Map the patient journey
Follow one request from first contact to completion. Note where calls, messages, referrals, or authorizations wait for a person, a system update, or missing information.
Create visible ownership
Every open item needs an owner, a next action, and a time to revisit it. A remote teammate can maintain the queue while your clinical team handles decisions that require their expertise.
Close the loop
Document the outcome and communicate it to the patient or referring team. Consistent closeout keeps work from returning to the queue and gives your practice a clearer record of follow-through.
