Prioritizing Tasks

As a Wellness Assistant, you may be faced with a growing to-do list and juggling multiple tasks at once is simply a part of the job.

Our clients are always top priority!

Tasks should be dealt with in the following order:

1) Guests in the clinic

• Clients in for appointments (assisting practitioners, answering questions, booking appointments, calling for labs, etc.)

• Answering phone calls and emails

2) Client Prep

• Scheduling test kit pickups

• Sending ARORs, calling clinics, uploading labs results to patient charts, calling patients (practitioner requests, changes to appointments, guest retention, etc.)

3) Clinic Operations

1) Maintaining clinic tidiness

2) Inventory

3) Other tasks (ARR, retention reports, invoice scanning, etc.)