Real operations. Real systems.

Client names stay private. The industries, the problems, and the systems are real.

Claims operations platform

Medical billing company · Arizona

Claims lived in treatment files, spreadsheets, and payer portals; status was whoever remembered. Now one system carries each claim from treatment file to payer acknowledgment to reconciliation.

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One claim, start to finish: file in, claim built, submitted, tracked, reconciled — in one system every biller can see.
  1. Treatment files inchecked on arrival
  2. Claims builtvalidated per payer before anything leaves
  3. Submittedthe payer acknowledgment is the evidence
  4. Trackedevery status visible to every biller
  5. Reconciledan export that matches the books
  6. One queueinstead of three tools and a spreadsheet

Billing operations application

Pediatric therapy billing

Invoicing ran on a 13-tab spreadsheet and one person’s memory. Staff now enter the month’s numbers, the system applies every client’s rules, and invoices are ready for QuickBooks.

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Before: invoicing ran on a 13-tab spreadsheet, an inbox, and one person’s memory. After: one system that does the month.
  1. The spreadsheet13 tabs · one safe editor
  2. The inboxreports, questions, approvals
  3. One person’s memorythe rules for every client, on cards in a head
  4. Structured entryvalidated · nothing typed twice
  5. Your rules, encodedper client · tier · exception
  6. Invoice-ready amountsthe same way every month
  7. Reports and QuickBooksrevenue, cost, open items

Voicemail intake automation

Therapy practice

Voicemails piled up, and intake meant listening and re-typing. Every message is now transcribed, sorted, and routed to the right queue — a person still makes the call.

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A voicemail comes in, gets transcribed and sorted, and lands in the right queue. A person still makes the call.
  1. Voicemail landscaptured the moment it arrives
  2. Transcribedtext, number, and time on file
  3. Sortednew patient · scheduling · billing
  4. Routed to the right queueurgent first
  5. A person makes the calltranscript and next step in front of them

Have something like one of these? Tell me what’s broken.

Call or text (623) 252-4330