Medical Administrative & Virtual Assistant — Professional

What you'll learn

Course modules

1. 01

   From assistant to operations professional: owning outcomes

   The shift from executing tasks to owning operational outcomes — expanded scope, independent judgment, leading others, managing by metrics, and operational risk — plus the professional operations mindset and why a botched scale-up sinks a clinic.

   ~240min
2. 02

   Multi-clinic workflow design & SOPs

   Designing standardized workflows across providers and locations, writing clear SOPs (steps, roles, exceptions), managing handoffs, and balancing standardization with local needs — with a worked SOP and a multi-provider scheduling workflow.

   ~300min
3. 03

   HIPAA risk management & breach response

   HIPAA at the operations level — risk analysis, safeguards across people and locations, the breach-decision process and notification concept, and vendor/business-associate management — with a worked breach-decision walkthrough.

   ~300min
4. 04

   EHR data governance & data quality

   Owning data integrity at scale — data governance, duplicate prevention and merge policy, data-quality monitoring, standardization, and producing trustworthy reports from the EHR — with a worked data-quality audit and a duplicate-resolution policy.

   ~270min
5. 05

   Revenue-cycle operations & KPIs

   Owning the operational revenue cycle, the KPIs that reveal performance (clean claim rate, denial rate, days in AR, no-show rate, point-of-service collections), reading dashboards, and finding/fixing leaks at the source — with a worked dashboard read.

   ~270min
6. 06

   Telehealth program operations

   Building and running a telehealth program (not just one visit) — workflows, consent and policy, technology and troubleshooting at scale, patient onboarding, and program metrics — with a worked telehealth SOP and a troubleshooting decision tree.

   ~240min
7. 07

   Analytics, reporting & process improvement

   Turning operational data into reports and improvements — building useful reports, root-cause analysis, a structured improvement loop (plan-do-study-act style), and presenting to leadership — with a worked process-improvement cycle.

   ~240min
8. 08

   Leading a remote VA team & the operations career

   Hiring, onboarding, and managing remote VAs, delegation and quality assurance, training, and the operations/RCM-lead career path — getting hired to own outcomes — with a worked QA process and onboarding checklist, leading into the capstone.

   ~240min