Healthcare runs on documents that arrive in the least convenient formats: a fax here, a portal there, a PDF attached to an email. The clinical work is not the bottleneck — the paperwork around it is. We take on the repetitive document work while your staff stays on anything that touches a clinical decision.
Document-heavy workflows we take on
- Prior-authorization packets — assembling the clinical notes, codes, and forms each payer wants, and tracking the request until it is approved or denied.
- Referral intake — capturing inbound referrals from fax and portal, checking they are complete, and getting them into the EHR without a rekey.
- New-patient intake — turning intake forms and insurance cards into structured records before the first visit.
- Explanation-of-benefits and claim follow-up — reconciling EOBs against what was billed and flagging the ones that need a person.
Where a human stays in the loop
Nothing clinical is automated. A person reviews anything that affects care, and any prior-auth denial or claim discrepancy is routed to your team with the packet already assembled — not left to be rebuilt from scratch.
