Patient Intake, Insurance Verification

🕒 September 16

🌐 Argentina, Mexico, +4 more countries – Remote

🇦🇷 Argentina – Remote 🇲🇽 Mexico – Remote 🇸🇻 El Salvador – Remote 🇧🇷 Brazil – Remote 🇨🇴 Colombia – Remote 🇳🇮 Nicaragua – Remote

💵 $10.4k - $12.5k / year

⏱ Part Time

🟢 Junior

🔒 Insurance

🚫👨‍🎓 No degree required

👻 Ghost score 40%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Answer calls and respond to patient inquiries with warmth and professionalism • Coordinate patient intake from initial contact through scheduling • Verify eligibility and behavioral health benefits for commercial plans • Use payer portals including UHC, Cigna, Aetna, Curative, BCBS, and carve-out plans • Confirm copays, deductibles, coinsurance, out-of-pocket maximums, and estimated patient responsibility for mental health and psychiatry benefits • Determine coverage for practice services using CPT codes for mental health • Identify network restrictions, authorization requirements, and coverage limitations • Follow up with referred patients and manage referral workflows within 24 hours, or within 2 hours for STAT referrals • Schedule appointments and maintain provider calendars • Monitor emails and coordinate communication between patients and providers • Update patient records and document interactions in Practice Better • Track pending referrals, intake requirements, and follow-up tasks • Provide general administrative and executive assistant support • Maintain HIPAA-compliant handling of patient information • Escalate unfamiliar insurance situations rather than making assumptions

🎯 Requirements

• Minimum of one year of hands-on experience verifying U.S. mental or behavioral health insurance eligibility and benefits • Previous experience supporting patients through reproductive mental health concerns, infertility, pregnancy loss, or postpartum care is highly preferred • Strong working knowledge of commercial insurance plans and patient financial responsibility, including copays, deductibles, coinsurance, and out-of-pocket maximums • Proven experience using insurance payer portals and electronic health record (EHR) systems • Experience with Practice Better or other EHR systems is highly preferred • Ability to read insurance cards and benefit information carefully • Compassionate, empathetic, and trauma-informed communication style • Ability to work independently with minimal supervision • Reliable, proactive, adaptable, and accountable • Ability to follow structured intake forms and decision-tree workflows with minimal supervision • Excellent verbal and written communication skills • Ability to manage follow-ups and maintain organized patient records • Professional demeanor when handling sensitive and patient-facing interactions • Experience collecting referrals, diagnosis documents, and insurance information • 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 • Must be available to attend video meetings with camera on when required • Reliable laptop or desktop computer • Stable high-speed internet connection of at least 25 Mbps • Noise-canceling headset • Working webcam • Quiet and professional work environment

🏖️ Benefits

• Dedicated HR & Contractor Support Team • Premium VPN Access (Optional) • HIPAA & Cybersecurity Training + Certification (Provided) • Top 1% VA Performance Training • Client-Approved U.S. Holidays • Client-Approved Paid or Unpaid Time Off (paid time off only if offered by the client) • Access to Tools & Resources, including templates, workflow guides, productivity tools, and client-specific SOP support • Optional performance-based bonuses, incentives, or increased hours based on performance

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