Winning Assistants logo

Mental Health Virtual Assistant (Calls, Scheduling & Patient Support)

Winning Assistants Philippines


No Relocation

Posted: May 12, 2026

Job Description

Job Title: Mental Health Virtual Assistant (Calls, Scheduling & Patient Support)

Position Type: Full-Time / Part-Time (depending on phase)

Work Hours: 9:00 AM - 6:00 PM PDT

Work Days: Monday to Friday (with flexibility for evenings and after-hours coverage)

Salary: $5 – $6 per hour (depending on experience)

Job Code: WH-FMHT

Workplace: Remote

Preferred Candidate Location: PH

About the Role

You will be supporting a growing U.S.-based mental health practice currently run by a solo practitioner. The practice is in an early growth stage and needs a highly reliable, proactive Virtual Assistant to help manage operations, improve patient experience, and unlock significant growth potential.

The client is currently:

  • Operating alone with no administrative staff
  • Seeing ~4 patients per week but has 650+ monthly website visitors
  • Losing potential revenue due to missed calls, low conversion, and administrative overload
  • Managing a backlog of documentation and $4,000+ in unclaimed insurance billing

This role is critical in helping the practice scale, improve patient access, and recover lost revenue.

Scope of Work / Responsibilities

Top Priorities

  • Handle high-volume inbound and outbound phone calls professionally
  • Manage appointment scheduling and calendar coordination
  • Aggressively follow up on denied/unclaimed insurance claims and billing issues

Critical Function: On-Call & Crisis Support

  • Be available on-call for extended hours when needed
  • Assist in handling mental health crisis calls (including suicide-related situations)
  • De-escalate callers calmly and professionally when possible
  • Immediately notify the clinician and/or appropriate authorities when escalation is required
  • Act as a first point of contact and triage support (no clinical intervention required)

Additional Responsibilities

  • Insurance verification for patients
  • Patient data entry and EMR/EHR management
  • Re-engagement calls to prospective patients who did not convert
  • Assist with extensive documentation and note-taking (high priority due to backlog)
  • Submit prior authorization forms promptly
  • Handle patient communications and appointment confirmations

Desired Skills, Qualifications & Personality Traits

  • Strong, professional phone presence with clear and neutral English communication
  • Experience in medical/healthcare settings (mental health preferred)
  • Proven ability in billing, claims follow-up, and insurance processes
  • Excellent documentation skills and attention to detail
  • Comfortable handling heavy call volumes and administrative workload
  • Emotionally intelligent and compassionate, especially in sensitive situations
  • Strong problem-solving and de-escalation skills
  • Highly proactive, dependable, and self-managed
  • Tech-savvy and adaptable to new systems

Systems & Tools

  • Current systems: Therapy Notes and NoteWork
  • Transitioning to: SimplePractice or Epic (Epic experience is a strong plus)
  • No current phone system (RingCentral or similar may be implemented)
  • Candidate must be comfortable learning and adapting to new tools quickly

Key Requirement:

  • Must be amenable to extended hours and on-call availability when needed

Key Challenges You Will Help Solve

  • Reduce missed calls and improve patient conversion
  • Recover $4,000+ in unclaimed insurance revenue
  • Support overwhelmed solo practitioner
  • Improve scheduling efficiency and patient communication
  • Help scale the practice toward full capacity
Job Title: Mental Health Virtual Assistant (Calls, Scheduling & Patient Support)Position Type: Full-Time / Part-Time (depending on phase)Work Hours: 9:00 AM - 6:00 PM PDTWork Days: Monday to Friday (with flexibility for evenings and after-hours...

Experience Requirements

  • Medical education or degree: Preferred but not required
  • Virtual assistant experience: Required
  • Medical license (Doctor, Nurse, PT, etc.): Not required

Basic requirements

  • Excellent English comprehension, speaking, and writing skills (non-negotiable)
  • Relevant work experience in administrative, CRM, digital, or support roles
  • Strong attention to detail and ability to follow instructions accurately
  • Ability to work independently without constant micromanagement
  • Proactive personality with a willingness to take initiative
  • Open to learning, growing, and being trained
  • Someone who can be trusted with responsibility and ownership
  • Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
  • Must be available for video meetings with your camera on (when needed)

Technical requirements

  • Device: Reliable laptop or desktop computer.
  • Internet: High-speed connection (minimum 10 Mbps).
  • Audio: Noise-canceling headset.
  • Video: Webcam for virtual meetings.
  • Workspace: Quiet, professional environment.

