Workflow Transformation

CASE STUDY

Dr. J.A. Patterson Medical Professional Corp.

Olivia McGeever: Psychiatric Assistant

Raquel Bean: Outpatient Clinic Administration Coordinator

Dr. J.A. Patterson Medical Professional Corp has been conducting Independent Medical Evaluations (IMEs) for years. About 5 years ago, she launched her own IME organization, supported by Olivia and Raquel, who manage the preparation of cases. Preparing for an IME is very time consuming and detail oriented: every report depends on an extensive understanding of all the medical files.

Olivia had long been accustomed to manually sorting and organizing medical files; a tedious process she thought was simply part of the job. Until the day an email about SiftMed landed in Olivia’s inbox.

In such a specialized industry, Olivia never knew a solution like this could exist - but her curiosity led her to give it a try. When Raquel later joined the team, she briefly experienced the old process before quickly embracing SiftMed’s efficiency. Neither Olivia or Raquel have looked back since.

The Challenge

Before SiftMed, Dr. Patterson’s Team relied on manually reviewing massive PDF documents. As Dr. Patterson’s practice expanded, case volumes increased and the time to review them grew shorter.

Although files were always prepared on time, the process was demanding and often a race against the clock. Working under tight deadlines required unwavering focus and made the process especially challenging.

Manually sorting through files and marking important details was a lengthy, inefficient process that risked creating a case backlog.

In IME practices, the medical file is the foundation for every report. Olivia states, “You might only see the patient once, so their account needs to be carefully backed up by the medical documentation. With less than a week to prepare and thousands of pages to sort through, the ability to quickly understand the patient’s history is critical.”

The Solution

SiftMed delivered a platform that turned obstacles into opportunities by streamlining

how information is organized and accessed. Instead of sorting through disorganized documents, SiftMed automatically arranges documents in chronological order, eliminates duplicates, and makes it easy to review medical histories.

With SiftMed’s advanced search, Raquel can quickly hone in on the most important details. Using tags and filters, Raquel is able to surface the most relevant pages, highlight critical insights, and keep her focus on information that drives the case forward. As Olivia put it, “SiftMed’s chronology is everything.” Having a clear timeline of events simplifies the routine tasks involved in case preparation.

Raquel highlights the value of SiftMed, “The idea that a file can be automatically organized and notes can be captured with the click of a button is incredible, and SiftMed does it with impressive accuracy. Having this process be so easy has made the biggest impact on our file reviews.” This efficiency translates into significant time savings. Instead of combing through thousands of pages manually, Raquel can instantly organize relevant documents and surface the most relevant pages. By having the case prepped with time to spare, Dr. Patterson goes into the assessment with greater insights into the files.

The Impact

With SiftMed in place, Olivia and Raquel saw unimaginable improvements in both speed and quality of case preparation. What once took days to complete could now be done in a fraction of the time.

With Raquel leading reviews and SiftMed’s support, Olivia is able to focus on scaling other areas of the business. What once took days - organizing, typing notes, and combing through files - can now be done in hours. Raquel can work through a 1,000-page report in a single morning, and the team is caught up on file reviews while taking on even more.

Raquel claims, “I can create a clear overview of a patient’s file, which helps guide the assessment and shows us exactly what to look for. With filters and search, I can quickly recall details - which is especially helpful when a case is often 6,000+ pages.”

Dr. Patterson’s practice now prepares files far more efficiently, gaining both time before the assessment and deeper insight going in. After the assessment, keyword search and tags make it easy to find and flag key details in the medical history.

According to Olivia, “Before SiftMed, the holdup was having to manually organize files, remove duplicates, and type out all the notes for thousands of pages of records. It wasn’t efficient and with SiftMed it’s just so much better.”

Ultimately, SiftMed not only saved significant time but also transformed the quality of case preparation.

Learn how SiftMed can revolutionize your medical file reviews.