[Hiring] Patient Coordination Specialist @Winning Assistants

Role Description

• Schedule and coordinate new patient appointments using Veradigm Practice Management (PM), ensuring accurate and efficient scheduling.
• Enter, verify, and update patient demographics, insurance information, and other required registration details.
• Collect and process new patient deposits according to established practice guidelines.
• Coordinate with internal staff regarding appointment availability, scheduling changes, and patient concerns.
• Retrieve, verify, and attach insurance authorizations to patient records before scheduled appointments.
• Access referral group systems, including Facey and Optum, to obtain necessary authorization documentation when applicable.
• Follow up on missing or incomplete authorizations and coordinate with internal staff to prevent scheduling delays.
• Send appointment confirmations and provide patients with links to complete required intake and registration forms.
• Follow up with patients regarding incomplete forms, missing information, and appointment-related concerns.
• Handle inbound calls and scheduling inquiries with professionalism, patience, and compassion.
• Maintain clear communication with patients and healthcare staff to ensure a smooth scheduling experience.

Qualifications

• At least 1 year of previous experience in medical appointment scheduling, patient coordination, or healthcare administrative support is preferred.
• Hands-on experience with Veradigm Practice Management (PM) is highly preferred.
• Familiarity with Facey and Optum referral groups and authorization retrieval processes.
• Excellent verbal and written English communication skills.
• Ability to handle patient inquiries professionally and compassionately.
• Quick learner who can adapt to new systems, processes, and scheduling workflows.
• Understanding of patient confidentiality and HIPAA compliance.

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.