What seemed like an impossible task was achieved by Wishup’s virtual assistants through a streamlined process, efficient team management, and outstanding leadership skills.

Note: Customer details have been changed to protect their identity

dr Smith is an established physician with a growing practice. However, her hectic schedule leaves little time for administrative work and tracking outstanding payments when her patients fail to see her.

She manages all patient records in her CRM system, which is a bit tricky as they are medical codes that you need to understand in order to create the right transactions. Additionally, working on their CRM system requires weeks of training and practice before you become proficient.

To better manage their office administration, schedules, CRM and tracking of payments due, Dr. Smith was looking for a remote team she could trust and work with while saving money compared to hiring full-time employees.

Wishup introduced Dr. Smith provided one of his senior virtual assistants to set up and streamline processes for the team to follow for maximum productivity.

The one at Dr. Smith’s VA found the first few days difficult as their busy schedule proved quite difficult to get Dr. Smith to receive adequate and detailed briefing on her role. Also, there were no existing processes or policies to refer to or draw on.

Gradually, the VA’s persistence and dedication paid off and she was able to use some of the things Dr. Automate administrative tasks assigned to Smith. Then when dr. As Smith’s confidence grew, she began to entrust the VA with other duties. She even gave the VA the added responsibility of collecting overdue and missed payments from her patients, which was quite significant.

The VA recruited additional virtual assistants from Wishup for this task and assigned them different roles based on their individual skills.

Her leadership and team management skills soon paid off, and she was able to raise over $100,000 in 45 days (Dr. Smith had written it off as lost revenue).

Another area where Wishup’s virtual assistants could add immense value was in managing the CRM transactions that contained multiple medical codes. From a processing time of 7 minutes, the VAs’ efforts reduced transaction recording time to just 3 minutes and began processing an average of 70 codes per day, increasing the clinic’s overall productivity.

With multiple stakeholders and teams that needed to be kept up to date on the progress of various projects, especially collections, the Wishup team made extensive use of collaboration tools like Asana and Slack, as well as Canva, a graphic design tool.

Zapier was used to automate business processes which helped save time and money for the client.

These tools helped all team members communicate smoothly with each other and kept Dr. Smith also updated regularly.

The one from Dr. Smith’s virtual assistants have managed to automate most of the clinic’s processes, from scheduling appointments to sending reminders to patients on the day of their appointment.

The virtual assistant team size has grown to 4 VAs working full time with the majority of tasks managed by them resulting in significant savings compared to on-site staffing costs.

The bad debt portfolio has been significantly reduced and is now well below the industry standard.