Case Study
Fax Automation Accuracy
Executive Summary
Pinnacle Medical Group, a leading primary care provider in Nevada, faced a critical operational bottleneck: a manual, document-heavy workflow that required their team to process over 10,000 faxes a month. This tedious work, from handling progress notes to medical records requests, diverted skilled staff from patient care, compromised efficiency, and drove up costs.
By partnering with Valerie Health, an AI growth partner, Pinnacle no longer needs to process faxes at all. Valerie Health categorizes documents into 100 different classifications, automatically sorts and processes tens of thousands of faxes for Pinnacle with 99%+ accuracy. This transformation led to a 40% reduction in costs, freeing up thousands of staff hours annually to focus on what matters most: the patients.
About Pinnacle Medical Group
Pinnacle Medical Group is the premier primary care network in Northern Nevada. They are dedicated to providing a higher level of comprehensive, patient-centered care. With multiple clinics and a team of expert healthcare professionals, they are known for a mission centered on access, service excellence, disease management, and care coordination. Their commitment to building long-term relationships and ensuring a personalized experience for every patient has made them a trusted partner in the communities they serve.
“I used to have to go into the fax queue myself to find things. It was a mess. Now, everything is done so accurately. I don't need to check for documents anymore because I know Valerie will do it perfectly and quickly.”
Kathy McCoy
Population Health
The Challenge
A High-Growth Practice Overwhelmed by Manual Processes
Loss of Valuable Staff Time. Time that should have gone to patient care and coordination was instead consumed by the never-ending fax queue.
Fax Backlogs. Despite a team of 5 individuals dedicated to processing faxes, Pinnacle often found itself behind by hundreds or even thousands of faxes.
Mounting Operational Costs. The staffing and administrative burden of this fax volume had become a mounting expense that constrained their growth
Risk of Manual Data Entry Errors. Manual data entry inherently carried the risk of inaccuracies, leading to downstream errors, billing issues, and patient/staff frustration.
The Solution
Valerie Health as a Growth Partner
Intelligent Document Classification. Valerie Health automatically classified and validated every incoming document into 100+ categories, ensuring critical patient notices were never mistaken for marketing faxes.
Precise, Automated Routing. Each document was instantly routed to the correct department or patient record with over 99.9% accuracy, ensuring every fax was handled the right way, every time.
Integrated Seamlessly with eCW. Valerie Health has a custom eClinicalWorks integration, allowing Pinnacle to rapidly deploy across their clinics without disrupting any of their operations
The Results
Empowering Staff, Reducing Costs, and Improving Patient Care
The implementation yielded immediate and transformative results, reinforcing Pinnacle’s reputation for excellence and efficiency. Moreover, Pinnacle reclaimed thousands of hours of staff time annually, allowing staff to focus on higher-value activities, like care coordination.
40% Cost Reduction
Pinnacle achieved significant cost savings by eliminating the need for manual processing, reducing administrative overhead, and optimizing team resources.
Enhanced Accuracy
The system's high-accuracy classification and routing eliminated the risk of human error, ensuring data integrity and contributing to a more reliable care coordination process.
Data Insights
Pinnacle can go beyond process to insights by looking at trends in their faxes, such as which referring providers are sending progress notes or response times for labs.
"I was shocked at how much we were spending on faxes. With Valerie, we are saving money, my team is happier and patients are getting better care. It’s been a game-changer.”
Chris King
CEO
Conclusion
A Clear Path to Operational Excellence
By transforming their manual document management into an automated, intelligent workflow, Pinnacle Medical Group reduced costs and enhanced its operational agility. This strategic move has enabled them to focus on their core mission of providing exceptional primary care, knowing their administrative foundation is as robust and advanced as their medical services.