credentialing and follow up with insurance companies.
  • Track insurance verifications and assist with claim issues.
  • Review clinical notes completed in Doxy for accuracy and completeness.
  • Flag documentation errors or missing information.
  • Prepare billing paperwork and forward completed documentation to the billing team.
  • Coordinate mental health medication check-ins and other patient follow-ups.
  • Support general administrative and operational tasks.
  • Assist with Facebook content creation and posting when needed.

Requirements

  • At least 1 year of experience in a similar role in any healthcare related position.
  • Has strong medical, nursing, or healthcare administration background
  • Extensive experience with CharmHealth EMR is required. .
  • Ability to use and teach advanced CharmHealth features confidently.
  • Experience with insurance verification, prior authorizations, credentialing, claims, and billing.
  • Excellent attention to detail, particularly when reviewing clinical documentation.
  • Strong organization and ability to manage competing priorities.
  • Professional communication, phone etiquette, and customer service skills.
  • Proactive, dependable, and interested in a long-term position.
  • Comfortable collaborating with a small team and receiving feedback.

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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