Appointment Scheduling & Coordination: -Organize and schedule appointments, meetings, and calls for the executive. -Pre-qualify clients to ensure productive conversations and save time. -Follow up on scheduled appointments to confirm attendance and provide reminders. Client Communication: -Act as the primary point of contact for clients, managing SMS and email communications on behalf of the executive. -Respond to client inquiries in a timely, professional manner to foster positive relationships and address any concerns. Data Management: -Update and maintain client records in the internal CRM or database, ensuring all information is accurate and up-to-date. -Adjust client tagging and statuses within the system to reflect current relationships and client progress. Administrative Support: -Perform general administrative duties, including document preparation, filing, and organizing records. -Handle sensitive information with discretion and adhere to confidentiality policies. Task Prioritization & Workflow Management: -Prioritize and manage the executive’s daily tasks to optimize productivity and ensure deadlines are met. -Anticipate the executive’s needs and provide proactive support to minimize disruptions. Follow-Up & Client Outreach: -Conduct follow-up calls to keep clients engaged and maintain positive ongoing relationships. -Communicate any updates or changes to clients as needed to keep them informed and engaged with the executive’s services.

*Patient Communication & Intake: -Serve as the primary contact for patients, providing information on clinic processes, medical services, and treatment options. -Conduct initial intake interviews to gather relevant patient information, document symptoms, and update medical histories in the system. *Scheduling & Appointment Coordination: -Schedule telemedicine appointments, ensuring patients are matched with the appropriate healthcare provider based on their needs. -Confirm appointments and provide patients with relevant pre-appointment information, including required documentation or preparation. *Medical Process Explanation: -Clearly explain clinic procedures, services, treatment options, and pricing details to patients, ensuring they are well-informed about their care journey. -Discuss medication dosages and provide basic information on treatment plans as instructed by healthcare providers. *Patient Record Management: -Accurately update and maintain patient records in the system, ensuring that all data is secure, confidential, and accessible for medical staff. -Manage and track patient intake forms and other required documentation. *Coordination with Medical Staff: -Facilitate smooth communication between patients and healthcare providers, relaying patient concerns, symptoms, and relevant information prior to consultations. -Transfer calls to appropriate medical personnel as needed, ensuring continuity of care. *Billing & Payment Assistance: -Provide patients with information on service pricing, billing procedures, and insurance options if applicable. -Assist patients with questions regarding payment methods, clinic policies, and any necessary paperwork.