Patient Scheduling, Insurance Specialist

Winning Assistants LLC

. Schedule appointments for new and established patients across multiple providers.

Posted 10/10/2026full-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, insurance verification, and maintaining accurate electronic health records (EHR) while adhering to HIPAA regulations. Possesses strong communication skills and attention to detail, ensuring efficient appointment coordination and patient information management.

Highest-signal resume keywords

Patient SchedulingInsurance VerificationEHR NavigationHIPAA ComplianceAdvancedMD Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Patient SchedulingInsurance VerificationEHR ManagementMedical TerminologyAppointment Coordination

Soft Skills

Attention to DetailOrganizational SkillsProblem-Solving SkillsCommunication SkillsMultitasking Ability

Tools & Technologies

AdvancedMDVoIP SystemsEHR Systems

Certifications & Qualifications

NBI ClearanceLocal Police Clearance

Industry Keywords

Healthcare AdministrationPatient RegistrationMedical AssistantMedical ReceptionistPrimary Care Practice

Tech Stack

Tools & technologies

VoIP

About the role

Key responsibilities & impact

Schedule appointments for new and established patients across multiple providers.
Manage appointment rescheduling and confirm appointment details.
Follow scheduling protocols to ensure accurate bookings.
Communicate appointment requirements and instructions to patients.
Assist with referral and specialist appointment scheduling.
Verify, update, and maintain patient demographic information.
Review insurance details and verify eligibility and coverage.
Enter insurance information correctly into the EHR.
Resolve missing, outdated, or incomplete registration and insurance information.
Obtain necessary information from patients.
Enter and update patient information using AdvancedMD.
Maintain organized, complete, and current patient charts.
Document scheduling activities, insurance details, and patient communications.
Identify discrepancies and correct information promptly.
Maintain patient confidentiality and follow HIPAA guidelines.
Escalate complex concerns to the provider or office manager.

Requirements

What you’ll need

Previous experience as a Medical Virtual Assistant, Medical Assistant, Medical Receptionist, Patient Registration Specialist, or similar healthcare administrative role.
Hands-on experience with patient scheduling, rescheduling, and appointment coordination.
Proven experience verifying medical insurance information, patient eligibility, and demographic details.
Experience navigating EHR systems and accurately maintaining patient records.
Strong understanding of medical terminology and healthcare administrative workflows.
Excellent written and verbal English communication skills with professional phone etiquette.
Exceptional attention to detail, organizational skills, and ability to follow established scheduling protocols.
Ability to multitask efficiently while communicating with patients and updating records.
Strong judgment, problem-solving skills, and ability to work independently within established protocols.
Ability to recognize situations requiring escalation to a provider or office manager.
Ability to handle confidential patient information in compliance with HIPAA regulations.
Must submit an NBI Clearance and/or Local Police Clearance before onboarding.
Must be comfortable attending video meetings with the camera on when required.
Must be available to work the full assigned Eastern Time schedule.
Must speak and write English clearly and professionally.
Reliable laptop or desktop computer.
Stable high-speed internet connection of at least 25 Mbps.
Noise-canceling headset.
Working webcam.
Quiet and professional work environment.
Preferred: experience supporting a U.S.-based primary care medical practice, AdvancedMD, Ooma or similar VoIP systems, high-volume practices, multiple providers or locations, referrals, and specialist appointments.

Benefits

Comp & perks

Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
HIPAA & Cybersecurity Training + Certification (Provided): Access to internal HIPAA compliance training, cybersecurity modules, and certification.
Top 1% VA Performance Training: Training on communication, client management, productivity systems, and best practices.
Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
Client-Approved Paid or Unpaid Time Off: Time off may be granted by the client; paid time off is optional if offered by the client.
Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support.
Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on performance.
Reliable laptop or desktop computer required.
Stable high-speed internet connection (minimum 25 Mbps) required.
Noise-canceling headset required.
Working webcam required.
Quiet and professional work environment required.