Virtual Assistants: Elevate Patient Care and Reclaim Your Team’s Time

Does your practice feel a little chaotic sometimes? You’re not alone.

Each week in Calm the Chaos, I share actionable strategies, real‑world stories, and simple tech solutions to help you take control and create a better experience for your patients and team.

Today’s focus: making a virtual assistant (VA) an indispensable part of your superstar staff.

STORY TIME:

From overwhelmed to organized: a solo physician’s VA success

BEFORE THE FIX

A solo podiatrist in Arizona struggled to stay profitable. Phone calls were unanswered, insurance verifications piled up, and no‑shows drained revenue. Front‑desk stress spilled into patient reviews.

THE SOLUTION

We added two highly skilled virtual assistants and built clear SOPs:

• Almost every call answered live
• Insurance benefits verified 48 hours in advance
• New‑patient charts pre‑registered
• Manual confirmations to slash no‑shows
• Daily Google‑review requests sent after clinic

Office and VA teams collaborated in real time through RingCentral, a shared knowledge base, a fee‑schedule calculator, and documented scheduling protocols.

THE RESULTS

• Patient volume up 12 percent
• No‑shows down to 2.5 percent per month
• Google rating jumped from 3.6 to 4.7 in six weeks
• Staff stress plummeted as workflows smoothed out

When you match the right tasks to the right people—even virtually—everyone wins.

ACTIONABLE TIPS FOR THE WEEK:

Delegate these tasks to a VA and free up your in‑office team

Implement even two or three of these and watch your in‑office team reclaim hours while patients enjoy a smoother experience.

TANIA'S TECH TIPS:

Pair your VA with the right tools

✓ RingCentral (or similar VoIP) lets VAs answer calls as if they’re on‑site.

✓ Google Workspace or Trello keeps SOPs, knowledge bases, and scheduling protocols in one place.

✓ Loom makes it easy to record quick, visual walkthroughs for new tasks.

💡 Pro Tip: Hold a short standing huddle each week—phone or VoIP works fine—to celebrate wins and identify improvements for both virtual and in‑office staff.

WHAT I’M READING:

Virtual Freedom by Chris Ducker

Ducker’s “3 Lists to Freedom” exercise helps you pinpoint what to delegate:

1️⃣ Tasks you don’t like doing

2️⃣ Tasks you can’t do

3️⃣ Tasks you shouldn’t be doing

Mapping your daily work onto these lists forces smart delegation—exactly what our Arizona practice did when they moved calls, verifications, and review requests to VAs.

“Delegate what you’re not good at and what you shouldn’t be doing, and spend your time on the work that moves the needle.”

Ready to create your own three lists? Start today and hand the rest to a well‑trained VA.

SMALL CHANGES, BIG RESULTS

Curious how to make virtual and in‑office teams work seamlessly? Join my free masterclass on April 25:

How to Hire Superstars for Your Medical Practice (and How to Keep Them)

We’ll cover:

• Structuring your team for success
  
• Training staff—virtual or onsite—to confidently represent your practice
  
• Setting SOPs that keep everyone rowing in the same direction

Live attendees will receive a complimentary copy of Medical Practice Makeover. I hope to see you there.

RESERVE YOUR SPOT NOW