Virtual Medical Assistant Job Description: Hire the Right Talent or Skip the Hassle with a Smarter Alternative

Hiring the right medical assistant, whether intern or full-time, isn’t as simple as posting a job and waiting for resumes to roll in.

You already know how it goes: you create a job listing, publish it across your website and third-party portals, maybe even work with a staffing agency, and then begins the long wait, the screening calls, multiple interview rounds, reference checks, onboarding only to sometimes realize weeks later that the candidate isn’t the right fit.

Back to square one.

Meanwhile, the gap in your practice operations grows. Patient experience suffers. Your team stretches thin. And you're still in hiring mode when you should be focused on delivering great care.

That’s why I've created this blog, not just to offer a medical assistant job description template that gets results but also to show you a way to completely skip the hiring headache altogether.

Why Traditional Hiring Is Broken (And Expensive)

Hiring is more than just filling a seat. It’s about finding the right person at the right time, with the right experience, that takes time, energy, and risk.

Let’s break it down:

• You’ll spend weeks (or months) sourcing and shortlisting candidates
• Your team gets pulled into multiple interviews
• You invest time in onboarding and training
• And if the hire doesn’t work out? You start all over again at a significant cost

This system is fragile and frustrating, especially when trying to fill a vacancy quickly.

How Wishup Removes the Risk of a Bad Hire

At Wishup, we believe you shouldn’t have to gamble when hiring a medical assistant. That’s why we’ve completely re-engineered the hiring process to remove the friction, cost, and uncertainty.

Here’s how we’re different:

We only hire 1 out of every 1000 candidates who apply.
Why? Because every Medical Virtual Assistant we provide is thoroughly vetted for:

• Communication clarity and professionalism
• Agility and speed in executing niche-specific tasks
• High aptitude and fast learning ability
• Attention to detail and behavioral integrity

Whether they’re experts in EHR software, vendor coordination, insurance verification, or patient communications, our VAs are hired with zero compromise on quality.

And it doesn’t stop at hiring.

Save 40 hours/week, Cut Costs by 75%, and Focus on What Matters

You’ve got enough on your plate without having to recruit, train, or manage an in-house hire.

Outsourcing a medical virtual assistant through Wishup means:

• Faster onboarding in 60 Minute
• Triple-vetted virtual medical assistant
• Medical assistant skilled in 200+skills, 70+ no-code tools and 50+ AI tools
• Zero training headaches

Hiring a medical virtual assistant for 4 hours/day at $9.99/hr will save you 40 hours/week and reduce your cost by 75% when compared to in-house hiring.

Why Our Medical Assistant Job Description Works

Most job descriptions are either too generic or too demanding. They fail to reflect the actual day-to-day responsibilities or attract the right candidates. The one we’re about to share is structured to help you:

• Attract applicants who understand healthcare admin
• Filter out unqualified or misaligned candidates
• Set clear expectations upfront
• Reduce time spent on back-and-forth clarifications

This isn’t a copy-paste job post. It’s a strategic hiring tool to help you identify the most suitable, qualified, and culture-aligned candidates faster without having to rewrite or tweak endlessly.

The Perfect Medical Assistant Job Description Template

Medical assistants play a paramount role in healthcare, but their exact duties can vary by position.

Below are 14 detailed job description templates for different types of medical assistant roles, from traditional clinical and administrative positions to virtual medical assistants.

Each section outlines a clear job description, key responsibilities, required skills, and typical qualifications.

These ready-to-use job descriptions you can post on your website and job boards or share with recruiters.

Feel free to customize based on your clinic or practice’s specific needs.

1. Medical Assistant (General) Job Description Template

In a general medical assistant job description, you’ll find that these professionals handle everything from taking patient vitals and assisting in exams to scheduling appointments and managing medical records.

Job Code: #1607

Job Description:
We have an exciting opportunity for you to join as a multi-skilled medical assistant who supports physicians, nurses, and other healthcare staff by performing clinical and administrative tasks.

You'll act as a liaison between the doctor and patient, helping ensure the healthcare facility runs smoothly and patients receive efficient care. You must be compassionate, detail-oriented, and well-versed in medical terminology and procedures.

Major Job Responsibilities:

Your duties as a medical assistant will often span a broad range of clinical and clerical functions, including:

Clinical Tasks:

• Measuring and recording vital signs (blood pressure, pulse, weight, etc.)
• Interviewing patients about their medical history and chief complaints
• Preparing patients for examination, assisting physicians during exams
• Administering injections or medications as directed (varies by state law), collecting lab specimens (blood, urine, etc.)
• Performing basic lab tests, sterilizing instruments, and disposing of contaminated supplies

Administrative Tasks:

• Scheduling patient appointments and managing the calendar
• Updating patient medical records and inputting data into Electronic Health Records (EHR) systems
• Handling phone calls and patient inquiries, billing and coding for insurance claims, processing paperwork such as insurance forms, and maintaining an inventory of office and medical supplies
• You may also greet patients, manage the front desk, and coordinate referrals or lab services as needed.

Required Skills:

As a general medical assistant, you need to have a blend of clinical skills and administrative skills. Important competencies and traits include:

• Medical Knowledge & Technical Skills: Understanding of basic anatomy, physiology, and medical terminology; ability to perform EKGs, phlebotomy (drawing blood), give injections, and use clinical instruments properly. Must be able to accurately take vital signs and assist in medical procedures.
• Administrative & EHR Skills: Proficiency with healthcare software and EHR systems for data entry, scheduling, and record-keeping. Good computer skills (typing, using email, MS Office) are expected. Knowledge of medical billing and coding processes is a plus.
• Interpersonal & Communication Skills: Excellent communication for interacting with patients who may be in pain or anxious, and for relaying information to the healthcare team. Medical Assistants must exhibit a friendly, patient-focused attitude and strong customer service skills.
• Detail Orientation: Accuracy is critical when recording patient information, vitals, or billing data.
• Organizational Skills: Ability to multitask and prioritize between clinical duties and paperwork. Keeping the workplace (exam rooms, front desk, etc.) clean, organized, and well-stocked is part of the job.

Qualifications and Certifications:

• A high school diploma or equivalent is the minimum
• Completion of an accredited Medical Assisting program (certificate or diploma)
• CMA (Certified Medical Assistant) through the AAMA or RMA (Registered Medical Assistant) through AMT
• On-the-job training will be provided for certain tasks, but having an externship or prior healthcare experience is advantageous.
• State Scope of Practice Compliance

Note: You can add the years of experience based on your specific requirements.

2. Administrative Medical Assistant Job Description Template

An Administrative Medical Assistant (also known as a Medical Administrative Assistant or Medical Office Assistant) is responsible for the clerical and front-office tasks in a healthcare setting.

