• Schedule and coordinate medical, dental, wellness, and personal care appointments

  • Manage follow-ups, referrals, and continuity across providers

  • Track recurring appointments, screenings, and time-sensitive personal matters

  • Coordinate insurance-related logistics and administrative requirements

  • Handle forms, documentation, and personal records as appropriate

  • Serve as point of coordination for providers when permitted

  • Anticipate upcoming needs and proactively manage scheduling windows

  • Maintain discretion around sensitive information and personal matters

  • Reduce administrative friction so care and personal affairs remain uninterrupted