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All examples

Concept, built to show the software behind a manual role. Not delivered client work.

A lapsed credential stops the billing silently.

Nothing announces a lapsed credential. The claim denies six weeks after the visit, and by then there are six weeks of visits behind it.

The role
Provider credentialing coordinator
Sector
Multi site medical group
Company in the software
Cortland Medical Group
Their internal tool
Provider File

The role you would hire for

The role is tracking licenses, registrations, malpractice coverage and board certifications across four sites, assembling packets for commercial plan enrollment and recredentialing, and following up with plans on submission status. It is detail oriented and deadline driven, and a single missed date is expensive.

The manual process that implies

This is a spreadsheet with a tab per plan and a shared drive with a folder per provider. The coordinator watches expiration dates, chases physicians for signatures, assembles a packet, sends it into a plan portal, and then waits thirty to sixty days with no way to see where anything stands. When a claim denies, tracing it back to the date on a form takes an afternoon.

What the screens argue

38 claims

denied in one quarter for a provider whose license renewed on time and whose plan never got the new date

A lapsed credential silently stops a provider from billing, and nobody notices until the claim denies. The only useful view is the one that puts every expiring item on a horizon and attaches a dollar figure to each one.

Three screens

Built to be read in a screenshot, then clicked through by whoever it lands with.

Open the working software
Provider File software for Cortland Medical Group, screen 1 of three, expiring credentials. Every provider plotted on a hundred and twenty day horizon by the item that expires first, with monthly billing attached to each one.
01 of 03 Expiring credentials
Every provider plotted on a hundred and twenty day horizon by the item that expires first, with monthly billing attached to each one. One provider is already past expiration and still on the schedule. The screen puts a dollar figure on a date, which is the thing the spreadsheet could never do.
Provider File software for Cortland Medical Group, screen 2 of three, packet assembly. The uploaded license image is read into fields, each with a confidence figure, and the one read through a fold in the scan is flagged for a human before anything downstream keys off it.
02 of 03 Packet assembly
The uploaded license image is read into fields, each with a confidence figure, and the one read through a fold in the scan is flagged for a human before anything downstream keys off it. Beside it, the packet checklist and a gap check that names exactly which two items will bounce and why.
Provider File software for Cortland Medical Group, screen 3 of three, payer status. Every provider against every plan, in one grid.
03 of 03 Payer status
Every provider against every plan, in one grid. Par, in review with a day count, not started, or a date the plan gave us for when billing stops. Four provider and plan pairs have no packet at all, and the providers in them are seeing patients this week.

Detail

The three places where this stops being a report and starts being a tool.

Detail from the Provider File software. The horizon. Time runs left to right and the pip is the date the item expires.
The horizon. Time runs left to right and the pip is the date the item expires.
Detail from the Provider File software. Extracted fields with confidence, and the weak read marked for a person.
Extracted fields with confidence, and the weak read marked for a person.
Detail from the Provider File software. Three figures that make the case for doing this at all.
Three figures that make the case for doing this at all.

What it would take to build for real

The concept is a proposal about the shape of the work. This is the honest version of the rest.

What it reads

The credential records that already exist in a spreadsheet, uploaded certificate images, the plan roster responses, and the claim denials that can be traced back to a participation date.

What it writes

A provider record with dated, sourced fields, a packet ready to submit, and a status per provider and plan pair that somebody other than the coordinator can read.

What is genuinely hard

Every plan wants a different packet and answers on a different clock. The grid is easy. Encoding what each plan actually requires, and what each one rejects packets for, is the work.

Shape of the work

Six to eight weeks. Roughly $15,000 to $20,000. The horizon and the grid can be useful in two weeks. The document read and the per plan rules take the rest.

Every engagement is staffed with a dedicated team and a named project lead who works directly with the person who owns the process. The software above was built before anyone paid for anything, which is the point.

See another example

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