We’ll ask questions to understand your biggest admin challenges, focusing on where your time goes and what frustrates you most—like how many hours you spend weekly on prior authorizations, claims appeals, or patient intake. For example, we’ll ask: “How much time do you spend on eligibility checks, and how does that impact your day?”

Walk us through your admin processes step-by-step, from the initial trigger (e.g., receiving a denial letter) to completion (e.g., filing an appeal), while we document each step, decision point, and time spent. We may ask for sample forms or data (e.g., CMS-1500, denial letters) to get a clearer picture. Your input will help us understand where delays or manual efforts occur in your workflows.

Review what we’ve learned about your workflows and discuss how your challenges align with our focus on admin automation. We’ll ask questions like “Does this cover your top-priority tasks?” or “Are there other areas, like scheduling, that also take significant time?” to confirm we’ve captured your needs and identify any gaps for further exploration.