Medical practices Early access
Referral coordinator
Sends your providers' referrals to the specialist's office with the paperwork it needs and tracks each one.
Common
For medical practices
Supply reorder clerk
Checks your exam room and front desk supply counts each week and places the order once you say yes.
Early access. Before James works with patient records, we sign a HIPAA business associate agreement with your practice. Book a call and we will tell you where it stands.
- Google Sheets
- Any website
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery Thursday at 8:00
- 1Read the supply count your staff logsGoogle Sheets
- 2Compare each item with your par levels
- 3Build the order on your distributor's siteAny website
- 4Ask you first before placing the orderHe asks you first
- 5Place the orderAny website
- 6Watch your email for backorders and shippingGmail
- 7Text you what's coming and the total
- What you getGloves, exam paper and the rest checked against your par levels each week, and nothing bought without your yes.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for medical practices
Medical practices Early access
New patient intake rep
Welcomes each new patient who books, checks you take their plan and chases their forms before the visit.
Medical practices Early access
Front desk inbox
Answers patient texts about hours, forms and bills in Weave, and passes anything clinical to your staff.
Medical practices Early access
Eligibility checker
Checks every patient's insurance the day before the visit and asks anyone whose plan ended for their new card.