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You will get Airtable CRM Setup & Automation | Softr Integration | Zapier, Make
Top Rated
Project details
Need a clean, scalable way to manage leads, clients, sales, or inventory? I’ll build you a fully customized CRM inside Airtable that matches your exact process ; not someone else’s template.
Whether you're in real estate, e-commerce, coaching, or services, I’ll turn your scattered workflow into a streamlined system with connected tables, dashboards, automations, and optional client portals.
What I Can Build for You:
Linked Airtable tables for Clients, Leads, Transactions, Agents, etc.
Clean data structures using Rollups, Lookups, and Formulas
Smart dashboards with Airtable Interface Designer
Optional Softr portal for clients or internal teams
Automations using Airtable native tools, Zapier, or Make
Walkthrough Loom video + documentation for easy handoff
I focus on systems that are:
Easy for non-tech users to maintain
Structured to grow with your business
Documented and ready for handoff to VAs or team members
Let’s Build:
If you’re ready to stop copy/pasting between spreadsheets and start working from one clean command center, let’s connect.
Whether you're in real estate, e-commerce, coaching, or services, I’ll turn your scattered workflow into a streamlined system with connected tables, dashboards, automations, and optional client portals.
What I Can Build for You:
Linked Airtable tables for Clients, Leads, Transactions, Agents, etc.
Clean data structures using Rollups, Lookups, and Formulas
Smart dashboards with Airtable Interface Designer
Optional Softr portal for clients or internal teams
Automations using Airtable native tools, Zapier, or Make
Walkthrough Loom video + documentation for easy handoff
I focus on systems that are:
Easy for non-tech users to maintain
Structured to grow with your business
Documented and ready for handoff to VAs or team members
Let’s Build:
If you’re ready to stop copy/pasting between spreadsheets and start working from one clean command center, let’s connect.
What's included
| Service Tiers |
Starter
$65
|
Standard
$200
|
Advanced
$380
|
|---|---|---|---|
| Delivery Time | 3 days | 6 days | 10 days |
Number of Revisions | 1 | 2 | 3 |
Number of Tables Added | 3 | 5 | 8 |
Schema Diagram | - | - | - |
Permissions Setup | |||
Import/Export Data | |||
Admin Panel Setup | - | - | - |
Frequently asked questions
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About Taiwo
Healthcare & Medical Virtual Assistant | Patient Coordination | HIPAA
100%
Job Success
Lagos, Nigeria - 3:24 pm local time
I'm a HIPAA-compliant Medical Virtual Assistant specializing in healthcare administration for clinics, private practices, and telehealth providers. I help healthcare teams streamline daily operations through expert EHR management, patient coordination, insurance verification, and medical office support; so your practice runs efficiently and your patients stay well-served.
What I bring to your practice:
🗓 Patient Coordination & Scheduling
Appointment scheduling, calendar management, patient intake and registration, reminder calls/messages, and patient portal setup — ensuring zero scheduling gaps and smooth patient flow.
📋 EHR / EMR Management
Accurate electronic health record documentation, patient chart updates, and workflow organization across platforms including SimplePractice, TherapyNotes, eClinicalWorks, and DrChrono.
🏥 Insurance & Prior Authorization Support
Insurance eligibility verification, prior authorization submissions, medical billing support, and revenue cycle workflow management; reducing claim delays and administrative bottlenecks.
📁 Medical Office Administration
Virtual front desk support, inbox and communication management, medical records organization, data entry, and HIPAA-compliant patient documentation handling.
Why healthcare providers choose to work with me:
▫️Strong attention to detail in sensitive medical documentation
▫️Familiarity with HIPAA compliance standards and secure data handling
▫️Proactive communication and reliable turnaround on administrative tasks
▫️Experience supporting telehealth and remote practice workflows
If you need a dependable Medical Virtual Assistant who understands healthcare systems and keeps your practice organized, I'm ready to step in immediately.
📩 Send me an invite or message; let's discuss how I can take the admin load off your plate..
Steps for completing your project
After purchasing the project, send requirements so Taiwo can start the project.
Delivery time starts when Taiwo receives requirements from you.
Taiwo works on your project following the steps below.
Revisions may occur after the delivery date.
Understand Your Workflow
We’ll start with a quick review of your business needs. You’ll share your current process (or pain points), and I’ll map out what tables, fields, and automations your CRM will need.
Design Your Airtable Base
I’ll create a custom Airtable base with all necessary tables (like Leads, Clients, Deals, etc.), linked records, formulas, and automation-ready fields.