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Virtual Practice Admin Specialist, Charm EHR Experience
Staffing For Doctors. Run the daily administrative operations and patient engagement for a specialized functional medicine practice .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing administrative operations within a Functional Medicine practice, including patient engagement, scheduling, and billing processes. Proficient in navigating Charm EHR and utilizing tools like Fullscript and MailChimp to enhance patient communication and operational efficiency.
Highest-signal resume keywords
Charm EHR NavigationPatient CommunicationBilling Process ManagementFullscript ExperienceHIPAA Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Administrative OperationsLab Ordering ManagementPayment ProcessingSchedule AdjustmentLab Result Management
Soft Skills
Effective CommunicationPatient EngagementProblem-SolvingAttention to DetailEmpathy
Tools & Technologies
Charm EHRFullscriptMailChimpCanvaLaboratory Portals
Industry Keywords
Functional MedicineNaturopathic MedicineHIPAA CompliancePatient CareClinical Administration
About the role
Key responsibilities & impact- Run the daily administrative operations and patient engagement for a specialized functional medicine practice
- Handle patient communication via phone calls, emails, and portal messages
- Navigate Charm EHR
- Manage lab ordering and uploads
- Process payments
- Strategically maintain the calendar
- Proactively manage return-visit intervals and appointment lengths according to billing notes
- Look 1–2 weeks ahead to align visit timing with lab turnaround schedules
- Triage incoming phone calls, emails, and portal messages
- Deliver warm, personal outreach while guiding patients toward optimal appointment and care options
- Review voicemails and messages
- Collect payments
- Process lab downloads and uploads
- Manage Fullscript order signals
- Update MailChimp lists
- Answer inbound calls and respond to patient inquiries
- Handle sensitive conversations regarding scheduling, practice policies, and care plans
- Validate patient concerns, explain scheduling or clinic options, and guide patients while maintaining practice boundaries
- Cross-reference billing and encounter notes to execute exact return-visit intervals and visit lengths
- Monitor lab completion timelines and proactively adjust visit lengths or reschedule appointments when needed
- Triage and clear voicemails, portal messages, and emails
- Process billing and follow through on billing-note task items
- Download, upload, and link laboratory results in Charm EHR
- Monitor Fullscript order notifications and send customized check-in notes
- Maintain MailChimp email lists
- Assist with basic creative or marketing materials in Canva
- Evaluate lab delays, partial lab completion, and split visits using clinic guides before escalating issues to the provider
Requirements
What you’ll need- Minimum 2+ years of direct experience supporting a U.S.-based Functional Medicine or Naturopathic medical practice
- Direct, hands-on administrative experience navigating Charm EHR (non-negotiable)
- Fluent, highly articulate spoken English with a neutral accent that allows patients to communicate comfortably over the phone
- Ability to evaluate clinical/administrative variables, cross-check details independently, and execute complex schedule adjustments without relying on constant oversight
- Dedicated, private, HIPAA-compliant home office
- Reliable computer (PC/Mac)
- High-speed internet
- Backup power/internet solutions
- Noise-canceling headset
- Prior experience using Fullscript, MailChimp, Canva, and major laboratory portals (LabCorp, Quest Diagnostics) is a strong plus
- Interest in taking on creative projects, marketing materials, and practice expansion tasks once daily operations are mastered is a strong plus
Benefits
Comp & perks- Off on major holidays and pre-scheduled practice closure dates.