Executive Partner/Bookkeeper (RG)

Business:

• Ophthalmology practice in Riverside, CA
• Riverside Addiction Specialists
• Ownership/landlord role for the two‑story medical office building

1. Administrative & Executive Support

• Executive/personal assistant work:
  • Screening, organizing, and answering straightforward emails
  • Managing his calendar and potentially booking travel
  • Handling “day‑to‑day mundane tasks” so he can focus on clinical work
• General clerical/virtual assistant tasks:
  • Anything administrative that doesn’t require in‑person presence

2. Financial & Billing Support

• Bookkeeping / QuickBooks work:
  • Managing payables, bills, and collections
  • Supporting with insurance billing-related admin (claims, denials, down‑coding issues), even though this wasn’t the main reason for the call, it’s part of his overall strain
• Security‑conscious financial workflows:
  • Setting up access so the SP cannot redirect or finagle payments (sensitive because of prior embezzlement)
  • Working within limited permissions in financial systems

3. Practice Operations & Systems

• Helping with emails and contracts with insurers
• Assisting with collections and payables
• Supporting marketing for the practice and possibly the addiction clinic
• Generally streamlining workflows across:
  • Ophthalmology practice
  • Riverside Addiction Specialists
  • Building/landlord responsibilities

4. Specialized Medical Software Support (Non‑clinical)

• Learning and using Veracity (Zeiss) and related ophthalmic systems:
  • Veracity (for cataract surgery lens constant/nomogram optimization)
  • Zeiss IOLMaster and OR microscope integrations
• Role is non‑clinical:
  • Crunching numbers, entering data, running reports
  • No medical decision‑making or clinical judgment

5. Flexibility & Breadth of Role

• A full‑time (40 hrs/week) assistant whose time can be shifted between:
  • Practice admin
  • Financial tasks
  • Marketing
  • Email and general executive support
  • Personal tasks (if he runs out of business tasks)
• Someone who is:
  • Able to learn niche software and workflows quickly
  • Comfortable with ongoing training and adjustment based on his preferences

Originally posted on Himalayas