What Tasks Should Your VA Handle?

Patient Communication & Scheduling
✔ Answer calls, texts, or emails for appointment requests and follow-ups.
✔ Schedule and confirm appointments with patients.
✔ Send pre-visit instructions, reminders, and post-visit care notes

Calendar & Inbox Management
✔ Manage your schedule across multiple providers or clinic rooms.
✔ Triage emails from patients, vendors, and insurance companies.
✔ Block time for admin work, procedures, or staff meetings.

EHR & Documentation Support
✔ Input patient data, notes into your EHR system.
✔ Maintain accurate digital records and flag missing information.
✔ Prepare referral letters, patient summaries, or forms for review.

Billing & Insurance Coordination
✔ Verify insurance eligibility and collect pre-authorizations.
✔ Submit claims and track denials for follow-up.
✔ Respond to billing inquiries and send payment reminders.

Admin & Practice Management
✔ Monitor supply orders and coordinate vendor communication.
✔ Track patient satisfaction surveys and online reviews.
✔ Maintain internal SOPs, compliance checklists, or licensing deadlines.

Marketing & Community Engagement
✔ Manage your clinic’s social media pages and post updates.
✔ Send newsletters or seasonal health tips to patients.
✔ Coordinate outreach campaigns for events, screenings, or promotions..
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Administrative VA
Stay organized, efficient, and ahead of schedule with a skilled Admin VA by your side.

Marketing VA
From content to campaigns, your Marketing VA keeps your brand active and engaging.

Sales Support VA
Focus on selling while your Sales Support VA manages the groundwork behind the scenes.
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