Unlike clinical medical assistants, administrative medical assistants typically do not perform hands-on patient care; instead, they handle scheduling, patient intake, record-keeping, insurance, and other office duties.

Job Code: #1608

Job Description:

We are seeking a detail-oriented and organized Administrative Medical Assistant to join our healthcare team. This role is crucial in ensuring the smooth operation of our medical facility, providing administrative support in a fast-paced environment.

Your role focuses on managing the business and organizational aspects of a medical office to ensure operations run efficiently. You are the first point of contact for patients, playing a key customer service role in greeting and registering patients. This role requires strong organizational and communication skills, as well as knowledge of healthcare office procedures and software.

Key Responsibilities:

The daily duties of an administrative medical assistant include​

• Greeting patients, checking them in for appointments, and verifying patient information and insurance details upon arrival​.
• Scheduling appointments and managing the provider’s calendar, including follow-ups and referral appointments, both in person and over the phone​.
• You may also handle rescheduling or appointment reminders and ensure minimal wait times by efficiently coordinating patient flow.
• Updating and maintaining patient medical records and charts. This includes entering or scanning patient data, updating information based on completed forms or provider notes, and ensuring confidentiality and accuracy in the Electronic Health Records system.
• Collecting insurance information, obtaining pre-authorizations if needed, and coding basic information for billing (often coordinating with billers or using billing software).
• You may also post patient co-pays, process payments, and explain billing policies or payment plans to patients​.
• Answering phone calls and routing messages between patients and clinical staff. Responding to patient inquiries about appointments, services, or messages from the provider.
• Managing correspondence such as sending appointment confirmation emails, referral letters, or lab result notifications as directed.
• Coordinate with clinical staff to communicate any schedule delays or patient needs​.
• Assist with medical billing coordination, working with billing specialists to reconcile patient accounts and resolve insurance issues​.
• Applying HIPAA privacy rules when handling patient information and releasing records.

Required Skills:

• Organization & Attention to Detail: In the role of administrative medical assistant, you have to keep schedules, records, and information highly organized.
• Communication & Customer Service: Excellent phone etiquette and face-to-face communication skills.
• Technical Skills: Proficiency with medical office software (EHR) systems, scheduling programs, and billing systems. Familiarity with Microsoft Office (Word, Excel) or Google Workspace is usually expected. Typing skills and general computer literacy are important for handling emails and documentation.
• Knowledge of Insurance & Billing: A basic understanding of medical insurance processes, billing codes, and referrals is needed. You should know how to interpret insurance cards, co-pay/deductible information, and the workflow for claims. While you might not do advanced coding, knowing CPT/ICD-10 basics and billing terminology is very helpful.
• Multitasking & Time Management: The ability to prioritize tasks in a fast-paced environment is key​.

Qualifications and Certifications:

• Education: A high school diploma or GED is typically required.
• Certification: Bonus if you are a Certified Medical Administrative Assistant (CMAA) offered by the NHA.
• Experience: 2+ years of experience in a medical office or similar customer-facing role.
• Other Requirements: Knowledge of HIPAA regulations is expected. Bilingual skills (based on your requirements) are a plus for communicating with a diverse patient base. Basic life support (CPR) certification.

3. Clinical Medical Assistant Job Description Template

A clinical medical assistant is a medical assistant whose primary focus is on direct patient care and clinical duties, as opposed to administrative work.

In many settings, “clinical MA” refers to a role that works mostly in the back office or exam room areas, supporting doctors and nurses with patient examinations, treatments, and procedures​.

Clinical medical assistants must have a strong grasp of medical procedures, excellent bedside manner, and the ability to work under the supervision of physicians or nurses to deliver quality patient care.

Job Code: #1609

Job Description:

Your primary focus is to support patient care, from assisting physicians during medical examinations to collecting specimens for the lab. The scope of your job is on the medical aspects of the practice rather than administrative tasks.

Your role centers on tasks like taking medical histories, performing basic lab tests, preparing and rooming patients, and sometimes administering medications, essentially ensuring the clinical side of the practice operates effectively.

Key Responsibilities:

Your responsibilities as a clinical medical assistant include​:

• Escorting patients to exam rooms and preparing them for the visit.
• Verifying the patient’s information, noting the reason for the visit, and making them comfortable. You may have patients change into gowns as needed and position them for exams.
• You will assist physicians during examinations by handing them instruments or supplies and by comforting or positioning patients.
• Obtaining and recording vital signs at each visit, like blood pressure, pulse, respiration, temperature, oxygen saturation, and sometimes height and weight​.
• You will also interview patients to gather medical history, symptoms, and current medications as part of the intake process, documenting the information in the chart or EHR.
• Collecting laboratory specimens such as blood, urine, or swabs.
• You will label and either process these specimens in an in-house lab or prepare them for send-out to external labs. You may perform basic point-of-care tests (urinalysis, fingerstick glucose, rapid strep tests, etc.) and record results.
• Setting up, cleaning, and sterilizing medical instruments (using autoclaves, for example) and disinfecting exam rooms between patients.
• You will ensure exam rooms are stocked with necessary supplies (dressings, syringes, etc.) and that all equipment (like EKG machines or nebulizers) is functioning properly.
• Instructing patients on care instructions as directed by the provider, for instance, explaining how to take medication, prepare for a laboratory test, or care for a wound.
• You may also be required to call patients with test results or follow-up to schedule specialty appointments. Additionally, provide patient education on topics like medication management, diet, or medical devices (under our guidance).
• Work closely with the healthcare team for patient flow. This can involve coordinating with front-office staff about scheduling and ensuring patients move through their appointments efficiently​.

Required Skills:

• Clinical Knowledge & Technical Proficiency: Proficient in taking vitals, drawing blood, performing EKGs, and using various medical tools. You should have an understanding of infection control and proper sterile techniques for handling instruments and specimens​.
• Patient Care Skills: You should be able to recognize normal vs. abnormal results (e.g., reading an EKG strip or recognizing a high blood pressure reading). Strong communication skills are needed to clearly explain instructions or procedures to patients.
• Attention to Detail: Accuracy in recording patient information, vital signs, and documenting procedures.
• Knowledge of Medical Terminology & Anatomy: Since you will deal directly with patient care, you should be well-versed in medical terms and basic anatomy/physiology.
• Physical Stamina and Dexterity: Comfortable performing tasks that require manual dexterity (like giving injections or drawing blood) and being able to stand, walk, and bend frequently.
• Privacy and Ethical Practice: Adhering to patient confidentiality (HIPAA) and showing professionalism.

