OnlineJobs.PH
Pre-Visit Chart Preparation Specialist
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Read Before Applying
This role is NOT a general virtual assistant or scheduling position.
We are specifically hiring for candidates with direct, hands-on chart preparation experience in a U.S. healthcare setting.
If you have not prepared patient charts prior to visits (including verifying referrals, authorizations, and benefits), please do not apply.
About the Role
We are seeking an experienced Virtual Medical Assistant with a strong background in pre-visit chart preparation and insurance verification to support a high-volume multispecialty clinic.
This role is heavily focused on ensuring patient charts are fully prepared, verified, and complete prior to visits, including referrals, authorizations, benefits, and documentation. Candidates must have hands-on experience in chart prep workflows within a U.S. healthcare setting.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Required Experience
(Applicants Without This Will Not Be Considered)
- Minimum 1–2 years of hands-on chart preparation experience in a U.S. medical practice
- Proven experience preparing charts prior to patient intake (not just data entry or scheduling)
- Experience Verifying
- Referrals and authorizations
- Insurance eligibility and benefits
- PCP assignment and coordination of benefits
- Experience using payer portals such as Availity, UHC, Tricare, Cigna, etc.
- Ability to interpret and communicate patient financial responsibility before visits
Core Responsibility: Pre-Visit Chart Preparation (Primary Focus)
- Prepare and audit patient charts 24–48 hours prior to appointments
- Ensure Completeness Of
- Demographics
- Active insurance
- PCP assignment
- Referrals & authorizations (auth #, validity, visits, POS)
- Identify missing or incorrect documentation and resolve proactively
- Communicate gaps to patients and clinic staff before visit date
- Document all verification steps with reference numbers and notes
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Insurance & Benefits Verification (Supporting Chart Prep)
- Verify eligibility and benefits using portals and outbound calls
- Calculate and communicate patient responsibility using fee schedules
- Flag inactive coverage, COB issues, or auth requirements immediately
Coordination & Patient Communication
- Notify patients of missing items, financial responsibility, or delays
- Coordinate with PCP offices to obtain referrals
- Ensure add-on patients are fully prepped before being seen
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills