Virtual Assistant

• Log in to Zoom at the start of your shift and remain logged in until the end of your shift.
• Manage and securely store login credentials for:
o Tebra
o RingCentral
o Websites
o Emails
• Maintain active communication throughout the day via the WhatsApp Group Chat
• All medical assistants are required to take a 1-hour lunch break.
• Handle inbound and outbound calls professionally.
• Always follow proper phone etiquette.
• Answer all incoming calls—missed calls should be avoided
Monitor and respond to all incoming emails, including:
• Referrals
• Inquiries
• Requests
• Complete chart with demographics and insurance
• details.
• Send Patient Portal invite to patient’s email.
• Book appointments based on preferred date and time.
• Send all necessary intake forms.
• Provider cannot see patients without complete forms!
• Conduct VOB (Verification of Benefits) or escalate to
• the billing GC.
• Once VOB is uploaded, review and inform the patient of
• their financial responsibility (e.g., copay).