Sales & Appointment Virtual Assistant - Deposit Collection & Patient Support
Winning Assistants
Posted: February 27, 2026
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Quick Summary
Results-driven Virtual Assistant to support the client's growing practice, responsible for deposit collection and patient support. The ideal candidate is self-motivated and able to work in a remote environment. Key skills: strong communication and interpersonal skills, ability to work independently, and proficiency in MS Office.
Required Skills
Job Description
Job Title: Sales & Appointment Virtual Assistant – Deposit Collection & Patient Support
Position Type: Part-time
Work Hours: 10:00 AM – 2:00 PM EST
Work Days: Monday – Friday
Salary: $5 – $6 per hour (depending on experience)
Job Code: Dander-Well
Workplace: Remote
Preferred Candidate Location: Philippines or Latin America
About Our Client
Client is seeking a results-driven, sales-oriented Virtual Assistant to support her growing practice. This is not just a scheduling role — the primary goal is revenue generation through deposit collection and lead conversion.
The ideal candidate is confident on the phone, persuasive, professional, and comfortable converting leads into paying patients.
Core Responsibilities
Collect Deposits from Leads (PRIMARY PRIORITY)
• Contact inbound leads (10–15 per day)
• Clearly explain services and pricing
• Collect deposits to secure appointments
• Ensure deposits are processed and documented correctly
• Focus on conversion and revenue generation
Lead Follow-Up & Appointment Booking
• Proactively follow up with new and missed leads
• Convert inquiries into booked appointments
• Track leads inside Go High Level
• Reduce missed opportunities through consistent outreach
Patient Follow-Ups & Confirmations
• Confirm upcoming appointments
• Reduce no-shows through proactive communication
• Handle inbound patient inquiries
• Maintain professional, clear communication
Systems Used
• Go High Level (CRM + phone integration)
• Mango Mint (EHR/EMR)
• Phone system integrated within Go High Level or separate
Key Performance Indicators (KPIs)
• Increase deposit collection rate
• Reduce missed leads from 10–15 daily inquiries
• Improve appointment booking conversion
• Increase overall clinic revenue
• Maintain strong follow-up consistency
Requirements:
Experience Requirements
• Medical license: Not required
• Healthcare background: Preferred but not required
• Previous VA experience: Required
• Sales / appointment setting experience: Required
Must-Have Skills
• Strong, clear English with confident phone presence
• Proven appointment setting experience
• Demonstrated deposit/payment collection ability
• Sales-oriented mindset
• Ability to communicate services persuasively
• Results-driven attitude
• Comfortable handling objections
• Professional and confident tone
• Ability to work independently and meet targets
Preferred Skills
• Experience using Go High Level
• Familiarity with Mango Mint
• Experience in healthcare or service-based businesse
• CRM tracking and follow-up systems knowledge
Basic requirements
• Must be proficient in speaking and writing English very clearly
• Must have relevant work experience
• Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
• Must be available for video meetings with your camera on (when needed)
Technical requirements
• Device: Reliable laptop or desktop computer.
• Internet: High-speed connection (minimum 10 Mbps).
• Audio: Noise-canceling headset.
• Video: Webcam for virtual meetings.
• Workspace: Quiet, professional environment
Benefits:
• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
• Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.
These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.