Any
$5
30
Feb 26, 2026
We need an Automation Builder VA to deploy and manage multiple AI receptionist / patient-intake automations for different medical clinics. Each clinic may have different rules (HIPAA needs, scheduling preferences, intake process), so the VA must be able to clone a base system, customize it per clinic, test it, and document it.
Core deliverables per clinic
Clinic discovery + config sheet: hours, services, FAQs, insurance rules, escalation rules, “do/don’t say,” emergency disclaimers.
Phone + SMS setup: provision numbers, call routing, voi
Conversation flow build: greet ? identify intent ? answer FAQs ? collect patient details ? route/transfer or send intake link ? confirm next steps.
Integrations: connect to the clinic’s tools (or avoid them if required)—EHR/CRM intake, form capture, ticket creation, staff notifications.
Logging + reporting: track calls, outcomes, lead/patient info captured, and basic ROI metrics (calls handled, appointments requested, staff time saved).
Testing + QA: test scripts, edge cases, failures; verify escalation works; ensure compliance constraints are followed.
SOPs: “how it works,” “how to update FAQs,” troubleshooting steps, and a handoff guide for clinic staff.
Must-have skills
Building workflows in n8n / Zapier / Make + using webhooks/APIs
Telephony & SMS setup (Twilio or similar)
Debugging + reliability mindset (monitoring, fallbacks, error handling)
Strong documentation (repeatable deployments)