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Patient Access

    AI-Based Cold E-Mail Outreach System

    The Challenge  A B2B partner sought to implement scalable cold email outreach programs for their clients across multiple industries. Each client targeted distinct market segments, required unique messaging, and relied on tailored...

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    ActiveXCHANGE Information Gateway

    The Challenge  Our clients and B2B partners receive high volumes of inbound information in mixed formats—structured transactions from interfaces and clearinghouses, alongside unstructured content such as email, fax, scanned documents,...

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    Interactive Transparency Dashboards

    Client Transparency & Collaboration Portal  The Challenge  One of our B2B partners wanted to give their clients near real-time visibility into the work being performed on their behalf—down to the...

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    Single Pane Viewer

    Single Pane of Glass for Long-Term Care Operations  The Challenge  A long-term care facility had established strong internal best practices, but daily execution was slowed by a technology stack with limited interoperability....

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    Admit Notifications

    Automating Admit Notifications to Protect Inpatient Revenue  The Challenge  A B2B partner engaged us to help automate inpatient admit notifications for one of their healthcare clients. The client was facing increasing payer...

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    AccessExpert

    Configurable Data Validation in a Single Interface  The Challenge  A B2B healthcare technology partner sought to validate a strategic thesis: Could a single, configurable intake interface trigger an automated sequence of validation services—without being tied...

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    ActiveREG

    Registration That Gets It Right the First Time  The Challenge  Technical denials were rising due to incomplete data and missing documentation during preregistration and across multiple registration areas. When gaps weren’t caught...

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    ActiveENCOUNTER

    Universal Registration That Eliminated Duplicate Patient Records  One Registration. Every System. Zero Drift.  A universal registration layer that synchronized patient demographics, coverage, and visit history across multiple platforms—without forcing an expensive EMR...

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    Patient Eligibility and Enrollment

    Unifying Eligibility Operations on ActiveWARE  One Platform for Eligibility, Coverage Discovery & Out-of-State Medicaid A B2B partner replaced spreadsheets and siloed tools with ActiveWARE—standardizing screening, automating document workflows, and streamlining end-of-month operations with...

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    EOB Indexing Solution

    The ChallengeThe client was struggling to efficiently import and process inbound batch EOB (Explanation of Benefits) files in EDI and XML formats. Their existing workflow made it difficult to:Extract and...

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    Long Term Care Referral Automation

    The ProblemA large long-term care and rehabilitation facility was struggling to manage new patient referrals efficiently. Referrals arrived through a secure health portal shared with regional hospitals. Once notified, staff...

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    MBI Lookup

    The ChallengeManual Medicare Beneficiary Identification (MBI) lookups were consuming significant staff time and delaying patient access operations. To obtain MBI numbers, staff had to log into regional Medicare Administrative Contractor...

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    Gamification

    The ChallengeOur B2B partner wanted to motivate, recognize, and retain high-performing employees while strengthening collaboration and learning across teams. Their goals were to:Reward staff in real time for achieving goals...

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    Presurgical Clinical Clearance

    The Challenge A client faced persistent challenges in their presurgical process, leading to a troubling number of last-minute cancellations and rescheduled surgeries. Each cancellation cost the organization an estimated $7,500...

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    Insurance Discovery and Verification

    The ChallengeA multi-site health system centralized insurance discovery and verification in its CBO, but lacked a workflow engine to manage the volume across locations. Teams needed a way to:Process verification...

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    Financial Assistance

    The Challenge A large health system managed pre-arrival financial clearance in its Central Business Office (CBO) but struggled with the financial assistance phase. The Solution We implemented Facilitator™ to orchestrate...

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    Lab Requisition Solution

    The ChallengeA leading healthcare organization was struggling to manage incoming patient requisitions from multiple locations. Each facility operated independently, resulting in inconsistent document handling, slow turnaround times, and no single...

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    Print Capture

    The ProblemThe organization's staff needed to generate and assemble complex documentation packets for patient transfers, payer requests, and referral coordination. Unfortunately, their workflow relied on manual printing and physical assembly...

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    Electronic Forms Automation

    The ProblemHospital frontline teams were manually assembling registration packets, hunting for the right consent form, printing labels, re-keying demographic and insurance data, and trying to remember payer- and service-line-specific requirements...

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    BYOD E-Signature

    The ChallengeA large health system in Canada needed to introduce electronic signatures at the point of registration. However, their registration process spanned hundreds of decentralized locations, making a traditional hardware...

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    Interactive Clinical Forms

    The ProblemA major health system in Canada wanted to implement interactive electronic forms as an integral part of a new Electronic Medical Record (EMR) system scheduled for deployment the following...

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    Patient Encounter Accuracy

    ChallengeA multi-hospital health system struggled with manual registration audits that only reviewed a fraction of patient encounters. Errors in demographic and insurance data were slipping through, leading to denials, underpayments,...

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    Centralized Scheduling

    The Challenge A large health system in the Southwest was struggling with a disjointed and inefficient scheduling process spread across multiple campuses and departments. Each site managed its own workflow,...

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    Pre-Arrival Financial Clearance

    The Challenge A multi-facility hospital system was struggling to efficiently financially clear patients prior to their date of service. Their pre-arrival workflows were fragmented across multiple systems, leading to: The...

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    Output Management

    On-Demand Patient Packet Generation and Fulfillment  From Vendor Delays to Instant Control — Automating Patient Packet Assembly and Delivery  A large health system replaced rigid EMR-controlled packet logic with an...

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    Release of Information

    Automating Release of Information (ROI) Requests  Intelligent automation accelerates patient consent, documentation fulfillment, and billing — transforming ROI management from a manual process into a secure, compliant, and revenue-generating workflow. ...

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    Additional Documentation Requests

    Automating Additional Documentation Requests (ADR)   Simplifying ADR Management with AI Agents  Healthcare organization streamlined claim resolution and audit response by automating the intake, triage, and fulfillment of payer and auditor...

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    Orders/Referral Management

    The Challenge: Managing Orders Was Slow, Manual, and Risk-Prone  Before automation, healthcare teams were buried under faxed, scanned, and emailed physician orders that required manual indexing and tracking. This created daily...

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    Intelligent Document Processing

    How AI Agents Transformed Manual Workflows into Fully Automated Operations  The Challenge  Across industries, organizations still struggle to manage the flood of inbound information — faxes, PDFs, emails, scanned forms,...

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