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Virtual Assistant Intake Jobs in Arizona (NOW HIRING)

Conflicts Analyst

Phoenix, AZ · Hybrid

$34.09 - $53.18/hr

... assist in bringing in new business to the firm. Location This position can sit in any of our US ... Reviews new business intake forms and identifies conflicts in order to ensure accuracy, including ...

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Virtual Assistant Intake information

What are the key skills and qualifications needed to thrive as a virtual assistant intake?

To thrive as a Virtual Assistant Intake, you need excellent organizational abilities, attention to detail, and strong communication skills, often supported by experience in administrative roles or customer service. Familiarity with CRM systems, scheduling software, and cloud-based collaboration tools is typically required. Exceptional interpersonal skills, discretion, and the ability to multitask make someone stand out in this position. These skills ensure efficient client onboarding, smooth workflow management, and a positive first impression for the organization.

What are some common challenges faced by virtual assistant intake professionals, and how can they be managed effectively?

Virtual Assistant Intake professionals often navigate high volumes of inquiries and must accurately gather and organize client information, which can sometimes be overwhelming. Effective time management and the use of robust CRM tools are essential to keep track of details and ensure prompt follow-up. Additionally, clear communication and active listening skills help avoid misunderstandings and ensure all client needs are addressed efficiently. Collaborating closely with other team members, such as account managers or support staff, also helps distribute workload and maintain service quality.

What is a virtual assistant intake?

Virtual Assistant Intake specialists are remote professionals who handle the initial onboarding, screening, and information gathering processes for clients or customers. They often serve as the first point of contact, collecting essential details, assessing needs, and ensuring that all necessary information is properly documented for further action. Their work streamlines workflows, improves client experiences, and supports organizations in managing new requests efficiently. This role is especially common in healthcare, legal, and service-based industries.

What is the difference between Virtual Assistant Intake vs Virtual Assistant?

AspectVirtual Assistant IntakeVirtual Assistant
CredentialsBasic administrative skills, familiarity with communication toolsSame as Intake, often with additional specialized skills
Work EnvironmentRemote, client-facing, often involves onboardingRemote, supporting various client tasks
Employer & Industry UsageUsed in service onboarding, client managementGeneral support across industries
Search & Comparison IntentFocus on client onboarding and intake processesBroader support tasks

The main difference is that a Virtual Assistant Intake specializes in onboarding and initial client communication, while a Virtual Assistant provides ongoing support across various tasks. Intake roles focus on client setup, whereas Virtual Assistants handle day-to-day administrative or operational duties.

What cities in Arizona are hiring for Virtual Assistant Intake jobs?

Cities in Arizona with the most Virtual Assistant Intake job openings:

Health Information Specialist I - Phoenix, AZ

Datavant

Phoenix, AZ • On-site

$98K - $99K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago


Datavant rating

7.1

Company rating: 7.1 out of 10

Based on 103 frontline employees who took The Breakroom Quiz

149th of 224 rated it services


Job description

Datavant is the data collaboration platform trusted for healthcare. Guided by our mission to make the world’s health data secure, accessible and actionable, we provide critical data solutions for organizations across the healthcare ecosystem - including providers, health plans, researchers, and life sciences companies. From fulfilling a single patient’s request for their medical records to powering the AI revolution in healthcare, Datavanters are building the future of how data is connected and used to improve health.

By joining Datavant today, you’re stepping onto a driven and highly collaborative team that is passionate about creating transformative change in healthcare.

This is an entry level position responsible for processing all release of information (ROI), specifically medical record requests, in a timely and efficient manner ensuring accuracy and providing customers with the highest quality product and customer service. Associates must at all times safeguard and protect the patient’s right to privacy by ensuring that only authorized individuals have access to the patient’s medical information and that all releases of information are in compliance with the request, authorization, company policy and HIPAA regulations.

Position Highlights

This is a Hybrid role in Phoenix, AZ

  • Full Time:

  • While remote - processing release of information, assisting with emails, some intake (if needed)

  • While onsite - front desk coverage, assisting with phones, assist with walk ins, processing release of information, managing voicemails and emails, mail, intake (as needed)

  • Ability working in a high-volume environment.

  • Processing medical record requests such as: Insurance requests, DDS Requests, Workers Comp Request, Subpoenas

  • Documenting information in multiple platforms using two computer monitors.

  • Proficient in Microsoft office (including Word and Excel)

Preferred Skills

  • Knowledge of HIPAA and medical terminology

  • Familiar with different EHR and Billing Systems

  • Experience working with subpoenas

We offer:

  • Comprehensive onsite/virtual training program followed by job shadowing with an assigned mentor

  • Company equipment will be provided to you (including computer, monitor, virtual phone, etc.)

  • Full Benefits: PTO, Health, Vision, and Dental Insurance and 401k Savings Plan and tuition Assistance

You will:

  • Receive and process requests for patient health information in accordance with Company and Facility policies and procedures.

  • Maintain confidentiality and security with all privileged information.

  • Maintain working knowledge of Company and facility software.

  • Adhere to the Company's and Customer facilities Code of Conduct and policies.

  • Inform manager of work, site difficulties, and/or fluctuating volumes.

  • Assist with additional work duties or responsibilities as evident or required.

  • Consistent application of medical privacy regulations to guard against unauthorized disclosure.

  • Responsible for managing patient health records.

  • Responsible for safeguarding patient records and ensuring compliance with HIPAA standards.

  • Prepares new patient charts, gathering documents and information from paper sources and/or electronic health record.

  • Ensures medical records are assembled in standard order and are accurate and complete.

  • Creates digital images of paperwork to be stored in the electronic medical record.

  • Responds to requests for patient records, both within the facility and by external sources, retrieving them and transmitting them appropriately.

  • Answering of inbound/outbound calls.

  • May assist with patient walk-ins.

  • May assist with administrative duties such as handling faxes, opening mail, and data entry.

  • Must meet productivity expectations as outlined at specific site.

  • May schedules pick-ups.

  • Other duties as assigned.

What you will bring to the table:

  • High School Diploma or GED.

  • Ability to commute between locations as needed.

  • Able to work overtime during peak seasons when required.

  • Basic computer proficiency.

  • Comfortable utilizing phones, fax machine, printers, and other general office equipment on a regular basis.

  • Professional verbal and written communication skills in the English language.

  • Detail and quality oriented as it relates to accurate and compliant information for medical records.

  • Strong data entry skills.

  • Must be able to work with minimum supervision responding to changing priorities and role needs.

  • Ability to organize and manage multiple tasks.

  • Able to respond to requests in a fast-paced environment.

Bonus points if:

  • Experience in a healthcare environment.

  • Previous production/metric-based work experience.

  • In-person customer service experience.

  • Ability to build relationships with on-site clients and customers.

  • Comfortable bringing new ideas, process improvement suggestions, and feedback to internal stakeholders.

To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.

This job is not eligible for employment sponsorship.

Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (https://www.datavant.com/eeo-commitment-statement) . Know Your Rights (https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal) , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.

At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren’t even able to see whether you’ve responded.) Responding is entirely optional and will not affect your application or hiring process in any way.

Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (https://peopleteam.datavant.com/portal/en/newticket?departmentId=248697000248790029&layoutId=248697000248795462) by selecting the ‘Interview Accommodation Request’ category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (https://app.tango.us/app/workflow/Greenhouse--Locating-Requisition-ID-2c7d618c8a8a423da4330ff12330695e) . Requests for reasonable accommodations will be reviewed on a case-by-case basis.

For more information about how we collect and use your data, please review our Privacy Policy (https://www.datavant.com/privacy-policy) .


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