Bilingual Appointment Setter – Patient Coordinator

Winning Assistants LLC

. Convert inbound leads from Instagram campaigns into scheduled appointments through timely and effective follow-up .

Posted 5/1/2026part-timeRemote • 🇵🇭 PhilippinesJunior💰 $6 - $8 per hourWebsite

About the role

Key responsibilities & impact

Convert inbound leads from Instagram campaigns into scheduled appointments through timely and effective follow-up
Manage and coordinate referrals from physicians and partner providers, ensuring seamless patient intake
Schedule, confirm, and reschedule patient appointments while maintaining calendar accuracy
Communicate professionally with patients in both English and Spanish, providing clear guidance and support
Perform insurance verification, including eligibility checks and benefits clarification
Maintain accurate and up-to-date patient records in Reviva EHR
Handle administrative tasks such as data entry, documentation, and follow-up tracking
Deliver exceptional customer service, addressing patient inquiries and concerns promptly
Collaborate with internal teams to ensure smooth patient flow and operational efficiency
Track lead conversion and appointment metrics to support performance goals

Requirements

What you’ll need

Bilingual proficiency in English and Spanish (required)
At least 1 year of proven experience in appointment setting, lead conversion, or patient coordination
Background in healthcare administration or medical virtual assistance preferred
Experience with insurance verification and patient eligibility checks
Familiarity with EHR systems (experience with Reviva EHR is a plus)
Strong communication and interpersonal skills
Excellent organizational and multitasking abilities
Ability to work in a fast-paced, patient-focused environment
Proficient in CRM tools, scheduling platforms, and basic administrative software
Results-driven mindset with attention to detail
Must be proficient in speaking and writing English very clearly
Must have relevant work experience
Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
Must be available for video meetings with your camera on (when needed)
Device: Reliable laptop or desktop computer.
Internet: High-speed connection (minimum 10 Mbps).
Audio: Noise-canceling headset.
Video: Webcam for virtual meetings.
Workspace: Quiet, professional environment

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

appointment settinglead conversionpatient coordinationinsurance verificationeligibility checksEHR systemsdata entrydocumentationadministrative taskscustomer service

Soft Skills

bilingual proficiencycommunication skillsinterpersonal skillsorganizational abilitiesmultitaskingattention to detailresults-driven mindsetprofessionalismcollaborationpatient-focused

Certifications

NBI clearanceLocal Police Clearance