Healthcare & Dental Clinics
Built by someone who actually knows healthcare IT.
My background includes Medicare Advantage programs, CMS-HCC risk adjustment, and EHR implementations. I use that context to map clinical-administrative workflows before connecting systems.
Operational map
Patient intake: from form submission to verified insurance to booked appointment
Connected systems
Athenahealth
Dentrix
Weave
Coordinated workflow
Patient fills out digital intake form
on your website or a tablet in the waiting room.
Automation validates required fields and checks
for obvious errors (invalid DOB, missing insurance ID).
An eligibility request is sent through
a supported payer interface; the response is stored and exceptions route to staff. Eligibility is not a guarantee of payment.
Context before connectors
I spent years working on CMS programs that processed Medicare risk adjustment data, and I hold the CPHIMS credential. That experience helps me ask better questions about payer responses, EHR access, PHI boundaries, auditability, and staff review. A compliant deployment still depends on the client's status, systems, risk analysis, policies, vendor agreements, and final configuration. I design around those approved requirements and involve the client's compliance or legal team where the workflow needs it.
Relevant experience
CPHIMS certified. Worked on Medicare Advantage programs processing CMS-HCC V28 risk adjustments. Led healthcare IT implementations across multiple provider organizations. For FHIR resource and API vocabulary used in EHR scoping, see the FHIR glossary at /glossary/fhir.
Problems I solve
Repeated appointment-confirmation calls consume front-desk time and often end in voicemail.
Eligibility checks are performed one patient at a time without a consistent exception queue.
Intake information is re-entered manually, creating avoidable delay and another opportunity for error.
Missed appointments create unused capacity, while reminder and recall work remains inconsistent.
Patient intake: from form submission to verified insurance to booked appointment
Workflow
- 0101
Patient fills out digital intake form
on your website or a tablet in the waiting room.
- 0202
Automation validates required fields and checks
for obvious errors (invalid DOB, missing insurance ID).
- 0303
An eligibility request is sent through
a supported payer interface; the response is stored and exceptions route to staff. Eligibility is not a guarantee of payment.
- 0404
The patient record is created or
updated through vendor-approved operations, or prepared as a reviewed import when direct write access is unavailable.
- 0505
If new patient
welcome email sent with office policies, portal login, and first-visit instructions.
- 0606
Appointment confirmation sent via SMS
Patient added to automated reminder sequence.
- 0707
Front desk gets a clean dashboard
showing today's patients with verification status and any flags.
Systems in the workflow
Related services
Related resources
Case studies
Healthcare and Dental Practice Automation Checklist
Use this one-page checklist to find the front-desk and billing work in your clinic or dental practice that a reliable automation can take over. Tick each item that is still done by hand today.
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