Dedicated Healthcare Role Profile
Patient Scheduling & Intake Virtual Assistant
Keep provider schedules full and patients engaged with a dedicated assistant managing inbound calls, scheduling appointments according to provider templates, and sending intake reminders.
Core Daily Responsibilities & Tasks
- Answering inbound scheduling calls and booking appointments according to provider-specific scheduling rules.
- Conducting outbound scheduling calls for recall lists, annual wellness visits, and follow-ups.
- Dispatching digital intake forms and validating completion prior to clinic appointments.
- Managing cancellation waitlists and backfilling open slots to maximize clinic utilization.
- Routing urgent clinical messages and medication refill requests to the appropriate on-site staff.
The Model: What Is Handled Remotely vs. Directed by You
Handled by Dedicated Employee:
- Calendar template booking
- Outbound recall & follow-up calls
- Waitlist cancellation backfill
- Digital intake paperwork dispatch
Directed by Your Practice:
- Setting provider scheduling rules & limits
- Clinical triage of acute symptoms
- In-office check-in & exam rooming
- Clinic policy definitions
Common EHR & Software Platforms
Our professionals have prior exposure or are trained to your specific configurations across:
Epic CadenceathenaScheduleeCW ScheduleDrChronoModMedLuma Health
Frequently Asked Questions
Ready to Onboard a Dedicated Patient Scheduling & Intake Virtual Assistant?
Book a discovery call to define your workflow specs and interview vetted candidates.
Book Discovery Call →