Business Challenge
Billing and coding work moved through spreadsheets, shared folders, and email. Assignment was manual, status was invisible to managers, and audit questions required reconstructing history from multiple sources.
The Existing Workflow
Coordinators distributed work by email, coders tracked their own queues in spreadsheets, and completed work was reconciled manually at the end of each cycle.
Engineering Approach
We built a dedicated workflow platform modeled on the team’s real operating structure: intake, assignment, documentation review, coding support, validation, and reporting in one system.
Solution Architecture
- Centralized work queues with rule-based assignment
- Documentation review interfaces with source documents alongside work items
- Coding-assistance interfaces with validation checks
- Status tracking across the full lifecycle of each item
- Role-based access for coders, reviewers, and managers
- Dashboards for throughput and workload visibility
- Complete audit history on every item and action
AI and Automation Components
- Rule-based validation with targeted AI assistance for documentation review support
Integrations
- Document repositories
- Reporting exports for downstream billing systems
Security and Privacy Considerations
- Role-based access control and least privilege
- Audit logging designed for operational review
- HIPAA-aligned engineering practices
Human Validation
Coding decisions remain with credentialed staff; the platform structures their work, checks for completeness, and preserves review history.
Technologies
React · TypeScript · Node.js · PostgreSQL
Outcome
- Replaced disconnected spreadsheets and email queues with one structured system
- Improved operational visibility for managers
- Supported auditability with per-item history
- [VERIFIED METRIC REQUIRED]
Ongoing Support
Long-term maintenance and iterative feature development continue on the platform.
Many of our engagements are delivered under confidentiality agreements. Case studies are anonymized to protect client intellectual property, business processes, data, and product strategy.