General Admin Roles and Responsibilities

I have some good news and a question for you!

Did you know that your VA can take a ton of tasks off your plate to free you up to do the things that only you can do? I put these under the category of "general admin" and the list below can give you some good ideas about what you can delegate.

You can pop over to our contact page if you have any specific questions.

Billing & Insurance

Checking benefits online

Verifying daily co-pays collected vs. appointments completed

Sending monthly invoices and/or statements to clients

Updating credit card information

Following up on unpaid client sessions

Email & Calendar Management

Reading & responding to your business emails

Scheduling & rescheduling your personal clients

Adding new business contacts to your database

Cover your phone & email while you are on vacation (oh yes!)

Referral & Metric Tracking

Tracking inbound referrals & following up

Creating & updating waiting lists

Calculating monthly conversion rates

Update weekly or monthly key performance indicators (KPIs)

Client Management

Setting up new clients in your EHR

Sending intake documents to new clients

Responding to client requests for rescheduling

Sending appointment confirmations & out of office reminders

Responding to secure text messages with clients

Human Resources

Sending weekly reports to therapists with outstanding client balances
Sending weekly reports to therapists for missing or unlocked notes
Assisting with client turnover, i.e. when a therapist leaves your practice
Helping to screen new hires for a group practice
Calculating & entering payroll numbers
Checking with insurance companies about paneling status

Being Generally Awesome

Being a sounding board for your business & management ideas
Making suggestions to streamline or improve your business
Reminding you to stop working when you are on vacation!

Check out our pricing

General Admin Tasks