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Virtual Assistant Intake Jobs in Connecticut (NOW HIRING)

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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 Connecticut?

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

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

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

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

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

Virtual Assistant Intake jobs near you

Office Assistant: Front Office- Per Diem

Community Health Resources

Willimantic, CT • On-site

$18/hr

Other

Retirement, PTO

Re-posted 13 days ago

Job description

A career can mean different things at different workplaces. Apply now to see what it means to us and what it's like to work somewhere your voice is heard, your wellness is a priority, and your success matters.
JOB TITLE: Office Assistant
EMPLOYMENT TYPE: Per-diem, Approximately 15 hours/week
SCHEDULED HOURS: Varies, office hours between 8am-8pm
SITE LOCATION: Front Office Northeast; Willimantic, CT
ABOUT THE POSITION: Office Assistant
Duties & Responsibilities:
Provides support to staff providing direct care functions with the administrative support team:
  • Responsible for appointment scheduling and answering main telephone line in a busy clinic to assist physicians, therapists. Requires extensive contact with clients and staff to coordinate appointments, supervision, and meetings with multiple staff members.
  • Greets and checks-in clients for appointments.
  • Assists patients with questions and requests.
  • Triage clients to handle crisis situations that occur both with clients on the phone and in person. Acts as liaison with doctors and other providers when patient crisis occurs.
  • Collects client self-pay fees, co-pays and rent payments.
  • Assists new clients who have questions regarding available services. Refers clients to Triage Center or Open Access.
  • Schedule Zoom invite for all Virtual visits for Med Providers either remotely or in Telemed rooms
  • Schedule Interpreter as requested for Scheduled PE or E/M Visits
Maintains documentation and other methods of communication to maintain quality services:
  • Maintains therapist and providers schedule. Responsible for changes to schedule as necessary/assists staff with locating available rooms on short notice.
  • Processes all intake paperwork that needs to be reviewed by clinic staff. After paperwork has been reviewed ensures that paperwork is copied, data entered, scanned, mailed and filed, as appropriate.
  • Prepares miscellaneous correspondence for clinic staff.
  • Maintains contact lists.
  • Prepares records for forwarding to other providers.
  • Assists with tracking insurance authorization and preparation of forms.
  • Verifies insurance for clients presenting for appointments.
Additional Duties and Responsibilities:
  • Assists with answering of main telephone lines and processing of calls/answers telephone calls from satellite offices when phones are on 'roll-over'.
  • Maintains office in a neat and organized manner, completes filing, faxing and copying requests as needed.
  • Distributes daily mail
  • Maintains petty cash for staff.
  • May perform other assignments and duties as area require.
QUALIFICATIONS:
Education: High School diploma or equivalent required.
Experience: Previous experience in an office or customer service setting required
Why Join CHR?
Award-Winning Workplace:
  • Proudly recognized as a Top Workplace for 12 consecutive years!
Generous Time Off:
  • Enjoy ample paid time off, including a special day off for your birthday!
Retirement Savings:
  • Benefit from contributions to your 403b Retirement Plan.
Comprehensive Insurance:
  • Competitive premiums with added discounts on pet, auto, and home insurance!
Education & Tuition Support:
  • Tuition reimbursement and professional development programs.
  • Student loan repayment assistance (Public Service Loan Forgiveness, Nurse Corps, NHSC/HRSA at select sites).
  • Exclusive tuition discounts for CHR employees at several local colleges/universities.
Career Development:
  • FREE robust training curriculum, featuring our brand-new Clinical Training Series for interactive learning, practical skill enhancement, and professional growth!
  • Clinical supervision and/or mentoring available at many programs.
  • Internal career fairs: connect with recruiters to discuss your career aspirations and the various opportunities available within our over 80 programs statewide.
Wellness Program:
  • Annual wellness stipend.
  • FREE premium subscription to the Calm app, for employees and their families.
  • Fun activities like coloring contests, lunch & learns, office seasonal decorating contests, employee appreciation events, and more!
  • Up to 6 FREE confidential counseling sessions per issue, per year, for individuals, couples, & families through our EAP program.
Employee Involvement:
  • Participate in leadership luncheons with our CEO and various agency committees!
Stay Informed:
  • Weekly video updates from our CEO and monthly newsletters to keep you in the loop.
And So Much More:
  • Many benefits are available to all staff, regardless of the hours worked, with some subject to eligibility.

Join us at CHR and be part of an exciting, supportive, and dynamic workplace where your growth and well-being are our top priorities!
COMPENSATION*:
$18.00.hr
*Our per diem and fee for service positions offer a flat hourly rate.
CHR is an equal opportunity employer, and we encourage all to apply.
Take the first step to a meaningful career and apply to CHR today!
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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