The customer is a leading U.S. medical clearinghouse catering to more than 360 payers nationwide.

The Need

The customer’s invoice generation process was manual, and therefore, time-consuming, tedious and error prone.

The Challenge

  • Database permission issues: Access limitations made it hard for new users to perform tasks independently, often needing administrative intervention.
  • Knowledge gaps among team members: Because of a lack of standardization, there were knowledge gaps in the process of invoice generation. Consequently, there was heavy dependency on a few experienced individuals.
  • No automated notifications: The system lacked a mechanism to track the progress of invoice generation, leading to delays and a lack of visibility for the broader team.
  • Legacy system-related dependency: The system faced technical irregularities due to dependency on FoxPro-based code, a legacy system that posed challenges in maintainability and compatibility.

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