Modernizing Executive Health & more.
Case Study

Modernizing Executive Health & more.

From Operational Gridlock to Scalable Non-Traditional Care Programs

Industry

Healthcare Payors Healthcare Providers

Forecasted Operational & Strategic Outcomes

About the Customer

A nationally ranked academic medical system operating 11 hospitals and 200+ sites across the Chicago region.

Streamlined Executive Health, International Patients, Longevity Clinic programs, one after the other.

On this page

Challenge

Traditional, piecemeal systems created a “glass ceiling” for many of the clients care programs, where growth was impossible without exponentially increasing administrative headcount. The team faced an uphill battle against fragmented and manual workflows that drained time and leaked revenue.

  • System Fragmentation: Critical gaps between outreach, scheduling, and the EHR necessitated manual data transfer across multiple platforms.
  • Onboarding Bottlenecks: Client onboarding was a lengthy, cumbersome process that delayed care and frustrated corporate partners.
  • The “Data Black Hole”: A lack of integrated reporting meant little to no visibility into physician utilization or financial health.
  • Resource Constraints: Staff were consumed by “low-value” manual tasks, preventing the program from scaling to meet market demand.

Solution

Lateetud delivered an Intelligent Automation layer that surrounds—rather than replace—the health system’s existing technology. By driving value realization of their current Microsoft investments, we turned powerful tools into even more powerful high-performance engines.

A digital shield with a medical cross symbol sits on a stethoscope, representing the importance of protecting patient data and ensuring secure healthcare
Automation, Predictive analytics, Customer service AI-powered chatbot, analyze customer data, business and technology

 

The Power Stack: Leveraged Microsoft Dynamics 365, Power Platform, and Copilot to create a unified digital “connective tissue” between the CRM and EMR.

Deep EHR/EMR Integration: Bi-directional data flow that captures scheduling and patient data automatically, ensuring it is readily available for downstream clinical applications.

Concierge Scheduling & Billing: A streamlined application that connects effortlessly to financial systems for faster processing and optimized provider availability.

AI-Driven Insights: Real-time dashboards providing unparalleled visibility into key utilization, financial, and operational metrics.

 

The Human Benefit

Beyond the numbers, the solution protects the staff’s most important asset: their time.

Staff Empowerment
Well-being:		 By automating manual data entry and duplicate tasks, the solution significantly boosted morale and reduced the risk of turnover.
Elevated Patient and Experience: By transforming the process into a seamless concierge journey, optimizing communication to deliver a frictionless experience for corporate clients and patients.
Safety and Trust: Deep EHR integration ensures clinical accuracy, while upholding strict security standards to mitigate HIPAA concerns and preserve institutional trust.
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