let’s work together!

An A-Z Solution To Cover All Your Needs

While doing everything yourself may give you more confidence in your operations and help you stay in control over everything, it gets very overwhelming after a while. That’s why you need us, an experienced medical virtual assistant with over a decade of experience working both in an office setting and remotely.

With our help, you’ll be able to get more tasks done without putting in any of the work yourself, and make sure your reports, referrals, supplies, and inventory are always in perfect shape, and that your patients are always well-informed about treatment procedures.

  • Preparing patients’ charts
  • Obtaining copies of lab results or specialist report
  • Explaining treatment procedures to patients
  • Order functional labs and/or blood work
  • Transmitting prescription refills as directed
  • Prior authorizations
  • Order supplements
  • Instructing patients about medications and special diets
  • Updating and filing patient medical records
  • Scheduling appointments
  • Respond to patient portal messages
  • Manage outgoing referrals
  • Generate and follow up on the patient recall list

As a practice owner, you know full well that it’s your responsibility to make sure your patients’ needs are always covered and catered for in and out of your practice. However, this can be very demanding, as you need to maintain a database of users, send emails, update and maintain patient relationships, and more.

We can help you achieve that and much more, all without being involved yourself. Our job is to help you create thriving relationships with your patients, maintain compliance, and keep your invoices in shape without any of the busy work on your end.

  • Answer emails
  • Return phone calls/voicemail messages
  • Scheduling, confirming, and rescheduling appointments
  • Organize and input data into EHR
  • Setting up patient EHR portals
  • Sending new intake paperwork
  • Verifying insurance benefits
  • Understand and maintain HIPAA regulations
  • Providing support in the management of patient medical records
  • Maintains patient accounts by obtaining, recording, and updating personal, financial information, and/or insurance information.
  • Send invoices for copays, deductibles, and/or balances
  • Processing invoice payments for co-insurance, co-payments, and/or uninsured visits
  • Handle/distribute fax inbox

If you’re looking to expand your reach and grow your patient base, social media is the way to go. For years, we have studied the secrets of creating successful social media campaigns and the skills needed to maintain and upkeep a growing online presence.

Today, we’re offering you the complete social media package your practice needs to maintain organic engagement, get more clients walking through the door each month, and receive more recognition locally and nationally.

  • Hashtag research
  • Content Strategy
  • Monthly analytic report
  • Graphic creation
  • Scheduling posts
  • Organic engagement
  • Basic captions/copywriting
  • Profile Optimization

While most practitioners assume that all it takes to grow their business is to provide better medical care, finances are the underlying factor that can make or break your practice’s growth.

We offer practice owners the opportunity to automate their billing process and let us handle all the intricacies that require time, effort, and attention to make sure you get them right.

  • Insurance benefit and eligibility verification
  • Prior authorizations
  • Uploading EOBs
  • Posting payments
  • Generate superbills for client insurance submission
  • Submit insurance claims
  • Following up on unpaid invoices
  • Investigating claim denials & rejections

Looking to ensure that your staff and yourself always have the right credentials to stay in business? Our credentialing and contracting services allow you to ensure that medical staff members maintain current credentials and licenses to work legally in their field or specialty.

  • Individual Provider Enrollment/Credentialing (Getting on Insurance Panels)
  • CAQH Completion or Management
  • Recredentialing
  • NPI Registration (Type I and Type II)
  • Enrollment for Electronic Transactions

** A typical credentialing process takes from 90 to 120 days, sometimes longer **


We work between 9:30 am5:00 pm EST Monday to Friday with our work being completed within these times.

(We are not available 24/7 or on-call after hours)

A small business owner who provides administrative support and a variety of other services to clients with their practices remotely, specifically health & wellness providers.

We will start by having a free 15-30-minute discovery call to discuss your needs and for us both to determine whether we are a good fit for each other.

We will then create and send a proposal for you to review. Should you decide to proceed, the proposal will have the agreement for us both to sign and an invoice. When the agreement is signed and the invoice paid, we can begin!

