San Agency Center

We developed a secure, accessible application to replace their outdated and costly legacy system. The new solution enhanced user experience and streamlined the management of staff, patients, and insurance providers, delivering significant operational improvements.

Accomplishments

Reduced patient intake by 8 minutes
Reduced scheduling a patient by 5 minutes
93% accuracy on information find-ability

Problem

Sandata Technologies' outdated system was slow, expensive to maintain, and difficult for agencies to use, complicating the management of staff, patients, and insurance providers—especially with each agency operating differently

Strategy

We iteratively designed each function with client feedback to ensure a unified process and optimal user experience. By observing staff and conducting workshops with clients, we prioritized key information, resulting in a streamlined, user-friendly application that improved efficiency and collaboration.

Solutions

We streamlined the process and experience across all the functions (Patient intake, Visit verification, Payroll, Billing, Accounts Receivable, Insurance/Payer management) an agency needed to operate