双语虚拟助理 – 医疗机构
Bilingual Virtual Assistant – Medical Practice
客户是一位全科医生，她大约一年前开设了自己的私人诊所。目前诊所是兼职运营，患者数量不到300人，采用保险报销模式，位于德克萨斯州与墨西哥边境附近，服务的患者主要为英语使用者，也有相当数量的西班牙语使用者。Garcia-Davalos医生目前与一名现场医疗助理合作，该助理负责接待患者、测量生命体征并核实保险信息，同时与第三方计费公司合作处理索赔。
职位概述
客户将于9月开始休产假，至少在那个月份不会出现在办公室。由于那段时间没有患者就诊，她不需要现场支持——但她仍期望收到现有患者关于药物续方、预约问题以及年后即将进行的就诊的电话和消息。她也正在利用这段时间将诊所从保险报销模式逐步转向现金支付模式，因此该职位需要在她不在时可靠地维持日常运作，并帮助在诊所转型过程中保持患者沟通的有序性。
主要职责
• 通过诊所的VoIP线路（QUO/OpenPhone）接听患者的来电，包括药物续方请求、预约问题和一般患者咨询
• 将药物续方请求转达给客户进行个人审核和签字——VA不会直接发送续方
• 监控和管理诊所邮箱收件箱，包括收到的传真（医疗记录）和通过网站提交的新患者咨询
• 让潜在的新患者知道诊所目前有临时等待名单，不接受新患者预约
• 协助现有患者解答有关即将安排的就诊的问题（诊所从10月到12月每月约见患者一次）
• 必要时通过WhatsApp、iMessage或Zoom直接与客户沟通
• 在诊所向现金支付模式转型期间协助记录和维护标准操作流程，为未来再次雇佣现场医疗助理时的交接打下更顺畅的基础
技能与工具
• 双语：英语和西班牙语流利者优先
• 具备HIPAA认证
• 熟悉VoIP/电话系统（如QUO/OpenPhone）和标准电子邮件平台
• 至少3–4年相关经验
查看英文原文
The client is a primary care physician running a solo private practice that she opened about a year ago. The practice is currently part-time with a patient load of under 300, operates on an insurance-based model, and is located near the Texas-Mexico border, serving a patient base that is mostly English-speaking with a meaningful number of Spanish speakers. Dr. Garcia-Davalos currently works with one in-person medical assistant who checks in patients, takes vitals, and verifies insurance, alongside a third-party billing company that handles claims.
Role Overview
The client is going on maternity leave starting in September and will not be in the office at all for at least that month. Since no patients will be coming in during that time, she does not need in-person support — but she still expects calls and messages from existing patients about medication refills, appointment questions, and upcoming visits scheduled later in the year. She is also using this period to begin transitioning the practice from an insurance-based to a cash-based model, so this role is about holding things down reliably while she is out and helping keep patient communication organized as the practice evolves.
Key Responsibilities
• Answer incoming patient phone calls via the practice's VoIP line (QUO/OpenPhone), including medication refill requests, scheduling questions, and general patient inquiries
• Relay medication refill requests to the client for her personal review and sign-off — the VA does not send refills directly
• Monitor and manage the practice email inbox, including incoming faxes (medical records) and new patient inquiries submitted through the website
• Let prospective new patients know the practice has a temporary waitlist and is not currently scheduling new patient appointments
• Assist existing patients with questions about upcoming scheduled visits (the practice sees patients approximately one week per month from October through December)
• Communicate directly with the client as needed via WhatsApp, iMessage, or Zoom
• Help document and maintain SOPs during the practice's transition to a cash-based model, laying the groundwork for a smoother handoff when an in-person MA is hired again
Skills & Tools
• Bilingual: fluent in English and Spanish strongly preferred
• HIPAA certified
• Comfortable with VoIP/phone systems (e.g., QUO/OpenPhone) and standard email platforms
• Minimum 3–4 years of relevant experience (medical office, patient-facing, or virtual assistant experience)
• Strong attention to detail and discretion handling sensitive medical information
• Reliable and self-directed, comfortable working independently with light day-to-day oversight
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