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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 communication, appointment scheduling, and insurance verification within a healthcare administrative setting. Proficient in utilizing medical software tools and adhering to triage workflows to ensure efficient patient care.
Highest-signal resume keywords
Patient CommunicationAppointment SchedulingInsurance VerificationNextech / Practice PlusTriage-Based Scheduling Workflows
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance VerificationAppointment SchedulingPatient Information DocumentationTriage WorkflowsClaim Denials Handling
Soft Skills
Strong Communication SkillsAttention to DetailProfessional Phone PresenceReliabilityAbility 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 approved triage workflows
- Complete required triage steps before scheduling patients who require physician review
- Schedule or reschedule appointments accurately based on 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
- Support referral processing and 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 the required Eastern Time schedule
- 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 (30 hours/week)
- Monday to Friday schedule
- Training provided before additional responsibilities
- Flexible support for breaks, updates, and pending items through Microsoft Teams