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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 ...

Thrive Pet Healthcare

Veterinary Assistant

San Jose, CA · On-site

$20 - $25/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 ...

US Department of Veterans Affairs

File Clerk

Redlands, CA · On-site

$16.50 - $19.75/hr

Works independently and with assigned Medical Support Assistants to accurately monitor appointment ... Performs duties related to the receipt, intake, scanning, indexing, quality control, destruction ...

New

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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Showing results 21-40

All JobsIntake JobsVirtual Assistant Intake JobsVirtual Assistant Intake Jobs in California

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 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

Case Manager Assistant

Smith Ranch Skilled Nursing & Rehabilitation Center

San Rafael, CA • On-site

$24/hr

Full-time

Re-posted 27 days ago

Job description

Description
Position at Smith Ranch Skilled Nursing & Rehabilitation Center
Case Manager Assistant
Smith Ranch, San Rafael, CA
Pay Rate; $24 per hour.
Smith Ranch Skilled Nursing and Rehabilitation Center, a Generations Healthcare facility, is in search of Case Manager Assistant to join our team. We are committed to providing kind, competent, and compassionate services to those entrusted to our care and an enjoyable work environment for our staff. If you are passionate about helping residents meet their full potential, then this is the right place for you.
Benefits:
We offer a competitive compensation package, healthcare benefits and excellent career growth opportunities. Health Benefits for full-time employees offered on the 1st of the month following the hire date.
Position Overview:
The primary role of the Case Manager Assistant to assist the Case Manager and nursing department by facilitating documentation, record keeping and assisting in the the day-to-day department of Case Management department, in accordance with current federal, state, and local standards, guidelines, and regulations that govern our facility, and as may be required by the Director of Nursing, Administrator or Case Manager, to ensure that the highest degree of quality care is maintained at all times.
Essential Duties (include but are not limited to):
  • Ensure client records are kept in accordance with agency and program standards and guidelines.
  • Check all required documentation pertaining to the client and follow specific documentation procedures ensuring accuracy and completeness.
  • Assist case managers and updates client level following specific data entry policies and procedures.
  • Maintain, organize, and archive client files.
  • Collect data to complete initial intake forms.
  • Provide information & referral to various community resources, as appropriate.
  • Input client data in database.
  • Maintain positive relations with clients, local community agencies and team members.
  • Maintain client confidentiality.
  • Maintain compliance with program guidelines.
  • Responsible for overseeing several clients at a time, ensuring information is accurate, preparing and maintaining case files, and keeping detailed records of available community resources.
  • Perform other duties as assigned by Case Managers

Qualifications:
  • Must possess, as a minimum, a high school diploma or GED.
  • Ability to work well with all levels within the organization and communicate effectively.

Generations Healthcare was founded upon the belief that caring for the sick, the elderly, and the infirm is a special and sacred stewardship. It is our mission to have this belief reflected in everything we do: in the presentation of our homes, in the professionalism of our staff, and in the daily delivery of care to our residents and their families. It is our purpose that whoever enters a Generations home will be met with kindness, competence and compassion.
We invite you to make a difference in the lives of others and our residents, who represent a Lifetime of Memories, a Lifetime of Care, and a Lifetime of Love.
For more detailed information, including a virtual 360 tour, please visit www.lifegen.net.

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