Job Description

Virtual Assistant For Therapy Scheduling And Bookkeeping

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.

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