Preferred Candidate Location: Philippines or Latin America
Scope of Work/Responsibilities
The client is a dermatology clinic that provides medical and cosmetic skin care services. The clinic focuses on delivering a smooth patient experience by ensuring efficient communication, accurate insurance verification, and organized administrative workflows. The role supports clinic operations by managing patient calls, verifying insurance information, and assisting with patient record management so in-clinic staff can focus on patient care.
The Medical Virtual Assistant will serve as the first point of contact for patients, ensuring calls are answered promptly and handled professionally while maintaining accurate patient records and assisting with insurance-related processes.
Tools Used
EHR: EasyDerm
Communication System: 3CX
Patient Communication
Answer inbound phone calls from patients and respond to general inquiries.
Serve as the first line of support for incoming calls, ensuring calls are not missed while in-clinic staff assist patients.
Provide a professional, friendly, and helpful experience for patients over the phone.
Handle cosmetic inquiry calls and gather initial patient information when needed.
Insurance Verification & Financial Communication
Verify patient insurance coverage prior to appointments.
Check deductibles, benefits, and patient financial responsibility accurately.
Clearly communicate deductibles, deposits, and expected patient payments before visits.
Process or assist with prior authorizations by accessing insurance portals and retrieving authorization details.
Patient Records & Administrative Support
Create patient charts in the EasyDerm EHR system before appointments.
Enter and organize patient information including demographics and insurance details.
Ensure accuracy of all patient data to avoid billing issues.
Collect deposit or credit card information when required to secure appointments.
Coordinate with clinic staff by transferring calls or relaying important patient information.
Overall Goal of the Role
This position plays a key role in supporting clinic operations by:
Reducing phone interruptions for in-office staff
Improving patient responsiveness and satisfaction
Ensuring insurance verification and financial expectations are handled before visits
Allowing providers and clinic staff to focus on patient care
Requirements
Ideal Candidate Qualifications
Strong customer service skills and professionalism when speaking with patients
Excellent English communication skills with clear speech and minimal accent
Experience in healthcare administration or medical virtual assistance
Knowledge of insurance verification, deductibles, and patient financial responsibility
Strong attention to detail, especially when handling patient records and insurance information
Confidence explaining deductibles, deposits, and payment expectations to patients
Ability to multitask and manage high call volumes during busy clinic hours
Strong organizational skills and reliability
Professional demeanor that represents the clinic positively
Preferred (but not required):
Spanish-speaking ability
Experience working with EHR systems and insurance portals
Deal Breakers
Applicants may not be considered if they have:
Poor English communication or a heavy accent that makes phone conversations difficult
No experience with healthcare workflows or insurance verification
History of inaccurate patient or insurance data handling
Weak customer service skills or unprofessional communication with patients
Difficulty explaining deductibles or deposits confidently
Poor reliability, organization, or attention to detail
Inability to manage multiple calls in a busy clinic environment
Basic requirements
Must be proficient in speaking and writing English very clearly
Must have relevant work experience
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)
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 clients 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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