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15 Little Life Hacks

How to get your virtual assistant to schedule your doctor’s appointments

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As much as possible, I like to have other people do my work for me. So if you’re trying to find a doctor (a hellish process that I despise and curse), I asked my virtual assistant to find it for me. Use this script if you’re looking for anything similar.

dog-doctor.jpg

Hello,

Please set up these appointments on Monday morning (12/17), when the doctors’ offices open.

Please set up the following medical appointments for me:

1. A dental appointment (annual checkup)
2. An eye checkup (annual checkup)

WHERE TO LOOK

* Please look up doctors on http://www.bluecrossca.com — my doctor must accept my medical insurance (Blue Cross PPO — Lumenos)
* Then cross-reference the doctors’ names on yelp.com to find doctors with positive reviews
* Call the doctors to see which doctors are available for checkups on the below dates
* Please confirm with the doctors that, as a member of Blue Cross Lumenos PPO, I will have 100% exam coverage (dental exam) and a $15 co-pay (vision exam)

WHEN I’M AVAILABLE
* December 17, 18, 19, 21, 27, 28
* 8am – 11am PST and 4pm-7pm PST

LOCATION
* Located near the ZIP code of XXXXX

Thank you,

-Ramit

A few things:

1. Yes, you have to be extremely specific
2. Please don’t say, “In the time it took you to write that, you could have done it yourself!” That’s just dumb
3. For my virtual admin, I use AskSunday.com but you can use anyone you want. Also try Craigslist or eLance
4. I got the idea from the 4-Hour Workweek. Read my review or just buy the book
4. Tim Ferriss wrote an insanely detailed checklist for his VAs

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27 Comments

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  1. This seems like a good idea except that: a lot of people are very particular about what doctor they go to already. That being said, Im going to give it a try: anything to further automate the menial tasks so I have more time for everything else.

  2. This sounds like a great idea… if only I wasn’t a control freak!

  3. It seems to me that if you are already using GTD or something similar, you will basically have these steps as individual items listed that YOU do each time you make a doctor’s (or dentist’s or whatever) appt, so that all you need to do is make them a little more specific and send them out.

    Thanks for sharing!

  4. Marisa, that’s true. But I don’t want to spend 1-2 hours researching this myself, so I outsourced it!

    • Hi Ramit,

      I can help you working as a virtual assistant. Kindly let me know if you can assign me any tasks to test my skills. I can manage your calendar, update you on meetings which definitely makes your job much easier.

      Please do contact me.

  5. I’ve outsourced any of my several DMV visits – because those are awful. By the way – your link for the 4 hr workweek book review is broken.

  6. I don’t think it’s dumb to say, “you could have done that yourself.” In fact, I think this is the #1 consideration before outsourcing something – will it take more time to write the instructions or do it yourself?

    On the doctor front, I go to the same doctor every time and over the past couple years have built a good relationship with him. I can email him questions and he replies, etc. If you can get to know one doc and stick with him, I think it can be really helpful.

  7. Yep. You hit it on the head. And I love your comment about “coulda done this myself”. Right on!

    Jeff Yablon
    President & CEO
    Virtual VIP

  8. Ben, if you already have a doctor, this tip wouldn’t make much sense. And clearly, if you can do it faster yourself, you should do it — but a lot of people don’t think through exactly how long a task will take, fully inclusive of everything involved.

    For example, I hear “couldn’t you just do that yourself” a little too often when it comes to VAs. I hear it from people who don’t think through exactly how long a task will take — not being realistic about how long it will take to find all your healthcare information, locate doctors, compare them, cross-reference their locations, call to see if they’re available, check their dates/compare with yours, etc. It’s not as simple as “Just look up a doctor!” I then scoff at these people and turn away in disgust.

  9. Long time reader, first time commenter.

    That is an awesome image.

    -Sean

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