Operations VA × Healthcare
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Operations VA for Healthcare

For practices and clinics, a Operations VA plugs into the patient intake and insurance verification — taking on sop creation and process automation so practice owners and clinic administrators stop carrying the work themselves. They work inside the same tools you already run on, including Zapier and Make alongside Athenahealth, and inherit the SOPs your team has already documented.

Why a Operations VA fits Healthcare

Every Operations VA we place in healthcare works against HIPAA-aware workflows and PHI handling. We solve the day-to-day pain practices and clinics feel most: front-desk overload while clinicians try to deliver care. They onboard onto your healthcare stack (typically Athenahealth, Epic, Kareo) inside the first week, with your SOPs as the source of truth.

What ships in the first 30 days

In the first 30 days, your Operations VA for Healthcare ships the sop library updated (weekly) and the automation health check (weekly), plus the recurring work that defines the role: document sops for every recurring process with screenshots and loom walkthroughs, and build and maintain zapier or make automations across your tool stack. Your account manager runs a weekly review against the role's SOP and the healthcare-specific checklist so quality is measured, not assumed.

Tools we work in

ZapierMakeNotionAirtableSlackGoogle WorkspaceAthenahealthEpic

Sample responsibilities

Document SOPs for every recurring process with screenshots and Loom walkthroughs
Build and maintain Zapier or Make automations across your tool stack
Manage vendor onboarding, contracts, COIs, and renewal calendars
Run weekly internal ops reporting — KPIs, dashboards, and exceptions
Maintain internal wiki, org chart, and policy documentation
Coordinate cross-team requests and triage operational incidents
FAQs

Operations VA × Healthcare — common questions