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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 ...

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Virtual Assistant Intake information

What are the key skills and qualifications needed to thrive as a Virtual Assistant Intake, and why are they important?

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 are Virtual Assistant Intake specialists?

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

Medical Assistant/CPT

Eisenhower

Rancho Mirage, CA • On-site

$21.75 - $33.04/hr

Full-time

Re-posted 7 days ago

Job description

Default Work Shift:

Day (United States of America)

Hours:

36

Salary range:

$21.75 - $33.04

Schedule:

Full Time

Shift Hours:

12 Hour employee

Department:

Urgent Care (Sunrise)

Job Objective:

Coordinates the care of the patient from escorting patient to exam room, performing vital signs and phlebotomy, preparing patient for exam and discharge and ensures the accurate documentation of patient care activity.

Job Description:

Education:Required: High school diploma, GED or higher level degree and Medical Assistant course completion if hired after March 1, 2025Licensure/Certification:Required: California Certified Phlebotomy Technician (CPT) and American Heart Association BLSPreferred: Medical Assistant CertificationExperience:Required: One (1) year of Medical Assistant or CPT experienceReports To: Manager, Director or Chief Administrative OfficerSupervises: N/A Ages of Patients (as assigned): Neonate/Infant, Pediatric, Adolescent, Adult, GeriatricBlood Borne Pathogens: High Potential

Skills, Knowledge, Abilities:

Ability to adapt quickly to changing priorities and unexpected situations, Ability to communicate and interpret using medical terminology, Ability to create a welcoming environment for patients and visitors, demonstrating empathy and respect in all interactions, Ability to effectively communicate in a positive and professional manner, Ability to handle difficult and stressful situations in a calm and professional manner, Ability to operate general office equipment (i.e., computer, printer, scanner, telephone, etc.), Ability to organize information or data to facilitate easy retrieval and use, Ability to use Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and other relevant software applications, Critical thinking skills, Proficient phlebotomy skills, Self-starter; driven to take action without needing prompting, Written and verbal communication skills

Essential Responsibilities

1. Demonstrates compliance with Code of Conduct and compliance policies and takes action to resolve compliance questions or concerns and report suspected violations.
2. Assists patients to exam/procedure rooms; obtains medical and social history, vital signs, height and weight, allergy information, medication reconciliation information and records data in electronic health record (EHR); records information accurately and timely in EHR.
3. Assists providers by ensuring that appropriate preparation, examination and diagnostic testing occur without error and without delay.
4. Collects specimens by venipuncture, heelstick or fingerstick per established protocol.
5. Processes patient referrals to other provider offices.
6. Prepares patient electronic medical record (EMR) charts timely and accurately.
7. Gathers reports, labs, studies or other data pertinent to upcoming patient appointments.
8. Places order for films, labs and other studies as appropriate, timely and accurately.
9. Collaborates with patient scheduling and schedules patients as needed.
10. Answers all patient questions and requests timely and appropriately.
11. Faxes and copies necessary information to insurance companies, other provider offices and facilities as necessary.
12. Responds to patient pharmacy requests in collaboration with providers.
13. Answers phones, retrieves voicemail messages and returns calls timely and appropriately.

14. Obtains pre-authorization and pre-certifies patients; coordinates billing for patients, if applicable.
15. Maximizes use of free time between patients by cleaning and stocking rooms, copying documents and filing; assists with medical and office supplies inventory and/or ordering.
16. Obtains provider or patient signatures on appropriate documents; assists patients and physicians with processing all federal, state and local claims forms, if applicable.

17. Utilizes telehealth to great patients, review virtual visit process and perform intake, if applicable.
18. Accepts responsibilities only within scope of practice.
19. Maintains and practices professional boundaries with all patient interactions.
20. Performs other duties as assigned.

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