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Choose the number of hours per month that works best for your needs—whether that’s a little support or a lot. You can adjust your hours up or down at any time, and we’re happy to customize a plan that fits your life and your to-do list.
General Virtual Assistant Services:
General Virtual Assistant Services:
- Data entry and spreadsheet updates
- Email and calendar management
- Appointment scheduling and reminders
- Client communication and follow-up
- Customer service support
- File organization and document prep
- Research (vendors, tools, competitors, etc.)
- Professional and Personal Travel booking and itinerary coordination
- CRM updates and contact organization
- Light social media management (Instagram, FB, LinkedIn)
- Admin support for events, launches, or campaigns
- Basic website edits (via Squarespace, Wix, or Canva)
- Visibility and outreach
Healthcare-Specific Add-On Services:
Healthcare-Specific Add-On Services:
Telehealth & Clinical Support:
Telehealth & Clinical Support:
- Scribing support for in-person or telehealth visits
- Optometry-specific support
Administrative & Patient Coordination:
Administrative & Patient Coordination:
- New patient intake coordination
- Insurance verification follow-up
- EMR/EHR data entry and chart preparation
- Lab and diagnostic test scheduling and tracking
- Referral and medical records coordination
- Patient communication and messaging support
- Recall and reactivation outreach
- Front desk overflow coverage (appointment booking, confirmations)
Growth & Practice Development:
Growth & Practice Development:
- Referral relationship building (cold outreach, networking)
Hiring Support:
Hiring Support:
- Drafting and posting job listings (Indeed, LinkedIn, etc.)
- Screening resumes and applications
- Conducting preliminary interviews and scoring candidates
- Coordinating interviews between candidate and leadership
- Writing offer letters and onboarding schedules
- Following up with applicants and new hires
- Reference check coordination
Virtual Team Training & Management:
Virtual Team Training & Management:
- Creating onboarding documents and new hire guides
- Preparing training agendas and checklists
- Hosting or moderating virtual training sessions
- Recording training materials (via Zoom, Loom, etc.)
- Assisting with SOP (Standard Operating Procedure) creation
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