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Virtual Assistant Intake Jobs in California (NOW HIRING)

Eisenhower

Medical Assistant/CPT

Rancho Mirage, CA · On-site

$21.75 - $33.04/hr

Medical Assistant Certification Experience: Required: One (1) year of Medical Assistant or CPT ... Utilizes telehealth to great patients, review virtual visit process and perform intake, if ...

Womble Bond Dickinson

Legal Practice Assistant

Irvine, CA · On-site

$69K - $98K/yr

Coordinate in-person and virtual meetings including scheduling, room reservations, catering, and ... Open new client and matter files and assist with related intake procedures. * Prepare and submit ...

CommonSpirit Health

CNA Sub Acute

Camarillo, CA · On-site

$25 - $29.50/hr

... virtual care offerings. As CommonSpirit Health, we make the healing presence of God known in our ... Documentation of baseline data (vital signs, intake and output), Knowledge of mobility and ...

Thrive Pet Healthcare

Veterinary Assistant

San Rafael, CA · On-site

$17.50 - $22/hr

... intake and discharging patients. The success of your patients' care matters to you, and your ... Live, virtual interactive workshops to develop valuable leadership skills * A program designed to ...

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All JobsIntake JobsVirtual Assistant Intake JobsVirtual Assistant Intake Jobs in California

Virtual Assistant Intake information

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 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 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 are popular job titles related to Virtual Assistant Intake jobs in California?

For Virtual Assistant Intake jobs in California, the most frequently searched job titles are:

What job categories do people searching Virtual Assistant Intake jobs in California look for?

The top searched job categories for Virtual Assistant Intake jobs in California are:

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

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

Virtual Assistant Intake jobs near you

Medical Assistant - Oral Health Screener

Avenal, CA • On-site

Aria Community Health Center
Outpatient Health Care • 201 - 500 employees
Learn more about Aria Community Health Centerexternal

$22.25 - $22.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 hours ago

Key responsibilities

  • Conduct oral health screenings during medical appointments and complete assessments in the Electronic Health Record.

  • Facilitate tele dental consultations by preparing patients, supporting communication, and ensuring all necessary information is available for providers.

  • Coordinate patient flow, schedule follow-up dental appointments, and assist with billing and documentation related to oral health services.

Job description

At ACHC, we are committed to improving the health and well-being of our communities. As a Federally Qualified Health Center and licensed primary care clinic, we provide comprehensive medical and dental services, along with specialized care in Chiropractic, Internal Medicine, Neurology, Pediatrics, Psychology, Podiatry, and Optometry. With clinics located across Fresno, Kings, and Tulare counties, our team works together to deliver accessible, high quality care to every patient.
POSITION SUMMARY
The Oral Health Screener (Medical Assistant) serves as an integral member of the integrated medical and dental care team by providing oral health screenings during medical visits. This position is responsible for identifying patients who may benefit from dental services, facilitating real time teledental consultations, completing oral health assessments, and coordinating follow-up dental care. The Oral Health Screener promotes preventive oral health services and helps improve access to dental care for MediCal patients through technology enabled care delivery.
In addition to oral health responsibilities, this role provides clinical support to the medical department as needed to ensure efficient patient flow and quality patient care.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Oral Health Screening Services
  • Conduct oral health screenings during scheduled medical appointments.
  • Obtain high quality intra oral images utilizing an intra oral camera.
  • Complete Caries Risk Assessments (CRA) in accordance with established clinical guidelines and protocols.
  • Review patient eligibility and identify patients appropriate for oral health screening services.
  • Educate patients on the importance of oral health and preventive dental care.
  • Document screening findings accurately in the Electronic Health Record (EHR)

Tele Dental Coordination
  • Facilitate real time tele dental visits using Otto Health or other approved telehealth platforms.
  • Prepare patients for virtual consultations with licensed dental providers.
  • Ensure all required patient information, images, and assessment findings are available for the dental provider prior to the tele dental consultation.
  • Support communication between patients and dental providers during virtual visits.

Scheduling and Care Coordination
  • Review and scrub medical provider schedules one day in advance to identify eligible patients with active MediCal coverage.
  • Proactively add qualified patients to the Oral Health Screener schedule.
  • Coordinate patient flow to ensure oral health screenings are completed efficiently during medical visits.
  • Schedule followup dental appointments with dental providers based on patient needs and requests.
  • Assist patients with understanding available dental services and appointment options.

Billing and Administrative Responsibilities
  • Enter and complete appropriate charges for oral health screening and tele dental services.
  • Maintain accurate records and documentation to support billing and compliance requirements.
  • Monitor daily screening schedules and productivity metrics.
  • Assist with reporting requirements related to oral health screening programs.

Medical Assistant Support Duties
  • Assist medical providers and clinical staff with patient flow during downtime or as operational needs require.
  • Perform Certified Medical Assistant duties within scope of practice.
  • Support clinic operations by assisting with patient intake, rooming, vital signs, and other clinical tasks as assigned.

REQUIRED QUALIFICATIONS
  • Medical Assistant certification.
  • High school diploma or equivalent required.
  • Minimum one (1) year of experience in a clinical or ambulatory healthcare setting preferred.
  • Experience with Electronic Health Records (EHR) systems.
  • Strong computer and technology skills.
  • Excellent communication and customer service skills.
  • Ability to maintain patient confidentiality and comply with HIPAA regulations.
  • Ability to work independently and collaboratively in a multidisciplinary healthcare team.

PREFERRED QUALIFICATIONS
  • Experience working with MediCal populations.
  • Experience in dental, oral health, telehealth, or community health programs.
  • Bilingual (English/Spanish) preferred.
  • Familiarity with Otto Health or other telehealth platforms.
  • Knowledge of preventive oral health practices and caries risk assessment tools.

KNOWLEDGE, SKILLS, AND ABILITIES
  • Understanding of basic oral health principles and preventive care.
  • Ability to operate intra oral imaging equipment and related technology.
  • Strong organizational and scheduling skills.
  • Ability to prioritize multiple tasks in a fast paced clinical environment.
  • Excellent interpersonal skills and ability to establish rapport with patients from diverse backgrounds.
  • Attention to detail in documentation, billing, and patient coordination.
  • Commitment to providing patient-centered care and improving access to oral health services.

PHYSICAL/COGNITIVE REQUIREMENTS
The physical and cognitive demands listed below represent essential functions of this position and are required with or without reasonable accommodation:
  • Hearing: Sufficient to engage with patients and staff in person and by telephone.
  • Speaking: Clear verbal communication to convey medical and operational information.
  • Vision: Visual acuity adequate for reading printed materials and viewing electronic screens.
  • Cognitive Abilities: Aptitude to complete tasks, including abilities such as learning, remembering, focusing, categorizing, and integrating information for decision making, problem solving, and comprehending.
  • Motor Function & Mobility:
    • Ability to move within the work environment to complete tasks and interact with others.
    • Occasional lifting and carrying of items up to 10 pounds without assistance.
    • Frequent standing, sitting, bending, reaching, and other movements typical of a standard workday.
    • Regular use of hands and fingers for typing, writing, operating tools or equipment, and handling materials.
    • Some pushing and pulling required during daily tasks.

BENEFITS
  • 403(B) matching
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Paid Holidays
  • Vacation Pay
  • Sick Pay

EEO STATEMENT:
Aria Community Health Center is an equal opportunity employer and does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non merit factor.
Aria Community Health Center participates in EVerify.

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