Unlock Business Success: How CliniConnects Helped a CEO Thrive

FeldCare Connects, a networking resource for therapists and home health agencies, uses cliniCONNECTS to onboard new clinicians and agencies, connect clinicians with agency patients, recruit new therapists to the program, and much more.

We recently spoke with CEO Randi P. During our conversation she shared how cliniCONNECTS took FeldCare from being wholly dependent upon her and her memory to running functionally without her having to provide input on everyday activities.

In this case study, Randi discusses the system before cliniCONNECTS, how this SaaS changed the way FeldCare Connects runs, and which software features have contributed most to her company’s scalability.

Like many therapy care businesses, FeldCare Connects began by using whatever was handy. That is, paper, excel spreadsheets, sticky notes, Google Maps, EMR systems, elbow grease, and the CEO’s memory. The company had to constantly hire in order to scale because employees – not automated systems – performed every internal task manually. Many of these actions, like tracking clinician certification or patient matching, can be time-intensive for people to do and are completed more easily through custom-built software.

Because every moving part of the business was completed manually, enormous stress was put on individuals, and any staff departures caused a significant headache.

During our discussion, Randi elaborated on what our workflow and automation software has done for her therapy network. We could not have said it better ourselves, so here is a quote from the discussion:

When discussing company growth with Randi, two things came up.

First, if the FeldCare team had continued using the tools they had in place, the company would not have been able to grow without a massive team. This is because their existing system was built on individuals accomplishing tasks every step of the way with no automation.

Second, with the automation, data storage, and intuitive features offered by cliniCONNECTS, FeldCare grew exponentially. They are now in multiple states across the country, connecting clinicians, home health providers, and patients. They can track things like certification, service radius, agency requirements, and much more through the software they have in place, rather than hiring resident experts in each county and state.

Randi shared many different features and functions that help her company run smoothly with processes in place. Here are a few of the many software functions she listed as her favorites:
She said, “The system’s reporting functionality provides vital data, which gives me a snapshot of how my company is running. This feature allows us to be more dynamic and understand agency and recruitment needs, improve quality assurance, and more. We can be dynamic, and I get a top-level view of how the business is going.”

As stated above, Randi loves that cliniCONNECTS allows clinicians to take patient assignments into their own hands. They can accept or reject patients based on geographic location, type of care needed, and any number of other criteria. This allows clinicians to follow their passion and area of specialty and provides them with greater control of their schedule.

Randi said, “The beauty of cliniCONNECTS is a clinician can set their radius by territory or zip code, and when a referral comes in, they get immediately notified and can accept it. Because of the geolocator in the system, they can access everything they need and schedule themselves once they’ve accepted the patient.”

Randi shared, “We can keep track of all of the required credentials. FeldCare Connects serves different states, and each state has different credentialing requirements along with expiration dates associated with those requirements. With cliniCONNECTS, we can set reminders to go out when someone is nearing their credentialing expiration date. If someone is non-compliant, we can turn off their account until they update their credentials.

“Can you imagine having to do that manually? That’s what we used to do. Now, we have this whole system on the HR side that allows us to keep track of credentialing, and each time it’s submitted to the EMR system, all of the records are accessible to the agency. So, for the agency, it’s amazing because they go through their surveys to keep their licensing and a big part of that is credentialing.”

Randi said, “One of the other features that have made this software amazing is that it integrates with the EMR system the therapists document in. That integration makes the internal administration piece amazing. It’s a click of a button, and all of that data is transferred to the EMR system.

“Before this was in place, it would take one person to enter maybe 15 or 20 referrals a day, and we have between 80-100 referrals a day. Then it was taking forever to get referrals entered into the EMR system, which meant that the internal admin was slowing down patient care. Now, because integration occurs, the therapists get same-day referrals, allowing the agencies we work with to provide their patients with the rapid care they expect.”

Randi told us, “cliniCONNECTS touches every department from recruiting to invoicing to intake, to assigning. Not only is there a ton of functionality for the clinicians and home health agencies in our network, but we have build-outs for specific departments.

“For example, we have an entire build-out for the recruiting division. We can see what referrals are coming in for what areas, and the system will tell us which locations need more therapists. This activates our recruiting division, so they know what to look for to service the patient referrals we get.

“There is also a finance feature. Agencies can simply log onto the portal and download all of their invoices. It’s all HIPPA compliant. The agencies we work with are able to access everything in cliniCONNECTS, get the information they need, get the invoice, and pay the clinician. And on the clinician’s end, they can push a button to generate their invoice. Before, had to create a spreadsheet, which was triple the amount of work.”

Would you like to discover how cliniCONNECTS workflow and automation software can revolutionize your business, reduce staffing overhead, and set your company up for successful scaling? Schedule a demo today!