Glossary
Portiva is a US-based provider of remote administrative and clinical documentation support for medical and dental practices, including virtual medical assistants, remote scribes, insurance verification, prior authorization support, medical transcription, and billing support. This glossary defines healthcare administration, patient access, clinical documentation, insurance, and revenue cycle terms used across Portiva's service documentation.
Last updated: August 25, 2026
A
Accounts receivable days
Accounts receivable days, often shortened to A/R days, is a measure of how long it takes a practice to collect payment after a service is billed. The figure is tracked on an aging report and moves when claims follow-up or payment posting falls behind. It is a standard health check inside medical billing support.
Adjustment
An adjustment is a change applied to a claim balance that is not a patient or payer payment, such as a contractual reduction to the allowed amount. Adjustments are recorded during payment posting and are distinct from a write-off. Both fall under billing workflow support.
Administrative workflow
An administrative workflow is a defined sequence of non-clinical tasks used to move patient, scheduling, insurance, referral, billing, or documentation work from intake to completion. Each workflow depends on status tracking and a clear escalation rule. Workflows like these can be assigned to a medical virtual assistant.
Aging report
An aging report groups outstanding claim balances by how long they have been unpaid, usually in 30-day bands. It supports claims follow-up, feeds accounts receivable days, and helps surface unresolved denials. Reviewing aging is part of medical billing.
Allowed amount
The allowed amount is the maximum a health plan recognizes for a covered service under its contract with the provider. Anything above it may be handled as an adjustment, while the remaining amount is divided between the plan and patient responsibility. The figure may appear on an explanation of benefits and is relevant during insurance verification.
Appeal
An appeal is a formal request asking a payer to reconsider a denied or underpaid claim. Appeals may require documentation related to medical necessity and form part of denial management, sometimes after a peer-to-peer review. Tracking appeals fits within medical billing support.
Appointment confirmation
Appointment confirmation is the process of checking whether a patient still plans to attend a scheduled visit and communicating administrative details beforehand. Confirmation can help practices address a no-show risk, while changes may lead to rescheduling. This work fits within virtual medical receptionist support.
Appointment scheduling
Appointment scheduling is the administrative process of booking, changing, confirming, and organizing patient visits. It connects with waitlist management and patient intake. Practices can assign scheduling workflows to remote front-desk support.
Authorization status follow-up
Authorization status follow-up is the process of checking whether a payer has approved, denied, requested more information for, or is still reviewing a prior authorization request. Follow-up may occur through a payer portal or by phone, with unresolved cases following an escalation rule. It is part of prior authorization support.
B
Benefit maximum
A benefit maximum is the ceiling a health or dental plan will pay toward covered services within a plan year. It works alongside a coverage limitation and frequency restriction, and it can affect patient responsibility. Tracking remaining benefits can form part of dental virtual assistant support.
Benefits verification
Benefits verification is the process of checking a patient's health plan benefits, coverage limits, applicable services, and available insurance information before care. It follows eligibility verification, can identify a coverage limitation, and helps estimate patient responsibility. Verification does not guarantee payment. Practices can delegate this work through insurance verification support.
C
Call routing
Call routing is the process of directing incoming patient calls to the correct administrative, billing, scheduling, or clinical destination. It follows logic similar to message routing, while unresolved calls may become a patient callback. The workflow is part of remote reception support.
Claim scrubbing
Claim scrubbing is the review of claim information before submission to identify missing, inconsistent, or potentially incorrect billing data. It can identify issues that might otherwise result in a clearinghouse rejection, including problems involving CPT codes or modifiers. Claim scrubbing sits near the front of medical billing support.
Claims follow-up
Claims follow-up is the process of checking submitted claims and addressing administrative issues that may affect processing or payment. The work list may come from an aging report, unresolved items can move into denial management, and each payer may have a timely filing limit. This is ongoing billing workflow support.
Clearinghouse rejection
A clearinghouse rejection occurs when a healthcare claim does not pass an electronic clearinghouse's validation process and must be corrected before payer processing. Possible causes include issues caught during claim scrubbing, formatting on the CMS-1500 form, or mismatches found during demographic verification. Correction and resubmission fall within medical billing.
Clinical documentation
Clinical documentation is the written record of information related to patient encounters and care. It can include a clinical note, entries in an EHR, and information captured through dictation. Practices can support this workflow with a remote medical scribe.
