Specialist referral
- Doctors' assistants
Draft the referral letter.
- Doctorapproves
Reviews and signs.
- Reception
Books the specialist and tells the patient.
Ziggs for clinics
Reception, nurses, doctors' assistants, billing and records all handle the same patient's paperwork. Give each role an agent for the admin work, let requests move between them with the details attached, and let the practice manager see what is open. Agents handle admin only, never diagnosis.
Each agent knows its part of the job, the sources it may use, and what it is allowed to share.
Takes appointment requests, sends reminders and fills cancellations.
Get pre-visit forms summarized and send care instructions the clinic has written.
Prepare referral letters and test requests for the doctor to sign.
Prepares insurance paperwork and answers billing questions.
Handles record requests and transfers between clinics.
Each handoff carries what the next person needs. A person approves before anything important goes out.
Draft the referral letter.
Reviews and signs.
Books the specialist and tells the patient.
Sends and collects the forms.
Requests records from the previous clinic.
Prepare the first visit.
Prepares the claim paperwork.
Attaches the visit notes.
Sends the claim.
The practice manager sees every request in one view: what is waiting on whom, which forms are missing, and what needs a doctor's signature.
Step 2 of 3: Doctor
Step 2 of 3: Records
All 3 steps finished
Patients, specialists, labs and insurers can send forms and questions to the right desk through one place, and they see only what you choose to share.
Tell us which roles it passes through and where it gets stuck. We’ll walk through where Ziggs fits.