| Appointment Scheduling & Confirmation | Ops | High | Semi-automated |
| Insurance Verification & Pre-Authorization | Finance | High | Manual |
| Patient Recall & Reactivation | Marketing | High | Manual |
| No-Show Management & Waitlist | Ops | High | Manual |
| Treatment Plan Presentation & Follow-up | Clinical/Sales | Medium | Manual |
| Claims Submission & Denial Management | Finance | High | Manual |
| New Patient Intake & Records | Ops | Medium | Manual |
| Inter-Location Communication & Referrals | Ops | Medium | Manual |