Insurance

• 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
• 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 approved instructions and urgency guidance
• Send appointment reminder texts 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 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
• Verify insurance eligibility and benefits through Medicare and commercial insurance portals after training
• 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

Virtual Medical Assistant – Ophthalmology Front Desk, Insurance Support

• 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 left unresolved
• Assist new and established patients with appointment requests using approved triage workflows
• Complete required triage steps before scheduling patients requiring physician review
• Schedule or reschedule appointments accurately based on approved 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
• Assist with 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

• 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 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 through Reach UC using approved clinic scripts
• Handle scheduling-related communication professionally and clearly
• 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
• Verify insurance eligibility and benefits through Medicare and commercial insurance portals after training
• Review copays, deductibles, coinsurance, and expected patient responsibility
• Assist with 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

• 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

• 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 approved 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 covering 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 patient scheduling from referral sources
• Follow up on claim denials or billing concerns as assigned
• Conduct professional balance collection calls for overdue patient accounts

Virtual Medical Assistant – Ophthalmology, Front Desk & Insurance Support

• 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 approved 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
• Assist with visit-amount collection, referral processing, claim denials, billing concerns, and overdue balance collection calls as assigned

Virtual Medical Assistant – Ophthalmology, Front Desk, Insurance Support

• 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

• 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 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

• 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

• 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 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 and reschedule appointments according to approved instructions and urgency guidance
• Send appointment reminder texts through Reach UC using approved scripts
• Communicate with the clinic team through Microsoft Teams regarding breaks, updates, and pending items
• Submit a daily end-of-day report covering 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