Virtual Assistant
2 days ago
We are looking for a Virtual Assistant for Therapy Scheduling and Bookkeeping who will provide administrative and financial support to a therapy practice. This role involves managing client scheduling, handling billing and payments, and ensuring seamless communication between clients and therapists. The ideal candidate is organized, detail-oriented, and adept at using digital tools to manage tasks remotely.
Key Responsibilities:- Scheduling and Client Coordination
- Manage and maintain therapists' calendars to ensure efficient scheduling of appointments.
- Confirm, reschedule, or cancel appointments as requested by clients or therapists.
- Send reminders to clients for upcoming sessions.
- Process invoices for therapy sessions and track payments.
- Manage accounts receivable, ensuring timely follow-up on unpaid invoices.
- Reconcile financial transactions and prepare basic financial reports.
- Assist with processing insurance claims, if applicable.
- Respond to client inquiries via email, phone, or messaging platforms in a professional and timely manner.
- Serve as the first point of contact for new client intake and onboarding.
- Maintain confidentiality and handle sensitive client information with care, adhering to HIPAA regulations.
- Maintain accurate records of client details, sessions, and payments in the practice's management software.
- Generate reports on scheduling, payments, and other metrics as needed.
- Assist with special projects, such as updating policies or preparing marketing materials, as required.
- Use practice management software (e.g., SimplePractice, TherapyNotes) for scheduling and record-keeping.
- Utilize bookkeeping software (e.g., QuickBooks, Xero) for financial management.
- Employ communication tools like Zoom, Microsoft Teams, or Slack for remote collaboration.
- Proven experience as a virtual assistant, scheduler, or bookkeeper (preferably in a healthcare or therapy setting).
- Proficiency in scheduling and bookkeeping software.
- Strong knowledge of Excel, Google Workspace, and other productivity tools.
- Good basic computer skills, typing and data entry
- Excellent written and verbal communication skills and phone skills
- Transcribe experience is a plus
- Quickbooks online experience
Purely work-from-home
Night Shift (EST)
Weekly pay
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