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Virtual Assistant - Therapy Scheduling and Bookkeeping

Description

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:

  1. 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.
  2. Bookkeeping and Financial Management
    • 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.
  3. Communication Support
    • 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.
  4. Administrative Support
    • 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.
  5. Technology and Tools
    • 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.

Requirements

  • 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

Benefits

Purely work-from-home

Night Shift (EST)

Weekly pay

Apply for this job

Remote VA

Category

Other

Employment type

Full-Time

Region

Asia

Location

Philippines

Salary range

Prefer not to share

Posted

3 days ago

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