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Medical Virtual Assistant

Role overview

Qualifications

  • 2+ years experience as a Medical Virtual Assistant or in a clinical admin role
  • Strong command of Microsoft Excel and Google Sheets
  • Experience with high-volume data entry and triage workflows
  • Excellent written English and attention to detail

Responsibilities

  • Patient Intake Triage
  • Manage inbound patient referrals through BrightTree and partner systems
  • Accurately enter and verify demographic and insurance information
  • Apply clinical triage protocols based on CPAP/CCM compliance metrics

Key facts

Other skills

  • Microsoft Excel
  • Google Sheets
  • Detail Oriented
  • Organizational Skills
  • Communication
  • Multitasking

About the company

Outsource Access logo

Outsource Access

We exist to close cultural gaps caused by offshore outsourcing models of the past and to open up opportunities for solopreneurs and small businesses worldwide. By combining the skills of our US team with a network of experts and leads in the Philippines, we help businesses scale at speed without coming up against growth limitations. To make this possible, we’ve created a dedicated solution for entrepreneurs that address common issues in three keys areas:- Risk Management- Lack of Knowledge- Overcoming Setbacks By taking a comprehensive approach to addressing all of these areas for entrepreneurs and growing businesses around the world, we’ve delivered results for our clients that speak for themselves:

Company details

Company typeSME
Company size501 - 1000

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Job description

This is a remote position.

Key Responsibilities:


Patient Intake & Triage

  • Manage inbound patient referrals through BrightTree and partner systems

  • Accurately enter and verify demographic and insurance information

  • Apply clinical triage protocols based on CPAP/CCM compliance metrics

  • Assign patients to appropriate clinical personnel based on decision trees

Medical Data & System Management

  • Reconcile patient information between EMR systems and internal platforms

  • Upload daily compliance reports and maintain accurate logs

  • Ensure HIPAA-compliant data handling and documentation

Reporting & Documentation

  • Maintain clear, structured, and real-time documentation of all transactions

  • Contribute to internal SOPs and process documentation (Playbook)

  • Provide support in developing efficient workflows and compliance tracking

Operational Workflow Execution

  • Process 50–80 patient referrals per day, ensuring speed and accuracy

  • Manage tasks across multiple systems and tools

  • Communicate effectively with internal teams for issue resolution or clarification

 

Required Qualifications:

  • 2+ years experience as a Medical Virtual Assistant or in a clinical admin role

  • Strong command of Microsoft Excel and Google Sheets

  • Experience with high-volume data entry and triage workflows

  • Excellent written English and attention to detail

  • Highly organized and capable of self-management in a remote setting

 



Requirements

Preferred Qualifications:

  • Experience in sleep therapy, CPAP/DME workflows

  • Background in medical office or clinical operations (non-licensed acceptable)

  • Exposure to insurance verification and intake tools

  • Experience using CRMs or medical workflow platforms

  • Familiarity with EMR systems (e.g., BrightTree or similar platforms)


Key Competencies:

  • Exceptional attention to detail and data accuracy

  • Proficient in Microsoft Excel and capable of generating and interpreting reports

  • Strong organizational and multitasking skills to manage high-volume workflows

  • Fast learner with excellent tech adaptability across multiple platforms and systems

  • Independent and process-driven work ethic, with a strong sense of accountability

  • Comfortable working remotely with minimal supervision in a collaborative team environment





Benefits

Employee Benefits

  • Health and Wellness: Comprehensive HMO coverage for you and your dependents.
  • Security and Peace of Mind: Group Life Insurance Benefit to safeguard your future.
  • Financial Flexibility: Virtual Credit Card for added convenience and purchasing power.
  • Work-Life Balance: Generous Paid Leaves to recharge and prioritize personal time.
  • Government Benefits: Full support for required government benefits.

Supplemental Pay Types

  • 13th Month Salary: A festive bonus to celebrate the year’s hard work.
  • Overtime Pay: Compensation for your extra effort and time.
  • Night Differential: Additional pay for working late hours or shifts.
  • Incentives: Performance-based incentives to reward your contributions and achievements



Salary: 45,000

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MR

Marcus Rivera

Chief Revenue Officer

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