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We provide virtual assistants from the top 1% global talent pool to help companies scale & streamline operations.
Bilingual Appointment Setter – Patient Coordinator
Location
Philippines
Posted
36 days ago
Salary
$6 - $8 / hour
Seniority
Junior
Job Description
Bilingual Appointment Setter – Patient Coordinator
Winning Assistants LLC
• Convert inbound leads from Instagram campaigns into scheduled appointments through timely and effective follow-up • Manage and coordinate referrals from physicians and partner providers, ensuring seamless patient intake • Schedule, confirm, and reschedule patient appointments while maintaining calendar accuracy • Communicate professionally with patients in both English and Spanish, providing clear guidance and support • Perform insurance verification, including eligibility checks and benefits clarification • Maintain accurate and up-to-date patient records in Reviva EHR • Handle administrative tasks such as data entry, documentation, and follow-up tracking • Deliver exceptional customer service, addressing patient inquiries and concerns promptly • Collaborate with internal teams to ensure smooth patient flow and operational efficiency • Track lead conversion and appointment metrics to support performance goals
Job Requirements
- Bilingual proficiency in English and Spanish (required)
- At least 1 year of proven experience in appointment setting, lead conversion, or patient coordination
- Background in healthcare administration or medical virtual assistance preferred
- Experience with insurance verification and patient eligibility checks
- Familiarity with EHR systems (experience with Reviva EHR is a plus)
- Strong communication and interpersonal skills
- Excellent organizational and multitasking abilities
- Ability to work in a fast-paced, patient-focused environment
- Proficient in CRM tools, scheduling platforms, and basic administrative software
- Results-driven mindset with attention to detail
- 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)
- Device: Reliable laptop or desktop computer.
- Internet: High-speed connection (minimum 10 Mbps).
- Audio: Noise-canceling headset.
- Video: Webcam for virtual meetings.
- Workspace: Quiet, professional 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.
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Role Description - Convert inbound leads from Instagram campaigns into scheduled appointments through timely and effective follow-up. - Manage and coordinate referrals from physicians and partner providers, ensuring seamless patient intake. - Schedule, confirm, and reschedule patient appointments while maintaining calendar accuracy. - Communicate professionally with patients in both English and Spanish, providing clear guidance and support. - Perform insurance verification, including eligibility checks and benefits clarification. - Maintain accurate and up-to-date patient records in Reviva EHR. - Handle administrative tasks such as data entry, documentation, and follow-up tracking. - Deliver exceptional customer service, addressing patient inquiries and concerns promptly. - Collaborate with internal teams to ensure smooth patient flow and operational efficiency. - Track lead conversion and appointment metrics to support performance goals. Qualifications - Bilingual proficiency in English and Spanish (required). - At least 1 year of proven experience in appointment setting, lead conversion, or patient coordination. - Background in healthcare administration or medical virtual assistance preferred. - Experience with insurance verification and patient eligibility checks. - Familiarity with EHR systems (experience with Reviva EHR is a plus). - Strong communication and interpersonal skills. - Excellent organizational and multitasking abilities. - Ability to work in a fast-paced, patient-focused environment. - Proficient in CRM tools, scheduling platforms, and basic administrative software. - Results-driven mindset with attention to detail. 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 10 Mbps). - Audio: Noise-canceling headset. - Video: Webcam for virtual meetings. - Workspace: Quiet, professional 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.
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