Patient Engagement Specialist

Job Summary: 

As a MEDVA Virtual Assistant – Patient Engagement Specialist, you will serve as the first point of contact for patients, supporting healthcare providers with call handling, appointment scheduling, EMR documentation, and compliance-related tasks. You will also assist with basic triage and provider escalations, where applicable, ensuring all interactions uphold the highest standards of service and confidentiality. 

Key Responsibilities: 

Call Handling 

• Answer all inbound calls during clinic hours. 

• Route calls and messages to appropriate internal staff or departments as needed. 

Patient Scheduling & Follow-Ups 

• Schedule, modify, and cancel patient appointments in the practice’s scheduling system. 

• Confirm upcoming appointments with patients. 

• Follow up on missed appointments and assist patients in rescheduling. 

Patient Information Management 

• Update and verify patient demographic information. 

• Confirm insurance eligibility and coverage details prior to scheduled appointments. 

Documentation & Reporting 

• Accurately document all patient encounters in the clinic’s EMR system. 

• Submit daily logs of patient interactions, including calls, messages, and outcomes (reports may be automated through the phone system tracking board). 

Clinical Support (If Applicable) 

• Provide basic triage by gathering initial patient symptoms and concerns. 

• Escalate urgent or clinical matters to the appropriate provider or clinical staff following defined protocols. 

Integration & Compliance 

• Ensure seamless integration and use of the clinic’s systems, including EMR and phone platforms. 

• Adhere to HIPAA and all relevant healthcare regulations and maintain strict confidentiality of patient information. 

Qualifications: 

• At least 1 year of experience in a medical office or virtual healthcare support role.

• Familiarity with EMR systems and phone-based communication tools. 
• Experience in Insurance verification processes. 

• Excellent verbal communication and customer service skills. 
• Bilingual - English and Spanish

• Detail-oriented with strong organizational abilities. 

• Ability to work independently, manage time effectively, and multitask in a remote setting. 

• Knowledge of HIPAA and patient confidentiality protocols. 
• Empathy, patience, and professionalism when interacting with patients

Preferred Skills: 

• Experience in triage or basic clinical intake (for roles requiring clinical support). 

• Permanent work from home set up

• Getting paid more than the average local pay rates in the comfort of your own home!
• Competitive Hourly rate
• As an Independent Contractor, we offer competitive market rates!
• Retirement savings plan**
• Saving money can be challenging, so we will do it for you! We'll ensure that, at the end of the day, you'll reap the benefits of your hard work.

**Eligibility is based on tenure.