

Improved Patient Intake for Elara Caring
EXECUTIVE SUMMARY
Elara Caring, a leading national provider of home-based care services, faced critical inefficiencies in their patient referral and intake system that threatened their competitive position in a rapidly evolving healthcare market. Blue Orange Digital partnered with Elara Caring to implement an AI-powered, HIPAA-compliant data pipeline that automated the entire referral process from intake to bid submission. The solution reduced bid preparation time by 75%, increased successful bid rates by 40%, and delivered ROI within 6 months while ensuring complete regulatory compliance and patient data security.
THE CHALLENGE
The home healthcare industry operates on razor-thin margins where speed and accuracy in patient intake can determine market leadership. Elara Caring, managing thousands of referrals monthly across their national network, found their legacy manual bidding system becoming an increasingly critical bottleneck to growth.
Their referral process suffered from multiple pain points that compounded operational inefficiencies. Staff spent an average of 45 minutes manually processing each referral, extracting data from disparate EMR/EHR systems, and preparing bids—a process that often resulted in lost opportunities when competitors responded faster. The manual nature of data entry led to a 15% error rate in patient information, causing bid rejections and requiring costly rework. Without real-time visibility into referral pipelines, management lacked the insights needed to optimize resource allocation or identify profitable service lines.
The financial impact was substantial: the company estimated losing $2.3 million annually in missed referral opportunities due to slow response times, while maintaining the legacy system required 12 full-time employees dedicated solely to data entry and bid preparation. As referral volumes grew 30% year-over-year, the existing system simply couldn’t scale, threatening Elara Caring’s ability to serve patients and maintain market share.
THE SOLUTION
Blue Orange Digital designed a comprehensive data infrastructure transformation that addressed each pain point while positioning Elara Caring for future growth.
Strategic Approach:
Our team recognized that success required more than simple automation—it demanded intelligent data processing that could handle the complexity and variability of healthcare data while maintaining strict compliance standards. We developed a phased implementation strategy that allowed Elara Caring to maintain operations while progressively modernizing their infrastructure.
Technical Implementation:
The solution centered on a real-time data pipeline built on Microsoft Azure, providing enterprise-grade scalability and security. We leveraged Azure’s native HIPAA-compliance features and implemented additional HITRUST CSF standards to ensure complete data protection across all environments.
Our data ingestion layer employed advanced optical character recognition (OCR) and natural language processing (NLP) algorithms to automatically extract and standardize information from multiple EMR/EHR systems, regardless of format variations. Using Databricks’ distributed computing capabilities, we processed referral documents in parallel, reducing processing time from 45 minutes to under 3 minutes per referral.
The intelligence layer utilized custom machine learning models for document classification and topic modeling, achieving 97% accuracy in categorizing referral types and extracting critical patient information. We implemented sophisticated keyword extraction algorithms that identified key clinical indicators, enabling automated profitability scoring for each potential case. This scoring system considered factors including care complexity, geographic location, resource requirements, and historical reimbursement rates.
For analytics and reporting, we deployed PowerBI dashboards that provided real-time visibility into referral pipelines, win rates, profitability metrics, and operational KPIs. These dashboards enabled both operational staff and executives to make data-driven decisions instantly.
Project Execution:
The implementation followed a 16-week timeline with four key phases: infrastructure setup and compliance validation (weeks 1-4), data pipeline development and testing (weeks 5-8), machine learning model training and validation (weeks 9-12), and user training with phased rollout (weeks 13-16). Throughout the project, Blue Orange Digital worked closely with Elara Caring’s IT, operations, and clinical teams to ensure seamless integration with existing workflows while minimizing disruption to ongoing operations.
THE RESULTS
The transformed patient intake system delivered immediate and substantial improvements across all key performance indicators:
Quantifiable Metrics:
– 75% reduction in bid preparation time: Average processing decreased from 45 minutes to under 3 minutes per referral
– 40% increase in successful bid rate: Faster response times and improved data accuracy led to winning 40% more referrals
– 85% reduction in data entry errors: Automated extraction and validation reduced error rates from 15% to 2.25%
– Millions in annual revenue increase: Combination of more won bids and improved case selection
– 67% reduction in operational costs: Redeployed 8 of 12 data entry staff to higher-value patient care coordination roles
– 9-month ROI achievement: System paid for itself through operational savings and increased revenue within two quarters
Strategic Outcomes:
The automation platform transformed Elara Caring from a reactive to a proactive market participant. With real-time analytics, leadership now identifies emerging market opportunities and adjusts service offerings dynamically. The improved profitability analysis ensures the company focuses resources on high-value cases while maintaining their mission to serve all patients. The scalable infrastructure positions Elara Caring to handle projected 50% growth over the next two years without additional operational investment.
The solution also created unexpected benefits: improved employee satisfaction as staff moved from repetitive data entry to meaningful patient interaction roles, and enhanced partner relationships as referring providers received faster, more accurate responses to their requests.
*”Blue Orange Digital didn’t just automate our processes—they transformed how we compete in the market. We’re now winning bids we would have missed before and making smarter decisions about which cases to pursue. The ROI exceeded our expectations, but the strategic advantages have been even more valuable.”* – VP of Operations, Elara Caring
KEY TAKEAWAYS
- Intelligent automation in healthcare requires balancing speed with compliance: Success came from building HIPAA compliance and data security into the architecture from day one, not as an afterthought
- Variable healthcare data demands adaptive AI solutions: Traditional rule-based systems fail with EMR/EHR data variability; machine learning models that continuously improve accuracy are essential
- Phased implementation minimizes risk while accelerating value: Starting with highest-impact processes and expanding systematically ensured quick wins while maintaining operational stability
- Real-time visibility transforms decision-making: Moving from weekly reports to real-time dashboards enabled proactive management and rapid response to market changes
Want to Learn More
Ready to transform your healthcare operations through intelligent automation? Schedule a consultation with our healthcare data experts to discover how AI-powered solutions can accelerate your patient intake and improve competitive positioning.
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*About Blue Orange Digital: We specialize in building HIPAA-compliant, AI-powered data solutions that help healthcare organizations improve patient outcomes while reducing operational costs. Our team combines deep healthcare industry expertise with cutting-edge data science capabilities to deliver transformative results.*