Qualifications and Certifications:

• Education: Complete an accredited Medical Assisting program. Well-trained in phlebotomy, pharmacology, and clinical procedures.
• Certification: A relevant certification is the CCMA (Certified Clinical Medical Assistant) offered by the NHA, which specifically emphasizes clinical duties. The CMA (AAMA) or RMA (AMT) additional credentials like Certified Phlebotomy Technician (CPT) or specialized certificates if working in a specialty clinic (e.g., ophthalmic assistant certification for eye clinics).

Note: You may add or exclude the certificates as per your requirements.

• Experience: 1+ years of clinical experience. Experience in a similar setting (family practice, pediatrics, etc.) is a plus.
• Other: Current CPR/BLS certification is required. Vaccinations (like Hepatitis B, TB test clearance) are required.

4. Administrative and Clinical Support Medical Assistant Job Description Template

An Administrative and Clinical Support Medical Assistant is a hybrid role in which the medical assistant is responsible for both front-office administrative duties and back-office clinical support.

In many U.S. healthcare settings (especially small practices, urgent care clinics, or outpatient centers), medical assistants are required to “wear both hats,” handling patient scheduling and paperwork as well as assisting with patient care.

This combined role ensures continuity and efficiency: the same person who greets a patient might also room them and assist the physician.

Jobe Code: #1610

Job Description:

Seeking a medical assistant to handle front-office duties (patient scheduling, insurance verification) as well as back-office support (rooming patients, assisting with exams, performing EKGs and lab draws). Must be able to multitask and support the physician in all aspects of patient care.

Your role as an administrative and clinical support medical assistant will require the ability to multitask across both domains.

Key Responsibilities:

Key duties include:

• Welcoming patients, verifying demographics and insurance, collecting necessary consent forms, and scheduling follow-up appointments (Administrative duty).
• Interviewing patients to obtain their medical histories and reason for visit, then measuring and recording vital signs (Clinical duty).
• Preparing the exam room and patient for the provider, and standing by during the examination to hand instruments, take notes, or assist with minor procedures (Clinical support).
• Entering both the clinical data (vital signs, chief complaint, test results) and administrative data (insurance info, referral info) into the patient’s electronic record.
• Acting as a communication bridge, calling patients with reminders or results (admin task) and also explaining physician instructions or education to patients after the visit (clinical task).
• Coding the visit information and diagnoses for billing purposes and forwarding the encounter form to the billing department (admin).
• Handling clerical tasks like answering phones, scheduling specialist referrals, obtaining insurance pre-authorizations for tests, as well as clinical tasks like re-stocking exam rooms, cleaning equipment, and disposing of biohazard waste properly.
• Coordinating follow-up care such as scheduling lab tests or imaging, sending referrals, and making sure results come back for the physician to review.

Required Skills:

• Versatility and Multitasking: The hallmark of this combined role is the ability to switch gears quickly. One moment you might be drawing a patient’s blood, the next you’re on the phone with an insurance company. Being able to handle interruptions and prioritize tasks is critical.
• Comprehensive Knowledge: A solid foundation in medical terminology, clinical procedures, and healthcare administration is required.
• Time Management: Because you have a broader scope of work, time management is crucial. You're required to manage clinical duties within scheduled appointment times while also completing paperwork and calls in between patient care. Efficiency is highly valued.
• Communication: Strong interpersonal skills are needed for both front-desk communication (scheduling, answering queries) and clinical communication (explaining instructions, gathering patient info).
• Problem-Solving: You'll often take on a troubleshooting role in the clinic, like resolving a scheduling conflict, figuring out why a claim was denied, or calming a distressed patient, and sometimes all in the same day. You have to be resourceful and proactive in resolving such issues.

Qualifications and Certifications:

• Education: Completion of a Medical Assistant program that covers both clinical and administrative training.
• Certification: Certified Medical Assistant(CMA) or Registered Medical Assistant (RMA) is strongly encouraged
• Experience: 2+ years of experience in both administrative and clinical workflows.
• Other Requirements: Current CPR certification, immunization status, knowledge of HIPAA.

5. Clerical/Medical Office Management Assistant Job Description Template

A Clerical/Medical Office Management Assistant is a role that emphasizes the higher-level administrative and clerical support functions in a medical office, often working closely with or under the medical office manager.

In some practices, this role might be referred to as a Medical Office Assistant with added responsibilities in office coordination or an Assistant Office Manager in a medical setting.

The job description typically includes advanced administrative tasks such as managing office records, assisting with financial bookkeeping, handling medical billing processes, and ensuring office compliance with policies.

Job Role: #1611

Job Description:

Familiarity with electronically credentialing providers on PECOS as Medicare providers in NJ and NY and the ability to communicate very effectively [are required].

This position includes front and all back office duties. Multitasking and problem-solving abilities are a must. Confidentiality skills and HIPAA compliance are essential.

Your role is instrumental in keeping the business side of a medical practice running smoothly, which may include supervising front desk staff, coordinating schedules, and training new administrative employees in office protocols.

Key Responsibilities:

Responsibilities as a clerical/office management assistant include:

• Overseeing the daily clerical operations like managing patient files (both electronic and paper, if used), ensuring that all documentation (like consent forms, insurance contracts, etc.) is properly filed and up to date, and that the office workflow is organized.
• You may be required to develop or maintain office standard operating procedures for things like record-keeping or appointment scheduling.
• In addition to scheduling patient appointments, this role requires handling scheduling for staff or providers.
• Assist with or directly handle the medical billing cycle. This includes verifying insurance coverage, coding procedures, and diagnoses, submitting insurance claims electronically, and tracking them until reimbursement is received.
• You'll also manage patient billing, like sending invoices, processing payments, and setting up payment plans if needed.
• Performing basic bookkeeping tasks such as recording payments and handling accounts receivable/payable for the office.
• Assisting with credentialing (ensuring doctors or nurse practitioners are properly enrolled with insurance networks and Medicare/Medicaid)​.
• Monitoring and ordering office supplies (paper, toner, etc.) and coordinating with clinical staff to order medical supplies. You'll have to maintain inventory and handle vendor relationships for office equipment maintenance (like scheduling service for the copier or EHR system support).
• Act as a point of contact between the practice and external entities, for example, communicating with the IT support for EHR issues, contacting the building management for facility issues, or liaising with the billing service or accounting firm.
• Handle sensitive communications such as disciplinary messages to staff or policy changes in the office.
• Despite the management angle, you'll still do high-level clerical work: preparing reports or presentations for meetings, writing memos or letters (like referral letters or insurance appeals), and generally filling in any administrative gaps.

