Executive Partner/Bookkeeper (RG)
业务：· 在加州里弗萨伊德的眼科实践 · 河边成专家 · 两层医疗办公楼的所有者/房东角色 1. 行政和行政支持 · 执行/个人助理工作：· 检查，组织和回答直接电子邮件 · 管理他的日历和可能预订旅行 · 处理日常日常任务以便他能够集中在临床工作上 · 一般的书记/虚拟助理职责：·任何不需要亲身存在的行政任务 2. 财务和支票支持 · 会计 /快账的工作：· 管理付款，账单和收费。· 支持与保险账单相关的管理员 （索赔，拒绝，下码问题）,尽管这不是调用的主要原因，但它是他整体压力的一部分 · 安全意识到财务工作流程：·设置访问使 SP 无法转向或细微支付 （由于先前钱）· 在金融系统中的限定的许可范围内工作 3.实践运营和系统 ·帮助电子邮件和合同与保险公司 ·协助收费和支付费用 ·支持该实验以及可能的成诊所的市场营销 ·一般简化工作流程 ·建筑/房东责任 4.专业医疗软件支持 （非临床）·学习和使用 Veracity (Zeiss) 和相关眼科系统：· Veracity （用于白内障手术镜头常量/编程优化）· Zeiss IOLMaster 和 OR 显微镜集成 ·角色是非临床的：· 缩数字，输入数据，运行报告 · 没有医学决策或临床判断 5.灵活性与职责范围 · 全日 （40小时/周）的助理时间可转移到以下之间：· 实践管理员 · 财务任务 ·营销 ·电子邮件和总裁支持 ·个人任务 （如果他没有工作任务）· 一个人：· 能够快速学习微观软件和工作流程 · 随着不断的培训和调整而感到舒适。
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Business:
- Ophthalmology practice in Riverside, CA
- Riverside Addiction Specialists
- Ownership/landlord role for the two‑story medical office building
1. Administrative & Executive Support
- Executive/personal assistant work:
- Screening, organizing, and answering straightforward emails
- Managing his calendar and potentially booking travel
- Handling “day‑to‑day mundane tasks” so he can focus on clinical work
- General clerical/virtual assistant tasks:· Anything administrative that doesn’t require in‑person presence
2. Financial & Billing Support
- Bookkeeping / QuickBooks work:
- Managing payables, bills, and collections
- Supporting with insurance billing-related admin (claims, denials, down‑coding issues), even though this wasn’t the main reason for the call, it’s part of his overall strain
- Security‑conscious financial workflows:
- Setting up access so the SP cannot redirect or finagle payments (sensitive because of prior embezzlement)
- Working within limited permissions in financial systems
3. Practice Operations & Systems
- Helping with emails and contracts with insurers
- Assisting with collections and payables
- Supporting marketing for the practice and possibly the addiction clinic
- Generally streamlining workflows across:
- Ophthalmology practice
- Riverside Addiction Specialists
- Building/landlord responsibilities
4. Specialized Medical Software Support (Non‑clinical)
- Learning and using Veracity (Zeiss) and related ophthalmic systems:
- Veracity (for cataract surgery lens constant/nomogram optimization)
- Zeiss IOLMaster and OR microscope integrations
- Role is non‑clinical:
- Crunching numbers, entering data, running reports
- No medical decision‑making or clinical judgment
5. Flexibility & Breadth of Role
- A full‑time (40 hrs/week) assistant whose time can be shifted between:
- Practice admin
- Financial tasks
- Marketing
- Email and general executive support
- Personal tasks (if he runs out of business tasks)
- Someone who is:
- Able to learn niche software and workflows quickly
- Comfortable with ongoing training and adjustment based on his preferences
Originally posted on Himalayas