About The Position

This role focuses on providing comprehensive support to patients throughout their virtual healthcare journey, from pre-visit preparation to post-visit follow-up. The Virtual Patient Scheduler will be responsible for managing patient records, verifying insurance, processing payments, scheduling appointments, and offering technical and administrative assistance during virtual consultations. The position requires strong communication and problem-solving skills, along with familiarity with healthcare systems and customer service best practices.

Requirements

  • At least 3 years of experience in healthcare customer service, preferably in a BPO setting.
  • Familiarity with EPIC, Care Connect, and insurance verification tools.
  • Strong communication, problem-solving, and multitasking skills.
  • Proficiency in basic math and business calculations.
  • Working knowledge of computer/data entry with the ability to learn new systems.
  • Basic level of MS Office proficiency.
  • Basic knowledge of, or ability to learn, customer service specialization.

Responsibilities

  • Access and update patient records in EPIC.
  • Conduct comprehensive insurance verification via EPIC RTE, OneSource, and payer websites.
  • Process co-pays and prepayments before the appointment via HelloWorld payment link.
  • Send patient reminders and confirm virtual appointments using Care Connect and MyChart.
  • Address patient questions regarding appointment access, billing, and insurance coverage.
  • Conduct virtual check-ins using Amwell or MyChart platforms.
  • Provide guided support for entering payment details in HelloWorld during the visit.
  • Guide patients through real-time co-pay and prepayment transactions.
  • Troubleshoot basic technical issues (audio/video) to avoid delays in virtual care delivery.
  • Provide administrative support to providers during the visit.
  • Complete follow-up payment processing, if necessary.
  • Update documentation in EPIC and Care Connect.
  • Assist patients with return visit scheduling before ending the session.
  • Perform reporting and reconciliation tasks using Power BI and other tools.
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