Behavioral Health Appointment Setter

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Winning Assistants LLC

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

Winning Assistants LLC is a staffing and recruiting company that provides virtual assistants from the top 1% of the global talent pool. They specialize in helping doctors, healthcare professionals, and business owners save time, reduce costs, and scale operations with highly skilled, HIPAA-compliant virtual assistants. Their services include admin support, medical office management, marketing, and customer service, allowing clients to focus on growth.

📋 Description

• Make high-volume outbound calls to prospective, existing, and inactive patients to schedule behavioral health appointments. • Convert inquiries and patient leads into confirmed appointments to maximize provider schedules. • Meet daily and weekly appointment-setting KPIs and conversion goals. • Re-engage inactive patients and follow up with no-shows, referrals, and missed opportunities. • Handle patient objections professionally and confidently encourage appointment scheduling. • Respond promptly to new patient inquiries and maintain consistent follow-up communication. • Accurately document all patient interactions, call outcomes, and appointment details within the EMR. • Coordinate with providers and the internal team to optimize appointment availability. • Participate in daily team meetings and provide updates on scheduling performance and outreach efforts.

🎯 Requirements

• Minimum of 2 years of outbound appointment setting, patient scheduling, or healthcare sales experience. • Previous experience working in a behavioral health or mental health practice. • Proven sales experience with the ability to convert leads into scheduled appointments. • Strong objection-handling and relationship-building skills. • Excellent verbal and written English communication skills with a confident, professional phone presence. • Comfortable working in a KPI-driven environment with daily outbound call expectations. • Highly organized with strong attention to detail and documentation accuracy. • Self-motivated, dependable, and able to work independently. • Candidates with hands-on experience using the following platforms will be highly preferred: Valant EMR, Zocdoc, RingCentral. • Basic Requirements: Must speak and write English clearly and professionally. • Must have relevant work experience. • Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory). • Must be available to attend video meetings with camera on when required. • Technical Requirements: Computer: Reliable laptop or desktop computer. Internet: Stable high-speed internet connection (minimum 25 Mbps). Audio: Noise-canceling headset. Video: Working webcam for virtual meetings. Workspace: Quiet and professional work environment.

🏖️ Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication. • Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks. • HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients. • Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention. • Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule. • Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client. • Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best. • Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.