Patient Intake and Insurance Verification

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3 · How you get paid

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4 · Your working hours

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5 · Trust

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Full description

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-$7 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 plans. • Use payer portals such as UHC, Cigna, Aetna, Curative and BCBS, in addition to their carve out plans • Confirm copays, deductibles, coinsurance, out-of-pocket maximums, and estimated patient responsibility for mental health and psychiatry benefits (in office and telehealth). • Determine whether insurance benefits cover the practice’s specific services using cpt codes for mental health. • Identify network restrictions, authorization requirements, and coverage limitations. • Follow up with referred patients and manage referral workflows within 24 hours of receipt of referral (or within 2 hours if a STAT referral). • 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. Requirements • 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 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. 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. Originally posted on Himalayas