From Bottlenecks to Breakthroughs: Optimax’s RCM Evolution with RPA

Industry:

Solutions:

Client:

Healthcare

RCM, RPA– AR Follow-Up & Client Reporting

Optimax Consulting Services

Driving Efficiency in Healthcare RCM: How Optimax Achieved 80% Faster AR Processing with Automation

Client Overview

Optimax Consulting Service LLC is a premier provider of medical billing, coding, and revenue cycle management (RCM) services. The company partners with healthcare practices to streamline financial operations, increase revenue, and ensure regulatory compliance allowing medical professionals to focus on patient care.

Overview: A Commitment to Operational Excellence

Optimax has long been recognized for its meticulous, client-centric approach to medical billing. However, as its portfolio of healthcare clients continued to expand, the company’s reliance on manual processes once the cornerstone of its service delivery began to present operational challenges, posing risks to both scalability and efficiency.

Challenges Before Automation

Key Bottlenecks:

Manual Accounts Receivable (AR) Follow Up

  • A large team of back-office stuff manually verified claims status by logging into multiple insurance portals.
  • 10 minutes on average to check a single claim.
  • Thousands of claims per day multiplied the workload significantly.

 

High cost of hiring, rehiring & training people 

  • 100% manual data aggregation and report preparation.
  • Delayed delivery of insights to clients due to temporary/ contractual staffs.
  • Skilled resources diverted from strategic initiatives.

Business Objective

To scale operations without proportionally increasing headcount, while maintaining exceptional accuracy and turnaround time. Optimax needed a solution that could:

  • Increase operational capacity without adding cost.
  • Reduce man made manual errors in reporting & data entry. 
  • Ensure flexibility to scale resources up & down with as and when required.   

The central challenge for Optimax was to significantly increase operational capacity while maintaining the precision and quality that clients relied upon. The dependency on manual processes meant that scaling the business required a proportional increase in headcount leading to higher costs and operational complexity.

To remain competitive and achieve sustainable growth, Optimax required an advanced solution that could handle high volumes of work more efficiently, while enabling their team to focus on high-value, strategic functions rather than repetitive administrative tasks.

Solution: AI Powered Automation

Phase 1: Automating AR Follow Up

  • Custom-built RPA bots log into insurance portals, query claim statuses, and capture required details automatically.
  • Impact: Reduced claim verification time from 10 minutes to 2 minutes (80% faster).
  • Freed AR team to manage complex denials, appeals, and revenue analysis.

Phase 2: Automating Client Reporting

  • Bot’s aggregate data from multiple systems, populate reporting templates, and generate client-ready reports.
  • Impact: Reporting is now faster, consistent, and error-free delivering actionable insights to clients in record time.

 

Results & KPIs

Metric

Before RPA

After RPA

Improvement

AR Claim Verification Time

10 min/claim

   2 min/claim

80% faster

AR Team Efficiency

Fully manual

Focus on high-value work

Significant boost

Client Report Turnaround

Delayed

Near real-time

100% faster

Error Rate in Reports

Higher risk

Virtually eliminated

Scalability

Headcount-dependent

Process-dependent

Cost-optimized

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