One-page executive summary · Medical practice operations

Healthcare Office Manager

Front-desk document intake and routing for medical practices: inbound documents are sorted to the right department, and a person confirms every routing.

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THE PROBLEM

Inbound documents pile up in one shared inbox.

Routing depends on who happens to be at the desk.

Nobody can show what was received and where it went.

THE VALUE

Documents stop sitting in the wrong inbox

Front-office staff spend less time sorting paper

A clear record of where every document went

What it does

  • Inbound document intake queue
  • Suggested department routing with reasons
  • Human confirmation before anything moves
  • Unassessed and misrouted items listed
  • Approved daily intake report with PDF
  • Audit trail on every routing decision
Best-fit clientsMedical practice office managers, revenue-cycle operations leads, multi-location physician groups
RolesFront desk, Office manager, Approver, Client
PricingPilot pricing on request
StatusPilot in build
GovernanceHuman review, versioning, audit trail

How a pilot runs

  1. Week 1 · Set up

    Accounts and roles created; synthetic or approved sample data loaded.

  2. Weeks 2–4 · Run

    Your team runs the daily flow on real-shaped work with TSM support.

  3. Week 5 · Decide

    Review results together and decide on a monthly service.

No coding, billing or clinical decisions. Synthetic data only; a BAA and security review are required before any PHI. Contact torreyw94@tsmatter.com.
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