Hi, I'm Cristel, a professional Virtual Assistant with a strong background in medical records management, NDIS operations, and administrative support. I bring meticulous attention to detail and hands-on operational experience to streamline your workflows.

What sets me apart:

Unlike many assistants who only handle basic data entry, I understand end-to-end documentation workflows, compliance standards, and precision record-keeping. Whether you need specialized management of medical records, support for Australian clients within the NDIS sector, or general operational assistance, I bring a proactive and detail-oriented approach to your team.

My Toolbox

• Healthcare & NDIS Platforms - Cliniko, ShiftCare, Lumary, Brevity, Compulink, Eyefinity, Epic, Oracle Health Meditech
• CRM & Project Management - Filevine, Monday.com, Trello, Asana
• Business & E-commerce Platforms - Xero, Shopify, ShipStation
• Productivity & Office Tools - Google Workspace, Microsoft Office, Adobe Acrobat
• Communication & Collaboration - Slack, Zoom, Microsoft Teams, Calendly
• Design & File Management - Illustrator, Canva, Dropbox, Filevine

Specialized Domains

NDIS Administration & Compliance

• NDIS Service Agreements & Onboarding - Preparing NDIS Service Agreements, participant onboarding documentation, and policy and procedure templates.
• Participant Records & Document Control - Reviewing and updating participant records while maintaining accurate record keeping, document control, and organized cloud-based digital files.
• Rostering & Scheduling - Managing staff rosters, coordinating shift allocations, tracking support worker availability, updating schedule changes, and monitoring unfilled shifts.
• Invoicing & Billing Support - Creating and managing invoices, updating billing records, and tracking payment status using Xero.
• Data Entry, Spreadsheets & Reporting - Managing data entry and database maintenance, creating tracking spreadsheets and administrative reports, and handling PDF editing and document formatting.
• Social Media & Document Design Support - Creating Canva graphics for social media, recruitment, service promotion, and community events, along with branded flyers, welcome packs, information sheets, presentations, proposals, social media scheduling, and internal newsletters.
• Calendar, Inbox & Workflow Coordination - Managing calendars and shared inboxes, coordinating tasks and workflows, handling administrative follow-ups, and providing general virtual assistance support.
• CRM & Client Communications - Updating CRM systems and managing client and participant communications while coordinating information between workers, participants, and providers.

Medical Records

• Records Requests & Follow-Up - Contacting providers and approved vendors directly, and chasing outstanding requests
• Document Organization & Filing - Uploading and organizing records in Filevine, Dropbox, and EHR systems, with naming conventions that make retrieval fast.
• Data Entry & Records Management - Entering and updating patient and case information across EHR and case management systems.
• Records Review & Quality Check - Reviewing every record for accuracy, completeness, and relevance before it reaches a case manager.
• Status Tracking & Reporting - Keeping trackers current and notifying case managers the moment records are received, reviewed, and filed.

Other Stuff I Can Do

• Eye care administrative support and optical lab request tracking.
• Reviewing and interpreting basic eyeglass prescription details (sphere, cylinder, axis, PD, and add)
• Online research and information gathering.
• Follow-ups and task tracking.
• Applicant qualification and routing.
• Customer inquiry review and quality checks.
• Appointment scheduling, rescheduling, and cancellations.
• Customer support via inbox & live chat.
• Shopify administrative support - including order tracking, returns, refunds, and customer inquiries.
• English ↔ Spanish document translation.
• Audio and video transcription.
• General administrative and virtual assistant support
• Pretty much anything operational, just ask!

Rate

• My rate is $15/hr or project-based depending on scope.
• Quick to get started
• Open to both full-time & part-times

PM or chat me here on Reddit