GoLean Health

Medical Receptionist

• Coordinate and schedule patient appointments accurately and efficiently
• Manage appointment confirmations, reschedules, and cancellations
• Maintain provider schedules and optimize appointment availability
• Process medication prior authorization requests
• Communicate with insurance companies, pharmacies, providers, and patients regarding authorization status
• Follow up on outstanding authorization requests
• Verify patient insurance eligibility, coverage, and benefits prior to appointments
• Document insurance information accurately within the EMR system
• Identify and communicate coverage limitations or issues
• Receive, process, and track incoming and outgoing patient referrals
• Coordinate with referring providers, specialists, and insurance companies
• Ensure referral documentation is complete, accurate, and attached to patient records
• Follow up on pending referrals to facilitate continuity of care
• Answer inbound calls professionally and courteously
• Respond to patient inquiries, appointment requests, and administrative concerns
• Maintain excellent customer service while supporting a high-call-volume clinic environment

Virtual Medical Receptionist

• Coordinate and schedule patient appointments accurately and efficiently
• Manage appointment confirmations, reschedules, and cancellations
• Maintain provider schedules and optimize appointment availability
• Process medication prior authorization requests
• Communicate with insurance companies, pharmacies, providers, and patients regarding authorization status
• Follow up on outstanding authorization requests to ensure timely patient care
• Verify patient insurance eligibility, coverage, and benefits prior to appointments
• Document insurance information accurately within the EMR system
• Identify and communicate coverage limitations or issues
• Receive, process, and track incoming and outgoing patient referrals
• Coordinate with referring providers, specialists, and insurance companies
• Ensure referral documentation is complete, accurate, and properly attached to patient records
• Follow up on pending referrals to facilitate continuity of care
• Answer inbound calls professionally and courteously
• Respond to patient inquiries, appointment requests, and administrative concerns
• Maintain excellent customer service while supporting a high call volume clinic environment

• Coordinate and schedule patient appointments accurately and efficiently
• Manage appointment confirmations, reschedules, and cancellations
• Maintain provider schedules and optimize appointment availability
• Process medication prior authorization requests
• Communicate with insurance companies, pharmacies, providers, and patients regarding authorization status
• Follow up on outstanding authorization requests
• Verify patient insurance eligibility, coverage, and benefits prior to appointments
• Document insurance information accurately within the EMR system
• Identify and communicate coverage limitations or issues
• Receive, process, and track incoming and outgoing patient referrals
• Coordinate with referring providers, specialists, and insurance companies
• Ensure referral documentation is complete, accurate, and properly attached to patient records
• Follow up on pending referrals to facilitate continuity of care
• Answer inbound calls professionally and courteously
• Respond to patient inquiries, appointment requests, and administrative concerns
• Maintain excellent customer service while supporting a high call volume clinic environment

• Coordinate and schedule patient appointments accurately and efficiently
• Manage appointment confirmations, reschedules, and cancellations
• Maintain provider schedules and optimize appointment availability
• Process medication prior authorization requests
• Communicate with insurance companies, pharmacies, providers, and patients regarding authorization status
• Follow up on outstanding authorization requests to ensure timely patient care
• Verify patient insurance eligibility, coverage, and benefits before appointments
• Document insurance information accurately in the EMR system
• Identify and communicate coverage limitations or issues
• Receive, process, and track incoming and outgoing patient referrals
• Coordinate with referring providers, specialists, and insurance companies
• Ensure referral documentation is complete, accurate, and attached to patient records
• Follow up on pending referrals to facilitate continuity of care
• Answer inbound calls professionally and courteously
• Respond to patient inquiries, appointment requests, and administrative concerns
• Maintain excellent customer service while supporting a high-call-volume clinic environment

• Coordinate and schedule patient appointments accurately and efficiently
• Manage appointment confirmations, reschedules, and cancellations
• Maintain provider schedules and optimize appointment availability
• Process medication prior authorization requests
• Communicate with insurance companies, pharmacies, providers, and patients regarding authorization status
• Follow up on outstanding authorization requests
• Verify patient insurance eligibility, coverage, and benefits prior to appointments
• Document insurance information accurately within the EMR system
• Identify and communicate coverage limitations or issues
• Receive, process, and track incoming and outgoing patient referrals
• Coordinate with referring providers, specialists, and insurance companies
• Ensure referral documentation is complete, accurate, and properly attached to patient records
• Follow up on pending referrals to facilitate continuity of care
• Answer inbound calls professionally and courteously
• Respond to patient inquiries, appointment requests, and administrative concerns
• Maintain excellent customer service in a high-call-volume clinic environment

