| Role and workflow brief | Approved responsibilities, exclusions, escalation rules, work hours and practice-specific service levels | Operating document | Discovery and scope definition | Practice policies, task list and decision-maker input |
| Patient communication scripts | Call handling, reminders, appointment changes, billing-admin responses and escalation language | Script library | Setup | Approved wording, compliance review and practice tone guidance |
| Scheduling and intake checklist | Visit types, forms, demographic updates, reminders, eligibility notes and readiness checks | Checklist and workflow map | Setup and implementation | Provider rules, intake forms and appointment categories |
| EHR and system access plan | Role permissions, credential method, least-privilege access and access-removal steps | Access-control plan | Security setup | System administrator approval and privacy instructions |
| Task tracker and queue dashboard | Open items, status, owner, priority, aging, exceptions and completion notes | Shared tracker or system queue | Implementation and daily operations | Queue definitions, reporting needs and system access |
| Medical records follow-up workflow | Records requests, referral documents, consent checks, document naming and routing rules | Workflow guide and tracker | Production support | Document categories, authorization rules and routing contacts |
| Billing-admin support log | Eligibility notes, claim-status calls, prior authorization follow-ups and patient-balance scripts | Payer and billing task log | Production support | Billing policy, payer access and escalation thresholds |
| Quality assurance checklist | Call sample review, data-entry checks, documentation accuracy, escalation review and service-level checks | QA checklist and findings report | Quality review | Approved accuracy standards and reviewer availability |
| Training and handover notes | Practice-specific processes, communication rules, system navigation and exception handling | Training plan and knowledge base | Onboarding and ongoing support | Subject-matter access and updated process documents |
| Performance report | Workload, response times, queue status, escalations, errors, rework and improvement actions | Weekly or monthly report | Managed support | Baseline definitions and access to task data |