# Delegating to a Medical VA

> Set your virtual assistant up to win, with the workflows, SOPs, and context they need.

Markdown view of https://www.tabflows.com/university/courses/medical-va-delegation — the HTML page is canonical.

[](https://www.tabflows.com/university/courses)

1. [University](https://www.tabflows.com/university)
2. [Courses](https://www.tabflows.com/university/courses)

Intermediate course

Set your virtual assistant up to win, with the workflows, SOPs, and context they need.

Admins & owners · Self-paced · 3 lessons · 12 min · Free

[Start the course](https://www.tabflows.com/blog/before-you-hire-a-medical-va-dpc-clinic)

## Lessons

1. [1 Before you hire a VA Before hiring a medical VA, fix the patient context, task ownership, handoffs, and follow-up workflow they would otherwise chase all day. 5 min](https://www.tabflows.com/blog/before-you-hire-a-medical-va-dpc-clinic)
2. [2 Onboard your VA A medical VA onboarding checklist to prepare before the first day: role boundaries, access, patient context, tasks, review paths, and follow-up workflows. 3 min](https://www.tabflows.com/blog/medical-va-onboarding-checklist-clinic-workflows)
3. [3 Hand off follow-ups A practical medical VA SOP template to use before and after hiring: patient follow-up, provider review, task ownership, and clean handoffs. 4 min](https://www.tabflows.com/blog/medical-va-sop-template-patient-follow-up)

Up next · Advanced

### AI & MCP for Clinics

Understand how AI agents plug into your clinic tools, and put the Tabflows MCP server to work.

Continue to the next course

## Related markdown

Section index: [Courses](https://www.tabflows.com/university/courses.md)

Alongside this page:

- [AI and mcp](https://www.tabflows.com/university/courses/ai-and-mcp.md)
- [DPC websites that convert](https://www.tabflows.com/university/courses/dpc-websites-that-convert.md)
- [Membership operations](https://www.tabflows.com/university/courses/membership-operations.md)
- [Patient communication](https://www.tabflows.com/university/courses/patient-communication.md)
- [Start a DPC practice](https://www.tabflows.com/university/courses/start-a-dpc-practice.md)
- [Tabflows 101](https://www.tabflows.com/university/courses/tabflows-101.md)
- [Tabflows for clinicians](https://www.tabflows.com/university/courses/tabflows-for-clinicians.md)
- [Task management follow ups](https://www.tabflows.com/university/courses/task-management-follow-ups.md)

Start here:

- [Tabflows](https://www.tabflows.com/index.md)
- [Tabflows pricing](https://www.tabflows.com/pricing.md)
- [Tabflows FAQ](https://www.tabflows.com/faqs.md)
- [About Tabflows](https://www.tabflows.com/about.md)
- [Contact Tabflows](https://www.tabflows.com/contact.md)
- [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md)
- [Directory](https://www.tabflows.com/directory.md)
- [Workflows](https://www.tabflows.com/workflows.md)
- [DPC finder](https://www.tabflows.com/dpc-finder.md)

Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.