Hospital Financial Assistance Management System Optimization

This case study details the operational challenges faced by the Financial Assistance team at a major medical research and treatment center due to an outdated SharePoint system. With only two team members managing approximately 3,600 patient applications annually, the system became overwhelmed, surpassing its 5,000 record limit by over 17,000 records. This led to functionality issues and user frustration stemming from limited reporting capabilities. The solution involved migrating the Financial Assistance process to a modern web application, which optimized efficiency and improved transparency. Key outcomes included a 20% faster application turnaround time, increased patient satisfaction through digital applications, and enhanced scalability. The new system eliminated storage limitations and provided customized reporting for leadership. Integrations with Adobe E-Sign, Salesforce, and Epic further streamlined workflows and ensured a patient-centric model by consolidating data. Overall, the new application created a sustainable system that supports both patients and the Financial Assistance team.