01
Front desk & scheduling.
Inbound calls, new-patient scheduling, rescheduling, waitlist management, and same-day add-ons. All inside your EHR, with your own protocols.
New-patient schedulingWaitlist managementAppointment reminders (SMS / call / email)
02
Live medical scribing & charting.
Real-time or asynchronous documentation during visits. Specialty-specific templates, cleaner notes, faster chart closure.
Live scribing during visitsAsync charting from audioChart cleanup & completeness
03
Medical transcription & chart management.
Dictation-to-chart transcription, physician-order tracking to signature, and chart cleanup so your EHR stays audit-ready.
Dictation-to-chart transcriptionPhysician-order tracking to signatureEHR data entry & updates
04
Patient calls & communication.
24/7 phone, SMS, and chat coverage. Empathetic patient-facing conversations, multilingual where you need it.
Inbound calls & messagesLab-result routingMultilingual support
05
Insurance verification.
Eligibility confirmed 24-48 hours ahead of every visit. Deductibles, copays, and network status captured before the patient walks in.
Eligibility verificationPayor-specific workflowsDenial identification at verification
06
Prior authorizations.
Payor-specific prior-auth workflows, clinical documentation chased, status tracked across portals. Fewer bumped procedures.
Prior auth submissionClinical documentation chasingPortal status tracking
07
Medical billing & coding.
Specialty-specific CPT, HCPCS, ICD-10, CDT, and UB-04 coding. Clean charge entry from your EHR, modifier accuracy built in.
CPT / HCPCS / CDT codingModifier accuracyCharge entry from EHR
08
Claims submission & scrubbing.
Claims scrubbed for eligibility, modifier, and payer rules before submission. Higher first-pass clean-claim rate, faster cash.
Claims submissionPre-submission scrubbingEOB posting
09
Denials, appeals & aged AR.
Root-cause analysis on every denial, payor-specific appeal templates, and sustained aged-AR work. 87% first-appeal success.
Root-cause denial analysisPayor-specific appealsAged AR follow-up
10
Referral & transfer coordination.
Inbound physician referrals, inter-facility transfers, and specialty consult requests tracked from first contact through scheduled visit.
Inbound referral intakeClinical document collectionInternal cross-specialty referrals
11
Recall, reactivation & outreach.
Recall campaigns, lapsed-patient reactivation, annual-wellness outreach, and payer-contract campaigns. SMS, email, and voice, all TCPA-compliant.
Recall campaignsLapsed-patient reactivationAnnual wellness outreach
12
Telehealth coordination.
Platform onboarding, patient tech support, waiting-room management, and session-link distribution. Clinicians focus on the visit, not the connection.
Platform onboardingPatient tech supportSession-link distribution
13
Patient financial services.
Statement management, patient-responsibility calls, payment plans, and financial-assistance screening. Handled with empathy and documented outcomes.
Statement generationPayment plansFinancial-assistance screening
14
Treatment coordinator support.
Post-consult follow-ups, financial-discussion scripting, and financing coordination (CareCredit, Sunbit, OrthoFi). Higher case acceptance, faster production.
Dental treatment coordinatorOrtho TC follow-upFinancing coordination
15
Marketing & reputation.
Google Business Profile management, review requests and responses, social media posting, and local SEO support, tied back to patient acquisition.
Google review responsesLocal SEO supportGoogle Business Profile management
16
Back-office admin.
Data entry, EHR updates, SOP maintenance, credentialing support, and provider onboarding admin. Anything else your in-house team keeps deferring.
Documentation & SOPsCredentialing supportProvider onboarding admin
17
After-hours coverage.
Overnight call handling, emergency triage per your protocol, weekend overflow, and on-call message routing. Nothing drops to voicemail.
Overnight call handlingEmergency triageMessage routing to on-call
18
Custom workflows.
Something specific your practice needs that is not in a generic playbook? Document it with us on onboarding. We build the SOP, train the VA, and own the work.
Surgical pre-op / post-opBehavioral health intake & crisis protocolsBespoke specialty playbooks