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TPA Facilitates Claim Funding Workflows Online

claim funding interface on a desktop computer at an angle

Project Case Study

The Challenge

A Third-Party Administrator of self-funded plans struggled to manage the workflows of funding claim expenses incurred by plan members. While claim funding approvals were a critical part of the weekly business operations, it was heavy-laden with manual processes and disjointed technology.

Weekly requests for claim funding approvals were sent manually through secure email technology that required a separate login from the TPA’s portal. Accounting staff spent 8 – 10 hours a week creating customized emails for each employer, along with attaching the supporting documents with PHI. Tracking approvals and following up on outstanding requests required additional manual processes each week.

Determined to automate claim funding workflows, better protect PHI, and create an easier experience for all parties, this client went to Health Portal Solutions for help.

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