We are available via email, Slack, Voxer, text message, or project management software for day-to-day communication. We tend to accommodate the preferences of each client.

For video calls and meetings, we primarily use Zoom, but also have the capacity to use Google Meet and Skype if the client has a heavy preference for one of the latter.

During weekdays we aim to respond within the same day or within 24 hours. we prioritize our workload, therefore for truly urgent requests, the time frame will most likely be shortened.

For productivity purposes, we do not check my emails and other channels of communication throughout the day. Instead, we allocate two daily slots to check and respond to messages, usually at the beginning and end of my working day.

I do have a resume for when I am applying for a job as an employee. However, since I am an Independent Contractor and a business owner, you can see my work history on my LinkedIn in lieu of a resume.

I have worked in many specialties including Pediatrics, Dermatology, Mental Health, Plastic Surgery, Functional & Integrative Medicine, Naturopathic Medicine, and Health Coaching.

I have worked with Charm, Cerbo, eClinicalWorks, Simple Practice, Practice Fusion, Valant, Therapy Notes, Therapy Appointment, Healthie, Practice Mate, TheraNest, Practice Better, and Acusimple.

Absolutely! We are familiar with ordering functional labs from Precision Analytical, Rupa Health, Great Plains, Genova, Sanesco, SpectraCell, Doctors Data, ToolBox Genomics, Vibrant America, Diagnostic Lab Solutions, and KMBO; as well as conventional labs from Quest, Ulta Labs, HealthLab, and Labcorp.

We don’t require clients to commit to a long-term service contract. However, we do have a service agreement that clients must read, agree to and sign before we start rendering service.

The agreement provides a general synopsis of the terms of services so we’re all on the same page and understanding.

We do not offer any services in sales, cold calling, web designing, marketing, and copywriting

Also, any areas that fall into illegal, immoral, illicit, or impossible, we do not do work in.

We offer monthly retainer packages, hourly rates, or project-based pricing. You can learn more about that here.

Clients pre-pay for hours of my time (i.e. 10, 20, 40 hours/month, etc.). The time is split evenly throughout the month.

For example: 10 hours/month is 2.5 hours/week = 30 minutes daily. We will dedicate to you 30 minutes/day max.

This ensures that we will have the necessary time available for your practice on a daily basis.

A summary of time reports is always provided in your portal weekly so you always know where you stand with time.

Great question! Since I work with multiple clients and being that I’m a “one-man show”, I use the Time-Blocking method.

Time blocking is a time management method where I divide my day into blocks of time (i.e 30 minutes, 1 hour, 2 hours, etc) and each block is dedicated to a client, depending on the monthly pre-paid time they purchased.

While it’ll be sad to see you go, you can cancel or terminate our agreement anytime. However, we must receive a 30-day notice. There will be no refunds if you cancel during a current billing cycle or for unused hours.

We do not answer live incoming calls. However, we do check voicemails message and make outgoing calls.

You will be notified when your hours are coming to an end. We will continue to work on tasks, however, our hourly rate will kick in and you will be invoiced weekly (on Fridays) for the hours worked. However, if you prefer we stop until hours are replenished the following month so you stay within your budget, we can do that too. Just let us know.

We offer a free 20-minute discovery call with potential clients to see if we’re a good fit. Once we agree to work together, we offer a free 1-hour onboarding meeting. After that, every minute of my time doing the work is billable and goes towards the monthly retainers. This includes the time we are explaining the work, the time it takes to get set up with the accounts, and the time it takes to do the work. That also includes emails back & forth, phone calls, text messages, and meetings.

Yes, we are! Our certificate is HIPAA Awareness for Healthcare Providers. This course teaches:

  • Using and disclosing PHI
  • HIPAA Privacy
  • HIPAA Security
  • HIPAA and State Laws
  • Becoming HIPAA compliant
  • HITECH, Omnibus, Texas HB 300, and California CMIA

We use encrypted password managers like LastPass, Dashlane, or 1Password.

Due to the nature of digital products (virtual assistants provide a “digital” service that is not tangible), we do not offer refunds.