Behavioral Health Medical Virtual Assistant – Scheduling, Patient Intake

Winning Assistants LLC

. Answer inbound patient calls professionally and clearly.

Posted 9/19/2026full-timeRemote • PhilippinesMid-LevelSenior💰 $10,400 - $12,480 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in patient scheduling, intake coordination, and insurance verification within a healthcare environment. Proficient in managing patient communications and documentation using eClinicalWorks and other scheduling tools.

Highest-signal resume keywords

Patient SchedulingEClinicalWorks ExperienceInsurance VerificationInbound Patient CommunicationAttention to Detail

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Patient IntakeAppointment ManagementInsurance Eligibility VerificationPrior Authorization WorkflowsTriage Patient MessagesDouble Booking PreventionReferral CoordinationMedication Refill RoutingCalendar ManagementDocumentation Accuracy

Soft Skills

OrganizedResponsiveReliableProfessional CommunicationFollow-Through

Tools & Technologies

EClinicalWorksGoogle CalendarRingCentralVideo Meeting SoftwareNoise-Canceling Headset

Certifications & Qualifications

NBI ClearanceLocal Police Clearance

Industry Keywords

Healthcare SupportMental Health PracticePatient-Facing EnvironmentBehavioral HealthEHR/EMR Systems

About the role

Key responsibilities & impact

Answer inbound patient calls professionally and clearly.
Gather and accurately document patient information and inquiries.
Assist new and existing patients with appropriate non-clinical questions.
Follow up promptly on patient inquiries and appointment requests.
Identify requests that can be handled independently versus those requiring provider escalation.
Schedule, confirm, and update patient appointments.
Manage multiple calendars and scheduling sources.
Prevent double bookings and help resolve scheduling conflicts.
Manage appointment notifications and scheduling changes.
Monitor email and referral channels for new patient inquiries and referrals.
Follow up with prospective patients and referral requests.
Collect patient information and coordinate paperwork and forms.
Move prospective patients through intake into booked appointments.
Verify patient insurance eligibility and coverage.
Support prior authorization workflows.
Screen and route medication refill requests.
Triage patient messages and escalate appropriately to the provider.
Maintain accurate patient information and documentation in eClinicalWorks.

Requirements

What you’ll need

Experience as a Medical/Healthcare Virtual Assistant or in a similar healthcare support role.
Experience handling inbound patient calls and patient-facing communication.
Strong spoken and written English.
Strong patient scheduling and calendar management skills, including experience preventing or resolving double bookings.
Experience with eClinicalWorks or similar EHR/EMR systems.
Experience using Google Calendar, including coordinating appointments across integrated scheduling systems.
Experience using RingCentral or similar phone systems for patient calls and communication.
Familiarity with patient intake, insurance verification, and prior authorization workflows.
Ability to appropriately triage and escalate patient or clinical messages.
Strong attention to detail when handling patient information, referrals, and appointment requests.
Organized, responsive, reliable, and consistent with follow-through.
Comfortable working in a patient-facing mental health practice environment.
Must speak and write English clearly and professionally.
Must have relevant work experience.
Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
Must be available to attend video meetings with camera on when required.
Reliable laptop or desktop computer.
Stable high-speed internet connection (minimum 25 Mbps).
Noise-canceling headset.
Working webcam for virtual meetings.
Quiet and professional work environment.
Preferred: Previous experience supporting a behavioral health, mental health, psychiatry, or similar healthcare practice.
Preferred: Experience coordinating referrals and new patient intake.
Preferred: Familiarity with medication refill request routing.

Benefits

Comp & perks

Dedicated HR & Contractor Support Team
Premium VPN Access (Optional)
HIPAA & Cybersecurity Training + Certification (Provided)
Top 1% VA Performance Training
Client-Approved U.S. Holidays
Client-Approved Paid or Unpaid Time Off
Access to Tools & Resources
Optional Performance-Based Incentives