Additional Content

Job Title: Mental Health Virtual Assistant (Calls, Scheduling & Patient Support)

Position Type: Full-Time / Part-Time (depending on phase)

Work Hours: 9:00 AM - 6:00 PM PDT

Work Days: Monday to Friday (with flexibility for evenings and after-hours coverage)

Salary: $5 – $6 per hour (depending on experience)

Job Code: WH-FMHT

Workplace: Remote

Preferred Candidate Location: PH

About the Role

You will be supporting a growing U.S.-based mental health practice currently run by a solo practitioner. The practice is in an early growth stage and needs a highly reliable, proactive Virtual Assistant to help manage operations, improve patient experience, and unlock significant growth potential.

The client is currently:

  • Operating alone with no administrative staff
  • Seeing ~4 patients per week but has 650+ monthly website visitors
  • Losing potential revenue due to missed calls, low conversion, and administrative overload
  • Managing a backlog of documentation and $4,000+ in unclaimed insurance billing

This role is critical in helping the practice scale, improve patient access, and recover lost revenue.

Scope of Work / Responsibilities

Top Priorities

  • Handle high-volume inbound and outbound phone calls professionally
  • Manage appointment scheduling and calendar coordination
  • Aggressively follow up on denied/unclaimed insurance claims and billing issues

Critical Function: On-Call & Crisis Support

  • Be available on-call for extended hours when needed
  • Assist in handling mental health crisis calls (including suicide-related situations)
  • De-escalate callers calmly and professionally when possible
  • Immediately notify the clinician and/or appropriate authorities when escalation is required
  • Act as a first point of contact and triage support (no clinical intervention required)

Additional Responsibilities

  • Insurance verification for patients
  • Patient data entry and EMR/EHR management
  • Re-engagement calls to prospective patients who did not convert
  • Assist with extensive documentation and note-taking (high priority due to backlog)
  • Submit prior authorization forms promptly
  • Handle patient communications and appointment confirmations

Desired Skills, Qualifications & Personality Traits

  • Strong, professional phone presence with clear and neutral English communication
  • Experience in medical/healthcare settings (mental health preferred)
  • Proven ability in billing, claims follow-up, and insurance processes
  • Excellent documentation skills and attention to detail
  • Comfortable handling heavy call volumes and administrative workload
  • Emotionally intelligent and compassionate, especially in sensitive situations
  • Strong problem-solving and de-escalation skills
  • Highly proactive, dependable, and self-managed
  • Tech-savvy and adaptable to new systems

Systems & Tools

  • Current systems: Therapy Notes and NoteWork
  • Transitioning to: SimplePractice or Epic (Epic experience is a strong plus)
  • No current phone system (RingCentral or similar may be implemented)
  • Candidate must be comfortable learning and adapting to new tools quickly

Key Requirement:

  • Must be amenable to extended hours and on-call availability when needed

Key Challenges You Will Help Solve

  • Reduce missed calls and improve patient conversion
  • Recover $4,000+ in unclaimed insurance revenue
  • Support overwhelmed solo practitioner
  • Improve scheduling efficiency and patient communication
  • Help scale the practice toward full capacity
Job Title: Mental Health Virtual Assistant (Calls, Scheduling & Patient Support)Position Type: Full-Time / Part-Time (depending on phase)Work Hours: 9:00 AM - 6:00 PM PDTWork Days: Monday to Friday (with flexibility for evenings and after-hours...

Experience Requirements

  • Medical education or degree: Preferred but not required
  • Virtual assistant experience: Required
  • Medical license (Doctor, Nurse, PT, etc.): Not required

Basic requirements

  • Excellent English comprehension, speaking, and writing skills (non-negotiable)
  • Relevant work experience in administrative, CRM, digital, or support roles
  • Strong attention to detail and ability to follow instructions accurately
  • Ability to work independently without constant micromanagement
  • Proactive personality with a willingness to take initiative
  • Open to learning, growing, and being trained
  • Someone who can be trusted with responsibility and ownership
  • Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
  • Must be available for video meetings with your camera on (when needed)

Technical requirements

  • Device: Reliable laptop or desktop computer.
  • Internet: High-speed connection (minimum 10 Mbps).
  • Audio: Noise-canceling headset.
  • Video: Webcam for virtual meetings.
  • Workspace: Quiet, professional environment.