The challenge
What was at risk
A leadership transition left five operating areas without owners at the same time. Patient outreach, scheduled billing cycles, platform support, reporting, and service to six practices all faced immediate risk.
Back to portfolio
Healthcare operations case study
Healthcare Platform Operations & Revenue Recovery
Stabilizing five critical workstreams across six physician practices
Took over RPM operations, technology, billing operations, dialer management, and practice support during a leadership gap while keeping the platform, reporting, patient outreach, and team operating for a 2,800+ patient population.
- $277K
- documented business impact
- 2,800+
- patients supported
- 6
- physician practices
- 5
- workstreams led
Founder role
What I owned
End-to-end operations and technology lead. I absorbed five workstreams while managing the product platform, reporting infrastructure, three direct reports, and eleven RPM agents.
Delivery path
A clear path from risk to working process
- 01Restore clear ownership
- 02Reconcile billing and eligibility
- 03Automate repeat staff work
- 04Track results and exceptions
What I built
The work behind the result
- 01Built cross-system billing reconciliation across Rimidi, the internal care operations platform, and CollaborateMD to surface missed encounters before closeout.
- 02Set up pVerify eligibility batches and SQL status updates for the active patient population.
- 03Built Power BI and Redash reporting for compliance, agent output, billing KPIs, and patient testing activity.
- 04Created repeatable CSV-to-staging-to-stored-procedure data updates with a dry-run check before live changes.
- 05Automated care-plan workflows through GoHighLevel, webhooks, and the dialer.
- 06Diagnosed platform failures, traced their source, and wrote clear repair steps for developers.
Results
What changed after the work
- Kept scheduled billing cycles running across all six practices during the leadership gap.
- Turned billing reconciliation into a repeatable monthly operating process.
- Supported care continuity for a 2,800+ patient RPM and care-management population.
- Reduced routine agent task work through workflow automation.
- An internal six-month impact report documented $277K across billing recovery, process gains, and revenue retention.
Results are based on internal operating records and project documentation. Client and patient details are omitted.
Systems and tools
Built inside the real stack
- GoHighLevel
- Webhooks
- SQL Server
- PostgreSQL
- Power BI
- Redash
- eClinicalWorks
- Rimidi
- CollaborateMD
- pVerify
- Excel automation
Need a similar result?
Start with the workflow that hurts most.
Share the systems, staff steps, and failure points. GSS will map the problem and tell you the best next move.