Business Challenges
- Inefficient Employer and Employee Management
- Dependency on Multiple Systems
- Complex Service Package Management
- Limited Scalability
- Manual Invoicing and Payment Processing
Solution
- Comprehensive Employer Portal
- Streamlined Management and Tracking of Employee Details
- Automated Invoices and Payments
- Centralized Management of the Complete Employer Onboarding Process
- Provider Portal with Enhanced Features
Results
- Automated Workflows for Employer and Provider Management
- Automated Invoicing and Payment Tracking for Quicker Transactions
- 15% Boost in Membership Plan Uptake
- Simplified and Cohesive User Experience Across All Portals
Solution Implementation
Our client, a leading provider of primary care services, sought to modernize their healthcare offerings to cater to both employer-backed and individual patients. With a significant portion of patients referred through employer memberships, the client required a robust, unified system to streamline operations, enhance patient engagement, and improve access to care.
Employer Portal
- Employer Access Management:
The employer portal provides a user-friendly login system, offering employers easy access to their accounts. It simplifies account creation, role assignment, and secure login features, ensuring employers can manage their portal access effortlessly. - Employee Management:
Employers can efficiently manage their employees within the portal. This feature allows them to add, remove, or track employee participation in healthcare services. Employers can also monitor employees' eligibility, enrollment status, and healthcare utilization, ensuring seamless management of employee benefits and healthcare offerings. - Service Packages Management:
Employers can view and request to modify their service packages directly from the portal. This feature enables them to request package upgrades, customize services based on employee needs, and seamlessly adjust packages for different employee groups. - Invoice and Payments:
The invoicing and payment feature allows employers to view and manage all invoices in one place, with a master invoice summary for easy tracking. It includes a payment history, enabling employers to review past transactions. Employers can make payments directly, receive notifications for due payments, and enable automatic monthly payments for seamless billing.
Super Admin Portal
- Employer Onboarding and Management:
The Super Admin Portal offers seamless workflows for onboarding new employers, ensuring a smooth setup. It allows for efficient management of existing employer accounts, including profile updates, service assignments, and access control, streamlining administrative tasks and enhancing overall operational efficiency. - Employee Management:
The Super Admin Portal allows adding individual employees and linking them to their respective employers. Administrators can update employee profiles, activate or deactivate accounts, and track service usage through detailed logs. Additionally, usage trends are monitored, providing insights into employee engagement and service utilization for better management. - Service/Membership Creation:
The Super Admin Portal enables the creation and management of service packages, including setting package prices and modifying existing packages. Administrators can define package tiers and establish pricing for each service within a package. Flexible payment options, such as monthly or yearly plans, can also be configured to suit employer preferences. - Provider Onboarding and Assignment:
Super Admins can onboard new healthcare providers quickly through an intuitive interface. Once providers are added, they can be mapped to specific employer groups, streamlining provider management. This feature ensures that the right providers are available for the right employers, improving care coordination and service delivery.
Provider Portal
- Patient Registration:
The Provider Portal offers a simplified patient registration process, allowing patients to easily sign up under employer or independent profiles. This streamlines data entry, ensuring accurate and up-to-date information is captured for effective care delivery. The system integrates with the central database for seamless patient management. - Patient Charting:
Patient charting provides providers with comprehensive records, including detailed intake forms, medical history, and ongoing treatment data. This ensures a 360-degree view of the patient's health. Real-time updates from encounters and telehealth sessions are incorporated, facilitating accurate documentation and improved care management. - Scheduling:
The scheduling feature within the Provider Portal includes advanced tools to manage patient appointments efficiently. Providers can schedule both in-person and telehealth visits, ensuring flexibility for patients. - Telehealth:
The Provider Portal offers secure, high-quality video consultations for remote care delivery. With built-in encryption, telehealth services maintain patient privacy while providing seamless virtual visits. Streamlined workflows allow providers to conduct consultations, review patient charts, and document care plans in real-time, offering comprehensive virtual care solutions. - Communication Tools:
The portal includes an integrated messaging system, enabling efficient communication between providers, patients, and colleagues. Secure, HIPAA-compliant messaging facilitates quick exchanges of information regarding patient care, updates, and reminders, fostering collaboration while maintaining patient confidentiality and reducing administrative burdens. - Invoices:
Automated billing and invoicing are integrated within the Provider Portal to simplify financial processes. Providers can generate accurate invoices based on patient services and employer plans, track payments, and manage outstanding balances. This system ensures timely billing, reduces errors, and provides transparency for both patients and employers.
Employee and Patient Portal
- Profile Management:
Employees and patients can easily manage their profiles through the portal. This includes updating personal details, tracking appointments, and reviewing past service histories. The centralized dashboard ensures that users have quick access to important information, offering a user-friendly experience for patients. - Appointment Scheduling:
The portal enables hassle-free appointment scheduling for both in-person and telehealth consultations. Patients and employees can view available time slots, select preferred dates, and receive automated reminders. Integration with provider schedules ensures smooth coordination and efficient use of resources for timely and accurate healthcare delivery. - Service Utilization Tracker:
The portal provides a service utilization tracker, allowing employees and patients to access detailed records of the services they have utilized. It also includes usage statistics and available visits under their membership plans. This helps users keep track of their healthcare usage and plan accordingly for future services. - Communication Hub:
This real-time communication feature ensures that users can quickly receive assistance, ask questions, or get updates about their healthcare services. The system is HIPAA-compliant to protect sensitive information.
Business Value
Improving UX
Helped being on the same page with the patients. We improved User experience and made the accuracy of the results higher.
Developing All Flow
Helped in having a competitive advantage. We chose a proper tech stack, developed all flow from A to Z and implemented in real life.
Optimization
Increasing operational speed by 2 times. Now all data in one place. Increasing operational speed by 2 times. Now all data in one place.
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