Custom Tools & Dashboards

Workflows designed specifically for your practice

Prior authorization, referrals, records requests, and custom automation

Problems This Solves

Prior authorizations take hours and frequently get denied
Referral tracking is manual and error-prone
Records requests get lost in the shuffle
No visibility into document status
Staff wastes time on repetitive administrative tasks

How We Help

Custom prior authorization workflows
Automated referral tracking and follow-up
Records request management system
Real-time status dashboards
Automated mail and fax tracking

What's Included

✅

Prior Authorization Tools

Custom workflows guiding staff through prior auth process with automatic documentation generation, approval status tracking, and automatic follow-up on pending requests.

🔄

Referral Management

Complete referral tracking from initial request through completion with automatic reminders, expiration tracking, and outcome reporting.

💰

Records Request System

Digital system managing incoming and outgoing records requests with automatic logging, HIPAA-compliant audit trails, and 50/50 revenue sharing.

📊

Status Dashboards & Custom Reports

Visual dashboards showing real-time status of all active requests and comprehensive reports identifying patterns, turnaround times, and productivity metrics.

Key Benefits

⚡

Faster Approvals

Automated prior authorization workflows reduce processing time and improve approval rates, getting patients the care they need faster.

📈

Better Tracking

Complete visibility into every referral, authorization, and records request. Never lose track of important patient documentation.

💰

Revenue Sharing

Generate additional income from records requests with our transparent 50/50 fee split - pure profit without the administrative burden.

🎯

Built for Your Practice

Every tool is custom-designed for your specific workflows, not a generic solution that doesn't quite fit.

How It Works

Simple implementation, no disruption to your existing workflow.

1

Consultation

We discuss your practice's specific needs and challenges.

2

Setup & Configuration

We implement the solution tailored to your workflow.

3

Training & Go-Live

We train your team and ensure smooth transition.

4

Ongoing Support

We monitor, maintain, and support the solution long-term.

Ready to See How This Works for Your Practice?

We'll show you exactly how this solution can help your team work more efficiently without disrupting your existing workflow.

Contact Us View Pricing Options

Month-to-month, no long-term contracts | HIPAA Compliant | Self-Hosted

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