Technical skills
About this role
We are seeking a highly organized and detail-oriented Bilingual Referral & Insurance Coordinator Virtual Assistant to support a busy healthcare practice remotely.
The ideal candidate has hands-on experience with eClinicalWorks (ECW) , strong knowledge of medical referrals and insurance authorizations, and excellent communication skills in both English and Spanish . This role requires someone who can communicate clearly and professionally with patients, specialists, insurance companies, and healthcare providers.
Bilingual English/Spanish and eClinicalWorks experience are REQUIRED. Candidates must also have very clear spoken English with little to no noticeable accent , as frequent patient and provider communication is required.
Key Responsibilities
- Process and coordinate patient referrals from initiation through completion.
- Submit, track, and follow up on insurance authorizations.
- Coordinate appointments and communication with specialists and outside providers.
- Maintain accurate referral tracking and follow up on outstanding items.
- Contact patients regarding referrals, appointments, authorizations, and required documentation.
- Coordinate the transfer and receipt of medical records between providers and facilities.
- Communicate with referring providers, specialists, insurance companies, and other healthcare organizations.
- Verify that required clinical documentation is available and properly routed.
- Update patient and referral information accurately in eClinicalWorks (ECW) .
- Monitor pending referrals and authorizations to ensure timely completion.
- Follow up consistently with patients and providers to prevent delays in care.
- Handle sensitive patient information in accordance with HIPAA and practice policies.
- Perform additional administrative and coordination tasks as needed.
- Ideal Candidate
The ideal candidate is organized, proactive, persistent, and highly communicative . They should be comfortable taking ownership of referrals from start to finish, following up without constant supervision, and ensuring that patients and providers receive timely updates.
- Because this position involves frequent communication with English-speaking patients and healthcare providers, clear English pronunciation and minimal accent are essential .
- Top 3 Daily Priorities
- Process and track patient referrals and insurance authorizations.
- Coordinate with specialists, providers, and patients to move referrals forward.
- Follow up on pending referrals, authorizations, appointments, and medical records.
Requirements
Requirements
Must-Have Qualifications
- Fluent English and Spanish – spoken and written.
- Hands-on experience using eClinicalWorks (ECW) is REQUIRED.
- Previous experience in a medical referral, insurance authorization, referral coordination, medical scheduling, or healthcare administrative role.
- Excellent verbal and written communication skills.
- Very clear spoken English with little to no noticeable accent.
- Strong attention to detail and excellent follow-up skills.
- Ability to manage multiple referrals and authorization cases simultaneously.
- Comfortable communicating directly with patients, providers, specialists, and insurance representatives.
- Strong computer and organizational skills.
- Understanding of HIPAA and the importance of maintaining patient confidentiality.
- Reliable remote-work setup with stable internet connection and a professional workspace.
Preferred Qualifications
- Experience working with insurance companies and payer portals.
- Experience obtaining or following up on prior authorizations.
- Experience coordinating specialist referrals.
- Experience transferring medical records.
- Previous experience working with U.S. healthcare practices.
- Familiarity with medical terminology and insurance processes.
- Required Experience
- eClinicalWorks (ECW): Required
- Referral Coordination: Required
- Insurance Authorization: Required
- Bilingual English/Spanish: Required
- Clear English communication / minimal accent: Required
- Healthcare/Medical Administrative Experience: Required
Benefits
Please note that this is a full-time contractor position (40 hours per week) with a hourly rate open to negotiate, depending on skill set and experience. The schedule is Monday through Friday, 9:00 AM - 5:00 PM EST.