Blog Details
Your agents and clinical staff are most valuable when working with clients or patients — not stuck doing admin work. Here are 25 tasks (split for Real Estate + Medical) that you can safely hand off to a trained Virtual Assistant this week.
REAL ESTATE — Top 25 Delegable Tasks
Lead Management
Lead intake from Zillow/Realtor.com/FB Ads
Follow-up calls (scripted)
Lead routing to agents
CRM tagging + updating
Appointment confirmations
Transaction Coordination
Prepare contracts (according to templates)
Collect disclosures
Coordinate with lenders & title companies
Manage deadlines (inspection, appraisal, closing)
Send reminders to all parties
Marketing
Write listing descriptions
Upload MLS listings
Create social posts for listings
Update website listings
Create property flyers
Operations
Showing scheduling
Lockbox coordination
Vendor coordination
Inbox management
Calendar management
Specialized
Market analysis prep (export comps)
Agent onboarding workflow
Pipeline reporting
Open house guest list follow-up
Feedback collection from showings
MEDICAL PRACTICES — Top 25 Delegable Tasks
Front-Desk Support
Appointment scheduling
Appointment reminders (calls/texts)
No-show follow-up
Patient intake form processing
Insurance verification
Billing & Admin
Eligibility checks
Pre-auth documentation prep
Code & insurance lookup assistance
Claims follow-up (non-clinical)
Payment posting support
EHR/Data Support
Chart prep (pull labs, previous visits)
Fax handling
Lab order follow-up
Referral management
Document upload into EHR
Patient Communication
After-visit instructions (template-based)
Prescription refill coordination
Patient satisfaction calls
Follow-up care reminders
Portal message triage
Operations
Calendar management
Vendor communication
Inventory coordination
Report generation
Compliance paperwork prep
Delegation Checklist
Goal of task
SOP (step by step)
Templates/scripts
Access required
SLAs (24 hours, same-day, etc.)
Reporting format
Escalation contacts
Clinical/legal boundaries
Free 30-Minute Workflow Audit: Discover How Much You Can Save with a Real Estate or Medical Virtual Assistant
Elemmentor Box
VA Agent
Virtual Assistants Care
Hire Your Virtual Assistant Today
Recent Posts
Why Outsourcing Administrative Services Is Essential for Healthcare Practices Today
How Call Center Services Can Improve Your Billing Collection Ratio
How an Effective Scheduling Team Can Improve Your Billing Collection Ratio
Categories