Ways a Medical Secretary Can Support Your Specialist Practice

Your Air Secretary medical secretary can take over these administrative tasks, from referral triage and Medicare billing to theatre lists

and practice management software.

Secretarial and patient support

Bookings, referrals, letters, reports and patient communication.

1. Booking appointments for new patients

2. Booking appointments for patient review

3. Receive referrals and triage

4. Support telehealth clinic appointments as a virtual secretary in the clinic

5. Type letters from dictation or upload into an AI scribe

6. Send doctors letters

7. Write medical certificates

8. Confirming patient appointments by text or phone

9. Set up telehealth appointments on Zoom or other platforms

10. Manage pharmaceutical and device rep visits for doctors

11. Answering the phone

12. Type and send medical reports for patients

13. Type and send medico-legal reports

14. Reviewing and filing correspondence from other doctors

15. Flag any letters from other doctors which require action

16. Booking investigations for patients eg lung function test, sleep studies, echo,

17. Arrange elective admission for patients to private hospitals

18. Chasing up patient referrals from GPs and other doctors prior to review appointments

19. Send patient education videos

20. Send patient welcome videos from clinicians

21. File investigation reports such as sleep studies and echocardiography etc and send to referring doctors

22. If a doctor is running late, inform patients to reduce their wait time

Medicare, health fund and billing

Medicare, health fund, TAC and WorkCover billing, plus chasing unpaid fees.

23. Check patient’s medicare numbers

24. Process billing for patient appointments over telephone

25. Take credit card payments

26. Process bulk billing

27. Check billing

28. Chase unpaid consultation fees (Tyro, Square, HF)

29. Check uninvoiced appointments

30. Process in patient billing with health funds including Eclipse exceptions

31. Fill in PBS authority application forms prior to uploading to PRODA for approval. PRODA cannot be accessed from Philippines.

32. Update details with private health funds eg provider numbers, banking and contact details

33. Linking doctor’s provider numbers and bank details to private health funds

34. Requesting new provider numbers for doctors

35. Billing TAC

36. Workcover billing

37. Processing Medicare claim reversal

Operating and procedure list management

Theatre lists, anaesthetist liaison, procedure reports and invoicing.

38. Operating and procedure list management

39. Liaise with patient and their family about operations and procedures

40. Arrange anaesthetists for operating and procedure lists

41. Send theatre list to hospital, anaesthetists and team

42. Type operation and procedure reports

43. File operation and procedure reports and send to referring doctors

44. Invoice patients for operations and procedures

Practice management software (PMS) management

Patient records, templates, recalls and document filing.

45. Adding patient details into PMS

46. Adding and changing clinics

47. Create and edit letter templates

48. Maintain contact list

49. Follow up recall list and book appointments for patients needing recall

50. Ensure new documents in PMS are labelled correctly

Practice administration support

Email, voicemail, documents, leave, reports and office organisation.

51. Manage email inbox

52. Check email spam folder to ensure important emails are not missed

53. Create email templates for commonly used email replies

54. Check voice messages and return calls

55. Create systems on how to perform tasks and add to practise intranet

56. Update system for changes made and disseminate changes to team

57. Add new tasks to Asana or other task management software

58. Create fillable forms for PDF documents

59. Convert files eg JPG to PDF etc

60. Arrange leave applications for doctors including public hospital leave

61. Create billing reports for doctors

62. Create reports on business measurables eg, revenue, number of referrals and new patients

63. Attend staff meetings and record minutes

64. Ordering of new stock for consulting rooms

65. Help organise social events for practice

66. Assist with on-boarding of new doctors and staff members

Practice promotion and marketing support

Graphic design, email marketing, GP liaison, onboarding and website updates.

67. Create graphic designs for promotional material

68. Email marketing and automation

69. Contacting GP practice managers

70. Advertising and arranging GP talks

71. Update website

72. Add blog articles and videos to website

AND MORE !

