About the Role
The Client Office Supervisor performs core Virtual Office Manager (VOM) functions, providing leadership, accounts receivable support, reporting, and quality assurance oversight for the team. This role ensures accurate patient communication, scheduling, intake, documentation, and A/R follow-up, while supporting training, mentorship, and workflow consistency.
Responsibilities
- Manage all patient communication including answering inbound calls, returning missed calls, and responding to emails or client requests.
- Schedule new and existing patient appointments and create new patient charts with accurate demographic and insurance information.
- Maintain and submit a Daily Communication Spreadsheet summarizing calls, payments, actions taken, and provider follow up items.
- Upload and organize patient documentation including referrals, medical records, and faxes within the EHR.
- Ensure new patient intake documentation is completed prior to appointments including identification, insurance, consents, and required forms.
- Proactively monitor upcoming appointments to secure missing intake items and send reminders.
- Verify insurance eligibility for new and returning patients and determine financial responsibility.
- Generate and send Good Faith Estimates and respond to patient billing inquiries.
- Collect required payments, send invoices, and accurately document payments in the EHR.
- Obtain prior authorizations when required, including confirmation of codes and tracking status.
- Run aging reports, follow up on outstanding balances, establish payment plans, and communicate balance requirements prior to appointments.
- Coordinate with Billing on discrepancies, authorization issues, and unresolved payment concerns.
- Serve as a day-to-day resource for the VOM team by assisting with questions, escalations, and workflow guidance.
- Train new hires on scheduling, intake workflows, documentation standards, communication expectations, and A/R procedures.
- Conduct routine audits of work quality and identify training or re-education needs.
- Provide one-on-one coaching and performance support.
- Support cross-training initiatives to strengthen coverage and team flexibility.
- Conduct quality assurance reviews across scheduling, documentation, A/R actions, Good Faith Estimates, and patient communication.
- Monitor compliance with HIPAA requirements, GFE guidelines, and internal protocols.
- Prepare operational and QA reports including productivity metrics, payment trends, and workflow performance.
- Identify performance trends and recommend process improvements or corrective actions.
Requirements
- Minimum of 2 plus years of experience in medical front office operations, scheduling, A/R, or healthcare administration.
- Prior experience performing Virtual Office Manager level responsibilities required.
- Experience with patient A/R or collections preferred.
- At least 2 years of leadership or training experience preferred.
- Thorough understanding of operational procedures and their relation to other departments.
- Broad knowledge of products and services offered, including features and pricing.
- Extensive understanding of general and department-specific regulations.
- Ability to guide the team to achieve goals while ensuring excellent customer service.
- Ability to maintain professional communication and positive customer relationships.
- Ability to build morale and group commitments to goals and objectives.
- Ability to balance team and individual responsibilities.
- Ability to exhibit objectivity and openness to others’ views.
- Ability to give and welcome feedback.
- Ability to contribute to building a positive team spirit.
- Ability to put the success of the team above own interests.
- Ability to support everyone’s efforts to succeed.
- Solid understanding of the technology utilized in the position.
- Ability to consistently look for ways to use technology to create efficiencies.
- Ability to troubleshoot minor technical problems.
- Employee must be able to stand and/or sit for periods of time.
- Employee may be required to walk, reach, lift, carry and bend.
- Ability to lift and/or move up to 15 lbs. Occasionally, may need to lift more than 15 lbs.
- Ability to use fingers for tasks such as typing, picking up small objects, or pinching.
- Ability to convey information accurately by speaking.
- Ability to hear average or normal conversations.
- Ability to perceive close vision, distance vision, peripheral vision, depth perception and adjust focus.
Skills
- Virtual Office Management
- Patient Communication
- Appointment Scheduling
- EHR Management
- Insurance Verification
- Billing Inquiries
- Payment Collection
- Prior Authorization
- A/R Follow-up
- Team Leadership
- Training
- Quality Assurance
- HIPAA Compliance
- Good Faith Estimates
- Operational Reporting
- Process Improvement
- Computer Skills
- Troubleshooting
Location
- Remote
Work Type
- Full-time
Experience Level
- 2+ years in medical front office operations, scheduling, A/R, or healthcare administration
- Prior VOM experience
- 2+ years leadership or training experience preferred
Education Level
- Bachelor’s degree in healthcare administration or related field preferred
