Tag: Team Productivity

  • What Practices Should Know About Virtual Medical Assistants

    What Practices Should Know About Virtual Medical Assistants

    Administrative capacity can determine whether a healthcare practice turns patient demand into timely, consistent service or leaves its existing team struggling to keep up. Virtual medical assistants are one way to add support, but their value depends on the work assigned, the person’s qualifications, and how well the role fits the practice.

    Drawing on First Page Sage Blog’s interview with DocVA founder and CEO Nathan Barz, this guide examines the embedded staffing model, the proposed onboarding process, and the questions practice leaders should answer before making a placement.

    Administrative overload is an operational constraint

    Barz told First Page Sage Blog that many practices have demand but lack enough staff capacity to manage it effectively. He identified phone coverage, scheduling, documentation, billing support, patient follow-up, prior authorizations, and inbox work as potential pressure points.

    These are not isolated back-office duties. A delayed response can affect the patient experience, while unfinished administrative work can consume provider time and add pressure to an already busy team. The larger operational lesson is that a practice should assess whether its service infrastructure can absorb more demand before treating growth as a marketing problem alone.

    Key takeaways for practice leaders

    • Define the specific workflow bottleneck before recruiting assistance.
    • Match the candidate’s healthcare experience to the tasks the role will perform.
    • Keep ownership of systems, standards, and daily workflows inside the practice.
    • Favor continuity when the work involves patients, documentation, or clinical support.
    • Confirm that the staffing partner will remain involved after placement.

    Embedded support differs from a rotating assistant pool

    According to Barz, DocVA’s approach is to place a dedicated assistant within a practice’s existing operations instead of supplying interchangeable general administrative help. The practice retains control of its tools, procedures, and expectations, while the assistant becomes a consistent member of the daily support team.

    Barz also described a candidate base with varied healthcare backgrounds. He said it includes licensed nurses, registered pharmacists, certified billers and coders, prior authorization specialists, and experienced medical scribes. Those qualifications should not be treated as interchangeable: the appropriate background depends on the actual responsibilities of the position.

    Continuity is a central potential advantage of this model. A dedicated person can become familiar with the practice’s communication norms and recurring processes. That familiarity does not eliminate the need for clear supervision, documented procedures, access controls, and performance expectations. A virtual role still has to be managed as part of the operating team.

    Circular portrait of a smiling man beside text naming Dave Hatley as CEO of Whisper Outdoor.
    A smiling man wearing glasses and a light blue polo appears beside the heading "Executive Interview Series: Dave Hatley, CEO of Whisper Outdoor."

    A useful hiring process starts with the work, not the title

    The process Barz outlined begins with discovery: the staffing provider learns about the practice’s specialty, systems, staffing gaps, and everyday problems. DocVA then presents a shortlist of candidates, often accompanied by resumes and introductory videos, and the practice chooses whom to interview. After selection, the company helps with integration and remains available if a performance problem or mismatch emerges.

    For a practice evaluating any provider, the strongest starting point is a concrete delay or workload problem rather than a broad request for help. Leaders can identify where work accumulates, determine which activities can be assigned appropriately, and describe what successful performance would look like. They can then evaluate candidates against that defined role instead of expecting one person to solve every administrative issue.

    Fit should also include the working relationship. Relevant experience matters, but so do reliable communication, consistent availability, comfort with the practice’s systems, and a clear escalation path when a task requires someone else to decide or act.

    Growth marketing only works when operations can respond

    Barz connected staffing directly to growth: marketing may generate calls, form submissions, and appointment requests, but the practice still needs enough capacity to answer and follow up. If response workflows are overloaded, additional visibility can expose the constraint rather than resolve it.

    Virtual support may help create that capacity by taking ownership of a defined set of recurring duties. It is not an automatic remedy, and the source presents DocVA’s own perspective rather than an independent comparison of staffing options. Practice leaders should therefore judge the model by role fit, candidate qualifications, continuity, integration support, and its effect on the bottleneck they originally identified.

    The most productive next step is a workflow review: locate the delay, define the responsibility, and only then decide whether a dedicated virtual medical assistant is the right operational response.


    Inspired by this post on First Page Sage Blog.


