Medical Virtual Assistant - Lead Conversion |Patient Intake | Patient Support

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TYPE OF WORK

Full Time

SALARY

negotiable for right candidate

HOURS PER WEEK

40

DATE UPDATED

Aug 21, 2026

JOB OVERVIEW

About the Role
We are seeking a highly organized, proactive General Medical Virtual Assistant to provide seamless patient navigation and end-to-end provider administrative support for our multi-state outpatient psychiatric telehealth practice.

This role is ideal for a skilled healthcare VA who thrives in a fast-paced environment, excels at multitasking and workflow optimization, and wants to build a stable, long-term career with our growing team.

Core Responsibilities:

I. Patient Intake & Lead Conversion (Active Outreach, Pre-Screening & Retention)
1. Proactive Lead Outreach & Pipeline Tracking: Actively call, text, and email incoming prospective patients and marketing leads to introduce our practice; systematically document and update lead stages across the intake pipeline.
2. Lead Nurturing & Retention: Execute a structured multi-touch follow-up cadence (calls, SMS, emails) to build patient rapport, answer questions, prevent drop-offs, and ensure maximum show rates.
3. Live Phone Pre-Screening & Conversion: Conduct live phone screenings to determine clinical fit
4. Intake Completion Management

II. Patient Support & Customer Service
1. Care Coordination (Inbound / Outbound)
2. Schedule Management
3. Clinical Paperwork, Refills & Prior Authorizations
- Prescription Refills & Triage
- Facilitate and initiate medication prior authorizations to expedite coverage approvals.
- Process, track, and coordinate leave/disability forms, FMLA paperwork, workplace/academic accommodation requests, and formal medical records releases.

SKILL REQUIREMENT
Medical Insurance English Speaking Medical Virtual Assistant
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