CASE STUDY OVERVIEW
A medical billing company needed to standardize its tracking, organizing, and management processes as it expanded locations.
Results Achieved
Staff were able to efficiently follow up on claims
Communication across teams
Efficient onboarding process
Standardized templates
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ClientInfo
Medical Billing
Company type
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What Did the Customer Need?
- An effective way to track and manage medical claims processing for 150+ locations
- A centralized location to retrieve medical claims that were stored in various data sources
- Standardized process for all locations to follow and track the performance of claims being processed
- Scalability for future practices

How Did M2's Smartsheet Solutions Solve the Problem?
Our Control Center Solution
Tracking Process
Tracking & Automation
- Automated the process for opening/closing claims
- Provided corresponding claims metrics daily
- Set up tracking for invalid action responses for 10k+ claims
Organized Data Storage
Smartsheet Control Center
- Implemented a Control Center for all locations
- Configured the system to set up business rules
Standardized Work Process
Dashboards and Workflows
- Developed workflows to track staff performance
- Dashboards to clients displayed Return on Investment
Growth and Expansion
Location Standardization
- Standardized template sets for all locations
- Enabled use of standard templates for new locations
Are you Ready to Optimize your Processes?
Let M2 Strategy’s Smartsheet Consulting services guide you in creating an agile, automated, and optimized solution. Together, we’ll simplify the complex.