Medical Virtual Assistant

This is a remote position. Key Responsibilities: Patient Intake & Triage Manage inbound patient referrals through BrightTree and partner systems Accurately enter and verify demographic and insurance information Apply clinical triage protocols based on CPAP/CCM compliance metrics Assign patients to appropriate clinical personnel based on decision trees Medical Data & System Management Reconcile patient information between EMR systems and internal platforms Upload daily compliance reports and maintain accurate logs Ensure HIPAA-compliant data handling and documentation Reporting & Documentation Maintain clear, structured, and real-time documentation of all transactions Contribute to internal SOPs and process documentation (Playbook) Provide support in developing efficient workflows and compliance tracking Operational Workflow Execution Process 50–80 patient referrals per day, ensuring speed and accuracy Manage tasks across multiple systems and tools Communicate effectively with internal teams for issue resolution or clarification Required Qualifications: 2+ years experience as a Medical Virtual Assistant or in a clinical admin role Strong command of Microsoft Excel and Google Sheets Experience with high-volume data entry and triage workflows Excellent written English and attention to detail Highly organized and capable of self-management in a remote setting Requirements Preferred Qualifications: Experience in sleep therapy, CPAP/DME workflows Background in medical office or clinical operations (non-licensed acceptable) Exposure to insurance verification and intake tools Experience using CRMs or medical workflow platforms Familiarity with EMR systems (e.g., BrightTree or similar platforms) ​ Key Competencies: Exceptional attention to detail and data accuracy Proficient in Microsoft Excel and capable of generating and interpreting reports Strong organizational and multitasking skills to manage high-volume workflows Fast learner with excellent tech adaptability across mu