Clinical note
A clinical note is a written record of information from a patient encounter, including relevant observations, assessments, and care documentation. It is part of clinical documentation, may be entered through an EHR update, and can support documentation related to medical necessity. Remote note support is available through a medical scribe.
CMS-1500 form
The CMS-1500 is a claim form used by non-institutional healthcare providers. It can contain CPT codes, diagnosis information, and a provider's NPI, and may be generated from a superbill. Claim preparation and correction fit within medical billing support.
Coinsurance
Coinsurance is the percentage of a covered service's cost a patient may be responsible for after meeting a deductible. It differs from a copay and can contribute toward the out-of-pocket maximum. Coinsurance information can be reviewed during insurance verification.
Coordination of benefits
Coordination of benefits is the process of determining the order in which multiple health plans process a claim. It establishes primary insurance and secondary insurance, and relies on accurate subscriber relationship information. This review fits within insurance verification support.
Copay
A copay is a fixed amount a patient may pay for a covered healthcare service. It differs from coinsurance, and plan rules determine how it relates to the deductible. Copays form part of patient responsibility and can be checked during benefits verification.
Coverage limitation
A coverage limitation is a health plan restriction that may affect whether or how often a service is covered. Examples can include visit limits, exclusions, or a frequency restriction. Limitations can interact with a benefit maximum and are identified during benefits verification. They are part of insurance verification.
CPT code
A CPT code identifies a medical procedure or service on a claim. It can pair with an ICD-10 code, may use a modifier, and sits alongside HCPCS codes where applicable. Coding information is reviewed throughout medical billing.
Credentialing
Credentialing is the administrative process of verifying provider qualifications and completing payer enrollment requirements. It commonly uses a provider's NPI, affects network status, and often involves a payer portal. Administrative tracking can be handled by a medical virtual assistant.
D
Data entry
Data entry is the administrative process of entering patient, scheduling, insurance, referral, billing, or other practice information into approved systems. It can include an EHR update, entries in a practice management system, and information later checked during demographic verification. It is a common virtual assistant task.
Deductible
A deductible is an amount a patient may need to pay for covered services before certain plan benefits begin paying. After the deductible, cost sharing may include coinsurance or a copay, depending on the plan. These amounts can contribute toward the out-of-pocket maximum. Remaining deductible is commonly checked during insurance verification.
Demographic verification
Demographic verification is the process of checking patient information such as name, date of birth, insurance member ID, group number, and other identifiers. Mismatches can contribute to a clearinghouse rejection. This review is part of insurance verification support.
Denial management
Denial management is the administrative process of reviewing denied claims, identifying the issue involved, and completing appropriate follow-up. Possible next steps can include claims follow-up, an appeal, or additional documentation related to medical necessity. This work forms part of medical billing support.
Dental claim attachment
A dental claim attachment is supporting material submitted with a dental claim to document the service billed. Depending on the claim, it can include records requested through a records request and may be reviewed during claim scrubbing. Administrative preparation can be assigned to a dental virtual assistant.
Dental recall
Dental recall is the administrative process of contacting patients who are due for a routine hygiene visit or follow-up care and getting them back onto the schedule. Recall work connects to appointment scheduling, waitlist management, and plan frequency restrictions. It can be handled by a dental virtual assistant.
Dental virtual assistant
A dental virtual assistant is a remote administrative professional who can support scheduling, insurance verification, billing, claims follow-up, patient communication, and front-desk workflows for a dental practice. The role can overlap with a medical virtual assistant and virtual front desk, while also supporting tasks such as dental claim attachments. Portiva's service is described on the dental virtual assistant page.
Dictation
Dictation is a recorded verbal account of a patient encounter or clinical finding that is later converted into written documentation. It is the source material for medical transcription, contributes to the clinical documentation record, and can be tracked by turnaround time. Conversion is handled through medical transcription support.
E
EHR
An EHR, or electronic health record, is a system used by healthcare practices to store and manage patient clinical information. It can work alongside a practice management system, while each EHR update contributes to the clinical documentation record. Documentation support can be provided by a remote medical scribe.
EHR update
An EHR update is the process of entering or revising information in an electronic health record as part of an authorized clinical or administrative workflow. Updates can include clinical note entry or administrative data entry inside the practice's EHR. This work can be supported by a medical virtual assistant.
