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How Health & Wellness Use Scale Virtual Assistants

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Consulting Firms E-Commerce Health & Wellness Investment Firms IT Services Construction Marketing & Sales Medical Services Professional Coaching Real Estate Staffing Companies Startups Talent Agencies

Task

Patient Database Management

Ensures the client has accurate patient data, uses client’s CRM system to store and update patient records, sends billing updates & insurance claims, creates reference reports.

Task

Inbox Management

Ensures client’s inbox is clutter free by sorting out and organizing emails in client’s inbox using tags, responding to general queries, and forwarding urgent or important ones.

Task

Social Media Management

Updates client’s social media pages with news on the company, coupons and offers, articles from client blog, or health-related posts, manages communities.

Task

Financial Tracking

Compiles and reviews billing reports, prepares invoices based on billing data, coordinates with different departments if necessary, reports irregularities to financial head.

Task

Staffing & Recruitment

Helps client find qualified health and wellness professionals for their staffing requirements, screens and shortlists candidates based on client specifications, collates resumes.

Task

Data Checking

Reviews customer information needed for insurance claims and other services, coordinates with patients about additional data needed, updates customer records & documentation.

Task

Receptionist Service

Manages the client’s telephone coverage, responds to inquiries, routes calls, and takes detailed messages following guidelines set by the client.

Task

Calendar Management

Proactively manages and updates client’s calendar, schedules patient appointments, sets meetings with external partners, coordinates changes with relevant parties.

Task

Administrative Support

Maintains spreadsheets, promotional materials, and document databases on benefit plans, services, packages, & other information customers might request.

Task

Content Creation

Builds client’s online presence with well-researched, search-optimized content, creates client website using builders and client guidelines, performs basic website maintenance.

Scale Services Commonly Utilized by Health & Wellness Companies

General VA

Scale Support is a fully managed, truly dedicated virtual assistant who works for you just like a regular team member would do.

Starts at $599 per mo.

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Content Writer

They produce content and copy for blog posts, ads, internal emails, training manuals, and anything else that requires written copy.

Starts at $799 per mo.

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Graphic Designer

Our graphic designers produce everything from illustrations, infographics, and production design for ads, to visual elements for emails.

Starts at $999 per mo.

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