Two levels of professional bilingual support, combining dedicated human service, a fully managed operating model, and client-approved AI-enabled efficiency at a lower total cost.
Reliable bilingual support for high-volume telephone and routine office administrative work.
A trained bilingual coordinator answers, routes, documents, and follows up on incoming calls using approved scripts and escalation pathways—so callers can reach a real person when the conversation requires one.
Schedule appointments, manage routine changes, and complete reminder or confirmation outreach.
Update client or patient details, collect routine intake information, and coordinate records requests.
Complete routine outbound calls, referral follow-up, CRM/EHR data entry, and bilingual communication with your clients or patients.
Practices and firms that need dependable phone coverage, scheduling support, routine follow-up, records coordination, and bilingual client service without assigning complex analytical or supervisory work.
Based on a full-time 40-hour workweek. Pricing is scoped to your call volume and workflow — request a quote.
Bachelor's- or Master's-qualified support for complex workflows, insurance and billing functions, reporting, and high-responsibility coordination.
Complete verification, document benefits, follow authorization or billing workflows, and escalate payer or billing issues.
Manage multi-step follow-up, referrals, case-plan communications, and escalated service questions.
Maintain CRM accuracy, prepare reports, monitor workflows, and support operational performance review.
Develop SOPs, assist with organization-specific projects, and provide team-lead or quality-review support when assigned.
Best for insurance and billing work, complex case navigation, reporting, process documentation, and leadership support.
If a Tier 2 coordinator becomes a strong long-term fit and your organization later has a U.S.-side opening or turnover to fill, that same coordinator may be a candidate for onsite U.S. employment under a TN visa — if the role qualifies under USMCA, a U.S. job offer is extended, and the coordinator is approved by U.S. immigration authorities. This is a potential future option, not a guarantee of entry or employment authorization.
Based on a full-time 40-hour workweek. Pricing is scoped to your call volume and workflow — request a quote.
The strongest model is complementary: onsite staff perform hands-on, in-person work while the remote coordinator owns administrative workflows.
| Consideration | Onsite Staff | Managed administrative coordinator |
|---|---|---|
| Hands-on, in-person duties | Yes | No |
| Calls and administrative workflows | Competes with core workload | Dedicated focus |
| Recruiting and payroll | Handled by the practice | Included; ServiFerti employs the coordinator in Mexico |
| Workspace and equipment | Provided by the practice | Complete workstation and office buildout included |
| Bilingual support | Candidate-dependent | English and Spanish are core qualifications |
| Pricing structure | Wage plus payroll taxes, benefits, recruiting, workspace, equipment, IT, and management overhead | One scoped service fee covering the coordinator and standard operating infrastructure |
This service does not replace staff needed for in-person, hands-on responsibilities — for example, rooming patients and clinical procedures in a medical practice, in-person client meetings and court appearances for a law firm, or resident care and safety checks in an assisted living community.
A complete operating package rather than an employee wage alone.
Mexican payroll, statutory employer costs, attendance tracking, and routine HR coordination for the assigned coordinator.
Licensed and insured office space, desk, ergonomic chair, computer, monitor, business headset, standard peripherals, electricity, and business internet.
Standard workstation buildout, virtual-desktop and device setup, routine IT assistance, access coordination, and general endpoint-security controls. Client-approved AI-assisted workflows may also be incorporated where appropriate for efficiency, documentation, and quality support.
General onboarding, attendance monitoring, ongoing coaching, quality review, and operational supervision.
Accounting allocation, cleaning, supplies, equipment-replacement reserve, utilities, office insurance overhead, and routine facility costs.
An English- and Spanish-speaking coordinator assigned to the client organization and trained on its approved systems and workflows.