Subscription portal for instant eligibility checks, automated verifications, analytics, and faster reimbursements.
The client manages a nationwide dealer network supplying automobile and industrial equipment and parts. Rapid expansion exposed outdated contact books, missed follow-ups, and siloed dealer performance. Leadership needed a secure, cloud-first platform to centralize every interaction, automate reminders, and surface real-time analytics that too without disturbing existing CRM and ERP flows.
Paper-based verification forms and manual data entry slowed patient intake and created administrative overhead.
Multiple insurance providers required separate verification processes, limiting operational efficiency and data consistency.
Lack of structured user permissions created security risks and inefficient workflow management across departments.
We built a secure, automated platform that accelerates insurance verification, streamlines workflows, and improves compliance visibility.
Integrated insurer APIs to deliver near real-time patient eligibility and coverage details.
Unified insurance forms with templatized fields and automated dashboards for multi-clinic requests.
Applied granular permissions to safeguard data and ensure compliance across user groups.
Enabled Excel/PDF exports and automated status notifications to cut manual follow-ups.
We unified verification, billing, and reporting to cut admin time, improve patient experience, and strengthen compliance across clinics.
Replaced siloed tools and phone-based checks with fully integrated modules to expedite verification and reduce errors.
Supports rapid onboarding of new clinics without rework, keeping performance steady as demand grows.
Handles verifications, billing, and reporting in one flow, improving coordination and reducing tool sprawl.
Clinics verify coverage before appointments, increasing satisfaction and lowering claim denials.
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