Electronic remittance advice
An electronic remittance advice, or ERA, is an electronic file a payer sends explaining how a claim was processed. It is related to an explanation of benefits, can support payment posting, and may identify a contractual adjustment. ERA reconciliation falls within medical billing support.
Eligibility status
Eligibility status indicates whether available payer information shows a patient's insurance coverage as active, inactive, or requiring further clarification for a given date. It is an output of eligibility verification, but an active status still leaves network status and plan type to review. Checking it is part of insurance verification.
Eligibility verification
Eligibility verification confirms whether a patient's insurance coverage appears active and reviews available plan information before or around the time of service. It produces an eligibility status, leads into benefits verification, and depends on an accurate insurance member ID. The workflow can be delegated through insurance verification support.
Email management
Email management is the administrative process of organizing, responding to, routing, and tracking email communications according to a healthcare practice's procedures. It uses logic similar to message routing, sits inside executive administrative support, and can rely on status tracking. It is a common virtual executive assistant responsibility.
Escalation rule
An escalation rule defines when an administrative task should move to another person, department, specialist, or clinical team because it cannot be completed within the current support role. Rules can apply to authorization follow-up, trigger a patient handoff, and be recorded through status tracking. Clear escalation supports structured remote administrative workflows.
Executive administrative support
Executive administrative support includes calendar management, email, meetings, documents, project tracking, travel coordination, and related operational tasks for practice leadership. It can be delivered by a virtual executive assistant, relies on email management, and may use status tracking for multi-step work. Portiva provides virtual executive assistant support.
Explanation of benefits
An explanation of benefits, or EOB, is a statement from a payer showing how a claim was processed, what was covered, and what the patient may owe. It can show the allowed amount and patient responsibility, while its electronic counterpart is an electronic remittance advice. Reviewing these documents fits within medical billing.
F
Form request
A form request is a patient or staff request involving the preparation, completion, routing, or status of an administrative healthcare form. It can involve an intake form, require a records request, or lead to a patient callback. Handling forms is routine remote reception support.
Frequency restriction
A frequency restriction is a health plan rule that limits how often a covered service may be provided within a specified period. It is one type of coverage limitation, can interact with a benefit maximum, and may affect workflows such as dental recall. Restrictions can be identified during insurance verification.
G
Group number
A group number is an identifier associated with an insurance plan and is often used with an insurance member ID. It can be checked during demographic verification and helps establish the subscriber relationship. Capturing it correctly is part of insurance verification support.
H
HCPCS code
An HCPCS code identifies supplies, equipment, drugs, and certain services that fall outside the CPT code set. HCPCS codes can pair with an ICD-10 code, sit alongside a CPT code, and may carry a modifier. Reviewing coding information is part of medical billing support.
HIPAA
HIPAA is the US federal law that establishes national standards for protecting individually identifiable health information. It affects workflows such as a records request and patient communication, including appropriate safeguards for remote access. Portiva describes its virtual staff as HIPAA-trained and provides remote medical administrative support.
I
ICD-10 code
An ICD-10 code identifies a diagnosis or condition associated with healthcare billing documentation. It can pair with a CPT code, may originate from a superbill, and can be relevant when a payer reviews medical necessity. Coding information is handled within medical billing workflows.
In-network
In-network describes a provider or facility that participates in a patient's health plan network. It is the counterpart to out-of-network, is determined by network status, and can affect the plan's allowed amount. Network information is checked during insurance verification.
Insurance member ID
An insurance member ID is the identifier assigned to a person covered by a health plan. It is paired with a group number, checked during demographic verification, and used to run eligibility verification. Capturing it accurately supports insurance verification.
Insurance verification
Insurance verification is the process of checking eligibility, benefits, patient responsibility, plan details, coverage limits, referral requirements, and authorization indicators before care. It combines eligibility verification with benefits verification and can flag whether prior authorization may be required. Verification does not guarantee payment or reimbursement. Portiva provides insurance verification support.
Intake form
An intake form collects administrative, demographic, insurance, and other information a healthcare practice needs before or during a patient visit. Completed forms support patient intake and demographic verification, while incomplete forms can create a form request. This work can be handled through remote front-desk support.
L
Late cancellation
A late cancellation occurs when a patient cancels an appointment inside the notice window set by the practice. It differs from a no-show, can lead to rescheduling, and may open a slot for waitlist management. Applying scheduling policies can be part of virtual medical receptionist support.
