Proactive Case Tracking to Improve Efficiency and Reimbursement
Introduction
Our client aimed to reduce enrollment form errors and improve efficiency by embedding proactive engagement and accountability within their field reimbursement teams.
The Challenge
The client sought our expertise to resolve critical process gaps and drive greater accountability across teams, with the goal of streamlining processes, minimizing deficiencies, and accelerating turnaround times.
Our Solution
- Aligned objectives through strategic interviews with the team and leadership.
- Analyzed Hub, CRM, and Policy Reporter data to create a model prioritizing healthcare provider offices needing education on access issues.
- Presented findings to refine territory-specific goals.
- Developed a tracking system to manage proactive engagement and case activities across Hub, Sales, Specialty Pharmacy, Marketing, and Medical teams.
- Launched a live regional map to track field activities and ensure fast turnaround times
Value Delivered
- Optimized case resolution and activity tracking with a data-driven approach.
- Accelerated turnaround and resource allocation through stronger team-leadership alignment.
- Boosted proactive engagement, increasing appeal success rates.
