Virtual medical assistant job description and interview questions
Copy the template, ask these questions, then hear every applicant answer your patients' calls.
Job description
[Practice name] is hiring a virtual medical assistant to handle our phones and admin work remotely: calls, scheduling, refill and records requests, and insurance follow-up.
Responsibilities
- Answer patient calls and messages and return voicemails the same day
- Schedule, reschedule and confirm appointments
- Take refill and medical records requests and pass them to the right person
- Verify insurance and request prior authorisations
- Explain office policies and answer simple billing questions
- Update patient records in the EHR
- Follow privacy rules when working from a home office
Requirements
- One year of medical office or healthcare call center experience
- Fluent, clear spoken English
- Experience with an EHR
- Quiet, private workspace and reliable internet
- Available during our office hours
Nice to have
- Experience with our EHR
- Knowledge of US insurance plans
- A second language spoken by our patients
Interview questions to ask a virtual medical assistant
- 1
A caller insists on speaking to the doctor right now. What do you do?
Listen for: Finds out why, takes a clear message and says when they will hear back. Escalates anything urgent.
- 2
A patient wants a refill sent today. Walk me through it.
Listen for: Takes the details, does not promise approval and gives a realistic time.
- 3
Someone asks for a copy of their medical records. What are the steps?
Listen for: Confirms identity and gets a signed request before anything is sent.
- 4
How do you keep patient information private when you work from home?
Listen for: A private room, a locked screen and nothing written on paper.
- 5
A caller describes symptoms and asks what they should do. How do you respond?
Listen for: Gives no medical advice and follows the office rule for urgent symptoms.
- 6
You are unsure whether the practice takes a caller's plan. What do you say?
Listen for: Checks first and calls back, instead of guessing.
- 7
Your internet drops in the middle of a patient call. What do you do?
Listen for: Calls back by phone at once and tells the office.
- 8
How do you hand over open tasks at the end of your shift?
Listen for: Written notes the next person can act on.
Answers are rehearsed. A call is not.
GreetAI plays the patient. Every applicant takes the same 5 to 10 minute call, out loud, from a link, before you spend an hour interviewing them. You get a score, a summary and the full transcript.
“I need my prescription refilled today, and I want to talk to the doctor. Not a nurse. The doctor.”
A strong virtual medical assistant
- Stays calm and does not argue
- Takes the refill details and says what happens next
- Offers a real route to the doctor, with a time
Flagged for you
- Promised the refill would be approved
- Gave medical advice
- Hung up without a next step
$99 a month for 100 applicants, or book a demo
Common questions
What should a virtual medical assistant job description include?
A short summary of the role, the daily responsibilities, the requirements you will really screen for, and the shift. Keep it to what a new hire does in the first month.
How do you test a virtual medical assistant before hiring?
Give every applicant the same realistic situation and listen to how they handle it. With GreetAI, the AI plays an anxious patient who needs a refill and wants to speak to the doctor, and each applicant comes back with a score, a summary and the transcript.
How much does GreetAI cost?
$99 a month for 100 applicant sessions, or $200 a month for 500. Larger volumes get a custom plan.