Role Description
We are looking for an experienced Behavioral Health Medical Virtual Assistant to support a growing U.S.-based psychiatry and mental health practice. In this patient-facing role, youβll manage calls, scheduling, new patient intake, referrals, insurance verification, prior authorizations, and follow-ups while helping create a smooth and supportive experience for patients.
This is a great opportunity for someone with previous psychiatry, behavioral health, or mental health experience who enjoys patient interaction and thrives in a fast-paced healthcare environment. The practice is currently growing and restructuring, offering strong potential for long-term stability and career growth.
Key Responsibilities
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Patient Calls: Answer inbound calls promptly and provide professional, compassionate patient support.
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Patient Intake & Scheduling: Coordinate new patient intake, schedule appointments, and maintain accurate patient information.
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Referral Management: Process incoming referrals and ensure timely follow-ups.
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No-Show Follow-Up: Contact no-show patients at least twice, send text reminders, and properly document all outreach.
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Insurance & Prior Authorizations: Verify insurance coverage and assist with prior authorization requests.
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New Patient Inquiries: Respond to new inquiries and referrals within 5 minutes as a critical performance expectation.
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Patient Support: Assist with general patient questions and appropriately route clinical or medication-related concerns to the appropriate team member.
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Administrative Support: Handle day-to-day front desk and general healthcare administrative tasks.
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Team Collaboration: Participate in daily Zoom meetings and work closely with the practice team.
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Patient Engagement: Comfortably address basic patient concerns or hesitations over the phone when needed.
Performance Goals
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Maintain prompt and consistent response to incoming calls.
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Respond quickly to new patient inquiries and referrals.
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Improve patient attendance through consistent follow-ups and reminders.
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Support the practice's growth goal of reaching 100 patients per month.
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Maintain accurate and timely documentation of patient interactions.
Qualifications
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Previous experience in a psychiatry, behavioral health, or mental health practice is required.
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HIPAA trained/certified.
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Experience with healthcare administration, patient coordination, or medical front desk support.
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Comfortable communicating directly with patients and handling inquiries beyond appointment scheduling.
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Strong spoken and written English communication skills.
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Excellent organization, attention to detail, critical thinking, and problem-solving skills.
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Consistent, accountable, and highly reliable.
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Experience using EHR systems; Valant experience is preferred but not required.
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Experience with CoverMyMeds and/or RingCentral is a plus.
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Comfortable learning new systems and adapting to changing workflows.
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Must be available to work during the required CST business hours.
Nice to Have
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Spanish-English bilingual skills.
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Experience handling patient concerns, hesitations, or basic objections over the phone.
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Prior authorization and insurance verification experience.
Requirements
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Medical degree or license is not required.
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Previous Virtual Assistant experience is preferred but not required.
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Relevant experience in healthcare administration, patient coordination, medical front desk, or a similar patient-facing healthcare role is required.
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Must be proficient in speaking and writing English very clearly.
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Must have relevant work experience.
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Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding (mandatory).
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Must be available for video meetings with your camera on (when needed).
Technical Requirements
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Device: Reliable laptop or desktop computer.
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Internet: High-speed connection (minimum 10 Mbps).
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Audio: Noise-canceling headset.
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Video: Webcam for virtual meetings.
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Workspace: Quiet, professional environment.
Benefits
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Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
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Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
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HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
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Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
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Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the clientβs needs and schedule.
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Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
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Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
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Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.