Current Employment Status:
Hired Part Time on Jun 3, 2026
Hi! I'm
What I Do Best:
1. Clinic & Office Management: Hands-on experience managing day-to-day operations using Healthie, Dialpad, Google Workspace, Slack, and Asana. From patient scheduling and HIPAA-compliant communication to policy creation and file organization, I ensure everything runs smoothly behind the scenes.
2. Social Media Management: I plan, design, and post high-converting content across TikTok, Instagram,
3.
4. Customer Service & Team Leadership: Former Team Leader in a healthcare BPO account, managing both phone and offline agents, creating authorizations via fax/calls, and ensuring HIPAA compliance.
Provided Chat Support for Shopify, assisting store owners directly with platform functionality and issue resolution.
Certifications & Achievements:
- HIPAA Certified
- Consistent Top Team Leader for delivering high team scorecards
- Helped streamline client operations through efficient
- Played a major role in turning social media efforts into actual clinic growth and new patient acquisition
Let’s build something amazing together! I’m committed to helping your brand grow while keeping your backend operations efficient and aligned with your goals. I work U.S. hours and am always ready to bring value, ideas, and results.
Experience: 1 - 2 years
After two years in customer service, I was promoted to Team Leader, where I supervised a team of support representatives in a healthcare BPO setting. My responsibilities included monitoring daily performance, ensuring KPI targets were met, conducting quality assurance checks, and providing coaching through call listening and feedback. I also handled various administrative tasks such as preparing reports, managing internal communications, and supporting operations through email and documentation. During high call volumes, I would step in to assist with complex cases, ensuring smooth team operations and maintaining service quality. In addition to my assistant and marketing roles, I served as a Virtual Office Manager where I streamlined workflow processes for the team. I organized digital file systems, managed task delegation via Asana, and maintained consistent communication with team members through Slack. I helped develop and implement internal policies and procedures, ensuring accountability and clarity within the team. I also oversaw email and calendar management, supported onboarding tasks, and ensured smooth coordination between practitioners and support staff. My leadership contributed to more efficient team operations and a more structured digital workspace.
Experience: 1 - 2 years
As a Virtual Assistant in a functional medicine clinic, I supported daily operations by handling appointment scheduling, patient follow-ups, lead tracking, and email correspondence. I managed multiple tools including Healthie for EMR tasks, Dialpad for patient communication, and Google Workspace for organizing documents and schedules. I coordinated with patients for their pre- and post-visit requirements, updated digital forms, and ensured all communications were handled with HIPAA compliance. I also handled client inquiries and followed up with leads captured through the clinic’s website, assisting in converting inquiries into paying patients.
Experience: 1 - 2 years
HIPAA-certified Medical Virtual Assistant with hands-on experience supporting a U.S.-based healthcare clinic. Skilled in appointment scheduling, patient communication (phone, chat, and email), healthcare authorization processing, and status verification while maintaining strict HIPAA compliance. Proficient in Google Workspace, Healthie, Dialpad, Slack, Asana, and ClickUp for task management and workflow coordination. Experienced in handling escalations, organizing medical documentation, managing inboxes, and streamlining administrative processes to improve efficiency. Strong background in patient engagement, follow-ups, and lead management to help clinics increase conversions and retention. Detail-oriented, reliable, and highly organized, with the ability to multitask in fast-paced healthcare environments while ensuring data accuracy and confidentiality. Core strengths include calendar management, EMR coordination, file organization, and delivering professional, compassionate patient support.
Experience: 1 - 2 years
In the same clinic, I led all aspects of social media management to boost visibility and patient engagement. I planned, created, and scheduled content across Instagram, TikTok, Facebook, YouTube, Threads, and Pinterest using tools like Canva, CapCut, ChatGPT, and Metricool. My strategies focused on educating the audience about wellness services while building the brand’s authority online. I implemented lead capture strategies through ConvertKit and Squarespace, collaborated with practitioners for video content, and significantly grew the clinic’s reach — taking social media views from hundreds to millions organically. I also managed community interaction, responded to inquiries, and aligned all content with the clinic’s voice and mission.
Experience: 2 - 5 years
I worked as a Customer Service Representative for a healthcare account, where I was responsible for handling both inbound and outbound calls from patients and providers. My core duties included verifying patient information in compliance with HIPAA standards, creating and checking the status of medical authorizations, and assisting callers with their concerns regarding healthcare services. I also managed authorizations through fax and supported providers in escalating complex issues by directing them to the appropriate departments. This role required strong attention to detail, empathy, and a deep understanding of healthcare protocols.
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
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