Required Skills:

• Advanced Administrative Skills: Expertise in medical office procedures, medical billing and coding (CPT, ICD-10, HCPCS codes), and use of billing software. You should be adept with productivity software (Excel spreadsheets for tracking finances or schedules, Word for documentation)​.
• Knowledge of Healthcare Finance: Understanding of insurance processes, EOBs (explanations of benefits), and Medicare/Medicaid billing is key.
• Strong Communication Skills: Strong communication skills are needed to give clear instructions and provide excellent service when dealing with providers, staff, and patients. You should be comfortable addressing any patient billing questions or disputes calmly and clearly.
• Problem-Solving: Office managers encounter a variety of issues, such as insurance claim denial, a last-minute schedule change, a software glitch, etc. As a successful clerical/office management assistant, you have to be efficient in troubleshooting these issues or escalating them appropriately.
• Attention to Detail & Confidentiality: Handling financial data and health records with a high level of accuracy. HIPAA compliance and discretion are essential​.
• Time Management: You'll have to juggle multiple responsibilities (some with deadlines, like monthly billing cycles or reports), which require good time management.

Qualifications and Certifications:

• Education: A higher level of education or specialized training in healthcare administration or medical billing is expected.
• Certification: While not mandatory, certifications in Certified Medical Office Manager (CMOM) or Certified Physician Practice Manager (CPPM) will be a plus.
• Certified Professional Coder (CPC) or Certified Billing and Coding Specialist (CBCS)
• A Certified Medical Administrative Assistant (CMAA) or Certified Medical Reimbursement Specialist (CMRS) could also be relevant.

Note: Look favorably on certifications that match the duties (especially billing/coding certifications for this role).

• Experience: 2-5 years of experience in medical office administration, billing, or office management. If you have worked as a Medical Administrative Assistant or Billing Specialist and have proven capabilities, you will be an ideal fit.
• Other Requirements: Knowledgeable about healthcare laws (HIPAA, OSHA). Some experience or training in leadership is useful.

6. Virtual Medical Assistant Job Description Template

A Virtual Medical Assistant (VMA) is a remote healthcare support professional who performs many of the same duties as an in-person medical assistant but from an off-site location. Virtual medical assistants provide administrative (and sometimes clinical coordination) support to physicians, clinics, or hospitals via phone, email, and digital systems.​

As telehealth and digital health services grow, virtual medical assistants have become an important part of healthcare teams, allowing practices to offload routine work to remote staff and focus on in-person patient care.

A virtual medical assistant job description will stress the need for excellent communication, self-motivation, and a strong grasp of medical office procedures, all delivered in a HIPAA-compliant home office environment.

Job Code: #1990

Job Description:

Looking for remote virtual medical assistants to manage patient scheduling, handle patient inquiries via phone/email, update and maintain patient records in EHR, assist with billing and prior authorizations, and coordinate communication between patients and healthcare providers

Key Responsibilities:

Although working remotely as a virtual medical assistant, common responsibilities include​:

• Managing patient appointments and doctor, therapist, dentist, etc. calendars. This involves scheduling new appointments, rescheduling as needed, and sending appointment reminders via calls, texts, or emails​.
• Handling patient inquiries by phone, email, or even live chat. For example, answering routine questions about office hours, services, or preparation for appointments.
• Follow-up with patients post-visit to check on the status or provide instructions.
• Entering and updating patient information in the EHR system. Also transcribe voicemails or dictations from physicians into the EHR.
• Assisting with billing processes by entering charges, verifying insurance details, and even coding diagnoses/procedures if they are trained in it​.
• Prepare claims for submission and follow up on authorization requests or referrals by coordinating with insurance companies via phone/fax.
• Acting as a liaison between patients and healthcare providers. Coordinate prescription refill requests or specialty referrals by communicating with pharmacies and other offices.
• Preparing and sending out medical correspondence such as referral letters, lab result notifications, or patient education materials via secure email or patient portal​.
• Ensure any documents that need patient signatures (like intake forms) are sent and received electronically.
• Help set up virtual appointments (sending Zoom or portal links, confirming patient tech readiness), and “room” patients virtually by collecting histories or screening information through a call before the provider joins.
• Monitor patient data (like blood pressure readings from home devices) and check for alerts.
• Help with administrative tasks such as inventory orders (placing orders online for medical supplies), handling the provider’s emails or voicemail, updating social security or insurance info on file, and organizing electronic files.

Required Skills:

• Outstanding Communication: Since all interaction is via phone or internet, you must have excellent verbal and written communication. Clear diction, active listening, and proficient writing (for emails, chat) are essential.
• Tech Savvy: High proficiency with technology including EHR systems (e.g., Epic, Cerner, eClinicalWorks)​, practice management software, teleconferencing tools (Zoom, Doxy.me), and general office software. Familiarity with using a secure VPN or remote desktop is often required for access to clinic systems.
• Medical Knowledge: A solid understanding of medical terminology, common procedures, and basic anatomy allows them to communicate effectively and perform tasks like coding or triage messaging.
• Organizational Skills: Juggling multiple providers or tasks remotely means staying organized. You'll often handle high volumes of information and need to retrieve information quickly when asked.
• Adaptability: Comfortable working with a team remotely, adapting to different communication styles (some doctors may text or email tasks), and being proactive in asking for clarity when needed. Flexibility to work across time zones or adjust to changes (like sudden surges in calls) is also important.

Qualifications and Certifications:

• Education: A medical assisting background or college coursework in health administration.
• Experience: Experience working in a healthcare setting (clinic or hospital) for 1-2 years.
• HIPAA Certification: It’s a strong plus

7. Medical Billing Virtual Assistant Job Description Template

A medical billing virtual assistant (VA) is a remote work specialist that takes care of medical billing and coding and is in charge of managing all your office’s medical claims, invoices, and payments. They handle talking to insurance companies for claims for your medical office, making sure your billing process is covered from start to finish.

The job description focuses on tasks like verifying insurance, coding medical procedures and diagnoses, submitting claims to insurance companies, following up on unpaid or denied claims, and handling patient billing inquiries, all done from a home office or off-site location.

Job Description:

Verify patient insurance, accurately code services and diagnoses, submit electronic claims, post payments, and address any denials or patient billing questions.

The individual in this role must be highly detail-oriented, knowledgeable in medical coding (ICD-10, CPT, HCPCS), and up-to-date with insurance rules and regulations (including Medicare/Medicaid billing guidelines).

