Start with the work. Follow it through.

Prepare context, a proposed plan, and approved patient communication. Keep unresolved follow-up visible.

Bring the packet together and keep ownership clear after it leaves the practice.

Organize documentation, track the request, and surface the next action.

Coordinate approved outreach and route replies to the right person.

Work from practice-approved criteria and track outreach beyond the first message.

Prepare available records and outstanding questions before the appointment.