Medical Virtual Assistant (Claims Management, Prior Authorization & Referrals)
Winning Assistants • Philippines
Posted: May 29, 2026
Job Description
Job Title: Medical Virtual Assistant (Claims Management, Prior Authorization & Referrals)
Position type: Part-Time
Work hours: Between 9:00 AM – 5:00 PM EDT
Work days: Monday to Friday
Salary: $5.00 – $6.00 per hour (depending on experience)
Job code: DD-KaydiumTS
Workplace: Remote
Preferred Candidate Location: Philippines
Scope of Work/Responsibilities
We are seeking a proactive and detail-oriented Medical Virtual Assistant to support a growing therapy practice. This role is ideal for someone with healthcare administrative experience who can independently manage referrals, prior authorizations, claims follow-up, scheduling, and client communication while maintaining HIPAA compliance.
We are looking for a results-driven professional who takes initiative, follows through on tasks, and helps ensure clients receive timely access to services.
Intake & Referral Management
- Process new client inquiries and referrals through the intake process.
- Contact prospective clients within 24–48 hours of receiving inquiries.
- Complete intake processing within 7–10 days.
- Coordinate with referral sources and maintain ongoing communication.
- Manage referrals from sources such as Psychology Today and healthcare providers.
Prior Authorization & Claims Management
- Submit and manage Medicaid prior authorizations.
- Follow up on denied claims and resolve billing issues.
- Track authorization status and ensure timely approvals.
- Communicate with insurance companies regarding claim status and requirements.
Billing Accuracy & Insurance Verification
- Verify client insurance information and benefits.
- Ensure claims are set up correctly and submitted accurately.
- Review billing information for completeness and accuracy.
- Work with commercial insurance platforms, including Blue Cross Blue Shield and other payers.
Client Communication & Scheduling
- Serve as a virtual receptionist by answering and managing inbound calls.
- Make outbound calls to prospective clients and referral sources.
- Schedule appointments and send appointment reminders.
- Assist with payment collection and account follow-up when necessary.
- Provide exceptional customer service to clients and stakeholders.
Administrative Support
- Perform data entry and maintain accurate records.
- Manage workflows and task tracking using Trello.
- Update client information within SimplePractice EHR.
- Assist with general administrative and operational support tasks.
- Work independently while meeting established performance goals.
- Experience in healthcare administration, medical virtual assistance, or a related healthcare support role.
- Experience handling prior authorizations, insurance verification, referrals, or medical claims.
- Strong phone communication and customer service skills.
- Excellent organizational skills and attention to detail.
- Ability to work independently and take initiative.
- Strong follow-up and problem-solving abilities.
- Understanding of HIPAA compliance and patient confidentiality.
- Proficiency with Google Workspace and web-based applications.
- Experience with SimplePractice EHR (preferred).
- Experience using Trello for workflow management (preferred).
- Familiarity with Google Voice (preferred).
- Experience working with Medicaid and commercial insurance plans (preferred).
- Background in appointment setting, customer service, account management, or healthcare call center environments (preferred).
Tools & Platforms Used
- SimplePractice (EHR & Scheduling)
- Trello (Workflow Management)
- Google Voice (Phone System)
- Psychology Today (Referral Management)
- Commercial Insurance Portals (Blue Cross Blue Shield and others)
Success in This Role
The ideal candidate is highly organized, responsive, and outcome-focused. We value team members who consistently follow through on tasks, maintain accuracy, and contribute to measurable results rather than simply staying busy.
Basic requirements
- Must be proficient in speaking and writing English very clearly
- Must have relevant work experience
- Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
- Must be available for video meetings with your camera on (when needed)
Technical requirements
- Device: Reliable laptop or desktop computer.
- Internet: High-speed connection (minimum 25 Mbps).
- Audio: Noise-canceling headset.
- Video: Webcam for virtual meetings.
- Workspace: Quiet, professional environment.
Additional Content
Job Title: Medical Virtual Assistant (Claims Management, Prior Authorization & Referrals)
Position type: Part-Time
Work hours: Between 9:00 AM – 5:00 PM EDT
Work days: Monday to Friday
Salary: $5.00 – $6.00 per hour (depending on experience)
Job code: DD-KaydiumTS
Workplace: Remote
Preferred Candidate Location: Philippines
Scope of Work/Responsibilities
We are seeking a proactive and detail-oriented Medical Virtual Assistant to support a growing therapy practice. This role is ideal for someone with healthcare administrative experience who can independently manage referrals, prior authorizations, claims follow-up, scheduling, and client communication while maintaining HIPAA compliance.
We are looking for a results-driven professional who takes initiative, follows through on tasks, and helps ensure clients receive timely access to services.
Intake & Referral Management
- Process new client inquiries and referrals through the intake process.
- Contact prospective clients within 24–48 hours of receiving inquiries.
- Complete intake processing within 7–10 days.
- Coordinate with referral sources and maintain ongoing communication.
- Manage referrals from sources such as Psychology Today and healthcare providers.
Prior Authorization & Claims Management
- Submit and manage Medicaid prior authorizations.
- Follow up on denied claims and resolve billing issues.
- Track authorization status and ensure timely approvals.
- Communicate with insurance companies regarding claim status and requirements.
Billing Accuracy & Insurance Verification
- Verify client insurance information and benefits.
- Ensure claims are set up correctly and submitted accurately.
- Review billing information for completeness and accuracy.
- Work with commercial insurance platforms, including Blue Cross Blue Shield and other payers.
Client Communication & Scheduling
- Serve as a virtual receptionist by answering and managing inbound calls.
- Make outbound calls to prospective clients and referral sources.
- Schedule appointments and send appointment reminders.
- Assist with payment collection and account follow-up when necessary.
- Provide exceptional customer service to clients and stakeholders.
Administrative Support
- Perform data entry and maintain accurate records.
- Manage workflows and task tracking using Trello.
- Update client information within SimplePractice EHR.
- Assist with general administrative and operational support tasks.
- Work independently while meeting established performance goals.
- Experience in healthcare administration, medical virtual assistance, or a related healthcare support role.
- Experience handling prior authorizations, insurance verification, referrals, or medical claims.
- Strong phone communication and customer service skills.
- Excellent organizational skills and attention to detail.
- Ability to work independently and take initiative.
- Strong follow-up and problem-solving abilities.
- Understanding of HIPAA compliance and patient confidentiality.
- Proficiency with Google Workspace and web-based applications.
- Experience with SimplePractice EHR (preferred).
- Experience using Trello for workflow management (preferred).
- Familiarity with Google Voice (preferred).
- Experience working with Medicaid and commercial insurance plans (preferred).
- Background in appointment setting, customer service, account management, or healthcare call center environments (preferred).
Tools & Platforms Used
- SimplePractice (EHR & Scheduling)
- Trello (Workflow Management)
- Google Voice (Phone System)
- Psychology Today (Referral Management)
- Commercial Insurance Portals (Blue Cross Blue Shield and others)
Success in This Role
The ideal candidate is highly organized, responsive, and outcome-focused. We value team members who consistently follow through on tasks, maintain accuracy, and contribute to measurable results rather than simply staying busy.
Basic requirements
- Must be proficient in speaking and writing English very clearly
- Must have relevant work experience
- Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
- Must be available for video meetings with your camera on (when needed)
Technical requirements
- Device: Reliable laptop or desktop computer.
- Internet: High-speed connection (minimum 25 Mbps).
- Audio: Noise-canceling headset.
- Video: Webcam for virtual meetings.
- Workspace: Quiet, professional environment.