Referral status disappearing after the visit
Role scoped Patient Follow-Up Support for clinic workflows
Healthcare-trained remote support
Patient follow-up support that keeps care tasks from slipping.
ClinicWing coordinators help with referrals, recalls, post-visit follow-up, reminders, records, and portal task queues while your licensed team keeps clinical decisions and urgent triage.
Best fit for:
Referral trackingRecall listsPost-visit follow-upPortal queues
Core work:
ReferralsRecallsPortal triage
Why practices add this role
The work is small per task but heavy every week.
Recall lists waiting for someone to have spare time
Patients missing next steps after labs, imaging, or consults
Portal messages mixing routine admin with clinical questions
Tasks this assistant can own
Define the handoff before the first shift.
Each service starts with a role brief, approved scripts, access rules, task boundaries, and a weekly manager view.
Referral and records tracking
Request records, track referral status, update task notes, and keep patients informed within approved scripts.
ReferralsRecordsStatus updates
Recall and reminder lists
Work approved recall lists, send reminders, document attempts, and flag patients needing office review.
RecallsRemindersOutreach
Portal and follow-up queues
Organize routine portal tasks, route clinical items, and keep post-visit admin from aging silently.
Portal routingPost-visitTask queues
Works around your systems
Your tools set the workflow rules.
Follow-up support is built around your referral process, patient communication rules, recall cadence, and portal workflow.
EHR task queuesPatient portalsFax toolsCalendarsSpruceGoogle WorkspaceMicrosoft 365Task boards
Launch checklist $9.50/hr
One hourly rate. The final support plan depends on weekly hours, schedule, access, and coverage expectations.
Role briefBefore matching
AccessPractice-approved
QAWeekly review
Boundaries
The assistant supports the workflow. Your practice stays in control.
ClinicWing assistants support approved admin, documentation, communication, and coordination tasks. Licensed clinical judgment, urgent triage, diagnosis, treatment decisions, and compliance responsibility stay with your practice.
No independent clinical triage or advice
Documented before launch and reviewed during the manager cadence.
Escalation paths for urgent, clinical, or sensitive language
Documented before launch and reviewed during the manager cadence.
Patient communication uses practice-approved scripts
Documented before launch and reviewed during the manager cadence.
Follow-up activity is logged for manager review
Documented before launch and reviewed during the manager cadence.
| Question | How this service handles it |
|---|---|
| Is this a dedicated role? | The default is a dedicated assistant scoped to this workflow, with optional backup coverage if needed. |
| Can the assistant use our systems? | We document approved access for tools like EHR task queues, Patient portals, Fax tools and your actual stack. |
| How do we know the work is happening? | The operating model includes activity notes, blocker visibility, and weekly QA review. |
Common questions
Role questions before you delegate.
How fast can we start?
Most practices can complete the first matching review in 24-48 hours after the role brief is clear. Launch timing depends on access approvals, schedule, and interview availability.
Are assistants dedicated to our practice?
The default model is a dedicated assistant assigned to your practice, with optional backup coverage when the workflow requires redundancy.
Can we interview assistants before hiring?
Yes. The shortlist is meant to help you review fit, communication style, schedule, and healthcare workflow experience before onboarding.
Are there long-term contracts?
The hourly rate is $9.50/hr. Scoping confirms weekly hours, onboarding, coverage expectations, and any term details before hiring.
Next step
Turn this role into a support plan.
Tell us your systems, schedule, volume, and bottleneck. We will translate that into a role brief and matching plan.