Intermediate course
Delegating to a Medical VA
Set your virtual assistant up to win, with the workflows, SOPs, and context they need.
Self-paced · 3 lessons · 12 min · Free
Start the courseLessons
- 1Before you hire a VABefore hiring a medical VA, fix the patient context, task ownership, handoffs, and follow-up workflow they would otherwise chase all day.5 min
- 2Onboard your VAA medical VA onboarding checklist to prepare before the first day: role boundaries, access, patient context, tasks, review paths, and follow-up workflows.3 min
- 3Hand off follow-upsA practical medical VA SOP template to use before and after hiring: patient follow-up, provider review, task ownership, and clean handoffs.4 min
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Phones, Messages & Triage
Route every call and message to the right person so nothing waits overnight for an answer.