Spanish-Speaking Medical Virtual Assistant - Insurance & Claims
Spanish-Speaking Medical Virtual Assistant – Insurance & Claims
Position: Part-Time
Schedule: Monday–Friday | 8:00 AM–12:00 PM Mountain Time (MT)
Rate: $6–$7 USD/hour, depending on experience
EHR: Healthie
Our client is looking for an experienced, proactive, and highly personable Medical Virtual Assistant to support insurance and claims management, patient communication, referrals, documentation, and day-to-day administrative operations.
Spanish fluency is highly preferred but not required. We are especially interested in candidates who are comfortable communicating with Spanish-speaking patients and reviewing bilingual materials.
The ideal candidate is more than a task-taker. We are looking for a dependable growth partner who takes initiative, follows through consistently, and is comfortable providing respectful accountability and reminders when important tasks remain incomplete.
Key Responsibilities
Insurance & Claims Management
- Conduct insurance eligibility verification and pre-checking before patient services.
- Follow up consistently on outstanding, unpaid, rejected, or denied insurance claims.
- Monitor claims status and ensure timely follow-up until issues are resolved.
- Identify and help resolve insurance issues before patients are billed.
- Maintain accurate records of insurance and claims-related activities.
Patient Communication & Follow-Up
- Handle inbound and outbound patient phone calls with warmth, professionalism, and empathy.
- Assist with patient scheduling and appointment coordination.
- Conduct proactive patient follow-ups and provide additional support when patients are confused or frustrated.
- Communicate with Spanish-speaking patients when needed.
- Proofread Spanish translations and review bilingual patient documents.
- Maintain a friendly, patient-focused communication style that feels like a “ friend helping a friend.”
Referrals & Documentation
- Coordinate referrals and communicate with referring providers.
- Track incomplete notes and documentation.
- Proactively and consistently follow up with Kelly regarding incomplete notes, outstanding documentation, and priorities.
- Ensure completed documentation is sent to the appropriate providers.
- Maintain organized tracking systems for referrals, follow-ups, deadlines, and outstanding tasks.
Administrative & Program Support
- Assist with general office management, organization, and accountability reminders.
- Format documents and proofread newsletters for grammar, clarity, and professionalism.
- Support the culinary medicine program through recipe review, curriculum proofreading, and medical student coordination.
- Provide administrative support for diabetes boards and committees.
- Assist with Pump/Omnipod training coordination as the program develops.
- Help organize priorities and ensure important tasks do not fall through the cracks.
Requirements
Qualifications
- Previous healthcare, medical office, or Medical VA experience is strongly preferred.
- Hands-on experience with i nsurance verification, eligibility/pre-checking, claims follow-up, unpaid claims, and denied claims is highly preferred.
- Spanish fluency is highly preferred but not required.
- Experience with Healthie EHR is an advantage.
- Strong patient communication and professional phone etiquette.
- Exceptionally warm, personable, patient, and empathetic.
- Highly organized with excellent attention to detail.
- Strong follow-up and task-management skills.
- Proactive and comfortable taking initiative without constant supervision.
- Comfortable providing persistent but respectful accountability and reminders.
- Strong problem-solving skills and ability to manage multiple priorities.
- Reliable and responsive with excellent written and verbal communication skills.
- Comfortable using phone systems, text messaging, and communication/CRM platforms such as Slack, Salesforce, WhatsApp, and Skype.
- Healthcare professionals with an