Virtual medical assistant
What you can expect
- More time for your in-office staff to spend with patients.
- Calls, messages and scheduling handled consistently, following your practice’s protocols.
- Cleaner registration and insurance details before the visit, which helps claims start clean.
What’s included
Scheduling and reminders
Booking, rescheduling and cancellations, plus appointment reminders and waitlist follow-up in your scheduling system.
Phone and message handling
Answering and returning calls and patient portal messages, routing anything clinical to your team.
Patient intake and registration
Collecting demographics, insurance details and intake forms before the visit, so check-in is quick.
Insurance and authorization support
Eligibility checks and help gathering the information needed for prior authorization requests, subject to payer rules.
Inbox, referrals and records
Processing faxes and documents, referral coordination, records requests and refill requests routed for provider approval.
How we run it
Map your workflows
We learn your scheduling rules, call scripts, escalation paths and which tasks you want to hand over.
Set up securely
We sign a business associate agreement and set up individual, least-privilege accounts in your systems.
Train and start
Your assistant is trained on your protocols and starts with a defined task list and agreed hours.
Review and adjust
Regular check-ins with your point of contact to review workload, quality and any changes you need.
Questions about this service
Talk to us about virtual medical assistant
Tell us how your practice runs today. We’ll show you where we’d fit in, and what would change.