• Coordinate and schedule patient appointments accurately and efficiently
• Manage appointment confirmations, reschedules, and cancellations
• Maintain provider schedules and optimize appointment availability
• Process medication prior authorization requests
• Communicate with insurance companies, pharmacies, providers, and patients regarding authorization status
• Follow up on outstanding prior authorization requests
• Verify patient insurance eligibility, coverage, and benefits before appointments
• Document insurance information accurately in the EMR system
• Identify and communicate coverage limitations or issues
• Receive, process, and track incoming and outgoing patient referrals
• Coordinate with referring providers, specialists, and insurance companies
• Ensure referral documentation is complete, accurate, and attached to patient records
• Follow up on pending referrals to facilitate continuity of care
• Answer inbound calls professionally and courteously
• Respond to patient inquiries, appointment requests, and administrative concerns
• Maintain excellent customer service in a high-call-volume clinic environment

• Coordinate and schedule patient appointments accurately and efficiently
• Manage appointment confirmations, reschedules, and cancellations
• Maintain provider schedules and optimize appointment availability
• Process medication prior authorization requests
• Communicate with insurance companies, pharmacies, providers, and patients regarding authorization status
• Follow up on outstanding authorization requests
• Verify patient insurance eligibility, coverage, and benefits before appointments
• Document insurance information in the EMR system
• Identify and communicate coverage limitations or issues
• Receive, process, and track incoming and outgoing patient referrals
• Coordinate with referring providers, specialists, and insurance companies
• Ensure referral documentation is complete, accurate, and attached to patient records
• Follow up on pending referrals to facilitate continuity of care
• Answer inbound calls professionally and courteously
• Respond to patient inquiries, appointment requests, and administrative concerns
• Provide customer service in a high-call-volume clinic environment

• Coordinate and schedule patient appointments accurately and efficiently
• Manage appointment confirmations, reschedules, and cancellations
• Maintain provider schedules and optimize appointment availability
• Process medication prior authorization requests
• Communicate with insurance companies, pharmacies, providers, and patients regarding authorization status
• Follow up on outstanding authorization requests to ensure timely patient care
• Verify patient insurance eligibility, coverage, and benefits prior to appointments
• Document insurance information accurately within the EMR system
• Identify and communicate coverage limitations or issues
• Receive, process, and track incoming and outgoing patient referrals
• Coordinate with referring providers, specialists, and insurance companies
• Ensure referral documentation is complete, accurate, and properly attached to patient records
• Follow up on pending referrals to facilitate continuity of care
• Answer inbound calls professionally and courteously
• Respond to patient inquiries, appointment requests, and administrative concerns
• Maintain excellent customer service while supporting a high-call-volume clinic environment

• Coordinate and schedule patient appointments accurately and efficiently
• Manage appointment confirmations, reschedules, and cancellations
• Maintain provider schedules and optimize appointment availability
• Process medication prior authorization requests
• Communicate with insurance companies, pharmacies, providers, and patients regarding authorization status
• Follow up on outstanding authorization requests to ensure timely patient care
• Verify patient insurance eligibility, coverage, and benefits prior to appointments
• Document insurance information accurately within the EMR system
• Identify and communicate coverage limitations or issues
• Receive, process, and track incoming and outgoing patient referrals
• Coordinate with referring providers, specialists, and insurance companies as needed
• Ensure referral documentation is complete, accurate, and properly attached to patient records
• Follow up on pending referrals to facilitate continuity of care
• Answer inbound calls professionally and courteously
• Respond to patient inquiries, appointment requests, and administrative concerns
• Maintain excellent customer service while supporting a high call volume clinic environment

Insurance

• Answer inbound patient calls professionally and return missed calls or voicemails promptly
• Gather accurate patient information and determine the appropriate next action
• Escalate urgent or clinical concerns appropriately
• Create to-do tasks in Practice Plus / Nextech for refill requests, patient concerns, and administrative follow-ups
• Route messages accurately to the physician, technician, or appropriate team member
• Monitor pending requests to ensure no patient concern is missed or unresolved
• Assist new and established patients with appointment requests using approved triage workflows
• Complete required triage steps before scheduling patients who require physician review
• Schedule or reschedule appointments accurately based on approved instructions and urgency guidance
• Send appointment reminder texts through Reach UC
• Handle scheduling-related communication professionally and clearly
• Redirect clinical questions to the appropriate phone or clinical workflow without providing medical advice
• Communicate with the clinic team through Microsoft Teams regarding breaks, updates, and pending items
• Submit a daily end-of-day report summarizing completed tasks, unresolved concerns, and escalations
• Maintain accountability, responsiveness, and schedule adherence throughout the shift
• Verify insurance eligibility and benefits through Medicare and commercial insurance portals after training
• Review copays, deductibles, coinsurance, and expected patient responsibility
• Assist in determining amounts to collect at the time of visit
• Support referral processing and patient scheduling from referral sources
• Follow up on claim denials or billing concerns as assigned
• Conduct professional balance collection calls for overdue patient accounts

