• Email, chat, and phone support

• Handling refunds, cancellations, and inquiries

• Objection handling and retention-focused service 

• Inbox & calendar management

• Data entry and CRM updates

• Document formatting & organization

• Research & admin support 

• Warm/cold calling

• Lead verification & qualification

• Appointment setting

• Follow-ups & CRM tracking 

• Patient/member assistance

• Insurance & enrollment-related coordination

• HIPAA-aware communication