Virtual Assistant - Therapy Scheduling and Bookkeeping

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December 28, 2024

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RemoteVA

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Recruitment • B2B

RemoteVA is a recruitment agency dedicated to connecting skilled professionals with virtual assistant opportunities globally. The company facilitates remote work arrangements, enabling individuals to find roles in administrative tasks, social media management, customer service, and other specialized fields. RemoteVA values flexibility, efficiency, and professional support, fostering long-term relationships with its network of virtual assistants. As a trusted platform, it offers a seamless hiring process and aims to match candidates with clients that appreciate their expertise and preferred work schedule.

201 - 500 employees

🎯 Recruiter

🤝 B2B

📋 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: •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.

🎯 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