Catena

Medical Virtual Assistant

Catena

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇨🇴 Colombia

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Job Level

Mid-LevelSenior

About the role

  • **Core Responsibilities****Inbound Monitoring & Capture **
  • - Monitor email inboxes, fax dashboards, provider portals, and secure websites throughout the workday.
  • - Download all incoming records, invoices, and documents promptly.
  • - Ensure correct file naming, logging, and storage based on internal standards.
  • - Maintain uninterrupted monitoring coverage to prevent missed items.
  • **Tracking & Documentation Management**
  • - Update and manage structured tracking sheets documenting all channels and timestamps.
  • - Follow a consistent monitoring cadence to ensure full coverage across all accounts.
  • - Validate that all expected sources have been reviewed with no gaps.
  • **Sorting & Document Routing**
  • - Categorize documents into primary types (invoices vs. medical records).
  • - Upload files into the correct sections of internal proprietary systems.
  • - Ensure all uploads meet accuracy, formatting, and completeness expectations.
  • **Cross-Team Coordination**
  • - Communicate with internal teams regarding missing documents or unresponsive providers.
  • - Flag outdated or unusual provider websites requiring specialized handling.
  • - Provide concise, timely updates and escalate issues as necessary.

Requirements

  • **Must-Haves (Required)**
  • - Strong technical proficiency navigating portals, PDFs, secure websites, and fax dashboards.
  • - Excellent organizational skills with experience managing structured, repetitive workflows.
  • - High attention to detail with the ability to detect discrepancies or missing items.
  • - Consistent performance processing repetitive tasks at speed and accuracy.
  • - Clear written communication for updates, documentation, and escalations.
  • - Reliable, process-driven work style with strict adherence to SOPs.
  • **Nice-to-Haves (Preferred)**
  • - Experience with medical records retrieval or document-processing platforms (e.g., Datavant, ChartSwap, MRO, CIOX/HealthPort, Verisma, Sharecare).
  • - Background in document-heavy roles such as document processor, ROI specialist, or medical records intake.
  • - Familiarity with provider-specific medical portals.
  • **Tools Proficiency****Must-Haves (Required)**
  • - Email and communication tools
  • - PDF tools and document download utilities
  • - Secure provider portals
  • - Fax dashboards and online fax systems
  • - Internal proprietary platforms (training provided)
  • - Spreadsheet tools (Google Sheets, Excel)
  • **Nice-to-Haves (Preferred)**
  • - Medical records retrieval platforms: Datavant, Ciox, MRO, ChartSwap, Verisma, Sharecare
Benefits
  • - **Competitive Salary:** Based on experience and skills
  • - **Remote Work:** Fully remote—work from anywhere
  • - ** Performance Bonus:** Based on data accuracy, reporting timeliness, and overall sales efficiency
  • - ** Team Incentives:** Recognition for maintaining 100% CRM hygiene and on-time reporting
  • - ** Generous PTO:** In accordance with company policy
  • - ** Health Coverage for PH-based talents:** HMO coverage after 3 months for full-time employees
  • - **Direct Mentorship:** Guidance from international industry experts
  • - **Learning & Development:** Ongoing access to resources for professional growth
  • - **Global Networking:** Connect with professionals worldwide

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
document processingdata entryworkflow managementattention to detailaccuracydiscrepancy detectionmedical records retrievaldocument categorizationstructured trackingSOP adherence
Soft skills
organizational skillsclear written communicationreliable work styleprocess-driven approachtimely updatescross-team coordination