[01]
/Prior authorization packets
Collect chart notes, diagnosis codes, payer forms, and supporting documents, then submit the packet through payer portals.
[02]
/Eligibility and benefits checks
Verify coverage across payer portals before appointments and write structured results back into the system of record.
[03]
/EHR record updates
Move lab results, referral details, visit summaries, and discharge notes into the correct chart fields without manual re-keying.
[04]
/Claim status follow-ups
Check payer portals, identify missing documents, attach evidence, and update billing queues with next steps.
[05]
/Referral coordination
Route referral packets, confirm receipt, and keep patients and care teams informed as records move between organizations.
[06]
/Compliance evidence capture
Log every portal action, input, file, timestamp, and outcome so healthcare teams can review what happened later.