A workflow is one complete process with a clear start and finish. The result is recorded in one main system.
For example: a new lead arrives. We collect details and check your criteria. A consultation is booked or the lead is declined. The result is recorded.
Checking for treatment gaps is a separate workflow. We name the three workflows in writing before the build starts.
No. We build around your existing system. We check what it supports and explain any limits before starting. The audit also looks for useful features you already pay for but may not use.
For Workflow Deployment the first workflow goes live within 30 days after we receive system access and scope approval. We aim to have all three live within 90 days. If they are not live by then we continue implementation without extra professional services fees until they are.
Work involving medical records includes human review. We sign a Business Associate Agreement. Before work begins we provide written details about data flows and storage locations. We also explain retention and the service providers involved. You can request this information before an initial call.
No. We help with repeated tasks such as records follow-up and case updates. Your case managers keep the work that needs their experience. The aim is to give your team more time for clients and active cases.
We will tell you. You keep the findings whether or not you hire us again. If we cannot identify at least three measurable operational problems the audit is free. If hiring another case manager is the better answer we will say so.
We work with growing PI practices and larger firms. Start with CAPTURE if leads need faster responses. Start with IDENTIFY if cases need better follow-up. Choose OPTIMIZE when problems affect several teams or systems. The starting point depends on your firm's needs.
Our engineering and operations team is based in Pakistan. We work US hours and plan our availability around your firm. Our work supports US personal injury practices and their systems.
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