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Virtual Assistant - Therapy Scheduling and Bookkeeping

Virtual Assistant - Therapy Scheduling and Bookkeeping

Remote VAOakland, CA, US
7 days ago
Job type
  • Full-time
Job description

Virtual Assistant For Therapy Scheduling And Bookkeeping

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.

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.

    • 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.

    • 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.

    • 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.
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    Scheduling Assistant • Oakland, CA, US