FAQs

Allied Health

1. Does your team know how to use allied health software?

As allied health admin specialists, we are familiar with most of the main calendar programs used in the industry. We’re experienced in Halaxy, Cliniko, CorePlus & Nookal. Our team are pretty cluey when it comes to tech, so if you’re using a different system, I’m sure we’ll be able to adapt to help you. Call us to chat about your systems.

2. How do you protect my privacy and security?

You can rest assured that the team at Beyond the Maze highly value your privacy and that of your clients. Honestly, our busy team have enough going on in our office that when we get the chance to sit down and chat, it’s about our families or weekend plans! To help protect your online systems, we use LastPass to ensure all our passwords stay secure and stored only in one place. Only your admin assistant will have access to your accounts.

3. How do you keep my client data safe?

Your client data will remain on your system, so you’ll always be able to access it and can ensure that it remains safe and secure through your own security measures. We have the highest level of security to ensure passwords to your systems stay safe and secure. Only your respected admin assistant will have access to your account.

4. How long do you take to complete tasks?

That’s a hard one to answer as this depends on what you need! For example, if we’re answering your phone calls, this will be done instantly, and the work resulting from the phone call is generally done immediately following the call. If you want invoicing or rebates to be processed, they’re usually done the next working day following your appointment. Your dedicated account manager will be able to guide you with deadlines and can discuss urgent tasks.

5. Will I have a dedicated team member for my business?

Yes, you’ll be appointed one of our super friendly account managers when you start with us. They become your main point of contact and will answer your phone. When they’re unavailable, a backup person (who’s also fully trained in your business needs) will answer your calls. If you happen to have a super busy time and both your dedicated team members are on your calls, another one of our team members will answer your call to ensure it’s not missed. We get people don’t want to speak to machines, so we do our absolute best to have your calls answered by our humans during working hours. 

6. I'm not sure what I need help with – can you advise me?

Of course! That’s why we have Shay, our client concierge. She’s got a knack for tapping into our clients’ brains when they start with us to learn about your business and help you decide what you should be outsourcing. Most clients end the call amazed at the number of things they can actually hand over – things they’d never thought of but have to be done (and not necessarily by them!).

7. What if I'm not happy with my assigned account manager (VA)?

As with any relationship, communication is the key. And for most people, you know straight away if you click or not. If you find you’re not on the same wavelength as your assigned VA, please speak with our client concierge Shay. Sometimes personality clashes can occur, making the working relationship hard for our team members and our clients. We’d much prefer to know, discuss and assign you to another team member if a solution can’t be reached between you and your VA.

8. Is there a minimum contract I must sign?

No! We don’t believe in locking clients into long term contracts as we know the industry can change (you may leave a practice, go out on your own, get more practitioners onboard and so on). As a common courtesy, we require 7 days written notice if you wish to stop using our services so we can plan accordingly. Our staff hate sitting around doing nothing! BUT, if you’re really unhappy with things and want to leave immediately, we’re not going to hold you. Happy customers are what we aim for.

9. Are your VAs in Australia or offshore?

We have both Australian and offshore VAs who are based in the Philippines.   We are all part of a team.   When you work with us, you will be assigned an Australian VA unless some of the tasks can be done by an offshore team member then it will be discussed with you.  

No work is sent offshore without a discussion with you first or at your request.

10. Can my VA have an email dedicated to my business?

Yes – that’s what we recommend. We know that the life of a VA is often like a secret agent. We’re working for you, so we don’t want your clients thinking otherwise. We’ll help you set it up if need be, but it’s more professional if your clients receive emails from your VA using your business name and a dedicated email address.

Financial Planning

1. What financial planning software do you use?

As financial planning admin specialists, we’re experienced using XPlan. Our team is pretty cluey regarding tech (and with different backgrounds have used various systems), so we’re confident that we can help most clients. Call us to chat about your systems.

2. How do you protect my privacy and security?

You can rest assured that the team at Beyond the Maze highly value your privacy and that of your clients. Honestly, our busy team have enough going on in our office that when we get the chance to sit down and chat, it’s about our families or weekend plans! To help protect your online systems, we use LastPass to ensure all our passwords stay secure and stored only in one place. Only your admin assistant will have access to your accounts.

3. How do you keep my client data safe?

Your client data will remain on your system, so you’ll always be able to access it and can ensure that it remains safe and secure through your own security measures. We have the highest level of security to ensure passwords to your systems stay safe and secure. Only your respected admin assistant will have access to your account.

4. How long do you take to complete tasks?

That’s a hard one to answer as this depends on what you need! For example, if we’re answering your phone calls, this will be done instantly, and the work resulting from the phone call is generally done immediately following the call. If you want invoicing or rebates to be processed, they’re usually done the next working day following your appointment. Your dedicated account manager will be able to guide you with deadlines and can discuss urgent tasks. 

5. Will I have a dedicated team member for my business?

Yes, you’ll be appointed one of our super friendly account managers when you start with us. They become your main point of contact and will answer your phone. When they’re unavailable, a backup person (who’s also fully trained in your business needs) will answer your calls. If you happen to have a super busy time and both your dedicated team members are on your calls, another one of our team members will answer your call to ensure it’s not missed. We get people don’t want to speak to machines, so we do our absolute best to have your calls answered by our humans during working hours.   

6. I'm not sure what I need help with – can you advise me?

Of course! That’s why we have Bec, our financial planning specialist. She’s got a knack for tapping into our client’s brains when they start with us to find out all about your business and help you decide what you should be outsourcing. Most clients end the call amazed at the number of things they can actually hand over – things they’d never thought of but have to be done (and not necessarily by them!).   

7. What if I'm not happy with my assigned account manager (VA)?

As with any relationship, communication is the key. And for most people, you know straight away if you click or not. If you find you’re not on the same wavelength as your assigned VA, please speak with our client concierge Shay. Sometimes personality clashes can occur, making the working relationship hard for our team members and our clients. We’d much prefer to know, discuss and assign you to another team member if a solution can’t be reached between you and your VA. 

8. Is there a minimum contract I must sign?

No! We don’t believe in locking clients into long term contracts as we know the industry can change (you may leave a practice, go out on your own, get more practitioners onboard and so on). As a common courtesy, we require 7 days written notice if you wish to stop using our services so we can plan accordingly. Our staff hate sitting around doing nothing! BUT, if you’re really unhappy with things and want to leave immediately, we’re not going to hold you. Happy customers are what we aim for.

9. Are your VAs in Australia or offshore?

We have both Australian and offshore VAs who are based in the Philippines.   We are all part of a team.   When you work with us, you will be assigned an Australian VA unless some of the tasks can be done by an offshore team member then it will be discussed with you.  

No work is sent offshore without a discussion with you first or at your request.

10. Can my VA have an email dedicated to my business?

Yes – that’s what we recommend. We know that the life of a VA is often like a secret agent. We’re working for you, so we don’t want your clients thinking otherwise. We’ll help you set it up if need be, but it’s more professional if your clients receive emails from your VA using your business name and a dedicated email address.

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