Real deliverables, shipped and running. Shown without the client's name, in colors drawn from their company.
Staff were rekeying single-line claims by hand, one form for every drug. Sergio reads the stack, matches it to the patient, and writes one clean consolidated claim, catching every discrepancy before it leaves the building.
The phones were the bottleneck: authorizations sitting on hold, new referrals waiting to be logged, overdue patients never called back. Sergio works the lines, securing prior authorizations, taking intake calls, and ringing patients back onto the schedule.
Referrals arrived by fax and lived in trays, and some never got a reply. Sergio's CRM tracks every one from intake through prior-auth and pre-visit to a booked appointment, then closes the loop back to the referring doctor, so nothing slips and every sender hears back.
Sixty minutes. No deck. No slides. We listen. We diagnose. You leave with a written diagnosis of the bottleneck, whether you hire us or not.
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