MEDICAL VIRTUAL ASSISTANT

call triage

CALL TRIAGE

  • Evaluate incoming calls to determine urgency and level of emergency.
  • Document call details and forward messages to the appropriate personnel or transfer calls as necessary.
  • Manage clinic voicemails and ensure timely callbacks.

SCHEDULING

  • Inbound Calls: Manage appointment scheduling, rescheduling, cancellations, general inquiries, directions and other patient-related concerns.
  • Outbound Calls: Confirm patient appointments two days in advance, handle rescheduling, and ensure the doctor’s daily schedule remains fully booked.

NEW PATIENT COORDINATION

  • Set up new patient charts and verify insurance details.
  • Collect and validate required documents (e.g., medical records, imaging, visit notes) from primary care providers (PCPs) or referring doctors.
  • Schedule new patient visits and confirm all prerequisites are met.

ELIGIBILITY AND BENEFITS VERIFICATION

  • Verify patient insurance eligibility and benefits through online portals or direct communication with insurance providers.
  • Identify procedures that require prior authorization or pre-determination.
  • Provide clear information on copays, deductibles, and insurance policies.

BILLING AND CLAIMS

  • Submit and oversee insurance claims for performed procedures.
  • Address claim disputes and denials, including direct communication with insurance companies.
  • Collaborate with the prior-authorization team to ensure necessary authorizations are in place.

PRIOR-AUTHORIZATION

  • Submit and manage prior-authorizations for clinic procedures via online portals, phone calls, or faxes.

SCRIBING/TRANSCRIPTION

  • Accurately transcribe medical notes and dictations for patient records.
  • Medical Records Review
  • Summarize extensive medical records for new patients to help providers quickly review patient history.

REQUEST FOR AUTHORIZATION(RFA) FOR WORKERTS COMPENSATION

  • Complete RFA forms based on provider requests (e.g., consultations, imaging, medications, DME).
  • Submit RFAs to claim adjusters, attorneys, or insurance companies.

FOLLOW-UP REQUESTS FOR WORKER’S COMPENSATION

  • Follow up with insurance companies or claim adjusters on submitted RFAs.
  • Verify patient claim adjuster details.
REFERRAL COORDINATION
  • Refer patients to appropriate facilities, clinics, hospitals, or vendors based on insurance network requirements.