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Healthcare Expertise

Streamline Your Healthcare Operations with Expert Support

We offer comprehensive healthcare operations solutions to enhance efficiency and patient care. From revenue cycle management to medical coding, credentialing, virtual nursing, and telehealth support—our AI-Amplified™ teams, fully HIPAA-compliant and precise, help providers reduce administrative burdens so they can focus on delivering quality care.

What We Offer

01

Patient Engagement and Front Desk Support

Activities:

  • Appointment scheduling and reminders
  • Insurance verification and eligibility checks
  • Patient intake and onboarding

Healthcare Role:

  • Frontline Communication: Answer patient calls and messages
  • Schedule Management: Coordinate calendars and reschedules
  • Insurance Validation: Verify coverage and co-payments

Tools / Technologies Used:

  • Epic
  • Althenahealth
  • eClinicalWorks
  • Sales Force Health Cloud
  • RingCentral
  • Public and Proprietary AI Tools

Involved Roles:

  • Patient Services Representative (Handle inbound/outbound patient communication)
    Tools: Epic, RingCentral
  • TScheduler (Manage provider calendars
    Tools: Athenahealth, Google Calendar
  • Insurance Verifier (Check patient eligibility and benefits)
    Tools: Availity, eClinicalWorks
02

Medical Billing and Revenue Cycle Support

Activities:

  • Claims submission and billing reconciliation
  • Payment posting and denial management
  • Accounts receivable follow-up

Healthcare Role:

  • Claims Processing: Submit clean claims and review rejections
  • Payment Tracking: Post payments and match deposits
  • Denials Analysis: Investigate, appeal, and resolve issues

Tools / Technologies Used:

  • Kareo
  • AdvancedMD
  • Waystar
  • Availity
  • QuickBooks
  • Public and Proprietary AI Tools

Involved Roles:

  • Medical Biller (Prepare and submit insurance claims)
    Tools: Kareo, Waystar
  • Payment Poster (Reconcile EOBs and enter payments)
    Tools: AdvancedMD, QuickBooks
  • A/R Specialist (Follow up on unpaid claims)
    Tools: Availity, Excel
03

Clinical Documentation and Provider Support

Activities:

  • Real-time scribing during patient visitsn
  • Transcription of medical notes and SOAP documentation
  • EHR data entry and template management

Healthcare Role:

  • Virtual Scribing: Live documentation support during consults
  • EHR Entry: Populate medical history, vitals, and findings
  • Transcription QA: Edit and finalize clinical notes

Tools / Technologies Used:

  • ScribeAmerica
  • Nuance Dragon
  • Epic
  • Google Docs
  • Public and Proprietary AI Tools

Involved Roles:

  • Virtual Medical Scribe (Document real-time physician-patient interactions)
    Tools: ScribeAmerica, Epicl
    • Transcriptionist (Convert audio to medical documentation)
    Tools: Dragon, Google Docs
  • Documentation Specialist (Ensure data integrity and compliance)
    Tools: Epic, EHR templates
04

Compliance, Auditing, and Data Privacy

Activities:

  • HIPAA compliance monitoring
  • Audit log reviews and risk flagging
  • Policy documentation and staff training

Healthcare Role:

  • Data Compliance: Monitor for PHI handling issues
  • Audit Support: Prepare logs and compliance reports
  • Training & SOPs: Educate teams on secure practices

Tools / Technologies Used:

  • Compliancy Group
  • Microsoft 365
  • SharePoint
  • Public and Proprietary AI Tools

Involved Roles:

  • Compliance Analyst (Monitor HIPAA standards and report gaps)
    Tools: OneTrust, Excel
  • Policy Coordinator (Maintain documentation and updates)
    Tools: SharePoint, Google Docs
  • Training Lead (Deliver role-based compliance training)
    Tools: LMS platforms, Microsoft Teams
05

Telehealth and Virtual Care Coordination

Activities:

  • Setup and support of virtual visits
  • Tech assistance for patients and providers
  • Follow-up and survey distribution

Healthcare Role:

  • Telehealth Coordination: Set up and launch video appointments
  • Patient Tech Support: Assist with access and tools
  • Feedback Collection: Administer post-visit satisfaction surveys

Tools / Technologies Used:

  • Zoom for Healthcarek
  • Doxy.me
  • Twilio
  • Jotform
  • Public and Proprietary AI Tools

Involved Roles:

  • Telehealth Support Specialist (Coordinate and assist virtual visits)
    Tools: Zoom, Twilio
  • Patient Experience Rep (Provide onboarding and troubleshooting)
    Tools: Doxy.me, Jotform
  • Virtual Care Coordinator (Manage workflows and follow-up)
    Tools: Google Sheets, Calendly
Get Sample Profile & Pricing

Stage | Key Healthcare Roles

Stage

  • Patient Interaction
  • Billing & Revenue Cycle
  • Clinical Support
  • Compliance & Auditing
  • Virtual Care Delivery

Key Roles

  • Patient Rep, Scheduler, Verifier
  • Biller, Poster, A/R Specialist
  • Scribe, Transcriptionist, Documentation Specialist
  • Compliance Analyst, Policy Coordinator, Trainer
  • Telehealth Specialist, Patient Rep, Care Coordinator

Comprehensive Remote Support for Healthcare Providers

Bold Business supports providers and healthcare systems with fully managed teams trained in healthcare protocols, systems, and workflows. We help improve patient outcomes, reduce operational costs, and ensure compliance with evolving regulatory standards.

Management Process Support

Each healthcare engagement is structured with defined care objectives, interdisciplinary collaboration, and regulatory transparency ensuring strategic alignment from patient outreach to care delivery.

U.S. Oversight with Trained Healthcare Leads

SOPs Tailored to Healthcare Systems (EHRs, HIPAA)

QA Checklists and Documentation Reviews

Role-Specific Training and Certification

Performance Dashboards and Reporting

AI-First Approach
(People + Process + Tech)

Find Out More

Partner with Confidence: Experience the Bold Business Advantage

  • HIPAA-Compliant Infrastructure and Talent
  • Scalable Teams Across Front and Back Office
  • Platform-Agnostic Support (Epic, Athena, Kareo, etc.)
  • U.S. Healthcare Oversight with Global Staffing
  • Rapid Team Ramp-Up and Flexible Engagement Models

Frequently Asked Questions
(FAQs)

What healthcare roles can Bold provide?

Patient reps, billers, coders, scribes, telehealth coordinators, compliance analysts, and more.

Yes. All team members complete HIPAA training with ongoing refreshers and audits.

Absolutely. We support Epic, eClinicalWorks, Athenahealth, Kareo, and other platforms.

Yes. We provide real-time virtual scribing during consults and asynchronous transcription.

Initial roles can launch in 1–2 weeks with SOP and EHR alignment included.

Yes. Our teams support clinics, hospitals, healthtech firms, and insurance carriers.

QA workflows, data encryption, and internal audits ensure high accuracy and compliance.

Yes. We offer survey deployment, follow-ups, and experience analytics.

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Ready to Transform Your Healthcare Operations?

Let Bold Business help you scale patient support, improve billing, and stay compliant — with AI-augmented healthcare outsourcing.

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