Built for Reality, Ready for Scale
Patient Engagement
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...
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....
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...
Self-Pay Collections
Building a Self-Pay Collections Platform Optimized for Healthcare The Challenge A long-standing B2B partner was launching a new Self-Pay Collections Division to complement their existing RCM line of business. They...
Complex Claims
Automating Complex Claims (MVA, Worker’s Comp, Disability) The Challenge A B2B partner needed a modern platform to manage complex claims—including Motor Vehicle Accidents (MVA), Worker’s Compensation (WC), and Disability. Their workflow relied...
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...
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...
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...
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...
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...
Patient Statements
The ChallengePatients were receiving poorly designed billing statements that created confusion rather than clarity. Key issues included:Unclear balance information and due datesNo call to action, leaving patients unsure of next...
Electronic Form Transformation
The Challenge When a health system transitioned to a new EMR platform, clinicians quickly discovered that a key piece of their workflow had been lost: their familiar library of clinician-friendly...
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,...
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...
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...
A/R Follow-Up
The ChallengeA health system using Facilitator™ for patient eligibility wanted to add another service line and manage all service lines on a single platform. Their key goals were:Let team members...
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...
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...
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. ...
Refund Requests
Automating Incoming Refund Requests From Chaos to Control — Automating Refund Request Processing with AI Agents What once took hours of manual effort is now handled in seconds by intelligent...
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...
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,...