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Client Scheduling & Intake Specialist

1 week, 1 day ago
Philippines
Full-time
Junior
Customer Support
Customer and Technical Support
CRM Cybersecurity HIPAA
Apply Now
Winning Assistants

Winning Assistants

Winning Assistants specializes in providing HIPAA certified virtual assistants to healthcare professionals, enabling them to efficiently manage administrative tasks such as medical billing, coding, and patient communications, thereby allowing clients t...

Health Care Providers & Services
View All Jobs 30

Description

  • Respond to incoming calls from prospective clients seeking mental health services.
  • Provide compassionate, professional, and empathetic support during initial client interactions.
  • Match clients with appropriate therapists based on availability, specialties, and client needs.
  • Schedule initial therapy appointments and coordinate therapist calendars efficiently.
  • Manage appointment availability, rescheduling requests, and intake scheduling workflows.
  • Ensure smooth coordination between clients and providers.
  • Answer basic questions regarding insurance coverage and therapy services.
  • Verify insurance eligibility and benefits as needed.
  • Collaborate with the billing department to resolve insurance or payment-related inquiries.
  • Enter and maintain client records in practice management software while protecting confidentiality.
  • Provide administrative support for day-to-day clinic operations, documentation, and workflow organization.

Requirements

  • At least 1 year of previous experience handling client intake, appointment scheduling, lead generation, insurance verification, and client communication in a behavioral health setting is highly preferred.
  • Experience using SimplePractice EHR, Grasshopper VoIP, Go High Level (GHL) CRM, TherapyFlow, or similar tools is highly preferred.
  • Ability to manage confidential and sensitive information professionally.
  • Excellent verbal and written communication skills.
  • Ability to learn and adapt to new software and systems independently.
  • High attention to detail and strong follow-through.
  • Must be proficient in speaking and writing English very clearly.
  • Must have relevant work experience.
  • Must be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding.
  • Must be available for video meetings with camera on when needed.
  • Reliable laptop or desktop computer required.
  • High-speed internet connection required, minimum 10 Mbps.
  • Noise-canceling headset required.
  • Webcam required for virtual meetings.
  • Must have a quiet, professional workspace.

Benefits

  • Dedicated HR & Contractor Support Team for questions, guidance, contract matters, and client communication.
  • Optional premium VPN access for added privacy and security.
  • HIPAA and cybersecurity training plus certification provided.
  • Top 1% VA performance training covering communication, client management, productivity systems, and best practices.
  • Client-approved U.S. holidays off according to client needs and schedule.
  • Client-approved paid or unpaid time off may be available if offered by the client.
  • Access to templates, workflow guides, productivity tools, and client-specific SOP support.
  • Optional performance-based incentives, bonuses, or increased hours depending on client approval and performance.

Interested in this position?

Apply directly on the company website

Apply Now

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