Choose the workflow that needs attention
Start with a specific problem: intake waiting for follow-up, scheduling handoffs, eligibility checks, or recurring office tasks without a clear owner. We review who handles each step today and agree on the work to take on. Billing and payer applications have their own service scopes.
Plan the handoff before work begins
Onboarding identifies your practice contact, the systems used, the access required, and the questions that need to come back to your team. For a new practice, we put administrative steps in order and identify dependencies. Your practice approves the workflow and retains clinical decisions.
Keep responsibilities clear as the practice grows
We agree on a communication schedule and how to raise missing information or exceptions. The recurring task list makes ownership and next actions clear. When you add a provider or change a workflow, we review the responsibilities and confirm any change in scope before adding work.