Approving member benefit communications was a manual process involving a lot of paperwork
and physical routing
of materials. The review process required an immense attention to detail
, but ultimately relied on the human eye. In addition to this, stricter regulations required faster turnaround times
and auditing of the review process to ensure due diligence was followed on every document that eventually made it into a member’s hands. A solution to overcome this situation was needed.
The solution to this was established as a phased approach to addressing each pain point independently, with the underlying goal of improving the process as a whole. The challenge was broken down into the following components, investigated, resolved and deployed:
Through the online workflow editor, the existing manual processes were converted into a digital format. Assignments, decisions and deadlines are now automatically managed by Blue Relay
so the managing the process itself is no longer overhead. Valuable resources can now be devoted to reviewing the documents before they go out to members instead of being tasked with the question – “Who do I need to give this to?”. The documents are automatically ingested, categorized and assigned
the appropriate workflow, eliminating the need for manual intervention.
Attention to Detail
Iterative document life cycles allow small changes to be made to a document to preserve the progress made. Blue Relay encourages this process by helping to identify which changes are made and evaluate whether they had a positive impact or not. The side-by-side compare feature is used on every document
before it is marked as approved. Without this tool, a simple typo, phone number change or sentence fragment could have easily slipped past the manual review process – not anymore!
By instructing Blue Relay how decisions should be made, such as “If the document is ABC, send it to John. If the document is DEF, send it to Mary”, the process quickly became more efficient
and much more reliable
. Walking the halls to deliver a stack of papers to the next person for review was eliminated. Blue Relay was now sending the documents to the next step in the approval process instantly and in parallel. Previously, the only way to achieve parallel processing was to print multiple copies of each document. Today, very few documents are printed and document approvals happen in parallel which reduces the overall waiting time
for a document and enables the organization to fulfill the demanding regulatory guidelines that are enforced upon them.
Optics and Visibility
In the past, multiple spreadsheets had to be manually updated daily in order for managers to have any insight into the process. This mundane effort was both tedious and not up to date. Instantly, by bringing the existing manual processes into a digital environment, everyone has real-time access
to the status of all documents at their fingertips. Quick highlights are provided in a graphical format on the Dashboard, yet the details of all assets are visible with a single click. Blue Relay’s custom report builder allows each individual to access the data that is relevant to them
instead of having the system tell you what data you can access.
Immediately: Access to up to the minute status reports
3 months: Reassignment of tasks due to lack of need for manually updating spreadsheets
6 months: Review cycle time efficiency improved by 75%
12 months: Review cycle time efficiency improved by 300%
24 months: Number of review cycles required reduced by 400%
Blue Relay for Healthcare and Health Insurance
Initially designed to meet the increasingly demanding requirements of tight document approval timelines in the Healthcare industry, Blue Relay has taken manual review processes and moved them into highly customizable, visible and automated processes. With two-way API services we connect into SharePoint, customer communication platforms, production services and more so you have full operational visibility in real-time.
For many years, our team has worked closely with the healthcare industry to fully understand and address the risks associated with document review processes and member communications in order to provide a robust, industry-specific solution. As a result of this focus and in-house expertise, our clients find that Blue Relay delivers functionality and features that have not yet been met by other industry tools.
Learn more about Blue Relay’s solution for the healthcare industry here.