Social Media & Content Marketing

Social media content scheduling & management: Drafting, formatting, and scheduling posts across platforms (LinkedIn, Facebook, Instagram).

Patient testimonials & case studies: Collecting, anonymizing, and publishing patient reviews and success stories in compliance with AHPRA/advertising guidelines.

Newsletter creation & distribution: Compiling monthly or quarterly practice updates, health tips, and clinic news for your patient list.

Video content repurposing: Turning recorded patient webinars, interviews, or lectures into short clips or reels for social media and website use.

Infographic generation: Creating easy-to-understand visual guides explaining common conditions, procedures, or prep instructions.

GP Liaison & Network Building

Referral network maintenance: Managing and updating contact databases for referring GPs, specialists, and allied health professionals.

Send-out of practice updates & directory sheets: Preparing and emailing GP referral guides, specialty updates, or updated clinic contact lists to medical centers.

Thank-you letters & referral tracking: Tracking incoming GP referrals and sending personalised acknowledgment letters or updates to referring doctors.

Event logistics & invite management: Managing RSVPs, venues, and follow-ups for educational lunches, networking events, or webinars targeting medical professionals.

Online Presence & Local SEO

Google Business Profile optimization: Updating clinic hours, contact details, service categories, and photos across search profiles.

Review monitoring & response management: Monitoring online reviews across Google, Health Engine, and directories, preparing appropriate responses or flagging compliance concerns.

Directory listings management: Claiming, updating, and auditing practice profiles on medical directories (e.g., HealthEngine, HotDoc, Whitecoat, Yellow Pages).

Local SEO citation consistency: Ensuring practice details (Name, Address, Phone) are uniform across all online listings.

Digital Advertising & Search Marketing

Google Ads & meta campaign monitoring: Tracking spend, basic metrics, and inquiries generated by paid search and social campaigns.

Landing page setup support: Coordinating setup and design tweaks for dedicated landing pages targeting specific treatments or conditions.

Retargeting setup & email workflows: Setting up basic re-engagement email sequences for prospective patients or past inquiries.

Print & In-Clinic Marketing Collateral

In-clinic brochure & flyer maintenance: Designing, updating, and coordinating the print run of patient information brochures for waiting rooms.

Welcome pack creation: Preparing customized digital or physical welcome packs for new patients prior to their first consultation.

Signage & display design: Drafting designs for clinic banner stands, waiting room display screens, or window graphics.

Marketing Operations & Analytics

Marketing performance reporting: Gathering monthly reporting metrics on website traffic, inquiry numbers, email open rates, and GP referral counts.

Patient feedback & survey collection: Setting up and analyzing post-consultation feedback surveys (e.g., NPS or patient satisfaction scores).

Competitor & market research: Gathering insights on local competitor offerings, fee structures, and promotional strategies.

Our values: what guides your Air Secretary team

These five values shape how our medical secretaries work together and how they support your practice.

team-work

Work as a team

We share knowledge and ideas, so your medical secretary is backed by a whole team and your practice benefits from greater efficiency.

family

Care like a family

We treat one another with empathy, honesty and support, just as you would with your own family. Supported staff do their best work for your practice.

person-celebrate

Humbly Confident

We keep looking for ways to learn and improve, and to be the best we can be, without needing to show off.

positive-dynamics

Make a difference

We strive to make a positive impact and to support outstanding health outcomes for your patients.

happy

Fun and banter

We love our work and enjoy each other's company, which keeps our team motivated and positive.

FREE PRACTITIONER RESOURCE

Optimise Your Practice.
Download The eBook.

3D rendered hardcover book mockup of The Air Secretary Guide for Australian Medical Specialists

Written specifically for Australian medical specialists, surgeons, and clinic directors. Discover proven clinical workflow frameworks, patient intake automation protocols, and billing compliance safeguards designed to eliminate operational friction.

AIR SECRETARY connects Australian specialist doctors with dedicated remote medical secretaries based in the Philippines — recruited, trained, and managed so you save time and reduce costs.