Medical Virtual Assistant

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