Virtual Medical Assistant – Ophthalmology Front Desk, Insurance Support

• Answer inbound patient calls professionally and return missed calls or voicemails promptly
• Gather accurate patient information and determine the appropriate next action
• Escalate urgent or clinical concerns appropriately without providing medical advice
• Create to-do tasks in Practice Plus / Nextech for refill requests, patient concerns, and administrative follow-ups
• Route messages accurately to the physician, technician, or appropriate team member
• Monitor pending requests to ensure no patient concern is missed or left unresolved
• Assist new and established patients with appointment requests using the clinic’s approved workflow
• Complete required triage steps before scheduling patients who require physician review
• Schedule or reschedule appointments accurately based on approved instructions and urgency guidance
• Send appointment reminder texts through Reach UC using approved clinic scripts
• Handle scheduling-related communication professionally and clearly
• Communicate with the clinic team through Microsoft Teams regarding breaks, updates, and pending items
• Submit a daily end-of-day report summarizing completed tasks, unresolved concerns, and escalations
• Maintain accountability, responsiveness, and schedule adherence throughout the shift
• Verify insurance eligibility and benefits through Medicare and commercial insurance portals after training
• Review copays, deductibles, coinsurance, and expected patient responsibility
• Assist with determining amounts to collect at the time of visit
• Support referral processing and patient scheduling from referral sources
• Follow up on claim denials or billing concerns as assigned
• Conduct professional balance collection calls for overdue patient accounts

• Answer inbound patient calls professionally and return missed calls or voicemails promptly
• Gather accurate patient information and determine the appropriate next action
• Escalate urgent or clinical concerns appropriately without providing medical advice
• Create to-do tasks in Practice Plus / Nextech for refill requests, patient concerns, and administrative follow-ups
• Route messages accurately to the physician, technician, or appropriate team member
• Monitor pending requests to ensure no patient concern is missed or unresolved
• Assist new and established patients with appointment requests using approved triage workflows
• Complete required triage steps before scheduling patients who require physician review
• Schedule or reschedule appointments accurately based on approved instructions and urgency guidance
• Send appointment reminder texts through Reach UC
• Communicate with the clinic team through Microsoft Teams regarding breaks, updates, and pending items
• Submit a daily end-of-day report summarizing completed tasks, unresolved concerns, and escalations
• Verify insurance eligibility and benefits through Medicare and commercial insurance portals after training
• Review copays, deductibles, coinsurance, and expected patient responsibility
• Assist with visit-amount collection, referral processing, claim denials, billing concerns, and overdue balance collection calls as assigned

Virtual Medical Assistant – Ophthalmology, Front Desk, Insurance Support

• Answer inbound patient calls professionally and return missed calls or voicemails promptly
• Gather accurate patient information and determine the appropriate next action
• Escalate urgent or clinical concerns appropriately without providing medical advice
• Create to-do tasks in Practice Plus / Nextech for refill requests, patient concerns, and administrative follow-ups
• Route messages accurately to the physician, technician, or appropriate team member
• Monitor pending requests to ensure no patient concern is missed or left unresolved
• Assist new and established patients with appointment requests using approved triage workflows
• Complete required triage steps before scheduling patients requiring physician review
• Schedule or reschedule appointments accurately based on approved instructions and urgency guidance
• Send appointment reminder texts through Reach UC
• Communicate with the clinic team through Microsoft Teams regarding breaks, updates, and pending items
• Submit a daily end-of-day report summarizing completed tasks, unresolved concerns, and escalations
• Verify insurance eligibility and benefits through Medicare and commercial insurance portals after training
• Review copays, deductibles, coinsurance, and expected patient responsibility
• Assist with determining amounts to collect at the time of visit
• Support referral processing and patient scheduling from referral sources
• Follow up on claim denials or billing concerns as assigned
• Conduct professional balance collection calls for overdue patient accounts

• Answer inbound patient calls professionally and return missed calls or voicemails promptly
• Gather accurate patient information and determine the appropriate next action
• Escalate urgent or clinical concerns appropriately without providing medical advice
• Create to-do tasks in Practice Plus / Nextech for refill requests, patient concerns, and administrative follow-ups
• Route messages accurately to the physician, technician, or appropriate team member
• Monitor pending requests to ensure no patient concern is missed or unresolved
• Assist new and established patients with appointment requests using the clinic's approved workflow
• Complete required triage steps before scheduling patients who require physician review
• Schedule or reschedule appointments accurately based on approved instructions and urgency guidance
• Send appointment reminder texts through Reach UC using approved clinic scripts
• Communicate with the clinic team through Microsoft Teams regarding breaks, updates, and pending items
• Submit a daily end-of-day report summarizing completed tasks, unresolved concerns, and escalations
• Maintain accountability, responsiveness, and schedule adherence throughout the shift
• After training, verify insurance eligibility and benefits through Medicare and commercial insurance portals
• Review copays, deductibles, coinsurance, and expected patient responsibility
• Assist in determining amounts to collect at the time of visit
• Support referral processing and patient scheduling from referral sources
• Follow up on claim denials or billing concerns as assigned
• Conduct professional balance collection calls for overdue patient accounts