M
Medical billing
Medical billing is the administrative process of managing claims submission, payment posting, denial management, claims follow-up, and related revenue-cycle activities. It is one part of the wider revenue cycle, depends on accurate payment posting, and includes denial management. Portiva provides medical billing services.
Medical necessity
Medical necessity is a payer standard used to evaluate whether a healthcare service is appropriate for a patient's condition under the plan's rules. It can influence prior authorization, an appeal, and documentation associated with an ICD-10 code. Documentation gathering is part of prior authorization support.
Medical transcription
Medical transcription is the process of converting dictated or recorded clinical information into written documentation for healthcare records. The source material is dictation, the workflow can be tracked by turnaround time, and completed work can undergo transcription quality review. Portiva provides medical transcription support.
Medical virtual assistant
A medical virtual assistant is a remote healthcare support professional who can assist with administrative and clinical-support tasks such as scheduling, patient communication, insurance verification, prior authorization support, EHR updates, referrals, billing support, and data entry. The role differs from a remote medical scribe and a virtual medical receptionist. Portiva outlines the scope on its medical virtual assistant page.
Message queue
A message queue is an organized list of patient or administrative communications waiting for review, routing, response, or follow-up. Items can leave the queue through message routing or become a patient callback, while portal messages can pass through patient portal administrative triage. Queue management can be handled by remote reception support.
Message routing
Message routing is the process of directing patient or administrative messages to the appropriate person, department, or workflow. It is similar to call routing, works through a message queue, and follows an escalation rule when a request requires another role. Routing is a common virtual receptionist task.
Missing information request
A missing information request is an administrative follow-up used to obtain documents or details required before a referral, authorization, billing, or intake task can move forward. It can accompany a records request, block referral coordination, or delay authorization status follow-up. Chasing missing information can be assigned to a medical virtual assistant.
Modifier
A modifier is a code appended to a CPT code or HCPCS code to provide additional information about how a service was performed or reported. Modifier issues can be identified during claim scrubbing. Reviewing claim information falls within medical billing support.
N
Network status
Network status describes whether available payer information identifies a healthcare provider or facility as participating in a patient's insurance network. It determines whether care is in-network or out-of-network, and can change as credentialing status changes. Checking network information is part of insurance verification.
No-show
A no-show occurs when a patient does not attend a scheduled appointment and has not completed the practice's expected cancellation or rescheduling process. It differs from a late cancellation and can be addressed through appointment confirmation and waitlist management. Managing these workflows is part of remote front-desk support.
NPI
An NPI, or National Provider Identifier, is a unique identifier used by healthcare providers in US administrative and billing transactions. It is associated with credentialing, can appear on a CMS-1500 form, and may be checked during claim scrubbing. Maintaining billing information falls within medical billing support.
O
Out-of-network
Out-of-network describes a provider or facility that does not participate in a patient's health plan network. It is the counterpart to in-network, is determined by network status, and may affect whether a patient chooses self-pay. Identifying network information is part of insurance verification.
Out-of-pocket maximum
An out-of-pocket maximum is the plan limit on what a patient pays for covered in-network services during a plan year, subject to the terms of that plan. Amounts such as a deductible and coinsurance can contribute toward it. Remaining exposure can affect estimated patient responsibility. This figure can be reviewed during benefits verification.
P
Patient access
Patient access covers administrative processes that help a patient move toward care, including scheduling, intake, insurance verification, referrals, and authorization requirements. It begins with patient intake, can depend on eligibility verification, and connects with referral coordination. Portiva supports parts of this workflow through insurance verification services.
Patient callback
A patient callback is a follow-up phone call made in response to a missed call, message, scheduling request, insurance question, referral inquiry, or other administrative need. Callbacks can originate from a message queue or unresolved call routing and can be logged through status tracking. They are part of virtual receptionist support.
Patient communication
Patient communication includes calls, messages, reminders, administrative updates, and other non-clinical interactions between a healthcare practice and its patients. It includes a patient callback, message routing, and appointment confirmation. Practices can delegate this work to a medical virtual assistant.
Patient handoff
A patient handoff is the transfer of responsibility or information from one person, department, or organization to another during a patient-related workflow. A handoff can be triggered by an escalation rule, occur during referral coordination, and be recorded through status tracking. Structured handoffs support remote administrative workflows.
Patient intake
Patient intake is the administrative process of collecting and organizing information needed before or during a patient's interaction with a healthcare practice. It uses an intake form, provides information for demographic verification, and forms part of patient access. Practices can delegate intake to remote front-desk support.
