Using AI to Stay Ahead of the Curve

Jul 12

3 min read

CASE STUDY

Smiling woman with glasses and long hair standing beside a pillar. Black and white image with a soft background.

Nicole Galeotalanza, Case Manager and CLCP

Nicole Galeotalanza is the Founder and Owner of Tri-Star Health Management Group, a company dedicated to life care planning within the personal injury sector and private sectors. As a Certified Life Care Planner and experienced Case Manager, Nicole launched her own business and now leads a growing team and thriving company. While Nicole’s role has evolved over time, she remains committed to optimizing processes and driving operational efficiency across the organization.

“I never want to give up using SiftMed, it’s been really efficient and beneficial for us. Why would I do it any other way?”

One of the most time-consuming aspects of preparing a Life Care Plan is sorting through the large volume of documents - such as hospital records, CNRs, and expert reports - which are often duplicated throughout the file. SiftMed streamlines this process by automatically identifying and removing duplicate records. Clinicians can then efficiently review the organized documents, create notes directly within the case, and link those notes back to the original source material for easy reference.

Nicole’s priority is to streamline operations, save time, and focus on scaling her business. “I want to grow with Artificial Intelligence (AI) and stay ahead of the curve, so I thought - why not use it to our advantage?” she explains.

Quote: We've been able to accept new referrals
with tighter deadlines
and keep costs down
as the process is more
streamlined and efficient.

For years, Nicole’s team searched for a solution that could fully support their Life Care Planning needs. What they found was a market full of partial tools, addressing parts of her process, but none that offered a comprehensive solution.

As a provider of both Life Care Planning and Case Management services, Tri-Star Health Management Group needed an integrated approach. “We were looking for a solution that functioned in a practical, time-saving way - something that could serve as a one-stop shop for both case management and life care plan cases,” says Nicole.

The Solution

Using AI to Stay Ahead of the Curve

Quote: SiftMed’s approach of
including hyperlinks to
the data source is so
helpful. The most
important thing when
using AI is verifying that
the information is
correct. When Sifty is
used, we can easily
verify the information by
using the hyperlink link,
which takes you directly
to the original document
within the case.

SiftMed checked all the boxes. The platform efficiently organizes documents, while also providing secure storage for other case-related files. SiftMed’s latest product, ‘Sifty AI Assistant’, allows Tri-Star Health Management Group to summarize data and ask questions directly within the medical files, quickly narrowing down key details and linking all information directly to the source document for verification.

One of the most impactful results of using SiftMed is that Nicole’s team has been able to take on more referrals. By streamlining their workflow, SiftMed has saved time for Nicole and her team - freeing them up to accept more referrals and allowing Nicole to focus on growing other areas of the business.

Nicole is impressed by how the product is evolving. Since adopting the platform, SiftMed continues to roll out tools that further improve Tri-Star Health Management Group’s workflow. While this pace of innovation might seem fast if you’re still getting comfortable with a new tool, Nicole expressed appreciation for the ongoing support they’ve received since onboarding - and within no time, her whole team have become SiftMed pros.

“Working with SiftMed is a pleasure, the team is so responsive, patient, and open to feedback. If you’re going to invest in a product, you want to make sure you have that support.”

Since using SiftMed, the Tri-Star Health Management Group team has experienced noticeable improvements in their workflow. “It’s streamlining a process for my team, it’s making us much more efficient in what we do, and we’re still able to provide a really good product - in turn, freeing up more time to grow the business,” Nicole shares.

Quote: If you’re not using AI
right now it’s easy to
fall behind because of
how fast things are
moving. And I think as
soon as people try
using SiftMed and AI -
they’re not going back
to their old ways.

What began as a tool to improve their workflows is now laying the foundation for long-term plans. Nicole is actively trying to determine where she can implement the platform in other areas of the business.

For Nicole, the value is clear: “Once you see what SiftMed can do and how it can make a task that much more efficient, I don’t think anyone would go back. Why would you go back to doing things manually?”

Embracing AI isn’t just about keeping up - it’s about staying ahead. Nicole’s team was able to build SiftMed into their daily work. With SiftMed’s comprehensive features and the range of ways the platform can summarize, identify and pull data, the team are still finding ways to use the tool.

Learn how SiftMed can revolutionize your medical file reviews.

Jul 12

3 min read