Medical Virtual Assistant – Refills, Scheduling, Authorizations

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GoLean Health

WebsiteLinkedInAll Job Openings

1 - 10 employees

⚕️ Healthcare Insurance

👥 HR Tech

☁️ SaaS

Healthcare Insurance • HR Tech • SaaS

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

• Gather required patient, insurance, and clinical information for authorization requests. • Submit prior authorizations through payer portals, phone, fax, or other approved methods. • Track pending requests, follow up with insurance companies, and escalate delays or denials. • Review refill requests received through calls, messages, and telephone encounters. • Confirm required information and route requests to the appropriate provider for approval. • Follow up on pending requests and communicate status updates to patients. • Schedule, reschedule, and confirm appointments for new and existing patients. • Answer and return calls related to appointments, refills, referrals, and authorizations. • Contact patients for follow-up, missing information, or appointment coordination. • Review voicemail, AI-generated messages, and assigned telephone encounters in eClinicalWorks. • Respond to routine requests or route them to the appropriate clinic team member. • Monitor open messages to ensure they are completed, documented, or escalated promptly. • Review assigned returned, rejected, or pending claims. • Submit requested medical records, corrected information, or supporting documentation. • Assist with straightforward claim resubmissions, basic appeals, and payer follow-up. • Document patient, provider, and insurance communication accurately in the appropriate system. • Maintain clear notes regarding completed tasks, pending actions, and follow-up dates. • Escalate urgent, clinical, or complex concerns to the provider or office manager. • Work closely with the existing virtual assistant, providers, and onsite clinic staff. • Provide updates on assigned, pending, and completed responsibilities. • Support additional administrative tasks as clinic workflows and operational needs evolve.

🎯 Requirements

• At least one year of experience as a Medical Virtual Assistant, Medical Administrative Assistant, Patient Coordinator, or similar healthcare support professional. • Experience working with a U.S.-based medical practice. • Experience processing or supporting prior authorizations. • Experience coordinating prescription refill requests. • Experience scheduling patients and handling inbound and outbound calls. • Familiarity with electronic health records and telephone encounters. • Strong written and verbal English communication skills. • Ability to document information clearly and accurately. • Strong organizational and time-management skills. • Ability to manage multiple queues, messages, and follow-up tasks. • Ability to recognize when a concern should be escalated. • High level of professionalism, confidentiality, and attention to detail. • Reliable internet connection and a secure home-based work environment.