Game-Changing Virtual Assistance

We start by getting to know your practice — what’s working, where you need help, and what kind of support would make the biggest difference. You’ll complete a short intake survey that guides everything that follows.

You’ll meet with a member of our onboarding team to walk through your survey, talk goals, and identify opportunities. This call helps us understand not just what you need, but how you work, so we can match our services to your systems.

From scheduling to insurance to marketing, we offer modular services that can grow with your practice. Based on your goals, we’ll help you build the support package that fits your team best.

Once your services are selected, we’ll send personalized forms to gather all the necessary details — things like EMR access, billing processes, phone system info, scheduling protocols, and branding guidelines.

This is where the pieces come together. We’ll meet again to review workflows, align on expectations, and fine-tune any final details. It’s a collaborative working session designed to ensure a smooth handoff.

You’ll receive a clear, realistic rollout plan based on the services you’ve selected. We’ll handle setup, testing, and team integration — keeping communication open and progress steady.