Patient Intake & Communication
- Automate new patient intake workflows
- Trigger appointment confirmation messages
- Send reminders before scheduled visits
- Flag incomplete patient information
Try one of these top automations
Get VAs trained across 120+ AI and business tools, with the skills to build and manage healthcare workflows
Work with VAs trained to handle healthcare workflows and the systems your team depends on
Every VA goes through a 6-step vetting process, followed by weekly manager reviews and SOP checks to keep work on track
You get a VA plus task support and a dedicated customer success manager, so there's support available when needed
Work with VAs available during your business hours, so automation issues, workflow updates, and urgent tasks are carried out when you work

Whether your team runs on Athenahealth, DrChrono, Zapier, Make, or AI tools, your VA comes trained on all
Manage patient records and payer workflows end to end
Connect EHR, forms and inboxes without code
Handle patient calls, texts and payment reminders
Build multi-step automations with branching logic
Run self-hosted, HIPAA-friendly workflows
Connect APIs and run custom workflow steps
Track intake, referrals and approvals in one base
Build HIPAA-ready forms for intake and referrals
Track therapy authorizations and session counts
Automate approvals and handoffs across Microsoft 365
Keep charts, e-prescriptions and billing in sync
Track resident records and daily care plans
Run charting, e-prescribing and patient recalls
Post patient payments and reconcile remittances
Handle patient records and department scheduling

A Healthcare Automation Virtual Assistant is a trained professional who builds, manages, and maintains automated workflows for healthcare businesses. They can automate repetitive work across patient intake, scheduling, billing, follow-ups, reporting, and other admin processes. Unlike a standard healthcare VA, their role includes improving the process itself, not just completing the tasks manually.
They can automate tasks such as patient intake, appointment reminders, insurance verification, billing follow-ups, referral tracking, reporting, and data movement between systems. Your VA can also monitor these workflows, troubleshoot failures, and update them when your processes change.
A regular healthcare VA primarily performs administrative work such as scheduling, data entry, patient communication, and billing support. An automation VA can do those tasks while also looking for repetitive steps, building workflows around them, connecting tools, and maintaining the automation after launch.
Yes. Wishup VAs can work with major EHR and practice management platforms, including Epic, Athenahealth, eClinicalWorks, Kareo, NextGen, and Nextech. If you use a less common system, Wishup can match you with someone with relevant experience and provide system-specific onboarding.
Yes. Wishup VAs are trained across 70+ industry-standard tools and 50+ AI tools. That includes automation platforms, business software, healthcare systems, CRM tools, forms, scheduling platforms, and other software used in day-to-day healthcare operations.
Yes, provided the workflow, systems, access controls, and data handling meet the applicable HIPAA requirements. Wishup states that its healthcare VAs receive HIPAA training and work under a Business Associate Agreement when handling PHI, with controlled access to approved systems.
Yes. That's one of the main advantages of having a person manage the automation. Routine work can run through defined workflows, while exceptions such as missing information, unusual requests, or data mismatches can be routed to your VA for review.
We match and onboard a healthcare automation VA within 60 minutes of the consultation call. You can also interview matched candidates before choosing who you want to work with.
Yes. Wishup offers unlimited free interviews until you're confident about the match. This lets you discuss your healthcare workflows, tools, working hours, and automation requirements with the candidate before making a decision.