Clinical Operations
Clinical & Operational Support Services for Healthcare Organizations
Horatio HX provides healthcare administrative and back-office support services for premium health companies.
Our healthcare-trained teams operate behind the scenes to streamline documentation, manage clinical orders, coordinate referrals, support providers, and reduce operational friction — all under HIPAA-compliant workflows.
Comprehensive clinical & operational support built for digital health, diagnostics, and healthcare providers.
The problem
Clinical operations are the engine of healthcare — but they're also overloaded, fragmented, and costly to scale.
Most healthcare organizations struggle with:
- •Backlogs in medical record management
- •Slow telehealth support workflows
- •Incomplete documentation that delays care
- •Manual referral management and follow-up
- •Diagnostic order bottlenecks
- •Fragmented back-office processes
- •High cost of staffing administrative clinical roles
- •Provider burnout due to operational overload
These issues create delays, reduce patient satisfaction, frustrate clinicians, and make it difficult to scale care delivery.
Behind every patient visit is hours of clinical administration — and most teams are overwhelmed.
The solution
Healthcare-trained operational specialists + compliant, scalable workflows.
Horatio HX provides dedicated teams for:
- •Medical records management
- •Medical document management
- •Referral management & coordination
- •Telehealth support services
- •Diagnostic order management
- •Healthcare back-office support services
- •Clinical administrative support & provider routing
- •Data entry & operational quality checks
We operate as an extension of your clinical operations team — reducing administrative burden, improving accuracy, and enabling your clinicians to focus on care.
HX brings the infrastructure, compliance, and talent required to support high-growth telehealth, diagnostics, and multi-state provider networks.
Comprehensive clinical & operational support built for digital health, diagnostics, and healthcare providers
Medical Record & Document Management
Improve accuracy, compliance, and operational efficiency with a dedicated documentation support team.
We manage:
Record triage and sorting
Organize and prioritize medical records efficiently.
Indexing, tagging, labeling
Proper categorization and organization of documents.
Chart updates and data entry
Accurate entry and updates to patient charts.
EHR documentation support
Seamless integration with your electronic health records.
Clinical documentation routing
Efficient routing to appropriate clinical teams.
Medical document processing and uploads
Processing and uploading medical documents securely.
Compliance-aligned workflows (HIPAA, SOC 2)
All processes follow strict compliance standards.
Accurate record management reduces errors, supports clinical teams, and strengthens downstream RCM performance.
Referral Management & Coordination
Referrals are critical to patient continuity — but they're often one of the most fragmented workflows in healthcare.
HX manages:
Referral intake
Efficient collection and processing of referral requests.
Provider matching
Matching patients with appropriate specialist providers.
Routing to specialist networks
Seamless routing within your provider network.
Follow-up and confirmation
Ensuring referrals are completed and confirmed.
Documentation gathering
Collecting necessary documentation for referrals.
Communication with patients and providers
Coordinating communication between all parties.
Tracking referral completion
Monitoring referral status through completion.
More completed referrals = improved patient outcomes, stronger compliance, and higher provider satisfaction.
Telehealth Support Workflows
Telehealth organizations scale faster — but only when their operational backbone is strong.
HX provides:
Virtual patient guidance
Helping patients navigate virtual care platforms.
Provider routing and scheduling support
Efficient routing and scheduling for telehealth visits.
EHR updates & chart prep
Preparing charts and updating EHRs for virtual visits.
Visit readiness checks
Ensuring patients are ready for their virtual appointments.
Tech/navigation support
Technical assistance for telehealth platforms.
Care coordination workflows
Coordinating care across virtual and in-person settings.
Follow-up communication
Post-visit follow-up and care coordination.
We support your telehealth model end-to-end, helping reduce no-shows, improve throughput, and streamline virtual care operations.
Diagnostic Order Management
For digital diagnostics, at-home testing, imaging, and specialty care, order management is a high-volume, high-complexity workflow.
HX manages:
Lab & diagnostic order entry
Accurate entry of diagnostic orders into systems.
Results tracking and notification workflows
Tracking results and notifying appropriate parties.
Documentation validation
Ensuring all documentation is complete and accurate.
Ordering compliance checks
Verifying orders meet compliance requirements.
Communication with labs, providers, and patients
Coordinating communication across all stakeholders.
Follow-up and escalations
Managing follow-ups and escalating when needed.
Accurate order management eliminates delays and ensures continuity of care.
Healthcare Back-Office Support Services
Your clinical teams should focus on care — not administrative overload.
We support:
Data entry & operational QC
Accurate data entry with quality control processes.
Provider and network onboarding
Streamlined onboarding for new providers and network members.
Provider credentialing support (non-clinical)
Administrative support for credentialing processes.
Fax/email processing for clinical documents
Processing incoming clinical documents from various sources.
Clinical queue management
Managing and prioritizing clinical work queues.
Audit preparation
Preparing documentation and processes for audits.
Cross-functional admin support for RCM, Ops, and CX
Administrative support across revenue cycle, operations, and customer experience.
This is one of the highest ROI outsourcing categories for healthcare organizations with operational complexity.
Your operational workflow with HX:
Workflow Analysis & Compliance Setup
We map your documentation flows, referral patterns, telehealth processes, and operational gaps.
Specialist Recruitment & Clinical Admin Training
Your team is trained specifically for your vertical: telehealth, diagnostics, women's health, behavioral health, etc.
Systems Integration
We connect with your EHR, scheduling tools, ticketing system, provider platforms, and diagnostics systems.
Go Live — Back-Office & Clinical Support Begins
HX handles documentation, referrals, telehealth support, and more.
Continuous Optimization & QA
We use reporting, QA, and AI-assisted insights to continuously refine your workflows.
Healthcare organizations using HX see improvements such as:
HX strengthens both operational efficiency and patient continuity.
Built for Healthcare.
Designed for Humans. Engineered for Scale.
Healthcare-Trained Talent
Specialized support teams trained in patient communication, RCM workflows, PHI handling, and healthcare etiquette.
Customer Story
How a digital diagnostics company reduced processing times by 35%
HX deployed a clinical support team to manage documentation, diagnostic orders, and provider routing — improving turnaround time and patient satisfaction.
"Horatio HX's clinical support team transformed our operations. We've reduced processing times by 35% and our providers can finally focus on patient care instead of administrative tasks."
Frequently asked questions
Strengthen your clinical and operational workflows with a healthcare-grade support team.
Horatio HX delivers scalable clinical admin support — from documentation to referrals to telehealth operations — engineered for accuracy, compliance, and growth.
