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CareIQ Assist

FAQs

Questions, answered

16 straight answers about how we work, what it costs, and where the limits are. If yours is not here, ask us and a person will reply.

General

What does CareIQ Assist actually do?

Three things. We place Philippines-based virtual assistants with US businesses, we place virtual medical assistants with healthcare practices, and we set up and run the CareIQ Assist CRM. Most clients start with one and add the others later.

Who is this for?

Insurance agents, financial services agencies, healthcare providers, and growing businesses that need better systems and dependable remote talent. If you are spending your evenings on admin instead of clients, that is the problem we solve.

Are you an employment agency? Do I become the employer?

No. CareIQ Assist is an intermediary. We source, train, and place the virtual professional, and you work with them directly. You are not their employer of record and you take on no payroll, benefits, or office costs.

Why the Philippines?

Our professionals hold professional degrees, speak excellent English, and are trained on insurance and healthcare workflows before they reach you. You get that at a fraction of a US hire, without the payroll, the benefits, or the office.

Virtual Assistant

What can a CareIQ Assist VA do?

Application processing and data entry, quoting and carrier comparisons, CRM and client follow-ups, appointment scheduling, email and inbox management, document preparation and uploads, Microsoft Word, Excel and PowerPoint, client onboarding support, and social media and post-office admin.

How much does it cost?

Rates start at $7.00 per hour. Part-time is a minimum of 25 hours a week, full-time is a minimum of 40. No payroll, no benefits, no office cost.

What does that work out to per month?

A full-time VA starts at as low as $1,120 a month, which is where clients typically save $5,000 or more every single month compared with a local hire.

Can my VA give advice to my clients?

No, and this is deliberate. Your VA is trained on your products and workflows so they can support you well, but they do not give insurance, financial, or medical advice to your clients. Licensed work stays with you.

Medical Virtual Assistant

What does a virtual medical assistant handle?

Four areas. Virtual medical reception, which covers appointment scheduling, HIPAA-compliant call handling, real-time message routing, patient intake and registration, and voicemail and inbox management. Administrative and patient coordination, covering referrals, patient data, medication refills, and medical records retrieval. Medical scribing and transcription, including live scribing, transcription, EHR data entry, and documentation review. And insurance and billing support, covering patient billing, pre-authorizations, insurance verification, and Medicare Advantage support.

How much does it cost?

Rates start at $10.00 per hour. Part-time is a minimum of 25 hours a week, full-time a minimum of 40. No payroll, no benefits, no office cost.

Why does a VMA cost more than a VA?

Different people. Virtual medical assistants are medical professionals with clinical training, working in patient-facing and documentation workflows where a mistake has real consequences.

Are they licensed to practise in the US?

No. Your VMA supports your practice with administrative, coordination, documentation, and billing work. They do not diagnose, they do not give medical advice, and they do not practise medicine. Clinical judgement stays with your licensed staff.

CareIQ Assist CRM

What is the CareIQ Assist CRM?

One connected platform instead of six disconnected tools. CRM and pipeline management, workflow automations, two-way SMS and email marketing, booking calendar, forms and surveys, website builder and funnels, call tracking, reputation management, analytics dashboards, a central multi-channel inbox, and mobile app integration. Setup support is included.

How much is it?

$199 a month for the CRM and all features. $299 a month if you want the AI chatbot and voice agent. Both have a one-time $1,000 setup fee. Unlimited users on either plan.

Unlimited users, really?

Really. Both plans. Add your whole team without the price changing, which is unusual and is one of the main reasons agencies move over.

Do I need a VA to use the CRM?

No. They work well together and many clients do both, but the CRM stands alone and so does the VA.

Still deciding?

We are still writing up answers on contract terms, replacements, and timelines. Ask directly and you will get a real answer rather than a hedge.