Key Responsibilities:

As a medical billing virtual assistant, you'll typically take charge of the end-to-end billing process remotely. Key duties include:

• Checking patients’ insurance coverage and eligibility prior to appointments or procedures. This may involve using online insurance portals or calling insurance companies to confirm what services are covered, obtaining pre-authorizations if needed, and noting co-pays/deductibles.
• Reviewing clinical documentation from patient encounters and assigning the correct billing codes for diagnoses and procedures. This requires knowledge of ICD-10-CM codes for diagnoses and CPT/HCPCS codes for procedures and services.
• Preparing and submitting insurance claims (electronically, in most cases) to private insurers, Medicare, or Medicaid. Use billing software or clearinghouses to transmit claims securely.
• Correcting codes, resubmitting claims, or filing appeals with additional documentation. Keep a close eye on accounts receivable, following up on unpaid claims systematically to ensure the practice gets paid.
• Generating patient statements for any balances due after insurance. Handle inbound calls or emails from patients who have questions about their bills, need to set up payment plans, or want to make payments.
• Explain charges in layman’s terms and provide excellent customer service to maintain patient satisfaction, send payment reminders, and handle the processing of credit card payments over the phone.
• Preparing regular reports on billing activity, for example, weekly summaries of charges, payments, outstanding receivables, and denial rates.
• Track key metrics and alert the provider(doctor, dentist, therapist, etc) to trends (like an uptick in denials for a certain code).
• Ensuring the billing software data is up-to-date (fee schedules, insurance company info, patient billing info). Maintain organized electronic records of all claims submitted and correspondence.
• Staying updated on changes in codes (like annual ICD-10 updates or new CPT codes) and payer policy changes. For example, if Medicare releases a new rule on telehealth billing, you will incorporate that knowledge immediately to avoid claim issues.

Required Skills:

• Expertise in Medical Billing & Coding: Strong knowledge of coding systems (ICD-10, CPT, HCPCS) and medical terminology is a must. You should understand coding guidelines and conventions to ensure claims are coded correctly. Additionally, familiarity with various insurance plans (HMO, PPO, Medicare, Medicaid) and their rules is needed to navigate prior authorizations, bundling rules, etc. Certification in coding (like CPC or CCS) is preferred.
• Attention to Detail: Billing is detail-intensive. A single-digit error in a code or patient ID can lead to denial. You'll have to meticulously double-check the work for accuracy.
• Analytical & Problem-Solving Skills: When a claim is denied or a billing issue arises, you should be able to analyze the problem (e.g., was it a coding error, lack of authorization, patient not eligible on date of service?) and determine the steps to fix it. Ability to identify patterns (for example, if multiple claims are denied for the same reason, figure out the root cause).
• Communication Skills: Much of medical billing involves communication – whether it’s calling insurance companies to dispute a claim, or explaining a complex bill to a patient. You need to be assertive and clear when dealing with insurers and patient and empathetic when dealing with patients. Written communication is also key for crafting appeal letters or emails.
• Technical Proficiency: Mastery of medical billing software (e.g., Kareo, AdvancedMD, Medisoft, or hospital billing systems) and clearinghouse portals is required. Also, being good with Excel or spreadsheets can help in tracking finances. Basic office technology skills (scanning documents, using email securely, etc.) are assumed.
• Knowledge of Billing Regulations: Understanding of healthcare reimbursement laws and guidelines, such as Medicare billing regulations, HIPAA, and possibly Stark Law or Anti-kickback rules if applicable. You should be honest and ethical, ensuring compliance (for instance, not upcoding or unbundling inappropriately just to increase revenue, as that can lead to legal trouble).
• Time Management: Billing cycles have strict timelines (claims ideally go out within days of the encounter; insurers have timely filing limits; appeals must be sent by certain deadlines). As a virtual billing assistant, you must manage your workload to meet these timelines for potentially hundreds of claims per week.

Qualifications and Certifications:

• Education: An associate’s degree or certificate in medical billing and coding or health information management. A background in medical assisting with additional billing coursework can also lead here, but pure billing specialists often undergo specific training programs.
• Certification: CPC (Certified Professional Coder) by AAPC, CCA or CCS (Certified Coding Associate/Specialist) by AHIMA, or the CMRS (Certified Medical Reimbursement Specialist). For billing, a certification like CPB (Certified Professional Biller) by AAPC.
• Experience: Proven experience of 1-3 years in medical billing/coding, even if the job is remote.
• Other Requirements: A reliable home office setup (secure internet, computer, perhaps dual monitors since billers often have multiple applications open).

8. Virtual Assistant for Medical Office – Job Description & Overview

A Virtual Assistant for a Medical Office is a remote administrative assistant who provides support specifically to a healthcare practice’s front-office operations. This role closely mirrors that of an in-person medical office assistant or receptionist, except the person performs their duties off-site via telephone, email, and online systems.

The job description emphasizes managing day-to-day office tasks such as answering calls, scheduling appointments, organizing patient information, and handling basic clerical work, all while working from a home office.

Job Code: #2001

Job Description:

Seeking Virtual Medical Office Assistant to manage phones and scheduling for a busy clinic. Must have prior experience with healthcare scheduling software and HIPAA knowledge.

Work-from-home, Monday-Friday 9am-5pm EST.

Key Responsibilities:

You'll handle a variety of front-desk and administrative tasks, including:

• Answer incoming phone calls, greet callers in a friendly, professional manner, and assist them or direct them appropriately. This includes taking messages for the clinical staff, routing urgent calls to on-call providers, and providing information to callers (directions to the clinic, what information to bring to an appointment, etc.).
• Booking patient appointments using the office’s scheduling software, which they access remotely​. Find available slots, book or cancel appointments per patient requests, and manage the waiting list or recalls. Send reminders or confirmation calls/emails to reduce no-shows.
• Guiding patients through pre-visit registration. For example, you may call new patients to gather initial information (address, insurance details) and enter it into the system ahead of the visit.
• Email or portal-send intake forms for patients to fill out electronically.
• Handling digital paperwork and documentation. Responsible for scanning and filing documents into electronic records, sending faxes electronically (e-fax) – such as forwarding referral forms or prior authorizations, and updating spreadsheets or logs (like tracking referrals or lab orders).
• You'll ensure that all necessary documents are attached to patient records (e.g., referral letters, lab results, insurance copies).
• While not as in-depth as a dedicated biller, you'll assist with basic insurance tasks like photocopying (scanning) insurance cards into the system, checking if a referral is required by an insurance plan, or verifying coverage using online portals.
• Inform patients if a referral or pre-auth is needed for their visit, coordinating with the in-house team to get those approved in advance.
• Handling non-clinical patient communications. For example, calling patients to remind them of fasting instructions before a blood test, or letting them know their referral to a specialist has been sent.
• Help coordinate between departments. If the medical office is part of a larger practice, you'll communicate with the billing department, labs, or other facilities on behalf of the office.
• Entering or updating patient demographic information, insurance details, or appointment notes in the medical office database. Maintain electronic filing systems so that records are easily retrievable by onsite staff. This may include updating referral logs, tracking incoming faxes in an electronic inbox, etc.
• Depending on the office’s needs, you might assist with tasks like ordering office supplies online, maintaining an Excel sheet of office expenses, or updating content in patient newsletters or the clinic’s social media.

