Concierge Services to Help Manage your Virtual Assistants

VA Onboarding Support

Though some offices have established onboarding processes, many are working with a VA for the first time. Regardless of a practice’s experience with remote staff, MEDVA’s Account Managers provide guidance and best practices for onboarding in the first 30 days and beyond.

Week 1: Practice Orientation & Access

The first week focuses on immersing the VA in the practice’s environment, culture, and workflows. Assigning a dedicated staff member for hands-on training and shadowing is highly recommended. The MEDVA Account Manager conducts daily check-ins to assess progress and address any questions.

Week 2: VA Ramp-Up

Week two focuses on the VA performing basic tasks under the supervision of a dedicated staff member. The account manager ensures alignment between training and assigned tasks, verifying the VA is receiving proper support to contribute to the practice’s success.

Week 3: VA Partnership

Week three concludes the initial onboarding with a final check-in from the account manager to address any outstanding questions. By this stage, a strong working relationship and a sense of trust have been established between the VA and the practice’s staff. With the VA confidently managing tasks, clients can focus on optimizing operations and reducing the administrative burden on their team.

The Road to Success: 30 Days & Beyond

Beyond the initial onboarding period, the account manager remains a dedicated partner, providing ongoing support and guidance. This includes fostering a positive working relationship between the VA and the practice and ensuring continued alignment with the client’s evolving needs. This proactive support maximizes the VA’s effectiveness and contributes to the ongoing success of the practice.