Services

Use our full suite of services to increase efficiency in all areas of your practice, or simply choose the service(s) that best fit(s) your practice’s needs.

  • Prescreening & Preloading

    Streamline the patient intake by allowing our technicians to prescreen patients prior to their appointments.

  • EHR Migration Support

    Our team of technicians corrects messy migrated chart data so you can keep your focus on patient care.

  • Scheduling Assistance

    Never miss an incoming opportunity with Phone COA’s reliable Scheduling Assistance services.

Preloading & Prescreening

Our dedicated team at Phone COA specializes in providing virtual technician support to enhance the patient intake process by prescreening patients prior to their appointments and uploading their medical information directly into your EHR system. 

Our certified technicians are highly trained in the art of patient intake, seamlessly preloading charts and identifying issues that require the doctor's attention, resulting in a more comprehensive ophthalmic experience. By prescreening and preloading charts, our services create a more thorough and productive patient encounter while engaging patients in a meaningful way from the comfort of their own homes. 

Chart Preloading Pricing

Our pricing model is simple: you decide how many patients per week you want preloaded/prescreened, and our team takes care of the rest. This approach ensures that practices maintain complete control over costs and goals since we charge per completed chart. 

With no minimum chart requirement and the flexibility to pause or cancel our services at any time, Phone COA provides a risk-free partnership for your practice.

EHR Migration Support

  Migrating data to a new EHR system can be complex, often leaving charts incomplete or data in the wrong fields. Our team of certified virtual technicians steps in to meticulously review migrated charts, manually filling in missing data fields and checking overall accuracy and completion. 

Your techs are busy, and burnout is real. Your Phone COA team can prep newly migrated charts before clinics to ensure information is complete and the charts are ready for patients, leaving your techs to focus on learning the new system and taking care of patients.


Unlike traditional migrations that require reducing clinic volumes up to 40%, your Phone COA team preps charts ahead of your clinics so that you can see more patients, and recapture lost revenue faster.

With Phone COA, there's no compromise—your patient care remains the priority.

EHR Migration Pricing

We understand that not every EHR migration is the same. Sometimes entire data fields are missing, while other times data is simply misplaced. With that in mind, Phone COA’s unique pricing model allows practices to tailor our services to fit their individual needs.  

Our services are always more affordable….” – Our partnership is always cheaper than hiring additional full-time staff, and your ability to recapture lost revenue quicker creates a “win-win.”

Scheduling Assistance

Answering the phones can be a challenge for busy practices. It’s crucial that front desks are fully staffed and trained in order to capture every new patient opportunity that comes through. Losing out on opportunities at the front desk can have a real impact on a practice’s bottom line.

With Phone COA, LLCs Scheduling Assistance, practices can be confident knowing that new patient referrals are being captured, referring physician partners are happy, and new patient charts are accurate and complete.

Request More Information

Tell us your practice’s pain points and we will help tailor our services to meet those needs.