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Virtual Assistant Intake Jobs in Georgia (NOW HIRING)

One Medical

Phlebotomist / Administrative Assistant

Atlanta, GA · On-site

$16.25 - $20.50/hr

... through patient intake, same day schedule management, appropriate follow up scheduling, strong ... virtual medical team with clerical duties such as, but not limited to biometric screening forms ...

New

AGS

IT Support Manager

Atlanta, GA · On-site

Run world-class Service Desk & Desktop Support: standardize intake, triage, and escalation using ... Vendor management & budget discipline: obtain quotes, assist with renewals, and document ROI for ...

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All JobsIntake JobsVirtual Assistant Intake JobsVirtual Assistant Intake Jobs in Georgia

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 Georgia?

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

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

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

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

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

Virtual Assistant Intake jobs near you

Case Manager - Multi-Program Services

Positive Care

Stockbridge, GA • On-site

$17 - $22/hr

Part-time

Re-posted 21 days ago

Job description

Company Description
Positive Care is a nonprofit organization our corporate office is located in Stockbridge, Georgia. The company has existed for nearly two decades and has experienced increased growth year after year. We operate three separate service programs serving individuals with developmental disabilities, veterans, and housing and stabilization programs. At our foundation, we are a company that thrives off three essential pillars: Compassion, Integrity, Loyalty, and Commitment.
We pride ourselves on providing a culture for our employees to thrive and meet their personal and professional goals. Our employees are allowed to demonstrate their leadership qualities and ingenuity.
Job Description
Position Summary
The Case Manager provides comprehensive case management, resource coordination, client advocacy, and supportive services across all organizational programs and service areas. The Case Manager works with individuals and families participating in IDD Service programs, housing stabilization, veteran services, supportive services, and other community-based programs operated by the organization.
This position is responsible for assessing client needs, developing individualized service plans, coordinating resources, monitoring progress, and supporting clients in achieving stability, self-sufficiency, and overall wellness through a combination of in-person, phone, virtual, office-based, and field-based case management services.
Essential Duties and Responsibilities
Client Assessment & Service Planning
  • Conduct client assessments, screenings, and intake interviews.
  • Develop individualized service plans based on identified client needs and goals.
  • Conduct weekly or bi-weekly in-person case management visits with clients as required by program guidelines, individualized service plans, or supervisory direction.
  • Maintain regular client engagement through phone calls, virtual appointments, wellness checks, and follow-up contacts between scheduled in-person visits.
  • Monitor client progress, address barriers to stability, and adjust service coordination efforts based on ongoing client needs and participation.
  • Provide crisis intervention and problem-solving support when needed.
  • Support housing stabilization, healthcare access, employment readiness, transportation, and other supportive service needs.

Resource Coordination & Advocacy
  • Connect clients to community resources, benefits, and supportive services.
  • Coordinate referrals with healthcare providers, housing agencies, behavioral health providers, workforce programs, and community partners.
  • Advocate for clients to ensure access to appropriate services and support systems.
  • Assist clients with completing applications, obtaining documentation, and navigating systems of care.

Documentation & Compliance
  • Maintain accurate and timely case notes, assessments, service plans, and program documentation.
  • Document all in-person, phone, virtual, and field-based case management interactions in accordance with organizational policies and program requirements.
  • Ensure client files meet organizational, grant, and regulatory compliance requirements.
  • Enter and manage data in case management systems, HMIS, or related databases.
  • Assist with program reporting, audits, and quality assurance activities.

Program & Community Support
  • Participate in case staffing meetings and interdisciplinary coordination efforts.
  • Assist with outreach activities, workshops, and community engagement events.
  • Support program enrollment, retention, and discharge planning activities.
  • Maintain professional relationships with community agencies and referral partners.
  • Conduct home visits, field visits, and community-based client engagement activities as necessary to support service delivery.

Administrative Support
  • Track client progress and program outcomes.
  • Maintain confidentiality in accordance with HIPAA and organizational policies.
  • Attend required trainings, staff meetings, and professional development activities.
  • Perform additional duties as assigned to support organizational operations.

Qualifications
Minimum Qualifications
  • High school diploma or GED required with at least 7 years case management experience; Associate's or Bachelor's degree preferred in Social Work, Human Services, Psychology, Public Health, Counseling, or related field.
  • Minimum of 2-4 years of experience in case management, social services, housing programs, healthcare, behavioral health, or nonprofit services preferred.
  • Experience working with vulnerable populations preferred.
  • Strong organizational, documentation, and communication skills.
  • Ability to manage multiple cases and priorities effectively.
  • Basic computer proficiency including Microsoft Office and case management systems.
  • Ability to conduct field-based, office-based, virtual, and community-based case management services.
  • Valid driver's license, reliable transportation, and ability to travel locally for client visits and community meetings may be required.

Preferred Qualifications
  • Experience with HMIS, CaseWorthy, ClientTrack, or similar systems.
  • Knowledge of housing stabilization, veteran services, Medicaid programs, or community-based supportive services.
  • Experience working with individuals experiencing homelessness, disabilities, behavioral health challenges, or economic instability.
  • Experience conducting home visits, field visits, and virtual case management services preferred.
  • Bilingual abilities are a plus.

Knowledge, Skills, and Abilities
  • Strong interpersonal and client engagement skills.
  • Ability to work with diverse populations in a trauma-informed manner.
  • Knowledge of community resources and referral systems.
  • Ability to maintain professional boundaries and confidentiality.
  • Strong problem-solving and crisis management skills.
  • Ability to effectively engage clients through in-person, telephone, and virtual communication methods while maintaining professionalism and documentation standards.
  • Ability to work independently in office, field, residential, and community-based environments.
  • Commitment to client-centered and culturally competent service delivery.

Work Environment & Physical Requirements
  • Work may occur in office, residential, community, or field-based settings.
  • Position requires regular travel within the community to conduct client visits, meetings, outreach, and service coordination activities.
  • May require prolonged sitting, standing, walking, driving, and use of office equipment.
  • Occasional evening or weekend work may be required based on program operations and client needs.

Additional Information
Positive Care Personal Care Homes, Inc. is an Equal Opportunity Employer committed to providing inclusive, equitable, and compassionate services to the communities we serve
All your information will be kept confidential according to EEO guidelines.

Apply