Overview
Insurance companies and their healthcare partners faced significant challenges in managing the pre-policy health check-up (PPHC) process, which was paper-intensive, time-consuming, and error-prone. Our team developed a comprehensive web application to streamline and digitize this process, providing a seamless experience across multiple stakeholders, including insurance providers, Praana Health Care managers, customer support teams, and quality control teams.
Business Challenges
-
Manual Process: The PPHC process relied heavily on physical documentation and manual data entry, leading to inefficiencies and frequent delays.
-
Data Management: With large volumes of data (policy details, customer reports, appointment schedules, etc.), insurance providers struggled to manage and retrieve information quickly.
-
Complex Workflow: Each user role (insurance provider, Praana Health Care manager, customer care, and QC) had unique requirements, adding complexity to the overall workflow.
-
Data Accuracy and Reporting: Ensuring data accuracy and consistency was challenging, and generating reports was time-consuming, affecting service delivery.
Our Solution
We developed a centralized PPHC Web Portal with role-based access for each type of user:
-
Insurance Providers: Access to customer reports, upload customer data, and search for specific policy information based on multiple criteria (e.g., Policy ID, Member ID).
-
Praana Health Care Managers: Tools for managing client interactions and data imports, with the ability to register clients and view data.
-
Customer Care Team: Appointment booking, customer status tracking, and appointment confirmations via SMS and email.
-
Quality Control Team: Review and approve customer medical reports with status updates and comments, ensuring that only validated data reached insurance providers.
Key features included:
-
User-Specific Interfaces: Each role has a customized user interface, ensuring clarity and ease of use.
-
Automated Workflow: Data uploads, report downloads, appointment confirmations, and real-time status updates streamline the PPHC process.
-
Reporting and Exporting: Ability to search, filter, and export data, improving efficiency in generating necessary reports.
-
Data Security: Role-based access ensured sensitive information was accessible only to authorized users, enhancing security and compliance.
Results
The digital transformation of the PPHC process yielded substantial improvements:
-
80% Reduction in Processing Time: Automation cut down manual data handling, leading to a more efficient end-to-end workflow.
-
90% Improvement in Data Accuracy: Reduced manual entries significantly decreased errors, enhancing report quality.
-
60% Faster Report Generation: The reporting and exporting features allowed users to quickly access and export required data.
-
Increased Customer Satisfaction: Faster processing times and improved communication with customers enhanced overall satisfaction.
This solution successfully addressed the challenges of managing a complex and data-heavy PPHC process, bringing efficiency, transparency, and scalability to the client’s operations.