Answer inbound calls & route

Patient triage and documentation

Voicemail callbacks & inquiries

Data entry & follow‑up

Payment posting & reconciliation

Reporting & documentation

Appointment booking & rescheduling

Insurance verification & eligibility

Reminders via call, text, or email

Process incoming referrals

Patient intake into EMR/EHR

Coordinate with referring offices

Inbound & outbound calls

Follow‑up reminders

Secure messaging & feedback

• Coordinates medication approvals, insurance authorizations, refills, and renewals with providers and pharmacies

• Resolves prescription issues to ensure medications are processed and delivered on time

Patient Engagement & Adherence

• Notifies patients of medication status and availability

• Confirms receipt and understanding to support safe medication adherence and follow-up

Documentation & Operational Support

• Maintains accurate documentation of coordination activities

• Communicates effectively with providers, pharmacies, and care teams

• Reduces clinic administrative workload while ensuring continuity and timeliness of care