
General VA, Billing, Credentialing
What This Tier Includes
1. Needs Assessment (Zoom Call w/ Melissa)
Short intake questionnaire
Clarify role, tasks, hours, tools
Identify skillset needed
2. Candidate Sourcing
Search from your VA talent pool/network
Role-aligned filtering
3. Candidate Screening
Resume/profile review
Skills/experience check
English communication check
General suitability
4. Curated Candidate Presentation
3 vetted VA candidates
Profiles + experience summaries
5. Interview Session
Group interview with VA, ATTT, and Therapist.
Help with VA assessment.
6. Onboarding Guide:
PDF guide of how to set you and your VA up for success.
7. 1 hour Onboarding Support (zoom w/kim, VA and Therapist)
Review tasks
Offer guidance and suggestions for SOPs
8. Check in session (as needed, approximately 30 minutes)
2-week check-in with VA and the therapist on progress and provide guidance.
Schedule a Call for More Information
We want you and your VA to have a successful partnership, and sometimes you need a little extra help.
1 hour of general support
Needs assessments
Problem solving
Meet with VA
Roadmap for moving forward
Schedule a Call for More Information
Our virtual assistants are skilled in handling intake calls, emails, forms, and all administrative tasks, ensuring your practice runs smoothly and efficiently.

Managing schedules and appointments
Organizing emails and voicemails
Proofreading and editing documents
Transcribing handwritten or audio notes
Drafting correspondence and creating custom forms
Handling office management tasks, including payroll tracking and bill payments
Preparing superbills for clients to submit to insurance companies
Verifying benefits and eligibility
Processing co-pays and self-pays
Promptly returning client calls with professionalism and care
Managing intake calls and screening new clients
Coordinating new client intake forms and documentation
Building rapport and providing administrative support to existing clients
Updating client electronic health records and ensuring accurate information
Conducting both formal and informal research to support your practice
Providing organized, thoughtful assistance for projects tailored to your needs
Managing your social media presence and content creation

Let us handle the billing so you can focus on patient care. Our virtual mental health billing assistants expertly manage insurance and self-pay billing, copay collection, and troubleshoot unpaid claims to ensure your practice's finances run smoothly.
Billing clients and posting payments in practice management software
Setting up and managing merchant accounts for credit card transactions
Generating superbills for clients to submit to insurance companies
Submitting insurance claims and processing payments from EOBs
Troubleshooting claim denials and resolving payment issues
Verifying benefits and eligibility for clients

Our Credentialing Virtual Assistant service helps healthcare professionals and practices manage the complex credentialing process with ease, including Medicare and Medicaid. From applications to renewals, we handle the paperwork, deadlines, and follow-ups—saving you time, reducing stress, and ensuring accuracy every step of the way.
Manage and submit initial credentialing and recredentialing applications
Track and update provider licenses, certifications, and CEUs
Verify provider information with insurance panels and regulatory bodies
Maintain accurate records and credentialing databases
Handle communication and follow-ups with insurance companies and credentialing entities
Ensure all documentation is complete, current, and compliant with industry standards
Our Social Media Manager and Content Creation Virtual Assistant helps businesses grow their online presence with strategic, engaging content tailored to your brand. From planning and scheduling posts to designing eye-catching graphics and writing compelling captions, we handle the details so you can stay focused on running your business. Let us help you build consistency, boost engagement, and connect with your audience across platforms.

Create and schedule engaging content across social media platforms
Design branded graphics and visuals for posts and stories
Write compelling captions, hashtags, and calls to action
Monitor engagement, respond to comments, and interact with followers
Analyze performance metrics to improve content strategy
Stay updated on trends to keep your brand relevant and fresh
Unlike services that focus on high-volume placements, we prioritize a "success-first" model. We don’t just assign a VA; we assess your specific needs, find candidates that fit those requirements, and let you lead the interview process while we provide expert guidance.
We function as a relationship-driven boutique agency. Because our founders include a therapist and her own VA, we understand the nuances of this partnership and focus on creating lasting, high-quality matches rather than just filling a vacancy.
We offer a free rematching policy to ensure you find the right partner without additional financial stress if the initial connection doesn't work out as expected.
We provide a comprehensive Onboarding Guide and a "Success Resources" toolkit designed to help you and your VA navigate the first few weeks of your partnership smoothly.
We equip you with practical operational tools, including time trackers and an Early Warning and Troubleshooting Guide to help identify and resolve potential issues before they become problems.
Yes, we facilitate regular check-in meetings to monitor the health of the partnership and ensure both the therapist and the candidate are satisfied and productive.

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