An intelligent platform that replaces fragmented surgical workflows with a centralized solution. It keeps patients, care teams, and insurers connected, providing real-time surgery case tracking, billing coordination, and seamless onboarding for smoother surgical operations.
US-based digital health company optimizing surgical workflows with surgery case management.
Enhancements
AI-powered PDF schedule conversion
Resource library on endometriosis
Bulk data upload with OCR (95%+ accuracy)
HIPAA-compliant secure infrastructure
Mobile-friendly case logging
Unified patient-to-case workflow
Integrated MIPS quality metrics
Services Delivered
Patient onboarding and e-signature
Case logging and tracking
AI-driven PDF workflow automation
Billing and payment processing
Real-time reporting
The Tech Stack
React Native
Node.js
Playright
ReactJS
Project Overview:
Research shows that about 16.8% of surgical patients face delays between the decision to operate and the procedure due to fragmented workflows. The absence of a centralized surgery case management platform created a gap in efficient coordination between anesthesia groups, patients, and insurers.
Our client sought a HIPAA-compliant platform for coordination between anesthesia teams, patients, and insurers. Folio3 Digital Health delivered a cross-platform web and mobile solution with AI case tracking, bulk data uploads, secure onboarding, and real-time reporting, helping surgical teams work faster, stay organized, and run smoother operations.
Challenges Faced
Surgical teams and anesthesia groups were juggling across disconnected systems, leading to inefficiencies and delays.
Without real-time visibility, critical steps were often missed, causing procedure delays and inaccurate billing.
Patient information and schedules were mostly in PDF or paper form, making bulk data entry slow, error-prone, and cumbersome for care teams.
Care teams, facilitation centers, and insurers had no unified platform, reducing transparency and slowing decision-making.
Providers struggled to access accurate case progress, patient registration, and billing data for informed planning and revenue tracking.
We replaced fragmented surgical workflows with a HIPAA-compliant surgery case management platform that connects patients, care teams, and insurers. This unified approach reduces delays, prevents billing errors, and streamlines patient onboarding.
Real-Time Surgery Case Tracking
AI-powered PDF schedule intelligence transforms paper-heavy data into actionable workflows. Providers and care teams get real-time visibility into patient cases, onboarding, and billing, improving coordination and operational efficiency.
Role-Based Dashboards
Tailored dashboards allow providers (hospitals and anesthesia facilities) to manage case logging and surgery billing, patients to complete forms through a Subway portal, and admins to control platform features, roles, and access settings.
Integrated Billing and Third-Party Workflows
Automated billing is handled via Stripe integration, with patients coded across cases for accurate billing coordination. Consent forms and documentation are managed digitally through third-party applications, reducing paperwork while ensuring compliance and security.
Integrated Quality Capture MIPS
MIPS quality metrics are built directly into the case workflow for compliance and reporting, enabling care teams to track performance and ensure regulatory standards are met.
Data-Driven Insights and Reporting
Providers access detailed reports on revenue, cases handled, and patient registrations, supporting informed decision-making and efficient surgical operations.
25% Faster Cash Flow Collecting patient deposits upfront during onboarding helped reduce accounts receivable by up to 25%, ensuring faster, more reliable payments.
2x Enhanced Collaboration Real-time case tracking and role-based dashboards enabled care teams, anesthesia groups, and insurers to work together seamlessly, doubling operational efficiency.
Reduced Billing Errors ICD/CPT-coded workflows and automated surgery billing minimized errors, making billing coordination more accurate and efficient.
Streamlined Surgical Operations Operations boasted smoother case management, from patient onboarding to billing, improving overall workflow visibility and surgical scheduling.
HIPAA-Compliant, Trusted Platform Secure infrastructure and compliance measures ensured patient data and workflows were protected, maintaining trust across all stakeholders.
