Case Studies
Explore our collection of in-depth case studies that showcase our varied industries, strategic approaches, and measurable outcomes that can inspire your own success story.
Explore Our Work and Industries We Serve
Healthcare Case Study
Automatic, pain-free EOB and claim reconciliation
Project Overview
In the complex world of healthcare reimbursement, discrepancies between open claims and explanation of benefits can lead to massive revenue losses if not carefully watched.
EOB documents often included multiple patient ICN codes that needed to be extracted as individual line items. At best, this manual reconciliation took 8 days and the team was stretched.
Project Solution
Each line item is extracted and a digital workflow checks the billing system to match the amount received with the balance.
Since most EOBs underpay the claim, Process Matters™ developed a table of automated rules that lets the system compare allowed deductions per each insurance plan and then determine whether to accept the amount received based on those rules, or route the exception to a specialist for additional review.
Amounts are then imported into billing software to automatically bill patients on open balances.
Results
Savings of $170,000+ per year
By reducing the number of FTEs managing exceptions and claim reconciliation and leaving open positions unfilled
400+% increase in efficiency
To complete EOB and claim reconciliation and bill patients faster: from 8 days to less than 2 days
Recovery of $18,000 per year
in late filing charges and lost revenue caused by delays in billing client for services.
Law Firm Case Study
Mailroom Automation
Project Overview
A mid-sized law firm was struggling with an inefficient mailroom process that involved handling over 2,000 pieces of mail per month.
Furthermore, the documents needed to be manually transferred to the practice management team and calendars, which led to missed deadlines, creating a significant risk for the firm. The backlog of mail often resulted in delays, putting the firm at risk of missing crucial statutes and court deadlines.
Project Solution
Servflow provided an end-to-end automation solution that eliminated the headaches associated with the firm’s manual mailroom processes.
- Mail Reception & Scanning:
We received all incoming mail directly from the firm’s mailroom. - Document Classification & Indexing:
Using our advanced Intelligent Document Processing (IDP) solution, we scanned, classified, and indexed the documents for quick retrieval. - Practice Management Integration:
The documents were then seamlessly transferred into the firm’s practice management software and synced with the calendar, ensuring that deadlines were automatically updated. - Cost Allocation:
We also implemented a solution to code each document with case-specific details, allowing the firm to directly associate mailroom processing costs with the corresponding case, turning what was once an overhead expense into a true case cost.
Results
By automating the mailroom process, the firm was able to reallocate administrative resources to more productive tasks. Key admin staff no longer had to spend hours scanning and classifying mail, allowing them to focus on higher-value work. The firm also saw a reduction in mailroom costs and an improved ability to manage deadlines, with all documents and calendar entries now updated in real-time.
The risk of missing critical deadlines and statutes was significantly reduced, and the firm now operates with greater efficiency and confidence.