Patient portal administrative triage
Patient portal administrative triage is the process of reviewing portal messages, identifying the type of request, and directing each message to the appropriate administrative or clinical workflow. Triaged items can enter a message queue, move through message routing, and form part of patient communication. This work can be delegated to a medical virtual assistant.
Patient responsibility
Patient responsibility is the portion of healthcare costs identified as the patient's financial obligation based on available insurance and benefit information. It can include a copay, coinsurance, and a remaining deductible. The final amount may appear on an explanation of benefits. Estimating these amounts is part of insurance verification.
Payer portal
A payer portal is an online system provided by an insurance organization for activities such as eligibility checks, benefit review, claim status, and authorization-related tasks. Staff can use it for eligibility verification, authorization status follow-up, and parts of claims follow-up. Portal work is central to insurance verification support.
Payment posting
Payment posting is the billing process of recording payments and related financial information within a practice's revenue-cycle workflow. Posting can use an electronic remittance advice, include an adjustment, and affect accounts receivable days. It is a core part of medical billing support.
Peer-to-peer review
A peer-to-peer review is a discussion between a treating provider and a payer's reviewing clinician about a questioned or denied service. It can follow a prior authorization decision, involve medical necessity, and precede an appeal. Administrative scheduling and preparation can form part of prior authorization support.
Place of service code
A place of service code identifies where a healthcare service was delivered for billing purposes. It can be relevant to telehealth coordination and is reviewed alongside a CPT code during claim scrubbing. Reviewing claim details is part of medical billing.
Plan type
Plan type identifies the form of health insurance coverage associated with a patient and can affect network, referral, authorization, and benefit requirements. It influences network status, whether a referral requirement applies, and how coordination of benefits is handled. Identifying plan type is part of insurance verification.
Practice management system
A practice management system is software used by healthcare practices to manage administrative workflows such as scheduling, patient information, billing, and related operations. It can work alongside an EHR, hold appointment scheduling records, and receive routine data entry. Remote staff can work within approved systems as part of medical virtual assistant support.
Primary insurance
Primary insurance is the health plan identified as responsible for processing a claim before another applicable plan. The order is determined through coordination of benefits, depends on information such as subscriber relationship, and determines when secondary insurance is considered. This is reviewed during insurance verification.
Prior authorization
Prior authorization is a payer process that may require approval before certain healthcare services or treatments are covered under a patient's plan. Decisions can involve medical necessity, progress is tracked through authorization status follow-up, and a denial may lead to peer-to-peer review. Portiva provides remote prior authorization support.
Prior authorization specialist
A prior authorization specialist supports payer requirement review, documentation collection, authorization submissions, status follow-up, payer communication, and administrative escalation. The role covers the prior authorization lifecycle, works through a payer portal, and can interact with utilization review. Portiva's scope is described on the prior authorization specialist page.
R
Records request
A records request is an administrative request involving the retrieval, preparation, routing, or status of healthcare records according to the practice's procedures. The workflow is subject to HIPAA, can accompany a missing information request, and may begin as a form request. Processing can be supported by a medical virtual assistant.
Referral coordination
Referral coordination is the administrative work involved in managing referral information and supporting communication between patients, practices, and other healthcare offices. It maintains referral status, checks whether a referral requirement applies, and can involve a patient handoff. Practices can delegate this workflow to a medical virtual assistant.
Referral requirement
A referral requirement is a health plan condition that may require a patient to obtain a referral before certain services are covered. Whether it applies can depend on the plan type, it is worked through referral coordination, and it is distinct from prior authorization. Identifying referral requirements is part of insurance verification.
Referral status
Referral status describes the current stage of a referral, such as received, awaiting information, sent, pending authorization, scheduled, or completed. It is maintained through referral coordination, recorded through status tracking, and can be delayed by a missing information request. Maintaining referral workflows can be part of virtual assistant support.
Remote medical scribe
A remote medical scribe supports clinical documentation by recording information from patient encounters, updating records, and preparing notes for provider review from a remote location. The role focuses on clinical documentation, differs from medical transcription, and can include EHR updates. Portiva provides remote medical scribe services.
Rescheduling
Rescheduling is the administrative process of moving an existing patient appointment to a different date or time. It uses the same availability information as appointment scheduling, can prevent a no-show, and can open a slot for waitlist management. It is part of remote front-desk support.
