Virtual Medical Assistant – Ophthalmology Front Desk, Insurance Support

GoLean Health

. Answer inbound patient calls professionally and return missed calls or voicemails promptly .

Posted 9/22/2026part-timeRemote • PhilippinesJunior💰 $5 - $6 per hourWebsite

Core Competencies

Role fit

Core 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 maintaining a professional demeanor while managing patient interactions.

Highest-signal resume keywords

Patient SchedulingInsurance VerificationNextech / Practice PlusStrong Communication SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Appointment SchedulingInsurance Benefits VerificationTriage-Based Scheduling WorkflowsBalance CollectionDocumentation of Patient Information

Soft Skills

Professional Phone PresenceReliabilityOwnershipIndependenceAttention to Detail

Tools & Technologies

Practice PlusNextechReach UCMicrosoft TeamsInsurance Portals

Industry Keywords

Healthcare AdministrationPatient-Facing RoleOphthalmologyOptometryClaim Denials

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 while maintaining a confident and courteous phone presence
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 using approved clinic scripts 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 clearly 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 consistent 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 the clinic 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 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