Medical Appointment Setter

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Winning Assistants LLC

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51 - 200 employees

At Winning Assistants, we help doctors, healthcare professionals, and business owners save time, cut costs, and scale their operations with highly skilled, HIPAA-compliant virtual assistants. Our VAs handle tasks like admin support, medical office management, marketing, and customer service, allowing you to focus on growth.

📋 Description

• Answer inbound calls promptly and professionally. • Respond quickly to new patient inquiries and convert leads into scheduled appointments. • Follow up with prospective patients through phone, email, and text. • Maintain excellent customer service throughout the patient journey. • Schedule, reschedule, and confirm patient appointments using Jane EMR. • Perform courtesy insurance eligibility and benefits verification for out-of-network patients. • Update and maintain accurate patient information in the EMR. • Follow up with inactive patients to encourage them to return for care. • Build relationships with referring providers such as orthopedic clinics, hand surgeons, and other medical offices. • Conduct outreach to referral partners to help grow the practice. • Manage the owner's calendar and email as needed. • Complete other administrative tasks to support daily operations.

🎯 Requirements

• At least 1 year of experience in sales, appointment setting, or lead conversion with excellent people skills is required. • Experience using EMR/EHR systems and phone systems • Healthcare administrative experience and knowledge of medical terminology and insurance verification is highly preferred. • Experience working with U.S.-based companies. • Strong verbal and written English communication skills. • Organized, detail-oriented, and able to work independently in a fast-paced environment. • Experience with Jane EMR is highly preferred. • 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.