Keep Cliniko Referrals, Appointments and Billing Moving
A Cliniko VA can manage the administrative queues around each patient journey. Practitioners keep control of clinical decisions, treatment and advice while the VA handles approved intake, scheduling, billing and recall workflows.
How the workflow actually runs.
Document the inputs, expected output, and escalation rule for each step before handing it over.
Process Referral Information
Schedule The Appointment
Record Administrative Referral Dates
Maintain Appointment Notes And Status
Prepare Approved Billing Records
Run Recall Lists
Update Administrative Follow-Up Tasks
What the role covers.
Typical Cliniko tasks handled once the role is trained on your setup.
Best for.
What changes once the role is running.
Patient administration moves consistently between appointments.
Referral and recall queues stay easier to manage.
Clinicians spend less time maintaining non-clinical workflows.
Cliniko virtual assistant questions.
Can a virtual assistant actually run Cliniko?
Yes, once trained on your specific workflow. Common Cliniko tasks include patient intake, referral processing, appointment scheduling, billing administration, recall management. Scope the role around what you actually need before hiring.
What should stay with my local team instead of the VA?
The licensed local healthcare professional retains final clinical decisions, advice, treatment approval and compliance responsibility.
Who is this best for?
Physiotherapy Clinics, Occupational Therapy Clinics, Speech Pathology Practices, Psychology Practices, Allied Health Clinics typically get the most value from a Cliniko VA.
How is this different from a generic virtual assistant?
A Cliniko VA is trained on this specific platform from day one, so onboarding is faster and the role can start on real production work sooner instead of learning the system from scratch.