Job Description

Full-time Medical Virtual Assistant - Remote

Pioneers in Functional & Integrative Medicine – Transforming healthcare since 2006, they specialize in bioidentical hormone therapy, brain health, and gut optimization. Telemedicine & Digital Health Leaders – Innovating women's health with cutting-edge virtual care and a state-of-the-art digital platform. Empowering Personalized Care – Helping patients take control of their well-being with tailored treatments that create lasting change. Culture of Excellence & Integrity – A collaborative team that values honesty, empowerment, and operational brilliance. Featured in the 'sHEALed' Documentary – Making waves in the healthcare industry with their mission-driven approach to wellness.

Led by a Founder Who Cares – Reef Colman built WeAssist to empower individuals and create meaningful opportunities that support families. Fast & Purposeful Recruiting – We move quickly but prioritize long-term fit, stability, and growth over just filling roles. Connecting Global Talent – With 100+ outsourced professionals and growing, we link top talent worldwide with thriving US businesses. Giving Back Matters – From building schools to feeding the homeless, we believe true success means making a difference. An Inclusive & Thriving Culture – Your skills and unique gifts matter. We create an environment where outsourced professionals don't just work—they grow.

Key Responsibilities of the Medical Virtual Assistant

• Patient Re-Engagement and Scheduling
• Electronic Health Record (EHR) Management
• Administrative Support
• Operational Improvement
• POD Team Collaboration

Why Are They Hiring a Medical Virtual Assistant? Our client is on a mission to deliver exceptional, high-touch healthcare that goes beyond the ordinary—and they need a rockstar Medical Virtual Assistant to keep everything running seamlessly! As patient volume grows and care becomes more complex, they need a clinically literate, detail-driven partner who can manage pre-charting, patient communications, scheduling, and care coordination—without losing sight of the patient experience. This role exists to bring structure, foresight, and calm to daily operations while helping the practice scale with integrity.

If you're ready to be the backbone of a team that's redefining healthcare, this is your moment to step in, step up, and make every patient interaction count—one detail, one call, one life at a time!

Qualifications

• Must-Haves:
  • Strong Clinical Foundation – Prior nursing education or hands-on experience as a high-level Medical Assistant in a clinical setting
  • Functional & Integrative Health Literacy – Comfortable supporting care related to functional medicine, integrative health, and women's hormone care (BHRT experience strongly preferred)
  • Researcher Mindset – Skilled at reviewing patient histories, labs, prior visits, and communications to prepare a complete clinical picture for providers
  • Predictive & Proactive Thinking – Able to anticipate missing labs, documentation gaps, or care needs before scheduled appointments

Responsibilities of the Medical Virtual Assistant:

Your responsibilities include:

• Patient Re-Engagement and Scheduling
  • Proactively identify and contact patients who require follow-up appointments, treatment plan adjustments, or re-engagement in care
  • Manage and optimize patient scheduling using Google Calendar, ORCHID (DaySmart) Spa Software, and CERBO EHR, ensuring accurate and timely appointment confirmations
  • Coordinate with patients to address scheduling conflicts and ensure seamless appointment flow
• Electronic Health Record (EHR) Management
  • Maintain and update patient records in CERBO EHR and Brite Hormone Prescribing, ensuring accuracy and completeness
  • Process and manage patient communications, including emails and secure messages, within the EHR system
  • Generate and distribute patient-related documents, reports, and summaries as needed
• Administrative Support
  • Manage and organize internal digital files and documents using Google Drive
  • Assist in developing and implementing standard operating procedures to improve administrative efficiency
  • Monitor and manage team email communications using Google Email, prioritizing and responding to inquiries promptly
  • Coordinate with the Health Coach to ensure patients are receiving the correct follow-up information
  • Coordinate with the Nurse Practitioner to ensure they have the proper information for each patient
• Operational Improvement
  • Identify and recommend process improvements to enhance patient care coordination and operational efficiency
  • Contribute to the development and implementation of new workflows and technologies

• POD Team Collaboration
  • Participate in regular team meetings to discuss patient care, operational updates, and process improvements.
  • Communicate effectively with the Patient Care Coordinator, Health Coach, and Nurse Practitioner to ensure seamless patient care coordination
  • Foster a collaborative and supportive team environment

Want to Know More About the Client?

Our client is a trailblazing healthcare provider specializing in functional and integrative medicine, proudly serving the Dallas community since 2006. With a mission to uncover the root causes of health issues, they offer innovative services like bioidentical hormone therapy, brain health optimization, and gut health improvement, catering to those seeking transformative and personalized care. Their forward-thinking approach extends beyond traditional care, as they pave the way in women's health through telemedicine and a state-of-the-art digital health platform. Committed to empowering individuals to take charge of their well-being, they help patients—especially women—live their healthiest, most vibrant lives. From transforming lives through personalized treatments to being featured in the'sHEALed' documentary, they are redefining healthcare with passion and purpose.

Behind this inspiring mission is a dynamic, driven team that thrives on collaboration and innovation. Here's the question—are you ready to join a team that's rewriting the rules of healthcare?

Culture and Core Values:

• No 'I' in Team: Collaboration is key—our success is built on lifting each other up and working as one.
• Excellence Always: We strive for operational brilliance in every detail, setting the standard for transformative care.
• Integrity First: Honest communication and courageous conversations guide us to deliver our best at all times.
• Elevate and Empower: We lead with support and acknowledgment, inspiring everyone to reach their full potential.
• Positive Transformation: Every interaction is an opportunity to create meaningful and lasting change.

At the heart of it all, this team believes in making a difference, not just for their patients, but for each other. Are you ready to make your mark?

What's in it for you?

• Room to grow into higher roles and make your mark
• Your input matters—shape the future of the company
• Valued ideas and contributions that drive change
• Employee stock options (coming soon) for long-term growth
• 4 weeks PTO—because work-life balance matters
  • 10 sick days to keep you feeling your best
  • 10 vacation days to recharge and unwind
• A culture that thrives on collaboration and team support
• Excellence in everything we do—join a team that delivers the best!
• Integrity, innovation, and positivity—our core values shape everything we do.

This opportunity is ideal for someone ready to spread their wings, thrive in a dynamic environment, and make a meaningful impact on our client's journey to success!

WeAssist: (Not your average Recruiting Firm…)

Started by Reef Colman just six years ago, is not your typical staffing agency...

We are a dynamic recruiting firm focused on creating fair opportunities in the business world. We have a team of over 100 people. We help US businesses find skilled remote workers and connect these workers with good employers.

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