Patient & front desk
Illustrative workflow
Front desk and appointment scheduling
Typical situation: A practice whose phones ring through peak hours while in-office staff are busy with patients.
- Answer inbound calls and route messages to the right person
- Book, confirm, and reschedule appointments in the practice's system
- Send appointment reminders and work the cancellation list
- Pass clinical questions to practice staff for a response
Your practice keeps: Clinical advice, triage decisions, and scheduling rules.
Insurance & administrative
Illustrative workflow
Insurance eligibility verification
Typical situation: A practice that wants coverage confirmed before patients arrive.
- Review upcoming appointments that need verification
- Check eligibility and benefits through payer portals or by phone
- Record coverage details in the practice's system
- Flag inactive coverage or missing information to the front desk
Your practice keeps: Financial policies and conversations with patients about balances.
Billing & revenue recovery
Illustrative workflow
Outstanding claims and accounts receivable follow-up
Typical situation: A practice with aging claims that no one has time to chase.
- Work an aging report in the order the practice sets
- Contact payers for claim status and document each outcome
- Route denials and requests for information to the right person
- Update notes so the billing team has a clear status view
Your practice keeps: Coding decisions, adjustments, and write-off approvals.
Patient & front desk
Illustrative workflow
Patient follow-up and referral coordination
Typical situation: A practice where recalls, referrals, and records requests slip between visits.
- Contact patients due for recall or follow-up appointments
- Track outgoing referrals and confirm receipt
- Request and log outside records
- Escalate anything unresolved to the care team
Your practice keeps: Referral decisions and all clinical follow-up.