CPT-10104 Executive Virtual Assistant for Mental Health Practice at 20four7VA

This a Full Remote job, the offer is available from: Anywhere APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Log in using your 20four7VA-issued email address to access the portal. If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below. Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen! If you're interested in this opportunity, click APPLY TO POSITION to proceed. • ******************************************************************* Title: CPT-10104 Executive Virtual Assistant for Mental Health Practice Independent Contractor – Telehealth Business Support VA - Business Support VA - Senior to (Remote). Overview 20four7VA is seeking a highly professional, organized, and client-centered Virtual Assistant (VA) to support both a growing mental health practice and the executive needs of the Owner/Clinical Director. Example: A strategic growth consulting firm is seeking a detail-oriented Virtual Assistant to support a short-term data cleanup project within HubSpot CRM. This role involves auditing and cleansing existing contact and company records to enhance data accuracy, segmentation, and future automation capabilities. The position is project-based with potential for additional work after the initial scope is completed. The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor. Scope of Services Contractors will be required to provide services that align with the following client tasks: • Front Desk & Client Support • Answer calls, return messages, and respond to emails promptly. • Complete all new patient intake tasks: demographics, intake forms, releases. • Check clients in/out for appointments, manage daily schedule, and send reminders. • Collect copays and fees at time of service. • Verify demographic and insurance information at every visit. • Upload insurance cards and update electronic health records (EHR) accurately. • Billing & Insurance Support (Non-Biller Role) • Gather required insurance information: - Insurance card (front/back), policy number, group number, policyholder name & DOB, relationship to client. • Conduct initial insurance pre-checks and notify clients of estimated costs. • Communicate insurance changes to the billing department immediately. • Support payment plan setup and contact clients with large balances. • Marketing, Outreach & Social Media Support • Send marketing emails and perform follow-up phone calls to referral partners. • Maintain marketing contact lists and scheduling follow-ups. • Upload blogs, coordinate with marketing team on content postings, and assist with captions and scheduling. • Respond to inquiries received through social media, the website, or email. • Assist with drafting newsletters and managing email marketing campaigns. • Client Inquiry & Lead Management • Respond to all prospective client inquiries within 24 hours. • Provide service information, pricing, insurance details, and scheduling instructions. • Guide potential clients through the consultation and intake process. • Track leads and communicate with the owner regularly about practice growth metrics. • Administrative Operations • Prepare daily reports of completed tasks, calls, messages, and upcoming needs. • Maintain HIPAA-compliant communication and digital organization. • Create letters, forms, templates, and organize documents as needed. • Work proactively to anticipate scheduling, workflow, and client needs. • Executive-Level Personal Assistant Support • Manage the owner’s personal and professional calendar. • Schedule personal, medical, and professional appointments. • Coordinate with external vendors, attorneys, accountants, and marketing teams as directed. • Assist with personal travel arrangements, reservations, and time-sensitive tasks. • Maintain organized digital files and reminders of upcoming deadlines. Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing. Skills The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements: • Virtual Assistance & Administrative ExVpertise: Prior experience as a Virtual Assistant or in a medical office setting; strong organizational skills and attention to detail. • Insurance & Healthcare Knowledge: Familiarity with insurance terminology, basic verification practices, and HIPAA compliance. • Communication Skills: Excellent phone and written communication; professional and empathetic client interaction. • Technical Proficiency: Experience with EHR systems (Tebra preferred), marketing platforms, and reliable internet with a dedicated workspace. • Marketing & Digital Skills (Preferred): • Email marketing (Mailchimp, ConvertKit, Flodesk) • Social media content scheduling and posting • Website/blog formatting and basic SEO understanding • Healthcare Practice Support: Mental health or healthcare administrative experience preferred. • Performance Standards: • Respond to all client inquiries within 1–2 hours during business hours. • Maintain 100% accuracy in insurance and demographic details. • Communicate professionally and empathetically at all times. • Submit daily task lists and communication summaries consistently. Work Schedule • Contracted Hours per Week: 20 Hours • Scheduled Working Days: Monday through Friday • Daily Working Time: TBD (CST) Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW. Terms of Engagement • Contractors will operate under a Master Services Agreement and a Statement of Work • This is not an offer of employment; contractors are not employees of 20four7VA or any client • All compensation is processed through 20four7VA according to the terms of the engagement By submitting your application, you acknowledge that this opportunity is for an independent contractor engagement and not an offer of employment. All applications will be reviewed based on alignment with client needs, qualifications, and availability. If selected, a member of our team will reach out to discuss next steps and potential client matching. We look forward to reviewing your application and potentially working with you on future client engagements! This offer from "20four7VA" has been enriched by Jobgether.com and got a 84% flex score. Apply tot his job