Required Skills:

• Strong Communication & Customer Service: You have to be polite, articulate, and helpful, conveying the same warmth a patient would expect at a reception desk, even though they’re remote​. Clear writing skills are needed for emails or chat communications.
• Organizational Skills: Managing schedules and information remotely requires top-notch organization. Able to multitask (e.g., handle a call while looking up a patient’s appointment in the system) and keep track of numerous details (like which patients need callbacks).
• Tech Proficiency: Familiarity with medical office software, practice management systems for scheduling, EHR for looking up patient data, and phone system software (many offices use VOIP or call center software that the VA would log into). You should also know how to use general office programs (Word, Excel) and electronic fax/email securely. Experience with HIPAA-compliant communication tools is a plus.
• Knowledge of Medical Office Procedures: Basic knowledge of appointment types (new patient vs. follow-up, etc.), the concept of referrals and authorizations, common medical abbreviations (so you recognize what “f/u BP check” means on a schedule), and the flow of patient visits.
• Reliability and Independence: Being reliable (showing up on time for their shift, meeting deadlines) and able to work independently is critical.

Qualifications and Certifications:

• Education: High school diploma plus some college or vocational training. A background in healthcare administration or a medical assistant program.
• Certification: Not mandatory, but having a Certified Medical Administrative Assistant (CMAA) or even a general Certified Administrative Professional (CAP) will set you apart.
• Experience: Experience working in a medical office or clinic setting is highly desired.
• Equipment/Setup: Must have a dependable internet connection and appropriate tech (often provided by the hiring clinic or required specs for the VA’s own computer). If handling calls, a noise-canceling headset is typically required. You may have to sign a HIPAA compliance attestation that your workspace is private (e.g., not taking calls where others can overhear patient info).

9. Certified Medical Virtual Assistant Job Description Template

A Certified Medical Virtual Assistant(MVA) is a virtual medical assistant who holds a formal certification in medical assisting or a related healthcare support field. Certification (such as CMA, RMA, CCMA, or a specialized Healthcare Virtual Assistant certification) signifies that the individual has met industry standards of knowledge and competency.

Employers looking for a certified medical virtual assistant are often seeking a higher level of verified expertise. Someone who has clinical training and can bring that depth of knowledge to their remote role.

The job description will be similar to a virtual medical assistant’s, including administrative and patient coordination duties performed remotely, but it may also involve more complex tasks like remote patient education or medical scribing since the person has clinical training.

A certified MVA is expected to be proficient in healthcare workflows and possibly capable of interacting on a more clinical level (within allowed scope) than a non-certified counterpart.

Job Role: #1206

Job Description:

Must possess a current medical assistant certification. Your duties include virtual patient intake, medical records updating, patient follow-ups, and care coordination under RN supervision.

Key Responsibilities:

These include:

• Scheduling, patient communication, EHR data entry, insurance coordination, etc., as already detailed.
• Handle patient calls that require more medical understanding.
• Assist in pulling up patient histories, medication lists, or lab results for the provider during a virtual session.
• Follow up with patients on certain clinical instructions (e.g., “Did you monitor your blood sugar as the doctor asked? Let’s log those numbers.”).
• Assist with medical documentation and compliance. Also, assist the practice in maintaining compliance with clinical protocols remotely, perhaps managing logs for vaccine lot numbers or sterilization records, if such tasks can be done electronically.
• Communicate more fluidly with nurses or physicians, participate in remote team meetings about patient care, and contribute informed inputs.
• Mentor other virtual staff or take the lead on creating workflows. Their certification often indicates leadership potential.

Required Skills:

• Certified Clinical Knowledge
• Confidence and Decision-Making: Make informed judgments on what minor issues they can handle vs. what needs immediate escalation to a provider.
• Excellent Communication with Clinical Accuracy: Communicate in a way that is both patient-friendly and clinically precise.
• Documentation Skills
• Ethical and Professional Judgment: Uphold patient confidentiality rigorously and deliver care coordination with compassion and respect.

Qualifications and Certifications:

• Certification: This role requires a certified professional. Certified Medical Assistant (CMA) from AAMA or Registered Medical Assistant (RMA) from AMT, Certified Clinical Medical Assistant (CCMA) from NHA or Licensed Health Unit Coordinator etc.,

Note: You may exclude or include other certifications depending on your requirements.

• Experience: 2+ years of experience as a CMA in a clinical setting
• HIPAA and Possible Additional Credentials

10. Medical Office Virtual Assistant Job Description Template

A Medical Office Virtual Assistant is virtually identical to a “Virtual Assistant for Medical Office.” The terms are often used interchangeably. This title emphasizes that the assistant is a virtual extension of the medical office staff, handling office-oriented tasks remotely.

The job description covers providing comprehensive administrative support to a medical practice from a remote location. This can include scheduling, phone and email correspondence, record maintenance, and other clerical duties to help keep the office workflow efficient.

Essentially, a medical office virtual assistant ensures that the administrative side of healthcare is managed seamlessly online, supporting the in-person team.

While there is no functional difference, the “Medical Office Virtual Assistant” role focuses on office management tasks in a virtual capacity.

This could imply a slightly broader or more experienced role, possibly taking on tasks akin to an office manager but remotely.

Job Code: #2303

Job Description:

Duties include appointment scheduling, phone reception, patient data entry, coordinating referrals, ordering supplies, and ensuring smooth day-to-day office operations remotely. Prior experience in medical office administration is required.

Key Responsibilities:

The responsibilities in this role include:

• Remotely perform tasks like managing the provider’s schedule, organizing digital files, updating office policies or SOP documents, and assisting with staff meeting coordination (sending agendas, setting up Zoom meetings for office staff, etc.).
• Answer and return calls, respond to voicemails, handle patient registration and appointment booking as a remote front-desk presence.
• Manage correspondence, including triaging incoming faxes/emails. Possibly help in drafting routine letters (e.g., work excuse notes, referral cover letters) which the provider can sign electronically.
• Enter data for daily patient volumes, prepare simple reports like how many appointments were no-shows vs completed, which can help the office track performance.
• Manage the inventory list and place orders for supplies online based on input from on-site staff​. For example, if nurses note they’re low on certain vaccines or paper gowns, you can process the order with vendors remotely.
• Conduct follow-up calls to patients after visits for service quality surveys or to check if they need to schedule recommended follow-ups.

Required Skills:

• Communication, organization, tech proficiency, and understanding of medical office procedures .
• Possibly Leadership or Initiative: Need a slightly higher level of initiative to identify office needs and solve problems proactively.
• Comprehensive Office Software Knowledge: In addition to scheduling/EHR, familiarity with project management or collaboration tools (like Trello, Slack, MS Teams) to coordinate between on-site and remote staff.
• Understanding of Office Metrics: Knowing what metrics are important in a medical office (patient wait times, throughput, etc.) might be useful.

