Medical Virtual Assistant – Outbound Calls, Prior Authorization, Claims Support

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Logo of GoLean Health

GoLean Health

1 - 10 employees

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

GoLean Health is a company that specializes in providing remote medical assistants and virtual receptionists to healthcare practices. They focus on helping doctors, dentists, veterinarians, chiropractors, and optometrists by connecting them with reliable virtual staff who are HIPAA-trained and skilled in various administrative tasks. By hiring virtual assistants from GoLean, healthcare providers can streamline their operations, improve patient communication, and scale their practices at a reduced cost.

📋 Description

• Process, validate, and route prescription refill requests • Communicate refill outcomes to patients and pharmacies • Track and manage refill queues in Athena • Reconcile duplicate, closed, or pending refill items between pharmacy and provider • Identify medications requiring prior authorization • Use CoverMyMeds for medication-related requests • Submit and track prior authorizations for chronic care and weight-management medications • Follow up on pending authorizations and approval status • Coordinate approvals, denials, and additional information requests with providers • Process appeals and document updates in Athena • Identify delays or issues with CoverMyMeds and Evicore • Assist with basic claims processing and insurance follow-ups • Review claim status through payer portals or insurance communication channels • Follow up on denied, rejected, or pending claims • Document claim updates, payer responses, and next steps • Route claim concerns to billing or clinical staff when escalation is needed • Conduct outbound calls for appointment reminders, updates, and follow-up needs • Relay provider instructions and clinic updates • Use HIPAA-appropriate voicemail practices • Respond to patient inquiries regarding symptoms, devices, test results, or next steps • Schedule or reschedule appointments • Upload and organize documents from external facilities • Manage discharge summaries, imaging results, clinical notes, and lab-related documents • Notify providers of urgent symptoms or patient requests • Request lab results from external labs and track pending items • Maintain accurate inbox and outbox documentation • Close completed tasks efficiently • Report system access issues or workflow delays • Route tasks to clinical, billing, or provider teams • Keep documentation clean, updated, and easy to follow

🎯 Requirements

• At least 1 year of experience as a Medical Virtual Assistant, Clinical Support VA, Medical Assistant, or similar role • Proven hands-on experience with Athena is required • Strong outbound calling skills and professional communication • Prior authorization experience • Claims processing or insurance follow-up experience • Strong documentation accuracy and task management skills • Ability to work independently in a fast-paced clinic environment • Familiarity with CoverMyMeds • Comfortable communicating with patients, pharmacies, providers, and insurance representatives • Athena expertise, including task queues, documentation, charting, patient records, and clinical workflows • Charting or clinical documentation experience is required • CoverMyMeds experience is strongly preferred • Google Voice experience is preferred • Experience using payer portals or insurance verification tools is a plus • Family Medicine or Primary Care experience is nice to have • Experience with chronic-care or weight-management medication authorizations is nice to have • Experience following up on denied or pending claims is nice to have • Experience requesting records, lab results, imaging results, or discharge summaries is nice to have

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