Does your clinic struggle with records piling up while your team gets buried in paperwork?
Do you need someone who handles medical records with 100% accuracy while your in-person staff focuses on patients?
Do you need prior authorizations, insurance coordination, and chart prep off your plate so your providers can actually practice medicine?
Do you need a remote medical VA who masters your EMR, knows HIPAA cold, and works independently without constant oversight?
If so, I'm your person.
Medical Virtual Assistant with 4+ years of hands-on healthcare operations experience, specializing in medical records processing and documentation management. Expert in accurate document processing, chart preparation, HIPAA-compliant workflows, and clinical coordination across multiple specialties and healthcare settings. I excel at medical records administration: labeling, organizing, responding to requests, identifying and escalating urgent documents. I'm also proficient in surgery coordination (GAP/IDR eligibility, prior authorizations, insurance verification), appointment scheduling, medical coding (CPT/DX), invoicing, prescription management, and patient communication. I work independently under volume, maintain accuracy across EMR systems (Cerbo, Alora), and excel at managing competing priorities using the Eisenhower matrix. Driven by precision, strong organizational skills, and a mastery of healthcare SOPs, I support healthcare providers by ensuring seamless, secure, and timely patient documentation, clinical coordination, and administrative operations.
Core Competencies:
Medical Records & Documentation (Specialty)
1. Medical Records Processing (Labeling, Organizing & Indexing)
2. Responding to Medical Records Requests (Providers, Patients & Payers)
3. Identifying & Escalating Urgent Documents
4. Chart Preparation & Patient Record Validation
5. HIPAA & Data Privacy Compliance
6. EMR/EHR System Management (Cerbo, Alora)
Clinical Coordination & Insurance
7. Surgery Coordination & Authorization (GAP/IDR Eligibility)
8. Prior Authorizations & Appeals (Medical & Diagnostic)
9. Insurance Verification, Eligibility & Benefits Checks
10. Medical Coding (CPT/DX) & Superbill/Invoice Preparation
Administrative Operations & Communication
11. Multi-Physician Appointment Scheduling & Triage
12. Patient Intake & New Patient Onboarding
13. Invoicing (Regular, Surgical, Membership)
14. Lab & Diagnostic Orders Coordination
15. Prescription Management & Pharmacy Coordination
16. Patient & Provider Communication (Portal,
17. Attention to Detail & Multi-Task Management
18. SOP Mastery & Process Optimization (Eisenhower Matrix)
Experience: 2 - 5 years
4+ years of hands-on experience labeling, organizing, and filing medical documents within EMR systems (Cerbo, Alora). Proficient in identifying document types (labs, imaging, referrals, insurance letters), routing to correct patient charts, and maintaining HIPAA-compliant documentation. Skilled at responding to medical records requests from providers, patients, and insurance companies, and escalating urgent or time-sensitive documents for immediate action.
Experience: 2 - 5 years
Proficient in verifying patient benefit coverage and eligibility through direct communication with U.S.-based healthcare providers. Expertly handle claim status inquiries, ensuring all insurance data is accurately documented within the system to facilitate seamless billing workflows.
Experience: 2 - 5 years
Deep knowledge of HIPAA regulations and patient privacy requirements, with 4+ years of experience handling Protected Health Information (PHI) securely. Proficient in verifying patient authorizations before releasing records, maintaining minimum necessary access, protecting patient data during remote work, and following organizational policies for confidentiality and data security.
Experience: Less than 6 months
Extensive experience initiating and managing medical and diagnostic prior authorizations through multiple platforms (Availity, CoverMyMeds, manual fax submission). Skilled in coordinating with insurance companies, determining coverage eligibility, preparing supporting documentation, and tracking authorization status. Proficient in drafting appeal letters and letters of medical necessity, and communicating PA requirements to providers and patients.
Experience: Less than 6 months
Proficient in identifying and applying correct CPT procedural codes and ICD-10 diagnosis codes for invoicing, authorization, and insurance submissions. Experience includes coding for regular consultations, surgical procedures, and specialty services. Verify code accuracy before billing to ensure claims are processed correctly and reduce denials.
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
SEE MORE REAL RESULTS“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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