[Hiring] Medical Appointment Setter @Winning Assistants

Role Description

• Answer inbound calls promptly and professionally.
• Respond quickly to new patient inquiries and convert leads into scheduled appointments.
• Follow up with prospective patients through phone, email, and text.
• Maintain excellent customer service throughout the patient journey.
• Schedule, reschedule, and confirm patient appointments using Jane EMR.
• Perform courtesy insurance eligibility and benefits verification for out-of-network patients.
• Update and maintain accurate patient information in the EMR.
• Follow up with inactive patients to encourage them to return for care.
• Build relationships with referring providers such as orthopedic clinics, hand surgeons, and other medical offices.
• Conduct outreach to referral partners to help grow the practice.
• Manage the owner's calendar and email as needed.
• Complete other administrative tasks to support daily operations.

Qualifications

• At least 1 year of experience in sales, appointment setting, or lead conversion with excellent people skills.
• Experience using EMR/EHR systems and phone systems.
• Healthcare administrative experience and knowledge of medical terminology and insurance verification is highly preferred.
• Experience working with U.S.-based companies.
• Strong verbal and written English communication skills.
• Organized, detail-oriented, and able to work independently in a fast-paced environment.
• Experience with Jane EMR is highly preferred.

Requirements

• Must speak and write English clearly and professionally.
• Must have relevant work experience.
• Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
• Must be available to attend video meetings with camera on when required.

Technical Requirements

• Computer: Reliable laptop or desktop computer.
• Internet: Stable high-speed internet connection (minimum 25 Mbps).
• Audio: Noise-canceling headset.
• Video: Working webcam for virtual meetings.
• Workspace: Quiet and professional work environment.

Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• 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.
• 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.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• 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.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.