Virtual Assistant - Therapy Scheduling and Bookkeeping

Position Overview

• Location Type: Remote
• Job Type: Full-time
• Salary: Not specified

A Virtual Assistant for Therapy Scheduling and Bookkeeping is needed to 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.

Requirements

• Experience: Proven experience as a virtual assistant, scheduler, or bookkeeper (preferably in a healthcare or therapy setting).
• Software Proficiency: Proficiency in scheduling and bookkeeping software.
• Technical Skills: Good basic computer skills, typing and data entry.
• Communication Skills: Excellent written and verbal communication skills and phone skills.
• Bonus: Transcribe experience is a plus.
• QuickBooks Online: Experience with QuickBooks Online is preferred.

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.

Application Instructions

• Not specified

Company Information

• Employment Type: Full-time
• Workplace: Remote
• Language: English
• Published: 2024-12-27
• Benefits: Purely work-from-home, Night Shift (EST), Weekly pay.