Winning Assistants LLC
Winning Assistants LLC
51 – 200 Employees
ConsultingLogisticsMarketing
Winning Assistants LLC is a staffing and recruiting company that connects doctors, healthcare professionals, and business owners with skilled virtual assistants from a global talent pool. Its HIPAA-compliant support services cover administrative work, medical office management, marketing, and customer service, helping clients streamline daily operations, control costs, and dedicate more time to business growth.

Behavioral Health Medical Virtual Assistant – Scheduling and Patient Intake (Remote, Philippines)

Provide virtual administrative support for a U.S. behavioral health practice by handling patient calls, scheduling, referrals, and intake. Manage insurance checks, message triage, medication refill routing, and eClinicalWorks records.

Description

  • Handle incoming patient calls with clear, professional communication.
  • Collect and accurately record patient details and questions.
  • Respond to appropriate non-clinical questions from new and existing patients.
  • Follow up promptly on patient questions and appointment requests.
  • Distinguish matters you can resolve from those requiring provider escalation.
  • Schedule, confirm, and modify patient appointments.
  • Coordinate multiple calendars and scheduling platforms.
  • Avoid duplicate bookings and help address scheduling conflicts.
  • Administer appointment alerts and scheduling updates.
  • Review email and referral channels for new patient inquiries and referrals.
  • Follow up with prospective patients and referral contacts.
  • Gather patient details and coordinate required forms and paperwork.
  • Guide prospective patients from intake through confirmed appointments.
  • Check insurance eligibility and coverage details.
  • Assist with prior authorization processes.
  • Screen medication refill requests and direct them appropriately.
  • Triage patient messages and escalate clinical matters to the provider.
  • Keep patient records and documentation accurate in eClinicalWorks.

Requirements

  • Prior experience as a medical or healthcare virtual assistant, or in a comparable healthcare support position.
  • Background handling incoming patient calls and other patient-facing communications.
  • Strong written and spoken English skills.
  • Proven ability to schedule patients and manage calendars, including avoiding or correcting double bookings.
  • Experience with eClinicalWorks or a comparable EHR/EMR platform.
  • Experience with Google Calendar and appointment coordination across connected scheduling systems.
  • Experience with RingCentral or a similar telephone and communications platform.
  • Working knowledge of patient intake, insurance verification, and prior authorization procedures.
  • Ability to triage patient or clinical messages and escalate them appropriately.
  • High attention to detail when managing patient data, referrals, and appointment requests.
  • Highly organized, responsive, dependable, and consistent in following through.
  • Comfort working in a patient-facing mental health practice.
  • Clear and professional English communication in speech and writing.
  • Relevant professional experience.
  • Ability to provide mandatory NBI Clearance and/or Local Police Clearance before onboarding.
  • Availability for required video meetings with the camera enabled.
  • Reliable laptop or desktop computer.
  • Stable high-speed internet connection of at least 25 Mbps.
  • Noise-canceling headset.
  • Functional webcam for virtual meetings.
  • Quiet, professional home or work environment.
  • Preferred: Experience supporting behavioral health, mental health, psychiatry, or a similar healthcare practice.
  • Preferred: Experience coordinating referrals and new patient intake.
  • Preferred: Experience routing medication refill requests.

Benefits

  • Dedicated HR and contractor support team.
  • Optional premium VPN access.
  • Provided HIPAA and cybersecurity training with certification.
  • Top 1% virtual assistant performance training.
  • Client-approved U.S. holidays.
  • Client-approved paid or unpaid time off.
  • Access to work tools and resources.
  • Optional performance-based incentives.

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