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

Ready To Think Differently?

A strategy and management consulting firm whose motto, Think Differently & Work Smarter, is integrated in all components of our solutions and operations.

7900 Tysons One Pl, Ste 240 McLean, VA 22102

Phone: (703) 822-5600