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How document automation helps MAOs take back their summer

BY Ed Worsfold

Yes, it’s true. This Medicare Advantage Organization (MAO) employee enjoyed time off with her family this summer. She spent a long weekend by the lake with her kids—something unheard of in the past.

The demands of her job used to dominate her summer months. Beginning the first Monday in June through the middle of August—it was all-hands-on-deck, working around the clock, hiring and managing staff to get benefit plan marketing materials updated, approved, and ready for print. And, even when materials were out the door, concerns over accuracy always lingered. It was like waiting on pins and needles for the discovery of an error and remediation to begin. Again, all-hands-on-deck.

Now, this cycle is a thing of the past. Everything changed when her operations team embraced an automated process and took the reins. What used to take months is now completed in a fraction of the time.

An automated, accelerated process

Purpose-built for MAOs; the Healthcare Touchpoint Exchange automates much of the materials creation and updating process, significantly reducing the time and effort required to manage annual changes.

CMS approved model documents are built and maintained in the solution for you. And, your plan data is incorporated directly from the Plan Benefit Package (PBP) database along with other data sources—eliminating your need to apply these changes manually. Updates are dynamically made across a single plan or a series of plans.

A guided experience

For added simplicity, a guided experience walks your team step-by-step through an intuitive process of creating ANOC, EOC and SB documents that are 508 compliant and tailored to your plans. Simply select and import PBP data into the system, sync plans with the new models, enter custom plan information, and submit for approval. It’s that easy!

Automated tracking and reporting

After you’re done entering your plan information, a QA module automates the tracking and reporting of all stakeholder activities. It provides side-by-side comparisons year over year so you can clearly see where changes have been made.

A process you control

In the end, however, it’s your ability to fully manage the document preparation process that gives the most freedom and relief. By eliminating reliance on other teams, IT, or third-party vendors you can track and control activities from start to finish. And, by leveraging automation to apply changes in a controlled and accurate way, you can be confident the work is done, on time, and without error.

Are you ready to take back your summers?

Contact us to learn how.

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