| Workflow assessment | Current task volume, systems, roles, access points, communication channels and risk areas | Assessment report and workflow map | Discovery and audit | Process documents, system access map and stakeholder input |
| Medical virtual assistance plan | Service scope, assistant responsibilities, non-clinical boundaries, coverage model and escalation rules | Service design document | Scope definition | Approved task list, staffing needs and compliance requirements |
| SOP and script library | Approved call scripts, scheduling rules, patient message templates, handoff notes and exception handling | Documented SOPs and templates | Setup | Practice policies, tone requirements and authorised responses |
| Access and security matrix | Role-based permissions, credential handling, MFA expectations, access removal and audit-trail requirements | Access-control matrix | Setup and governance | System owner input and security policy |
| Patient intake checklist | Forms, demographics, insurance details, consent checks, document requirements and pre-visit readiness steps | Checklist and queue tracker | Implementation | Client-approved intake requirements and portal access |
| Scheduling and reminder workflow | Appointment rules, reminder cadence, rescheduling logic, no-show handling and escalation points | Workflow guide and calendar rules | Implementation | Provider availability, booking rules and communication policy |
| Billing administration tracker | Eligibility verification, claim-status follow-up, missing-information tasks and payer communication logs | Tracker and status report | Production | Billing system access and payer portal permissions |
| Quality assurance checklist | Task review points, call sampling approach, documentation checks, escalation accuracy and corrective actions | QA checklist and review routine | Quality control | Service-level expectations and reviewer availability |
| Operational reporting pack | Volume, backlog, turnaround, escalation, exception and quality indicators | Weekly or monthly report | Ongoing support | Baseline data, agreed KPIs and decision cadence |
| Training and handover notes | Process training, system instructions, role boundaries, contact lists and continuous improvement log | Training documentation | Handover or scale-up | Approved workflows and accountable process owner |