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Full Circle CX

Virtual Assistant- Homecare/Homehealth

Posted 3 months ago
Worldwide
2-5 years experience
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AI Summary

The Virtual Assistant manages administrative functions, including scheduling caregiver visits and maintaining client data in EHR systems. They serve as the primary point of contact for clients and families while coordinating care plans with the clinical team.

This is a remote position.

Job Summary 

The Virtual Assistant is critical for keeping the agency's administrative functions running smoothly, handling scheduling, communication, data entry, and general office tasks from a virtual environment. This role ensures that client care plans are implemented effectively, caregiver schedules are maintained, and clients receive a seamless, person-centered care experience.

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Key Responsibilities 

Answer and route incoming calls, emails, and messages from clients, families, and referral sources

•       Schedule and confirm caregiver visits, client appointments, and staff meetings

•       Enter and maintain accurate client and staff data in the agency's EHR and scheduling systems

•       Assist with preparation of billing documentation, prior authorization requests, and payer communications

•       Draft and distribute internal communications, memos, meeting agendas, and follow-up correspondence

•       Maintain organized digital filing systems for client records, personnel files, and agency documents

•       Monitor and respond to agency voicemails, inboxes, and online inquiry forms in a timely manner

•       Support the recruitment process by posting job listings, screening applicants, and scheduling interviews

•       Assist with onboarding documentation and compliance tracking for new hires

•       Complete special projects and administrative tasks as assigned by the Administrator or Care Coordinator

•       Conduct client intake assessments and develop individualized care plans in collaboration with the clinical team

•       Schedule and coordinate caregiver assignments to ensure consistent, appropriate client-caregiver matching

•       Serve as the primary point of contact for clients, families, referral sources, and managed care organizations

•       Monitor client satisfaction and follow up proactively after service initiation and changes

•       Coordinate with the RN Director on clinical concerns, care plan updates, and supervisor visits

•       Process authorizations, service orders, and prior approvals from payers and managed care organizations

•       Maintain accurate and up-to-date records in the agency's EHR and scheduling systems

•       Resolve scheduling conflicts, caregiver call-outs, and client service gaps promptly

•       Facilitate interdisciplinary communication among caregivers, nurses, therapists, and physicians

•       Track key metrics including missed visits, hospitalizations, and care plan compliance

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Requirements

Qualifications 

•       1+ years of experience in home health coordination, case management, or a clinical role

•       Strong organizational and multitasking skills with attention to detail

•       Excellent verbal and written communication skills

•       Experience with scheduling software and EHR systems



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