Revenue cycle
The revenue cycle is the sequence of administrative and financial activities connected to patient access, claims, payments, denials, and related billing workflows. It starts with patient access, includes medical billing, and can be monitored through measures such as accounts receivable days. Portiva supports the billing side through medical billing services.
S
Secondary insurance
Secondary insurance is an additional health plan that may process eligible costs after primary insurance. The billing order is set through coordination of benefits, and remaining amounts can become patient responsibility. Confirming multiple plans is part of insurance verification.
Self-pay
Self-pay describes a patient paying directly for care rather than using insurance for that service. It can follow an out-of-network finding, requires a clear understanding of patient responsibility, and unpaid balances can later be addressed through billing policies such as a write-off. Identifying coverage status is part of insurance verification.
Status tracking
Status tracking is the process of recording the current stage, owner, last action, next action, and due date for an administrative healthcare task. It supports an escalation rule, keeps an administrative workflow visible, and helps maintain referral status. Consistent tracking is central to remote administrative support.
Subscriber relationship
Subscriber relationship describes how a patient is related to the person who holds the insurance policy, such as self, spouse, or dependent. It is recorded with identifiers such as the insurance member ID and group number, and can affect coordination of benefits. Confirming it is part of insurance verification.
Superbill
A superbill is an itemized summary of services provided during a visit that can be used to prepare a claim or support reimbursement documentation. It can contain CPT codes and ICD-10 codes and may be used to prepare a CMS-1500 form. Processing this information is part of medical billing support.
T
Telehealth coordination
Telehealth coordination is the administrative work of setting up virtual visits, including scheduling, communicating connection details, and preparing intake information. It connects to appointment scheduling and patient intake, and billing may involve a place of service code. Coordination can be handled through remote reception support.
Timely filing limit
A timely filing limit is the deadline a payer sets for submitting a claim after the date of service. It affects claims follow-up, can become an issue during denial management, and may influence whether an appeal is possible under payer rules. Tracking deadlines is part of medical billing support.
Transcription quality review
Transcription quality review is the check applied to a transcribed document before release, focusing on accuracy, formatting, and completeness against the source recording. It follows medical transcription, fits within the expected turnaround time, and can apply to documents that form part of a clinical note. Portiva's transcription service is described on its medical transcription page.
Treatment plan follow-up
Treatment plan follow-up is the administrative work of contacting patients about recommended treatment and coordinating the next appointment. It can work alongside dental recall, depend on available benefits, and be completed through a patient callback. Dental practices can delegate follow-up through a dental virtual assistant.
Turnaround time
Turnaround time is the interval between when a recording or document is submitted and when the completed version is returned. For transcription workflows, it begins when dictation is received and can include transcription quality review. Portiva's transcription service is described on the medical transcriptionists page.
U
Utilization review
Utilization review is a payer process used to evaluate whether healthcare services meet the payer's coverage and clinical review requirements. It can affect prior authorization, involve the payer's view of medical necessity, and lead to a peer-to-peer review. Administrative support for this process is part of prior authorization support.
V
Virtual executive assistant
A virtual executive assistant is a remote professional who supports calendars, email, meetings, documents, project tracking, travel coordination, and related executive administrative responsibilities. The role provides executive administrative support, often includes email management, and differs from a patient-facing virtual front desk. Portiva provides virtual executive assistant services.
Virtual front desk
A virtual front desk is a remote administrative support function that handles tasks such as patient calls, scheduling, messages, intake, and related reception workflows. It is staffed through a virtual medical receptionist function and can include call routing and patient intake. Portiva provides remote medical reception support.
Virtual medical receptionist
A virtual medical receptionist provides remote front-desk support for patient calls, scheduling, intake, insurance verification, messages, referrals, and related administrative workflows. The role supports the virtual front desk, handles appointment scheduling, and helps manage the message queue. Portiva's scope is described on the virtual medical receptionist page.
W
Waitlist management
Waitlist management is the process of maintaining a list of patients who want an earlier appointment and contacting them when a slot opens. It can help fill openings created by a no-show or late cancellation and works directly with appointment scheduling. Managing the list is part of remote front-desk support.
Write-off
A write-off is the removal of a balance the practice has determined it will not collect according to its billing policies. It differs from an adjustment, can apply to some self-pay balances, and can affect accounts receivable reporting. Recording billing adjustments and balances forms part of medical billing support.