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How to Hire AND Train A Virtual Assistant in DPC!

Get your FREE 2-week trial with your VA through CoolBlue VA!

Cool Blue VA featuring Dr. Carrie Lam and Coach Justin Lam
Dr. Carrie Lam & Coach Justin Lam

Transforming your practice with a Virtual Assistant

This episode of 'My DPC Story' introduces listeners to the innovative solutions provided by Cool Blue VA, a company revolutionizing healthcare delivery with their virtual assistant services.

The episode features insights from Justin Lam, co-founder of Cool Blue VA, and his sister, Dr. Carrie Lam, a thriving Family Medicine and Integrative Functional Medicine doctor who has experienced firsthand the benefits of integrating Cool Blue VA's virtual assistants into her practice, Lam Clinic in CA.

They discuss the origin story of Cool Blue VA, how the service has positively impacted the work-life balance and efficiency of their physician clients, and the rigorous process of selecting highly qualified virtual assistants at Cool Blue VA. Additionally, the episode covers the structure and impact of Cool Blue VA's services, including the two-week free trial, pricing, and ongoing support that ensures a perfect fit between virtual assistants and clinics.

Dr. Carrie Lam shares the details on how she has grown her clinic through the help of virtual assistants and how the many tasks that they help get done for the practice has allowed her to focus more on patient care and less on administrative tasks, ultimately fostering growth and improvement within her practice.


GO TO: or scan the QR code today!

Cool Blue VA stands out from other VA companies because they have an incredible track record of not only training VAs but also working diligently with their clients to make sure when they hire a VAs, they are successful!

Explore over 90 specialized tasks (some examples below) that the Cool Blue VA team has put together that a VA can perform, ensuring that you can focus more on patient care and less on paperwork. Whether it's managing Electronic Health Records (EHR), facilitating telemedicine sessions, or streamlining billing processes, Cool Blue VA is here to help your practice thrive. Learn more and get your FREE 2 week trial with YOUR VA today!

Medical Virtual Scribe

  • Participate in virtual consultations and telemedicine sessions with patients.

  • Help in crafting referral letters, specialist consultations, and diagnostic reports.

  • Remain informed about the latest medical terminology, regulations, and guidelines.

  • Review, edit and ensure the accuracy of medical documents.

  • Document patients' histories, symptoms, and physical exam results meticulously.

  • Real-time transcription of healthcare professionals' assessments and recommendations.

  • Input patient details and medical data into Electronic Health Records (EHR) systems.

  • Code diagnoses and procedures precisely using ICD-10 and CPT codes.

  • Uphold patient confidentiality, complying with HIPAA regulations at all times.

  • Assist healthcare professionals in developing and revising patient care plans.

Virtual Insurance Agent

  • Validate and confirm the accuracy of patient details

  • Evaluate medical records and documents

  • Maintain the currency of patient billing and Electronic Health Records (EHR)

  • Update patient accounts with accurate billing information

  • Manage unresolved claims and address billing issues

  • Facilitate the resolution of patient billing grievances and conflicts

  • Formulate and forward appeals for rejected or insufficiently paid claims

  • Oversee and analyze accounts receivable and aging reports

  • Manage receipts, record transactions, and reconcile accounts

Medical Virtual Receptionist

  • Gather copayments and fees for provided services

  • Ensure appointment reminders are confirmed and sent to patients

  • Authenticate insurance coverages and secure necessary authorizations

  • Enroll new patients and confirm their insurance details

  • Facilitate referrals to additional healthcare professionals or specialists

  • Liaise with healthcare providers for effective patient appointment coordination

  • Contribute to the management and organization of Electronic Health Records (EHR) systems

  • Handle the sorting and dissemination of incoming and outgoing emails

  • Oversee the scheduling and management of patient appointments

Medical Virtual Assistant

  • Oversee and organize healthcare providers' schedules and arrange appointments.

  • Engage in continuous learning and training to keep abreast of industry advancements and best practices.

  • Assist in the administration of patient portals and online communication platforms.

  • Execute various administrative duties as delegated by the office supervisor.

  • Organize and coordinate referral processes, authorizations, and requests for medical records.

  • Contribute to medical billing and coding responsibilities.

  • Arrange and manage telemedicine sessions and virtual consultations.

  • Collaborate with medical administrative personnel to ensure seamless operational flow.


GO TO: or scan the QR code today!



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