Customer Support Team Lead
Boulevard
Virtual Front Desk and Administrative Assistant
20four7VA
full-time
Posted on:
Origin: • 🌎 Anywhere in the World
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Serve as the first point of contact for patients via phone, text, and email using clinic communication platforms (Spruce, OptiMantra, etc.)
- Schedule, confirm, and reschedule appointments; optimize provider calendars
- Assist with onboarding new patients by sending intake forms, clinic policies, and welcome information
- Process payments, invoices, and follow up on outstanding balances
- Maintain accurate records in the electronic health record (EHR)
- Support Good Faith Estimates, membership plans, and other patient documentation
- Coordinate supplement and prescription orders, including after-hours locker pickup system
- Monitor and route patient messages to appropriate staff or provider
- Support marketing tasks such as sending newsletters, posting to social media, and managing responses
- Assist with inventory coordination, supply re-ordering, and vendor communication
- Uphold clinic policies, compliance standards, and ensure a consistent patient experience
- Perform various administrative tasks as assigned (calls, faxes, filing, chart retrieval, scheduling)
Requirements
- Prior experience in a healthcare or wellness setting preferred (front desk, virtual assistant, or medical office administration)
- Senior-Advanced experience tier
- MIN. HOURS/WEEK: 40 hours
- Availability Monday to Friday (shift hours TBD) in CST timezone
- Strong written and verbal communication skills
- English language required; neutral accent preferred
- Tech-savvy and comfortable learning new platforms (EHR, Spruce, OptiMantra, communication apps, scheduling software)
- Highly organized with excellent attention to detail
- Ability to multitask in a fast-paced, patient-centered environment
- Friendly, professional, and able to de-escalate challenging patient interactions
- Experience with payments, invoices, and follow-up on outstanding balances
- Familiarity with electronic health records (EHR) and maintaining accurate records
- Knowledge of Good Faith Estimates, membership plans, and patient documentation
- Ability to coordinate supplement and prescription orders and manage after-hours locker pickup system
- Experience with phone, text, and email communications; answering and making calls; receiving and sending faxes
- Filing and retrieving patient/office charts and keeping meticulous treatment records
- Maintain healthcare HIPAA privacy standards
- Respectful verbal and nonverbal communication with coworkers
- Independent contractor engagement (not an employment offer)
