Medical Appointment Setter

Winning Assistants LLC

Medical Appointment Setter converting patient inquiries into scheduled appointments for a healthcare provider. Engaging with patients and maintaining orderly patient information through EMR system.

Posted 7/9/2026full-timeRemote • 🇵🇭 PhilippinesJunior💰 $5 - $7 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in patient appointment scheduling and lead conversion, utilizing Jane EMR for efficient management of patient information and insurance verification. Strong communication and organizational skills are essential for maintaining excellent customer service and building relationships with referral partners.

Highest-signal resume keywords

Patient Appointment SchedulingLead ConversionJane EMR ProficiencyInsurance VerificationExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead ConversionInsurance VerificationEMR/EHR SystemsMedical TerminologyAppointment Setting

Soft Skills

Excellent People SkillsOrganizedDetail-OrientedAbility to Work IndependentlyStrong Verbal and Written Communication

Tools & Technologies

Jane EMRPhone SystemsVideo Conferencing ToolsNoise-Canceling HeadsetStable High-Speed Internet

Certifications & Qualifications

NBI ClearanceLocal Police Clearance

Industry Keywords

Healthcare AdministrationPatient JourneyReferral PartnersU.S.-Based CompaniesCustomer Service

About the role

Key responsibilities & impact

Answer inbound calls promptly and professionally.
Respond quickly to new patient inquiries and convert leads into scheduled appointments.
Follow up with prospective patients through phone, email, and text.
Maintain excellent customer service throughout the patient journey.
Schedule, reschedule, and confirm patient appointments using Jane EMR.
Perform courtesy insurance eligibility and benefits verification for out-of-network patients.
Update and maintain accurate patient information in the EMR.
Follow up with inactive patients to encourage them to return for care.
Build relationships with referring providers such as orthopedic clinics, hand surgeons, and other medical offices.
Conduct outreach to referral partners to help grow the practice.
Manage the owner's calendar and email as needed.
Complete other administrative tasks to support daily operations.

Requirements

What you’ll need

At least 1 year of experience in sales, appointment setting, or lead conversion with excellent people skills is required.
Experience using EMR/EHR systems and phone systems
Healthcare administrative experience and knowledge of medical terminology and insurance verification is highly preferred.
Experience working with U.S.-based companies.
Strong verbal and written English communication skills.
Organized, detail-oriented, and able to work independently in a fast-paced environment.
Experience with Jane EMR is highly preferred.
Basic Requirements
Must speak and write English clearly and professionally.
Must have relevant work experience.
Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).
Must be available to attend video meetings with camera on when required.
Technical Requirements
Computer: Reliable laptop or desktop computer.
Internet: Stable high-speed internet connection (minimum 25 Mbps).
Audio: Noise-canceling headset.
Video: Working webcam for virtual meetings.
Workspace: Quiet and professional work 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.