Job Title: Patient Intake and Insurance Verification

Position Type: Part-Time

Working Hours: Monday - Thursday 9:00 AM - 2:00 PM and Friday 9:00 AM -12:00 PM Eastern Daylight Time

Salary rate: $6-$8 per hour

Job Responsibilities

- Answer calls and respond to patient inquiries with warmth and professionalism.
- Coordinate patient intake from initial contact through scheduling.
- Verify eligibility and behavioral health benefits for commercial and Medicaid plans.
- Use payer portals such as UHC, Cigna, and BCBS.
- Confirm copays, deductibles, coinsurance, out-of-pocket maximums, and estimated patient responsibility.
- Determine whether insurance benefits cover the practice’s specific services.
- Identify network restrictions, authorization requirements, and coverage limitations.
- Follow up with referred patients and manage referral workflows.
- Schedule appointments and maintain provider calendars.
- Monitor emails and coordinate communication between patients and providers.
- Update patient records and document interactions in Practice Better.
- Track pending referrals, intake requirements, and follow-up tasks.
- Provide general administrative and executive assistant support.
- Maintain HIPAA-compliant handling of patient information.
- Escalate unfamiliar insurance situations instead of making assumptions.

- Minimum of one year of hands-on experience verifying U.S. mental or behavioral health insurance eligibility and benefits.
- Previous experience supporting patients through reproductive mental health concerns, infertility, pregnancy loss, or postpartum care is highly preferred.
- Strong working knowledge of commercial insurance plans, Medicaid, and patient financial responsibility,



including copays, deductibles, coinsurance, and out-of-pocket maximums.
- Proven experience using insurance payer portals and electronic health record (EHR) systems.
- Experience with Practice Better or other EHR systems is highly preferred.
- Ability to read insurance cards and benefit information carefully.
- Compassionate, empathetic, and trauma-informed communication style.
- Ability to work independently with minimal supervision.
- Reliable, proactive, adaptable, and accountable.
- Ability to follow structured intake forms and decision-tree workflows with minimal supervision.
- Excellent verbal and written communication skills.
- Ability to manage follow-ups and maintain organized patient records.
- Professional demeanor when handling sensitive and patient-facing interactions.
- Experience collecting referrals, diagnosis documents, and insurance information.

Basic 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.

- 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.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.

📌 Patient Intake and Insurance Verification (Colombia)
🏢 Winning Assistants
📍 Colombia