Virtual Assistant

Virtual Patient Intake Specialist

Looking to hire your next Virtual Patient Intake Specialist? Here’s a full job description template to use as a guide.

About Vintti

Vintti is a staffing agency with a unique mission: to create win-win scenarios for both US businesses and Latin American professionals. We address the challenges faced by SMBs, startups, and firms in finding the right talent, as well as the aspirations of skilled Latin American workers seeking international opportunities. By bridging this gap, Vintti enables US companies to access a wealth of untapped talent, while providing Latin American professionals with pathways to expand their careers on a global scale. Our approach cultivates a symbiotic ecosystem that benefits all parties involved.

Description

A Virtual Patient Intake Specialist plays a crucial role in the healthcare system by managing the initial interactions with patients remotely. This role is responsible for setting up appointments, gathering essential patient information, verifying insurance details, and ensuring that all necessary documentation is accurately completed before a patient's visit. They utilize digital tools and communication platforms to facilitate a seamless and efficient intake process, enhancing patient experience and streamlining clinic operations. With strong organizational and communication skills, a Virtual Patient Intake Specialist ensures that both patients and healthcare providers are well-prepared for upcoming consultations.

Requirements

- High school diploma or equivalent; some college or healthcare-related certification preferred
- Previous experience in a healthcare, administrative, or customer service role
- Proficiency with electronic health records (EHR) systems and other healthcare software
- Excellent verbal and written communication skills
- Strong organizational and time management abilities
- Attention to detail and high accuracy in data entry
- Ability to handle sensitive and confidential patient information in compliance with HIPAA regulations
- Strong problem-solving skills and ability to handle patient concerns professionally
- Familiarity with medical terminology and healthcare procedures
- Ability to work independently and as part of a team in a remote environment
- Demonstrated proficiency in using phone, video call, and online chat technologies
- Flexibility to adapt to changing procedures and regulations in healthcare
- Customer-focused with a compassionate and patient demeanor
- Basic knowledge of insurance processes and patient eligibility verification
- Reliable internet connection and appropriate home office setup for remote work
- Strong computer literacy, including proficiency with Microsoft Office Suite and similar software
- Ability to work flexible hours, including evenings and weekends, if needed
- Willingness to participate in ongoing training and development programs

Responsabilities

- Conduct virtual patient intake interviews via phone, video call, or online chat
- Verify and update patient information in electronic health records (EHR) systems
- Obtain and document patient medical histories and current health concerns
- Process insurance information and verify patient eligibility and coverage
- Coordinate with medical staff to schedule patient appointments
- Collect and process pre-visit paperwork and consent forms
- Answer patient inquiries regarding procedures, appointments, and general healthcare information
- Provide patients with detailed instructions for upcoming appointments and any required preparations
- Review and follow up with patients on incomplete or missing intake documentation
- Ensure accuracy and confidentiality of patient information in compliance with HIPAA regulations
- Communicate effectively with healthcare providers and administrative staff to facilitate patient care
- Perform data entry and maintain accurate records of all patient interactions and actions taken
- Handle patient concerns and escalate complex issues to the appropriate department or supervisor
- Participate in training sessions and stay updated on healthcare policies and procedures
- Assist in the development and implementation of process improvements for patient intake procedures
- Monitor and respond to patient messages and emails promptly and professionally

Ideal Candidate

The ideal candidate for the role of Virtual Patient Intake Specialist is an empathetic, compassionate professional with a strong background in healthcare, administration, or customer service. They will have experience and proficiency with electronic health records (EHR) systems, and possess excellent verbal and written communication skills, allowing them to interact effectively with patients and healthcare providers. Their meticulous attention to detail and high accuracy in data entry ensures patient information is handled correctly and confidentially in accordance with HIPAA regulations. They exhibit outstanding organizational and time management abilities, coupled with a problem-solving mindset to handle patient concerns professionally. The candidate is tech-savvy, comfortable using phone, video call, and online chat technologies, and demonstrates proficiency with Microsoft Office Suite and similar software. They are adaptable, flexible, able to work both independently and collaboratively in a remote environment, and resilient under stressful situations. Additionally, they are customer-focused, demonstrating a high level of professionalism and a strong work ethic. This individual is self-motivated, dependable, capable of multitasking, and eager to learn and improve continuously. Familiarity with medical terminology, healthcare procedures, and basic insurance processes further sets them apart, along with their readiness to work flexible hours and participate in ongoing training and development programs.

On a typical day, you will...

- Conduct virtual patient intake interviews via phone, video call, or online chat
- Verify and update patient information in electronic health records (EHR) systems
- Obtain and document patient medical histories and current health concerns
- Process insurance information and verify patient eligibility and coverage
- Coordinate with medical staff to schedule patient appointments
- Collect and process pre-visit paperwork and consent forms
- Answer patient inquiries regarding procedures, appointments, and general healthcare information
- Provide patients with detailed instructions for upcoming appointments and any required preparations
- Review and follow up with patients on incomplete or missing intake documentation
- Ensure accuracy and confidentiality of patient information in compliance with HIPAA regulations
- Communicate effectively with healthcare providers and administrative staff to facilitate patient care
- Perform data entry and maintain accurate records of all patient interactions and actions taken
- Handle patient concerns and escalate complex issues to the appropriate department or supervisor
- Participate in training sessions and stay updated on healthcare policies and procedures
- Assist in the development and implementation of process improvements for patient intake procedures
- Monitor and respond to patient messages and emails promptly and professionally

What we are looking for

- Empathetic and compassionate demeanor
- Strong attention to detail
- Excellent multitasking abilities
- Effective communication skills
- Problem-solving mindset
- High level of professionalism
- Adaptability and flexibility
- Strong organizational skills
- Patient and customer-focused
- Dependable and reliable
- Strong work ethic and self-motivation
- Ability to work independently
- Team player mentality
- Resilient and able to handle stressful situations
- Tech-savvy with good computer skills
- Eagerness to learn and improve

What you can expect (benefits)

- Competitive salary range (specify range if available)
- Comprehensive health, dental, and vision insurance plans
- Retirement savings plan with employer matching
- Paid time off (PTO) and holidays
- Flexible work schedule options
- Remote work opportunities
- Professional development and training programs
- Tuition reimbursement for further education
- Employee assistance program (EAP)
- Wellness programs and resources
- Opportunities for career growth and advancement
- Performance bonuses and incentives
- Paid parental leave
- Company-provided equipment and technology
- Supportive and inclusive work environment
- Employee discount programs

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