Virtual Medical Assistant – Ophthalmology, Front Desk & Insurance Support

🕒 4 days ago

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GoLean Health

WebsiteLinkedInAll Job Openings

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

• 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 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 • 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 • Verify insurance eligibility and benefits through Medicare and commercial insurance portals after training • 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

🎯 Requirements

• At least 1 year of U.S. healthcare administrative experience in a patient-facing role • Experience handling patient phone calls, appointment scheduling, and voicemail follow-up • Experience verifying insurance benefits, copays, deductibles, or patient responsibility • Strong spoken and written English communication skills • Professional, warm, and confident phone presence • Strong attention to detail when documenting patient information and requests • Ability to follow protocols carefully and escalate concerns appropriately • Proven reliability, ownership, and follow-through • Ability to work independently in a small clinic environment • Availability to work Monday to Friday, 10:30 AM to 5:00 PM Eastern Time • Reliable internet connection, functional computer, clear headset or microphone, and appropriate backup resources • Experience supporting an ophthalmology, optometry, retina, cataract, glaucoma, or eye care clinic preferred • Experience using Nextech / Practice Plus preferred • Experience using Reach UC or a similar medical phone and texting system preferred • Experience with triage-based scheduling workflows preferred • Familiarity with Medicare and commercial insurance portals such as Availity preferred • Experience supporting referrals, claim denials, or patient balance collections preferred