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We developed a secure, accessible application to replace their outdated and costly legacy system.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Sandata Technologies' outdated system was slow, expensive to maintain, and difficult for agencies to use, complicating the management of staff, patients, and insurance providers—especially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

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