Communications & Correspondence

• Email triage
• Patient communication support (per provider instructions)
• Monitoring voicemail and returning non-clinical calls
• Handling general inquiries

Patient Flow Support (Non-clinical)

• Sending appointment reminders
• Confirming appointments
• Rescheduling cancelled appointments
• Managing waitlist communications
• Gathering missing demographic or insurance information
• Sending standardized instructions (provider-approved templates)

Document & Records Handling

• Preparing letters, forms, and templates
• Transcription of letters and proof-reading
• Fax management and reconciliation
• Basic data entry (non-clinical)
• Uploading and organizing documents in EMRs
• Filing lab reports, consult notes, or imaging reports (without interpreting)

Workflow & Process Support

• Managing task lists
• Updating tracking sheets (referral logs, inbox logs)
• Preparing clinic day summaries or task dashboards
• Supporting quality assurance tasks (e.g., checking for missing scans, unsigned notes)

Practice Operations Support

• Coordinating equipment/service providers (printers, phone systems, software vendors)
• Monitoring supply levels (admin + office)
• Managing renewals for subscriptions (fax service, Zoom, EMR add-ons)

Scheduling & Calendar Support

• Coordinating provider calendars
• Booking internal team meetings
• Managing reminders and follow-ups