Built for Reality, Ready for Scale
Workflow Automation
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...
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,...
HEDIS Measure Tracking and Resolution
Building a Multi-EHR Quality Data Infrastructure with NCQA Data Aggregator Validation The Challenge A primary care association set out to consolidate quality reporting across more than 90 provider organizations operating on 17+ different EHR platforms....
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...
Zero Balance Auditing
Zero-Balance Recovery Automation with ActiveWARE The Challenge A B2B partner needed a unified platform to modernize and scale their Zero-Balance Audit and Recovery operations. Their existing workflow depended heavily on spreadsheets...
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...
Progress Notes Reporting
The ChallengeEach week, staff at a long-term care facility were required to compile and submit detailed patient progress reports to multiple Managed Care Organizations (MCOs). The process was manual, repetitive,...
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...
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...
Automated Patient Engagement
The Challenge Several health systems needed to insource their patient engagement workflows for key operational and clinical use cases, including: Their existing EMR platforms lacked the ability to design and...
Early Out and Payment Plans
The Challenge A B2B partner specializing in Early Out Services faced growing demand from its clients — but their internal processes were largely manual, time-consuming, and costly to scale. Key...
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...
Conversion Projects
The ChallengeA hospital system planned a balance-forward conversion to a new EMR and to send legacy A/R to a follow-up vendor so staff could focus on go-live and avoid toggling...
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...
Out-of-State Medicaid
The ChallengeA long-time B2B client wanted to expand their business by adding an Out-of-State Medicaid (OSM) service line. Their vision:Consolidate all eligibility programs—primary, secondary, and OSM—into a single platformReplace an...
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...
Credentialing / Enrollment
The ChallengeBefore automation, the organization's credentialing team managed hundreds of providers using spreadsheets, email threads, and manual packet prep. This fragmented approach caused:Inconsistent onboarding and delayed payer enrollmentMissed renewal and...
Adverse Action Monitoring
The ProblemClient did not have a proactive means of alerting credentialing staff when adverse actions, sanctions, or negative reports which might affect the organizations reputation appear. Their existing credentialing solution...
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...
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...
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...
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,...