Project Details
Virtual Assistant Helped Medigo Billing Streamline Client Invoicing & Daily Operations.
Projects Information
Our VA worked alongside Medigo Billing to manage their day-to-day admin work — freeing the core team to focus on client relationships.
- Daily claim tracking & status updates
- Organized client records & documents
- Quick response to billing queries
Overview
This project focused on organizing client data, speeding up communication, and reducing admin load.
By handling repetitive but crucial billing tasks, our VA kept the Medigo team on schedule and their clients in the loop.
Insurance Claim Follow-Up
Kept claims moving by tracking progress and following up daily.
Daily Email Filtering and Prioritization Category
Responded to queries and forwarded only the essentials to the billing team.
Data Entry & Record Updates
Maintained accurate, up-to-date patient and billing information.
Report Preparation
Sent weekly summaries so the Medigo team could make quick, informed decisions.
Key Features
Highlighted Features That Enabled This Client to Save Hours.
Medigo needed a cleaner way to handle daily follow‑ups, claim updates, and client emails. We standardized the workflow with CRM tagging, ready‑to‑use email templates, weekly checklists, and tool integrations so every task had an owner and a clear next step.
CRM tagging each session
Every billing case was tagged in the CRM for faster lookups and zero confusion during follow-ups.
Follow-up email templates
Pre-written, personalized templates to speed up insurance and client communication without sounding
Weekly task checklists
Structured checklists kept all billing activities on track and nothing slipped through the cracks.
Tools integration
Synced with Medigo’s billing software and cloud storage for seamless, real-time updates.
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Melvin Holland
Marketing
Softline Solutions provides reliable virtual assistant and business support services to help entrepreneurs and companies save time and stay organized.