GoLean Health

Executive Assistant

• Answer inbound patient calls professionally and promptly
• Respond to patient texts, voicemails, emails, and fax-related messages
• Schedule new patient appointments and collect complete intake information
• Confirm, cancel, and reschedule existing patient appointments
• Prioritize new patient inquiries and referral opportunities
• Follow up on missed calls, inactive patients, and rescheduling needs
• Help convert patient inquiries into booked appointments
• Maintain accurate scheduling notes and communication records
• Coordinate with clinic staff to help protect provider schedules
• De-escalate patient concerns involving scheduling, billing confusion, or insurance questions
• Support communication workflows using Weave and MacPractice
• Follow HIPAA and patient privacy standards at all times

Medical Virtual Assistant – Patient Care Specialist

• Answer patient calls professionally and warmly
• Return voicemails and follow up with patient inquiries
• Maintain accurate call logs and patient intake notes
• Assist with scheduling preparation and appointment coordination
• Request and organize medical records, imaging reports, and referral documents
• Support prior authorization tasks when applicable
• Escalate complex patient, insurance, or clinical concerns appropriately
• Help maintain simple workflows and administrative trackers

Medical Virtual Assistant – Receptionist

• Manage patient calls, emails, portal messages, website inquiries, missed calls, and voicemails
• Provide warm, polished, and professional communication for concierge patients
• Schedule telehealth, concierge, mobile, and follow-up appointments
• Manage the provider's calendar and help protect blocked time, travel time, and personal commitments
• Support new patient intake, onboarding, and follow-up tracking
• Verify insurance eligibility and assist with prior authorization tasks when needed
• Follow up with warm leads, former patients, referrals, and marketing inquiries
• Maintain a lead tracker for outreach, responses, next steps, and conversion status
• Queue prescription or refill requests in the EMR for provider review
• Use or learn PracticeQ for scheduling, records, and documentation support
• Input historical paper chart information into the EMR
• Identify workflow gaps and recommend simple process improvements
• Provide regular updates on completed tasks, pending items, and patient follow-ups

Medical Virtual Assistant – Concierge Medicine, Telehealth

Bilingual

• Reviewing patient schedules in advance to prepare charts
• Pulling lab results, imaging reports, and prior consultation notes into the EMR
• Accompanying the doctor virtually during patient visits to record clinical notes and documentation accurately
• Handling incoming calls and scheduling appointments during non-scribing hours
• Relaying information between the physician and patients
• Assisting the doctor between back-to-back appointments to maintain a smooth clinic flow

Bilingual Virtual Medical Assistant – Scribe Experience

iOS Engineer

• Provide live medical scribing support during telemedicine visits
• Help keep charts updated, organized, and ready for provider review
• Assist with chart preparation before appointments by reviewing notes, labs, medications, and relevant patient history
• Enter key clinical details into the EMR, including main concern, diagnosis context, and medication information
• Support lab ordering workflows, including selecting the correct lab facility, attaching diagnosis codes, and helping ensure orders are complete
• Assist with reviewing referrals, authorizations, and supporting documents before patient visits
• Handle prior authorizations as part of the clinic's daily workflow
• Provide Spanish-English bilingual support, including real-time translation during patient interactions when needed
• Help support patient coordination and scheduling workflows
• Manage high volume of calls when not actively scribing
• Step in for backup phone and admin support when in-office staff need coverage
• Communicate clearly with the clinic team regarding urgent updates, follow-ups, and task status
• Maintain high standards for confidentiality, HIPAA compliance, and documentation accuracy

Bilingual Virtual Medical Assistant, Scribe

Administrative Assistant

• Clinician Invoice & Claims Reconciliation: Receive and organize invoices from 7 to 8 clinicians.
• Review each clinician's unique pay rate and invoice details.
• Verify that clinician notes are completed before payment is approved.
• Cross-check invoices against claims/payment data.
• Confirm whether claims have been paid before endorsing clinician payouts.
• Flag missing notes, unpaid claims, or invoice discrepancies.
• Maintain a recurring tracker showing paid, unpaid, pending, and ready-for-review items.
• Send clean, accurate updates to the office manager for final review.
• Insurance Verification Support: Verify patient eligibility and benefits.
• Check co-pays, deductibles, and co-insurance.
• Contact insurance providers when portal details are incomplete.
• Communicate verified benefit details to the front-desk team.
• Referral, Intake & Document Organization: Review emails, faxes, and messages for referral information.
• Organize referral details and patient intake documents.
• Ensure intake forms are placed in the correct EMR buckets.
• Help keep patient documentation and administrative workflows organized.

Medical Virtual Assistant – Patient Care Specialist

Medical Virtual Assistant – Receptionist

Medical Virtual Assistant – Concierge Medicine, Telehealth

Bilingual Virtual Medical Assistant – Scribe Experience

Bilingual Virtual Medical Assistant, Scribe

Virtual Medical, Admin Assistant