REIGNBRIDGECONSULTING
Concept demo · fictional business · sample data

Pediatric therapy clinic · Workflow automation

Harborview Pediatric Therapy referral intake

Referrals from pediatricians arrive by fax and email, get typed into three systems, and wait days for a call. This demo shows one referral being read, checked, matched to a therapist and booked, with staff stepping in only where judgment is needed.

First contact with family: 9 days → under 1 hourReferral details typed: 3 times → onceInsurance checks: by phone → automatic
Referrals this week18
Avg first contact41 min
Awaiting authorization3
Evaluations booked11

Incoming referral

Secure e-fax · sample

Sample data only. A real deployment keeps every record inside the clinic’s HIPAA-eligible systems.

Automation run

Run —

    Referral record

    One record, no retyping

    Who does what

    Automated
    • Reading the faxed referral into one record
    • Checking for a signed order
    • Benefits check through the clinic’s clearinghouse
    • Welcome message and intake forms
    • Matching therapist availability and booking
    • Reminders and waitlist offers
    Human
    • Billing submits prior authorizations
    • Intake coordinator follows up with referring offices
    • Clinical director reviews the evaluation plan
    • Therapists make every clinical decision

    How it would be built for a real business

    For a real clinic this runs on a HIPAA-eligible stack covered by signed business associate agreements: the clinic’s secure e-fax line and practice management system, a HIPAA-eligible form and workflow platform, and the eligibility clearinghouse the billing team already uses. Families receive only scheduling details by text and email; anything clinical goes through the secure intake forms. Coverage results shown here are sample data.