# Patient Intake and Insurance Verification

> Winning Assistants · Argentina (Remote) · Part-time · Posted 2026-09-15

**Salary:** USD 10,400–12,480

**Workplace:** remote

## Description

**Job Title: Patient Intake and Insurance Verification**

**Position Type: Part-Time**

**Working Hours: Monday - Thursday  9:00 AM - 2:00 PM and Friday 9:00 AM -12:00 PM Eastern Daylight Time  
Salary rate: $6-$8 per hour**  
[](https://www.herhopebh.com/)

###  Job Responsibilities:

-   Answer calls and respond to patient inquiries with warmth and professionalism.
-   Coordinate patient intake from initial contact through scheduling.
-   Verify eligibility and behavioral health benefits for commercial and Medicaid plans.
-   Use payer portals such as UHC, Cigna, and BCBS.
-   Confirm copays, deductibles, coinsurance, out-of-pocket maximums, and estimated patient responsibility.
-   Determine whether insurance benefits cover the practice’s specific services.
-   Identify network restrictions, authorization requirements, and coverage limitations.
-   Follow up with referred patients and manage referral workflows.
-   Schedule appointments and maintain provider calendars.
-   Monitor emails and coordinate communication between patients and providers.
-   Update patient records and document interactions in Practice Better.
-   Track pending referrals, intake requirements, and follow-up tasks.
-   Provide general administrative and executive assistant support.
-   Maintain HIPAA-compliant handling of patient information.
-   Escalate unfamiliar insurance situations instead of making assumptions.

## Requirements

-   Minimum of one year of hands-on experience verifying U.S. mental or behavioral health insurance eligibility and benefits.
-   Previous experience supporting patients through reproductive mental health concerns, infertility, pregnancy loss, or postpartum care is highly preferred.
-   Strong working knowledge of commercial insurance plans, Medicaid, and patient financial responsibility, including copays, deductibles, coinsurance, and out-of-pocket maximums.
-   Proven experience using insurance payer portals and electronic health record (EHR) systems.
-   Experience with Practice Better or other EHR systems is highly preferred. 
-   Ability to read insurance cards and benefit information carefully.
-   Compassionate, empathetic, and trauma-informed communication style.
-   Ability to work independently with minimal supervision.
-   Reliable, proactive, adaptable, and accountable.
-   Ability to follow structured intake forms and decision-tree workflows with minimal supervision.
-   Excellent verbal and written communication skills.
-   Ability to manage follow-ups and maintain organized patient records.
-   Professional demeanor when handling sensitive and patient-facing interactions.
-   Experience collecting referrals, diagnosis documents, and insurance information.  
      
    

### 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

-   **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.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.

## Apply

[Apply at Winning Assistants](https://apply.workable.com/winning-assistants/j/C4A6899019/apply)

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