Psychiatry
Intake, refills, and PA workflows handled.
Psychiatry practices balance long intake cycles, controlled substance refills, prior authorizations for non-formulary medications, and tight insurance verification. Our psychiatry virtual medical assistants run new patient intake, schedule med management and therapy follow-ups, coordinate Spravato and TMS workflows, run refill request triage for controlled and non-controlled medications, and verify behavioral health benefits. Trained on SimplePractice, TheraNest, Epic, athenahealth, ICANotes, and DrChrono.
Roles we staff
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Behavioral Health Insurance Verification Specialist
A psychiatry behavioral health insurance verification specialist runs eligibility 48–72 hours before every new intake - confirming behavioral health carve-out coverage (Optum, Magellan, Carelon, Beacon), specialist copays, deductibles, session limits, and any prior auth requirements for med management vs therapy. For practices that mix in-network and out-of-network, accurate verification is the difference between a kept appointment and a billing dispute.
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Front Desk / Medical Receptionist
A psychiatry virtual front desk runs the inbound phones and online booking, books new and follow-up appointments, manages the cancellation waitlist, and handles patient communication with the warmth a behavioral health practice requires. For a busy psychiatric office, this role cuts hold times to under 60 seconds and recovers same-day cancellations.
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New Patient Intake Coordinator
A psychiatry new patient intake coordinator owns the long intake-to-first-appointment cycle - collecting intake forms, prior records, medication history, and insurance documents, scheduling the first appointment, and running confirmation outreach to lift first-visit show rates. For psychiatric practices where intake-to-first-visit can stretch to 21+ days, this role compresses the timeline and recovers patients who would otherwise drop off.
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Psychiatry Virtual Medical Assistant
A psychiatry virtual medical assistant is a dedicated remote staff member who runs the daily admin workload of a psychiatric practice - scheduling new patient intakes, med management visits, therapy follow-ups, and Spravato or TMS sessions inside SimplePractice, TheraNest, Epic, athenahealth, ICANotes, or DrChrono. They route inbound calls, manage the cancellation waitlist, run portal message triage, and coordinate the long intake-to-first-appointment cycle so no patient drops off before their first session.
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Refill Request Triage Coordinator
A psychiatry refill request triage coordinator runs the daily refill queue - non-controlled medication refills (SSRIs, SNRIs, mood stabilizers, antipsychotics) and controlled substance refill requests (stimulants, benzodiazepines) routed to the prescriber for approval. They confirm prior auth status, handle PDMP checks, document every refill in the EHR, and protect the prescriber's clinical time. For psychiatry practices, this role recovers hours of provider time per week.
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Spravato / TMS Coordinator
A psychiatry Spravato and TMS coordinator runs the prior auth, REMS enrollment, and treatment cycle scheduling for Spravato and TMS patients. They coordinate insurance authorization, track session counts, manage the REMS database for Spravato, schedule the 2-hour observation window, and run patient outreach for missed sessions. For practices that offer interventional psychiatry, this role protects the highest-revenue line in the practice.
Frequently asked questions
Can a virtual assistant handle controlled substance refill requests?
Yes. Our psychiatry virtual assistants triage controlled and non-controlled refill requests, run PDMP checks where required, and route the request to the prescriber for approval - they never sign or transmit prescriptions on their own.
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Do you support Spravato or TMS practices?
Yes. We place dedicated Spravato and TMS coordinators trained on REMS enrollment, prior auth, session scheduling, and the 2-hour observation workflow.
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Which psychiatry EHRs are your virtual assistants trained on?
SimplePractice, TheraNest, Epic, athenahealth, ICANotes, DrChrono, and Valant on day one. Other behavioral health EHRs are trained before the placement's start date.
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Are psychiatry virtual assistants HIPAA compliant?
Yes. Every psychiatry placement is HIPAA-certified at hire, retested quarterly, and covered by a signed Business Associate Agreement. EHR access is logged through our managed client dashboard.
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