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No two Healthcare Payer and Benefits Organizations are the same. Neither are our solutions.

Every engagement starts with understanding your specific workflows, constraints, and regulatory environment. The examples below reflect work we've built for clients — not off-the-shelf software, but purpose-built systems designed around the problems each organization actually had.

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Audit Tracker Management System
Claims stratification & live audit review
Built for a client whose audit process relied on manual sampling across disconnected spreadsheets, this solution stratifies and pulls randomized claims samples based on configurable variables and thresholds — making them immediately available for live, collaborative review across multiple teams. The result is a repeatable, defensible process that surfaces risk before it becomes a finding.
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Client Administration Management System
Client data, billing & SLA oversight
Centralizes client administration across pricing, billing, enrollment counts, transition credits, and Pharmacy rebate tracking for self-insured clients — giving Sales, Customer Success, and Leadership a single source of truth for SLA performance, financial obligations, and population-level metrics.
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Closed Loop Referral Management System
Referral intake, tracking & auth linkage
Manages referral intake, routing, authorization linkage, and status tracking across Utilization Management, Enhanced Care Management, Behavioral Health, and Dental. Closes referral gaps, reduces manual handoffs between care teams and providers, and surfaces overdue referrals before they become compliance issues.
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Vendor Contract Database & Management System
Vendor & provider contract management
Built for a client tracking vendor and provider contracts across a tangle of spreadsheets and shared drives, this solution centralizes contract records with automated review cycles, expiration alerts, and renewal workflows. It surfaces contract risk before it becomes a compliance or budget problem — with a structured, audit-ready record that reflects the organization's current regulatory posture.
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Letter Generation Management System
Centralized member communications
Generates member and provider correspondence directly from live system data — NOAs, denial letters, EOBs, and regulatory notices. Supports multi-language output, preferred format delivery, and version-controlled templates to maintain compliance across regulatory changes.
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Member Services Management System
Enrollment & regulatory correspondence
Tracks enrollment status changes, eligibility gaps, and regulatory correspondence in real time. Supports DHCS and CMS continuity-of-coverage requirements, auto-generates required notices, and flags members at risk of losing coverage before disenrollment occurs.
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Policy Management System
Org-wide policy governance
Designed for a client whose policy governance lived in static document libraries with no ownership or review accountability, this solution stores organizational policies as structured, versioned records with ownership assignments, review schedules, and change history. The result is a searchable, audit-ready governance system that reflects the organization's current regulatory posture at any point in time.
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Provider Onboarding & Management System
Provider self-service & data exchange
Gives providers a single interface to submit claims, request authorizations, verify member eligibility, and track status — without calling into Utilization Management or Claims. Provider-submitted data is automatically processed and routed to the correct internal Healthcare Payer Organization teams, triggering targeted workflows so each department receives exactly what they need to act. Reduces provider friction, cuts inbound call volume, and shortens authorization turnaround for routine requests.
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Underwriting Management System
Risk evaluation, pricing & portfolio oversight
Supports end-to-end underwriting operations — from evaluating member risk profiles and structuring coverage terms to setting premiums and monitoring portfolio-wide loss trends. Consolidates claims history, compliance data, and financial exposures into a single workspace so underwriters can price accurately, manage concentration risk, and coordinate loss prevention across the membership pool.
Health Plan Operations · End-to-End Flow
Closed Loop Referral Management
Member / Provider
Member requests specialized service GP / general provider cannot fulfill request i
Member service request The member approaches their GP or general provider needing a service outside that provider's scope — such as dental care, behavioral health support, or community assistance. The GP cannot fulfill this directly and must escalate.
Provider / Health Plan
Provider contacts Health Plan Requests assistance sourcing a specialist on behalf of member i
Provider contacts Health Plan The requesting provider reaches out to the member's Health Plan, initiating the referral process. They act as the advocate for the member — the Health Plan then takes ownership of finding a suitable servicing provider.
Provider / Health Plan
Referral form submitted Routed by service type for processing i
Service categories
Dental Behavioral Health Community Supports Enhanced Care Mgmt

The referral form is routed and processed differently based on the service type, triggering the appropriate specialist team and workflow within the Health Plan.

System
Automated file import Forms ingested via automated pipeline → actionable database records i
Automated file import Submitted referral forms are ingested into the Health Plan's database via an automated pipeline. Each form is parsed and converted into a structured, actionable record — removing manual data entry and reducing processing lag.
Health Plan
Health Plan specialist outreach Contacts candidates · documents all communications & updates i
Specialist outreach loop Health Plan specialists systematically contact potential servicing providers on behalf of the member. Every outreach attempt, status change, communication, and record update is documented in real time — creating a full audit trail.
Specialist
Provider found? Decision point · outreach loop
No — continue outreach
Return to specialist outreach. Contact next candidate provider, document attempt, repeat until a match is confirmed.
Yes — proceed to closure
Servicing provider confirmed. Trigger closure letter generation and distribute to all parties.
Yes — provider confirmed
All parties
Closure letters distributed Member · requesting provider · servicing provider — loop closed i
Closure letters Once a servicing provider is confirmed, the Health Plan generates and distributes letters to all three parties. Every stakeholder receives the same current, accurate information — ensuring alignment and officially closing the referral loop.
Auth team
Authorization review or auto-approval Triggered on loop closure · enables provider to begin services i
Two authorization paths
Auth review

Manual clinical & admin evaluation of medical necessity, coverage, and credentials. Common for Behavioral Health and Enhanced Care Mgmt.

Auto-approval

Bypasses review when pre-set rules are met: low-complexity service, standing plan auth, or preferred network provider.

Member
Member begins receiving specialized services Servicing provider contacts member · care delivery initiated
Member / Provider
Health Plan
System / Specialist
Closure
Authorization
Outcome
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