Bilingual Appointment Setter & Patient Coordinator
TLDR
Exclusively bilingual in English and Spanish, this role focuses on converting leads into appointments and ensuring seamless patient intake and coordination.
Job Title: Bilingual Appointment Setter & Patient Coordinator
Job Code: FK-HHWC
Position Type: Part-Time
Working Hours: 3:00 PM – 6:00 PM, Monday to Friday; 9:00 AM – 1:00 PM on Saturday (Pacific Daylight Time)
Salary Rate: $6–$8 per hour
Job Responsibilities:
- 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
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
Basic 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.
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.
Benefits
Performance-Based Incentives
Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.
Winning Assistants provides specialized virtual assistant services to healthcare professionals, streamlining administrative tasks like medical billing and patient communication. Their focus on HIPAA compliance and tailored support enhances workflow efficiency, allowing clients to concentrate on delivering quality care.
- Industry
- Health Care Providers & Services