Medical Virtual Assistant – Primary Care & Wellness

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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, return missed calls, and assist new patient inquiries. • Schedule, confirm, and follow up on appointments. • Educate patients about services and next steps. • Manage medical records and support referrals. • Send invoice reminders and follow up on outstanding balances. • Assist with insurance eligibility verification and prior authorizations when needed.

🎯 Requirements

• At least 1 year of experience supporting US-based healthcare clients as a Medical Virtual Assistant. • Strong English communication skills with a professional phone presence. • Experience in medical administration and customer service. • Detail-oriented, organized, and patient-focused. • Experience with Primary Care or Wellness is a plus. • Clinical experience is preferred. • Experience with Elation and Weave is a plus. • Sales or patient conversion experience is an advantage • 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: Reliable laptop or desktop computer, Stable high-speed internet connection (minimum 25 Mbps), Noise-canceling headset, Working webcam for virtual meetings, 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.