Medical Virtual Assistant

Job Description

This is a remote position.

Key Responsibilities :

Patient Intake & Triage

Manage inbound patient referrals through BrightTree and partner systems

Accurately enter and verify demographic and insurance information

Apply clinical triage protocols based on CPAP / CCM compliance metrics

Assign patients to appropriate clinical personnel based on decision trees

Medical Data & System Management

Reconcile patient information between EMR systems and internal platforms

Upload daily compliance reports and maintain accurate logs

Ensure HIPAA-compliant data handling and documentation

Reporting & Documentation

Maintain clear, structured, and real-time documentation of all transactions

Contribute to internal SOPs and process documentation (Playbook)

Provide support in developing efficient workflows and compliance tracking

Operational Workflow Execution

Process 50–80 patient referrals per day, ensuring speed and accuracy

Manage tasks across multiple systems and tools

Communicate effectively with internal teams for issue resolution or clarification

Required Qualifications :

2+ years experience as a Medical Virtual Assistant or in a clinical admin role

Strong command of Microsoft Excel and Google Sheets

Experience with high-volume data entry and triage workflows

Excellent written English and attention to detail

Highly organized and capable of self-management in a remote setting

Requirements

Preferred Qualifications :

Experience in sleep therapy, CPAP / DME workflows

Background in medical office or clinical operations (non-licensed acceptable)

Exposure to insurance verification and intake tools

Experience using CRMs or medical workflow platforms

Familiarity with EMR systems (e.g., BrightTree or similar platforms)

Key Competencies :

Exceptional attention to detail and data accuracy

Proficient in Microsoft Excel and capable of generating and interpreting reports

Strong organizational and multitasking skills to manage high-volume workflows

Fast learner with excellent tech adaptability across multiple platforms and systems

Independent and process-driven work ethic, with a strong sense of accountability

Comfortable working remotely with minimal supervision in a collaborative team environment

Benefits

Employee Benefits

• Health and Wellness : Comprehensive HMO coverage for you and your dependents.
• Security and Peace of Mind : Group Life Insurance Benefit to safeguard your future.
• Financial Flexibility : Virtual Credit Card for added convenience and purchasing power.
• Work-Life Balance : Generous Paid Leaves to recharge and prioritize personal time.
• Government Benefits : Full support for required government benefits.

Supplemental Pay Types

Incentives : Performance-based incentives to reward your contributions and achievements

Requirements

Qualifications & Skills Extremely organized and detail-oriented – thrives in structured environments Process-driven – comfortable following and improving SOPs Fluent in Excel (Pivot Tables, VLOOKUP, formulas, filtering, etc.) At least 2–3 years of experience in operations, admin, or systems support Strong written communication skills; clear and professional documentation is key Familiar with QuickBooks, Google Workspace, and CRM / project tools like Monday.com (preferred) Background in healthcare, billing, or BPO is a plus, but not required Comfortable working independently while collaborating with U.S.-based leadership