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  • Create a Custom GPT Your Team Will Actually Use

    Create a Custom GPT Your Team Will Actually Use

    Have you ever wondered why most GPTs in businesses fail to be truly effective? It’s often because they are either too broad or haven’t been properly tested. Allow me to guide you through building focused, high-ROI GPTs that your team will not only adopt but use consistently every week.

    The OpenAI GPT Store made waves in January 2024 with its launch, hosting over three million custom GPTs. But, if you ask teams how many they actively use, the answer tends to be disappointingly low, often zero or just one.

    ```json
{
  "alt": "Screenshot of interface for configuring a new GPT model, detailing fields like name, description, and instructions.",
  "caption": "Set up your own customized GPT with this intuitive configuration interface, guiding you through naming, describing, and instructing your AI model.",
  "description": "This image depicts a screenshot of a platform for configuring a new GPT model. The interface includes fields for entering the model's name, description, and detailed instructions on behavior. Users can upload files, preview content, and choose conversation starters. The design is user-friendly, featuring a clean layout that guides through the customization process effectively. Keywords: GPT, model configuration, AI setup, user interface."
}
```

    I’ve personally built and audited over a dozen custom GPTs for marketing, SEO, and sales teams. The pattern is consistent: only a select few are used daily, while the rest simply collect dust. Let me share with you a practical approach to crafting GPTs that your team will genuinely engage with—from identifying suitable use cases to structuring, testing, and launching them effectively.

    ```json
{
  "alt": "Screenshot showing the Explore GPTs section with Research & Analysis and Programming categories.",
  "caption": "Discover the top-ranking GPTs in Research & Analysis and Programming to enhance your productivity and skills.",
  "description": "This image captures the Explore GPTs section from an AI platform, showcasing categories like Research & Analysis and Programming. Top GPTs in Research & Analysis include Finance & Economics and Marketing Research. Programming GPTs feature tools for software architecture and coding. This interface is designed for users seeking automated insights and coding assistance. Keywords: Explore GPTs, AI platform, Research & Analysis, Programming."
}
```

    If you’re eager to dive in, start with these foundational steps: Choose a task your team performs at least three times a week, typically taking over 15 minutes. Articulate this in a simple sentence: ‘This GPT helps [role] do [task] by [method].’

    ```json
{
  "alt": "The CapmatchOne logo with a gradient circle and bold text.",
  "caption": "Discover innovation with the CapmatchOne logo, featuring sleek typography and a modern gradient circle.",
  "description": "The CapmatchOne logo features bold, modern typography coupled with a gradient circle, symbolizing connection and innovation. The sleek design conveys a sense of progress and creativity. This image can be used for branding or promotional purposes, appealing to audiences interested in innovative solutions and forward-thinking designs."
}
```

    For a deeper understanding, I recommend checking out Marketing Research & Competitive Analysis or MARKETING, both highly ranked in the GPT Store’s Research & Analysis category. These projects showcase the build patterns I’ll cover here.

    ```json
{
  "alt": "Screenshot of a GPT search results page for marketing with various community-built GPTs.",
  "caption": "Explore specialized GPTs for marketing, offering expertise in advertising, SEO, copywriting, and competitive analysis.",
  "description": "This image displays a search results page for 'marketing' within a GPT interface. It features several community-built GPTs specializing in areas such as advertising, SEO, branding, and marketing analysis. Each entry includes a brief description, creator information, and engagement metrics, showcasing the diverse custom models available for enhancing marketing strategies. Ideal for marketers seeking AI-driven solutions."
}
```

    Now, let’s discuss what a business GPT truly entails. Unlike a generic AI assistant, a business GPT is a custom version of ChatGPT designed to handle one specific, recurring task for a particular role. Think of it like hiring a highly specialized worker for a job, rather than a generalist who does a little bit of everything.

    ```json
{
  "alt": "Screenshot of a new GPT setup interface with fields for name, description, and instructions.",
  "caption": "Create your custom GPT with ease using this setup interface. Fill in the name, description, and provide specific instructions to tailor its behavior.",
  "description": "This image displays a setup interface for creating a new GPT model. Users can input a name, description, and instructions to define its behavior and functions. The configuration guide on the right provides step-by-step assistance, such as uploading an icon and describing its function. The interface aims to simplify the customization process while enhancing the model's usability."
}
```

    Inspired by this post on Search Engine Land.


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