Patient Intake and Insurance Verification

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

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 plans.

• Use payer portals such as UHC, Cigna, Aetna, Curative and BCBS, in addition to their carve out plans

• Confirm copays, deductibles, coinsurance, out-of-pocket maximums, and estimated patient responsibility for mental health and psychiatry benefits (in office and telehealth).

• Determine whether insurance benefits cover the practice’s specific services using cpt codes for mental health.

• Identify network restrictions, authorization requirements, and coverage limitations.

• Follow up with referred patients and manage referral workflows within 24 hours of receipt of referral (or within 2 hours if a STAT referral).

• 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 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.

Originally posted on Himalayas