Qualifications and Certifications:

• Education/Experience: Same as for a virtual medical office assistant – experience in a medical administrative role is key.
• Certification: CMAA or even a CMOM (Certified Medical Office Manager)
• HIPAA & Compliance Training: You must be HIPAA certified/trained. Also, familiarity with OSHA regulations in an office.

11. Home-Based Medical Virtual Assistant Job Description Template

A Home-Based Medical Virtual Assistant is another term for a virtual medical assistant who works from home.

The phrasing “home-based” is often used in job listings to emphasize the remote nature of the job, sometimes targeting candidates (including those internationally) who will work outside a traditional office.

The job description mirrors that of a virtual medical assistant, with the key difference being the highlighting of a home-based setup.

This role involves providing remote administrative and/or clinical support services to healthcare providers while physically located in a home office.

Job Description:

Work from home supporting our clinic with appointment setting, phone triage, and data entry. Must have at least 6 months of experience in a medical setting and meet technical requirements (Windows PC, reliable internet, quiet workspace)

Key Responsibilities: Managing appointments, handling calls/emails, updating records, coordinating care – all done from home.

• Ensuring all communication (calls, emails) are handled professionally from the home office.
• Utilizing one’s home office tools (computer, internet, phone) to access the clinic’s systems securely and perform all required tasks remotely.
• Possibly working flexible hours or different time zones from home, if supporting a practice in another region.
• Self-monitoring work progress because in a home environment, one may need to track one’s daily tasks (like how many patient calls made, which charts updated).
• Maintaining regular contact with the supervisor via video calls or chats to report on work completed, since they are not onsite to see it.

Required Skills: All skills of a virtual medical assistant are needed.

• Self-Motivation and Discipline: The ability to avoid home distractions and stick to a routine as if they were in an office.
• Tech and Home Office Setup: Being comfortable troubleshooting minor home tech issues (router resets, software updates) because they might not have immediate IT support on site.
• Time Zone Management: If you're home-based in a different state or country, you must reliably work U.S. business hours or the assigned shift. You need to manage time zone differences and be very punctual.
• Independence: You should know when to escalate an issue vs. handle it themselves.
• Trustworthiness

Qualifications and Certifications:

• Education in medical assisting or healthcare admin, etc.).
• Having a MA certification or relevant experience is equally important as in-office jobs.
• Must have a dedicated home office space and high-speed internet

12. Virtual Medical Personal Assistant Job Description Template

A Virtual Medical Personal Assistant is a remote assistant who provides personalized administrative support to a specific healthcare professional, such as a physician, surgeon, or medical executive.

This role is akin to a traditional personal assistant but tailored to the needs of a medical context and executed virtually. The scope might encompass both professional tasks (like managing the doctor’s schedule, correspondence, and paperwork) and sometimes minor personal tasks if they relate to the physician’s work-life (for example, organizing travel for a medical conference).

The job description highlights ensuring the physician’s day-to-day professional life is well-organized.

In essence, the virtual medical personal assistant acts as the right-hand to the doctor, handling logistics and administrative burdens so the doctor can focus on patient care. This can include elements of being an executive assistant, scheduler, and even project manager, all performed remotely with a keen understanding of the medical profession’s demands.

Job Description:

Keeping the physician organized by managing their schedule and communications

Key Responsibilities:

• Coordinate and schedule appointments not just with patients but also meetings with other doctors, hospital committees, conferences, speaking engagements, and personal appointments that affect the work schedule. engagements.
• Monitor and respond to the doctor’s professional emails, prioritizing messages, drafting responses on behalf of the physician when appropriate, and flagging urgent matters.
• Handle phone calls for the physician, for instance, taking calls from other clinicians or business contacts and handling those requests or scheduling follow-ups.
• If the physician travels for conferences, lectures, or even between multiple clinic locations, you will arrange travel (book flights, hotels, ground transport) and prepare itineraries. You will make sure the doctor has all necessary details and documents (tickets, conference registration, etc.).
• Preparing meeting agendas, taking meeting minutes (if they dial in or watch a recording), creating presentation slides (if the physician provides content but needs someone to format it), and managing documents such as CV updates, license renewals, and credentialing paperwork. T
• Maintain the physician’s professional portfolio or profile information (for example, updating a biography for a speaking event).
• Help with coordinating VIP patients or family/friends of the doctor who need special appointments. Also handle sending personalized correspondence, like follow-up thank-you notes or informational packets to certain patients or colleagues, as directed.
• Help physicians send a gift or thank-you to a colleague, remember to send holiday cards to professional contacts, or order lunch during a long clinic day.
• Confidential task management includes the physician’s personal schedule, financial reimbursements from travel, or confidential correspondence.

Required Skills:

• High-Level Organizational Skills: You need to be extremely organized, juggling many facets of the physician’s professional life.
• Professional Communication: You represent the physician in communications. Excellent writing skills for drafting emails and letters, and a polished, courteous phone manner are required.
• Understanding of Healthcare Environment: It greatly helps if you understand medical terminology and the general flow of healthcare operations.
• Tech Savvy: You should be adept at using calendar software (like Outlook, Google Calendar), project management or task tools (Trello, Asana), teleconferencing platforms (Zoom, Microsoft Teams) to set up virtual meetings, and be quick to learn any specific systems (maybe the hospital’s credentialing portal or travel booking systems). You'll also manage contacts databases or use CRM-like tools for the physician’s network.
• Discretion and Trustworthiness to handle information like contract details, strategic plans, or personal contacts with privacy​.
• Problem-Solving and Proactiveness
• Interpersonal Skills: You need to build a good working rapport with the physician (even if never meeting in person) and with others they interact with. Tact and professionalism are key, especially when handling a busy or high-profile doctor’s communications. You should also be comfortable working one-on-one (virtually) and managing up – meaning you can diplomatically remind or push the physician to do things (sign this form by deadline, leave by X time to catch a meeting, etc.).

Qualifications and Certifications:

• Education: College degree or some higher education.
• Experience: 2 to 3 years as an executive assistant or administrative assistant, ideally with some exposure to healthcare. If not healthcare, then experience supporting a C-level executive or similar high-demand role can translate well.
• Familiarity with Medical Sector
• Certifications like Certified Administrative Professional (CAP) or a specialization like CAP-Organizational Management
• Technical Setup: You must have the requisite home office setup to be constantly reachable and working effectively.

13. Virtual Medical Clinic Assistant Job Description Template

A Virtual Medical Clinic Assistant is a remote assistant assigned to support the operations of a medical clinic.

The job description includes handling administrative tasks for the clinic remotely, such as patient scheduling, follow-ups, coordination between departments, and possibly assisting with clinic management tasks.

