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Virtual Medical Assistant – Ophthalmology Front Desk, Insurance Support
GoLean Health. Answer inbound patient calls professionally and return missed calls or voicemails promptly .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in patient scheduling, insurance verification, and effective communication within a healthcare setting. Proficient in managing patient inquiries and administrative tasks while adhering to clinic protocols and workflows.
Highest-signal resume keywords
Patient SchedulingInsurance VerificationNextech / Practice PlusStrong Communication SkillsAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Appointment SchedulingInsurance Benefits VerificationTriage-Based SchedulingBalance CollectionClaim Denial Follow-Up
Soft Skills
Professional Phone PresenceReliabilityOwnershipResponsivenessAbility to Work Independently
Tools & Technologies
Practice PlusNextechReach UCMicrosoft Teams
Industry Keywords
Healthcare AdministrationPatient-Facing RoleOphthalmologyOptometryMedicare
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- At least 1 year of U.S. healthcare administrative experience in a patient-facing role
- Experience handling patient phone calls, appointment scheduling, and voicemail follow-up
- Experience verifying insurance benefits, copays, deductibles, or patient responsibility
- Strong spoken and written English communication skills
- Professional, warm, and confident phone presence
- Strong attention to detail when documenting patient information and requests
- Ability to follow protocols carefully and escalate concerns appropriately
- Proven reliability, ownership, and follow-through
- Ability to work independently in a small clinic environment
- Availability to work Monday to Friday, 10:30 AM to 5:00 PM Eastern Time
- Reliable internet connection, functional computer, clear headset or microphone, and appropriate backup resources
- Strongly preferred: experience supporting an ophthalmology, optometry, retina, cataract, glaucoma, or eye care clinic
- Strongly preferred: experience using Nextech / Practice Plus
- Strongly preferred: experience using Reach UC or a similar medical phone and texting system
- Strongly preferred: experience with triage-based scheduling workflows
- Strongly preferred: familiarity with Medicare and commercial insurance portals such as Availity
- Strongly preferred: experience supporting referrals, claim denials, or patient balance collections
Benefits
Comp & perks- Remote work
- Part-time schedule of 30 hours per week