You will get Patient Appointment & Care Workflow Setup (Trello-Based | Medical VA)
Rising Talent
Project details
This project delivers a clinic-ready, HIPAA-aware Trello system designed to manage patient appointments, follow-ups, labs, referrals, and prior authorizations without storing PHI outside the EHR.
Utilizing structured workflows, color-coded urgency, and intelligent automation, the system enhances visibility and accountability throughout the care team. Helping clinics reduce missed or delayed follow-ups by up to 30-40%.
Built with demo patient names and tailored to your practice workflow, this setup gives providers a clear, weekly snapshot of what's done, what's pending, and what needs attention so patient care moves forward without gaps.
Utilizing structured workflows, color-coded urgency, and intelligent automation, the system enhances visibility and accountability throughout the care team. Helping clinics reduce missed or delayed follow-ups by up to 30-40%.
Built with demo patient names and tailored to your practice workflow, this setup gives providers a clear, weekly snapshot of what's done, what's pending, and what needs attention so patient care moves forward without gaps.
Purpose
BusinessIndustry
Medical & PharmaceuticalLanguage
EnglishWhat's included
| Service Tiers |
Starter
$15
|
Standard
$50
|
Advanced
$100
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 6 days |
Number of Revisions | 2 | 4 | 6 |
Number of Hours of Work | 4 | 6 | 8 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | - | - | - |
Project Management Support | |||
Travel Planning | - |
Optional add-ons
You can add these on the next page.
Additional Hour of Work
+$20Frequently asked questions
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AO
Abigail O.
Mar 10, 2026
Medical Documentation Specialist – MDHub Visit Note Recreation
About Dupe
Medical Virtual Assistant & Billing| Prior Auth| Care Coordinator
Kaduna South, Nigeria - 11:17 pm local time
I help healthcare providers recover 20+ hours/week by eliminating claim denials, authorization delays, and back-office bottlenecks.
If you’re a provider losing valuable time to claim denials, prior authorization delays, or EHR data errors, I can help streamline your administrative workflow, reduce rejections, and improve cash flow. With experience supporting medical practitioners, OBGYN, and mental health practices, I manage everything from insurance verification and billing support to patient scheduling and care coordination, so your team can focus on patient care, not paperwork.
I’m a virtual medical assistant, medical receptionist, and healthcare operations support professional with US healthcare experience, supporting private practices, mental health clinics, dental offices, and telehealth teams by managing the entire administrative and revenue-cycle workflow, ensuring your operations run smoothly, and your claims are paid.
💡 What I Help You Achieve:
✔ Faster insurance verification & eligibility checks
✔ Reduced claim denials & rejections
✔ Efficient prior authorization & referral processing
✔ Accurate medical billing & coding (ICD-10, CPT)
✔ Organized patient scheduling & care coordination
✔ Improved claims processing & reimbursement timelines
✔ Streamlined healthcare workflow automation
My Core Services:
Medical Billing & RCM Support:
Insurance Verification & Benefits Investigation
Explanation of Benefits (EOB)
Prior Authorization & Referral Coordination
Medical Coding Support (ICD-10 / CPT)
Claims Submission & Claims Processing
Denial Management & AR Follow-up
Payment Posting & Revenue Reporting
EHR / EMR Management:
Patient EHR data entry & chart updates
Pre-visit chart preparation
Documentation accuracy & HIPAA compliance
Patient Scheduling & Care Coordination:
Appointment scheduling & calendar management
Patient intake & follow-ups
Telehealth coordination
Healthcare Workflow Automation:
Automating intake, scheduling, and task tracking in prior authorization
Integration using Zapier, Asana, and CRM systems for denial management
Reducing manual entry and administrative delays in medical billing
Tools & Systems I Work With:
EHR/EMR: eClinicalWorks • DrChrono • Kareo • TherapyNotes • Athenahealth • Epic • Charm EMR
Billing: Availity • Kareo Billing • PracticeSuite
Scheduling: Google Calendar • Calendly • Outlook
Communication: Zoom • Microsoft Teams • Slack, Google Meet
HIPAA-Compliant & Secure
As a healthcare virtual assistant, I follow strict HIPAA guidelines, ensuring all patient data is handled with confidentiality, accuracy, and security.
Why Clients Hire Me:
I don’t just assist; I take ownership of your backend operations. I prioritize accuracy, confidentiality, empathy, and reliability. Furthermore, I take pride in consistently providing support that enhances remote healthcare operations, reduces inefficiencies, and enables your practice to function with precision.
Ready to reduce administrative overload and improve your revenue cycle?
Send me a message. I would love to support your practice.
#HealthcareVirtualAssistant #RCM #RevenueCycleManagement #VirtualAssistance #MedicalVirtualAssistant #VirtualMedicalAssistant #Credentialing #RemoteHealthcareAssistant #Scheduling #AdministrativeSupport #DataEntry #CustomerService #EmailCommunication #PhoneCommunication #MedicalBilling #EMRDataEntry #InsuranceVerification #Preauthorization #HealthcareManagement #HIPAACompliant #PatientCoordination #TelehealthSupport #MedicalReferrals #Athenahealth #eClinicalWorks #GoogleWorkspace #MicrosoftOffice #Asana #MedicalTranscription #RecordsManagement #PatientOnboarding #PriorAuthorization #Telehealth #MedicalReferrals #OfficeManagement #PatientCare #PatientCareCoordinator #AppointmentScheduling #HIPAA #ElectronicHealthRecords #ElectronicMedicalRecords #PhoneSupport #Practice #MedicalVA #PatientIntake #PatientFollowup #MedicalVA #EHealth
Steps for completing your project
After purchasing the project, send requirements so Dupe can start the project.
Delivery time starts when Dupe receives requirements from you.
Dupe works on your project following the steps below.
Revisions may occur after the delivery date.
Intake & Setup
- Client provides Trello access or approves board creation. - I review practice type, visit types, and follow-up needs. - Confirm urgency levels, turnaround times, and reporting preference
Workflow Design
Structured lists for: - To Do (scheduled/ new visits) - Doing (active visits & follow-ups) - Awaiting Review (labs, referrals, prior aut) - Done (completed visits) - Apply HIPAA-aware naming using demo patient names only.