Essentially, the virtual clinic assistant functions as an off-site staff member who helps keep the clinic’s daily processes on track, including both front-desk duties and some back-office support that can be done off-site. This might involve working with multiple people in the clinic (nurses, office managers, etc.) to ensure that the workflow is smooth and patients receive timely communication.

Job Description:

Scheduling patient appointments and managing calendars; Handling billing and insurance claims; Managing patient records and documentation; Communicating with patients for follow-ups.

Key Responsibilities:

• Remotely manage appointment bookings across multiple providers or services in the clinic.
• Helping the clinic maintain patient care standards. You will also call no-show patients to reschedule or follow up on post-op patients to book their follow-up visits.
• Multi-department coordination. Track referrals within the clinic’s specialties (say an internal referral from a general practitioner to a cardiologist in the same clinic) to ensure patients get scheduled.
• Compile daily patient count reports, prepare a draft of staff schedules (like if some MAs or nurses' shifts are coordinated, they might manage a scheduling spreadsheet), and handle communications like sending memos or patient newsletters electronically.
• Assisting clinic administrators or managers remotely.
• Manage the telehealth appointment workflow like sending links, guiding patients through the process of connecting to a virtual visit, and maybe even attending the virtual session to help document or facilitate (if trained).
• Manage general inquiries that come through the clinic’s general email or patient portal.
• Maintain certain registries or lists, such as an immunization registry or a chronic disease registry, by extracting data from the EHR and updating external systems if needed.
• Assist quality improvement teams, e.g., calling patients who haven’t been seen in a while (to re-engage them in care) or surveying patients after visits for satisfaction.

Required Skills:

• Ability to Handle Volume of calls or tasks efficiently. Good multitasking in a remote setting (using multi-line VoIP systems, managing multiple provider schedules at once) is key.
• Coordination Skills: Good coordination and teamwork attitude.
• Familiarity with Clinic Operations: Understanding terms like “clinic session”, “walk-in hours”, “specialty referral”, etc., helps them operate with minimal instruction.
• Customer Service: Stellar customer service, patience, and problem-solving for patient issues (like if someone complains they can’t reach their doctor, the assistant finds a way to assist) is important for maintaining the clinic’s reputation.
• Tech and EHR Proficiency
• Data Security and HIPAA

Qualifications and Certifications:

• Education: High school plus relevant training as a medical office assistant or similar.
• Experience: Experience in a clinic or multi-provider practice environment.
• Certification: Not required, but a CMAA or general MA certification will be a plus

14. Virtual Medical Practice Assistant Job Description Template

A Virtual Medical Practice Assistant is essentially a remote assistant dedicated to supporting a medical practice (which could be a single-provider practice or a group practice).

This term is very closely related to “Virtual Medical Clinic Assistant,” but “practice” often implies a private practice setting, possibly a group of physicians or a specific specialty practice.

The focus is on ensuring the medical practice’s administrative side runs smoothly with the help of off-site support. Think of it as an off-site practice manager’s assistant or a remote extension of the office staff.

Job Code: #0019

Job Description:

Your role involves managing administrative and routine clinical-support tasks for the practice remotely. This could range from appointment handling and patient follow-up to assisting the practice manager with operational tasks.

Key Responsibilities:

• Coordinate the calendars of multiple providers if it’s a group practice. This includes aligning their patient appointments, blocking time for meetings, or personal time off in the schedule.
• Vetting or gathering info from new patients. You may handle new patient intake calls, collect preliminary medical questionnaires by sending forms via the patient portal, verify that the practice accepts the patient’s insurance, and schedule the initial consult.
• Handle inbound referrals from primary care doctors, processing those referrals, contacting referred patients to schedule them, and making sure referral paperwork is complete. Conversely, you might also be required to coordinate outgoing referrals to specialists, ensuring the other office receives the necessary records.
• Patient monitoring devices (for example, blood pressure cuffs feeding data to the practice). Monitor those dashboards and alert the practice when a patient’s readings are off or schedule needed follow-ups. You'll also facilitate telehealth visits similarly to the clinic assistant role.
• Assisting in keeping the EMR clean and updated. This means reconciling duplicate patient records, updating problem lists or medication lists under direction (if they're trained and allowed), or entering data from paper records into digital form for a practice transitioning to paperless.
• Helping the practice manager or physician owners with tasks like tracking license renewals, CME credits for providers, malpractice insurance renewals, etc. Maintain a calendar or tickler system for these admin to-dos.
• Send needed documents to billers, check on claim status, or even do light billing tasks like entering charges or checking patient insurance eligibility before visits.
• Send out patient satisfaction surveys, manage online reputation by prompting satisfied patients to leave reviews, or promptly address any scheduling complaints.
• Serve in a scribing/documentation capacity.

Required Skills:

• Holistic Understanding of Practice Workflow: From patient calls to check-out and follow-up, you should have a good understanding of how a medical practice functions.
• Autonomy and Initiative: Expected to operate with less direct oversight (especially if the practice is small, they might be the only remote person).
• Communication Across a Small Team: You need to be responsive and clear with your communication.
• Technical Adaptability: Adaptability to tools, which range from cloud-based systems to even logging into a computer at the office via remote desktop. You should be comfortable with multi-tasking on perhaps more basic systems (some small practices might still use a mix of paper and electronic processes).
• Problem-solving: You should have a solution-oriented mindset.

Qualifications and Certifications:

• Education: Background in healthcare admin or as a medical assistant.
• Experience: Experience in a private practice environment is a big plus.
• Certification: CMA, RMA or CMAA
• U.S. Practice Knowledge

Why Wishup is Built for Busy Healthcare Professionals

Our model is simple but powerful: we only hire 1 out of every 1000 applicants. Every medical virtual assistant is triple-vetted for communication, technical agility, task management, and emotional intelligence.

They’re trained to support roles like:

• Appointment coordination
• EHR data entry
• Insurance follow-ups
• Vendor communication
• Prescription coordination
• Phone Answering
• And more, all remotely

But here’s where we’re different:

You don’t just get a VA. You get a built-in, 3-layered team:

• A Backup VA to ensure zero downtime
• A VA Manager to supervise and guide daily operations
• An Account Manager to align KPIs and ensure smooth delivery

All of this is included in your plan, often at less than the cost of hiring an intern and without the need to train, manage, or micromanage.

Final Thoughts: Whether You Hire or Outsource, Start With Clarity

Hiring a virtual medical assistant is an investment in your healthcare practice’s growth and efficiency. The different virtual medical assistant job description we’ve shared above is crafted to save you time, attract top talent, and reduce mis-hires.

But if you'd rather not take on the work of hiring, training, and managing.

Wishup can help you get started immediately with a fully equipped, medical-specialized virtual assistant.

Let us handle the admin so you can get back to caring for patients.