Medical Virtual Assistant - Podiatry Charting & Referrals

• Medical Assistant or Clinical Administrative Experience: Required. Candidates must have experience supporting clinical documentation, chart preparation, referrals, patient coordination, or medical office workflows.

• Complete insurance eligibility checks as assigned.
• Document eligibility concerns and route issues appropriately.
• Support outbound calls and administrative follow-up as needed.
• Assist with additional clinical and administrative duties as the role expands.

Tools You’ll Use

• AdvancedMD
• Vonage
• Phone and outbound calling systems
• Fax management tools
• Practice communication and documentation workflows
• Experience in podiatry is highly valuable due to the terminology, conditions, procedures, and documentation involved.
• . Candidates with orthopedic, surgical, or specialty medical experience may also be a strong fit.
• Chart Review & Clinical Documentation Experience: Required. Candidates must be comfortable reviewing clinical notes, organizing chart sections, cleaning up documentation, and preparing charts for provider review or signature.
• Referral Processing Experience: Required. Candidates must have experience processing referrals, updating charts, tracking referral details, and supporting related patient scheduling workflows.
• Fax Management Experience: Required. Candidates must be comfortable reviewing, sorting, and routing different types of incoming medical documents.
• Outbound Patient Call Experience: Required. Candidates must be comfortable making confirmation calls, referral-related scheduling calls, and calls related to test results or missing information.
• Candidates must be comfortable checking eligibility, identifying coverage concerns, and documenting insurance-related details accurately.
• Candidates with AdvancedMD experience are strongly preferred, but strong EMR/EHR experience may also be considered.
• Experience with Vonage or similar phone systems is a plus.
• Strong understanding of medical charting, clinical documentation, and patient record accuracy.
• Highly detail-oriented and able to identify missing or incomplete information.
• Professional and confident when making outbound patient calls.
• Organized, reliable, and able to manage referrals, faxes, charts, and follow-up tasks.
• Able to learn medical terminology and practice-specific workflows quickly.
• Comfortable working across both clinical and administrative responsibilities.
• Proactive, dependable, and able to work independently with minimal supervision.
• Strong retention mindset and interest in a long-term role.

Performance Expectations

• Accurate and timely chart cleanup.
• Complete and organized referral processing.
• Proper sorting and routing of incoming faxes.
• Timely confirmation calls and outbound patient follow-up.
• Accurate eligibility checks and documentation.
• Reduced administrative workload for the practice team.
• Strong follow-through on outstanding tasks and patient-related items.
• 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.
• 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.