Production results, by category
Case studies
Proven production performance across Insurance Discovery and Claim Status workflows. Every case study outlines the client profile, specialty focus, and transaction scale so you can assess applicability to your organization. To protect client confidentiality, proprietary organization names have been anonymized.
Featured study: a genetic testing firm
Active coverage went from 28% to 50% in four months
All Payer Insurance Discovery found the coverage. Funding type showed who pays the claim. Situs (the contract state) showed where the policy has jurisdiction. Together they cut appeals labor by 10%, with projections to cut appeals labor by 20% by end of year.
The problem
Only 28% of accounts came back with active coverage. On appeals the team also had to work out two things case by case: who pays and where. That meant whether the plan was self-funded or fully insured, and which state held the contract.
What we did
Ran insurance discovery to locate active coverage.
Classified every plan as self-funded or fully insured to show who is financially responsible for the claim: the employer or the insurance company.
Identified the situs to show where each policy has jurisdiction.
What changed
Active coverage rate climbed from 28% to 50% over four months.
Labor on appeals fell by 10%, with projections of 20% by end of year.
Self-funded plans appeal to the plan administrator under ERISA. Fully insured plans appeal to the insurer under state law. We tell you which.
- Client
- Genetic testing firm
- Products
- All Payer Insurance Discovery, funding type
- Timeframe
- Four months
Before Integrex Health, and four months later.
Who is financially responsible?
Funding type answers it. On a self-funded plan, the employer's plan pays the claim and a TPA or carrier administers it under federal ERISA rules. That administrator is where your appeals go. On a fully insured plan, the insurance carrier pays the claim and handles the appeal under the governing state's insurance law.
Where
Situs (the contract state) answers it. It is the state where the policy has jurisdiction, and it sends the appeal down the right path from the start.
Four more engagements
Filter by product, then open a study for the problem, what we did and what changed.
- 3 to 4Xreturn on every dollar spent over three or more yearsInsurance discovery
A radiology practice management firm cut its self-pay population by 25% and returned 3 to 4X on every dollar spent
The problem
The client did not have an insurance discovery program in place and was handling revenue cycle operations for self-pay patients inefficiently.
What we did
Used All Payer Insurance Discovery, including locating active coverage across all 61 state Blue plans plus the Federal Employee Program.
Added all eight Kaiser Permanente regions.
Created a custom export file of active coverage results to speed up claim submission in Imagine.
What changed
Self-pay patient population reduced by 25%.
3 to 4X return on every dollar spent over three or more years.
Accelerated claim submission and payments.
- Client
- Radiology practice management firm
- Product
- All Payer Insurance Discovery
- Timeframe
- Three or more years
- $10Min revenue in the first monthInsurance discovery
A five-state RCM firm found $10M in revenue in month one and settled at $1.5M a month from month four
The problem
No insurance discovery program was in place when the engagement started.
Outreach to patients by mail and phone to get insurance information was expensive, and patients called in to understand bills that insurance should have covered.
What we did
Ran All Payer Insurance Discovery across the self-pay accounts, starting with the existing backlog and continuing with new accounts each month.
What changed
$10M in revenue in month one, $6M in month two and $3M in month three as the backlog cleared.
$1.5M a month from month four onward.
Far less outbound mail and phone outreach, and fewer incoming calls from patients about their bills.
- Client
- RCM firm working on behalf of a midwestern provider in 5 states
- Product
- All Payer Insurance Discovery
- Timeframe
- Three years and continuing
- +25%successful claim status responsesClaim status
Claim status success rose 25% for an RCM firm serving a 1,000+ bed health system
The problem
Too many phone calls and web lookups were needed to get claim status. Patient information, including member IDs, was often wrong.
The goal was touchless transactions that lower labor cost.
What we did
Delivered Claim Status and Resolution with extended adjudication detail for major national payers and a multi-state Blue plan.
Used automated data correction to fix patient information before it caused failed responses.
Placed accounts with certain statuses into a future work queue with a trigger response.
What changed
25% more successful claim status responses.
Allowed amount, patient responsibility and actionable denial descriptions now come back in the response and set up touchless transactions.
Labor shifts from routine touches to high value claim denials.
- Client
- RCM firm working for a southeast health system with 1,000+ beds
- Product
- Claim Status and Resolution, with extended adjudication detail
- 90%of claim status calls avoidedClaim status
An RCM firm serving a radiology and imaging group avoided 90% of its claim status calls by receiving a successful claim status response on 7,204 of 7,500 claims (96%)
The problem
Data integrity issues in the provider inventory file blocked full automation. Without current claim status the team allocated accounts inefficiently.
A contingency relationship with the client left no room for wasted effort.
What we did
Used AI Pattern Analyzer to correct patient and claim information before submitting the claim status request.
Called the Anthem Prefix Finder API to see whether a member belonged to an out of state Anthem state plan.
Added claim adjudication detail that explained the missing documentation behind a denial.
What changed
7,204 of 7,500 requests returned successful responses.
90% call avoidance.
Strong denial team performance led to added engagements for resources and technology services.
- Client
- RCM firm serving a radiology and imaging group
- Product
- Claim Status and Resolution
- Requests
- 7,204 of 7,500 returned
Results reflect individual client engagements and will vary by payer mix and data quality.
Published writing
Papers by Ken Poray
Published by Health Data Management. Each opens on the publisher's site.
How to understand the complexities of BlueCard claim routing
Why BlueCard claim status is often misread as a data quality problem when the real issue is routing: the status inquiry has to go to the plan that accepted the original claim, and funding type shapes how a denial is appealed.
Health Data Management
How AI can bring crucial help to the claims resolution process
The work that happens after a claim is submitted, starting with payer master data, and why matching payer names and addresses to the right payer ID is a problem worth automating.
Health Data Management
The strategy myth: why healthcare AI stalls at the C-suite
Healthcare AI rarely stalls for lack of vision. It stalls when strategy is mistaken for execution. Fix one high-friction process, prove the return quickly, and build from there.
Health Data Management
How a practical AI use case supports the healthcare revenue cycle
AI becomes credible when it solves a workflow leaders already know. Provider enrollment is the example: shorter waits, and a real-time view of which providers are ready to go live.
Health Data Management
One approach for understanding how organizations assess technology
With Ryan Poray. John Nash's theory of strategic decision-making applied to AI adoption at work: employees, managers and the organization each respond to the choices of the others.
Health Data Management
Find out what your accounts would show.
Talk with the Integrex Health team about coverage discovery and claim status for your workflow.
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