Smartsheet Consulting Case Study
Scale Growth Through
Operational Automation
What Problem(s) Was the Customer Trying to Solve?
Company Info
- A billing company
Problem Areas
- Needed an effective way to track and manage medical claims processing for over 150 practice locations
- Needed a centralized location to retrieve medical claims that were stored in various data sources
- No standardized process for all locations to follow and track the performance of claims being processed
- No scalability for future practices
How Did M2's Smartsheet Solutions Solve the Problem?
The Solutions
- Implemented a Control Center which provided standardized template sets for all 150+ practice locations and the ability to provision them to new locations
- Automated the process for opening/closing claims and provided the corresponding metrics daily
- Developed workflows to track the performance of staff working on these claims which provided the ability to demonstrate ROI via dashboards to clients
- Configured the system to setup business rules to track invalid action responses for over 10K claims
Final Result
- Staff were able to efficiently follow up on claims
- Team was able to communicate on key topics
- More effectively onboarded and offboarded clients
