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CAST Case Study: Establishing a Center of Excellence for Intelligent Automation
Overview
Cascade Senior Living Services, a boutique management firm specializing in high-quality, personalized care for senior communities, partnered with NuAIg to establish a Center of Excellence (COE) for intelligent automation and data-driven decision making. The initiative aimed to modernize operations through artificial intelligence (AI) and robotic process automation (RPA), focusing on streamlining time-consuming manual processes that impacted quick turnarounds and compliance. By leveraging AI-driven solutions and automation tools, Cascade was able to transform critical workflows including billing, claims processing, document management, HR compliance, and appointment scheduling into efficient automated processes, while establishing real-time dashboards for leadership decision-making.
Business Challenge
Manual, labor-intensive processes across billing, document management, HR compliance, and appointment scheduling
Fragmented workflows requiring excessive manual effort and impacting operational efficiency
Limited real-time visibility into key operational and compliance metrics
Administrative burden preventing staff from focusing on direct resident care
Time-consuming compliance tracking for HR documentation and credential management
Cascade was struggling with multiple manual processes that hindered operational efficiency and compliance management. The organization faced challenges in managing Medicaid billing workflows, uploading and categorizing clinical documents in PointClickCare, handling HR compliance document expiry tracking, and coordinating transportation appointments for residents. These manual processes not only consumed significant staff time but also increased the risk of errors and delayed responses to critical operational needs. The lack of automated reporting and real-time insights into key performance indicators further impacted leadership’s ability to make data-driven decisions and optimize resource allocation. They were spending substantial time and efforts to extract, validate, verify & transfer data across unintegrated EMR, Referral Portals, Patient Connect, Admission Software, and accounting portals. Redundant reconciliations and verifications added to burnout of employees and delays in processes.
Systems Interacted With
EMR & Core Systems: PointClickCare (PCC), SQL Server databases
HR & Payroll: PayNW, Relias, Provider Credential Search
Transportation: Paratransit, Modivcare
Communication & Automation: Microsoft Outlook, Power Automate, OneDrive, SimpleTexting API, AI Builder, OneHealthPort
NuAIg Solution
NuAIg’s approach centers on establishing a Center of Excellence to transform manual, fragmented processes into an intelligent automation ecosystem tailored to senior living operations. We begin by identifying critical operational bottlenecks through stakeholder consultations, then design targeted automation solutions that integrate data from systems like PointClickCare, PayNW, and vendor portals.
Process Automation Projects: Automated Medicaid billing workflows, clinical document management, HR compliance tracking, and appointment scheduling to eliminate manual data entry and reduce administrative burden.
Data Analytics Solutions: Real-time operational dashboards and KPI scorecards that monitor key metrics including census data, compliance indicators, staff performance, and financial metrics.
By leveraging Power Automate, AI Builder, and secure APIs while maintaining HIPAA compliance, we empower providers to focus on direct care delivery while achieving enhanced operational efficiency and data-driven decision making.
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