Services

What I can take off your plate.

Pick a single task or a full retainer — every engagement starts with a free discovery call so we can scope the work that actually moves the needle for you.

Medical Virtual Assistant

HIPAA-Compliant

Patient scheduling & reminders

Booking, rescheduling, no-show recovery, and confirmations across phone, email, and patient portals.

EHR / EMR data entry

Accurate chart updates, intake forms, and documentation in systems like Athena, eClinicalWorks, or Practice Fusion.

Insurance verification

Eligibility checks, prior authorization tracking, and benefits confirmation before appointments.

Patient intake & follow-up

Empathetic intake calls, post-visit check-ins, and care coordination workflows.

Customer Success

Retention-focused

Onboarding & adoption

Welcome sequences, kickoff calls, and adoption checklists that get customers to value faster.

Inbox & ticket triage

Zendesk, Intercom, Help Scout — categorizing, drafting replies, and routing the rest.

Retention & renewals

Health-score watching, renewal outreach, and save-the-account playbooks.

Voice-of-customer

Concise weekly reports surfacing themes, friction points, and revenue risks.

Admin Support

Operations

Calendar management

Conflict-free scheduling, time-blocking, and travel coordination.

Meeting prep & notes

Agendas, minutes, and follow-through tracking so nothing slips.

Research & reporting

Clean, decision-ready briefs and competitive scans.

Process documentation

SOPs and playbooks your team can actually follow.

Not sure what you need?

Tell me about your week. I'll suggest where I can help most.

Start the conversation