Automating medical claims processing for a healthcare IPA
medical worker writing on a paper

Summary

Replacing Manual Spreadsheets with Automated Claims Processing

InfiniHealth IPA needed to move its medical claims workflow off Google Sheets and onto a system that could keep up with payer data, contract rules, and provider payouts without manual re-entry at every step. We built an internal platform that imports payer-adjudicated claims directly from portal CSV exports, validates paid amounts against each provider’s contract terms, and flags underpayments or discrepancies automatically.

The system also handles dispute tracking, batches payable claims by provider, calculates batch totals, and generates standardized EOP documents ready to send. Because the same claim can reappear in later CSV exports with updated data, we designed the import as upsert-based, so records get updated in place instead of duplicating — a requirement that doesn’t show up in most claims tools but was essential for how InfiniHealth’s payer data actually behaves.

Plus8soft created a tool that allows us to save time on claim processing and gives us significantly improved control. Development was done quickly, efficiently, and on time.
Daniel Prousline Infinihealth
Daniel Prousline, General Manager, InfiniHealth IPA, LLC
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The Deliverable

From CSV import to provider payout

The system replaces a fully manual, spreadsheet-driven process with a structured pipeline, from raw payer data to a finalized, provider-ready payment batch.
01
CSV Import & Upsert
01
CSV Import & Upsert
Payer-adjudicated claim data is imported directly from portal CSV exports (starting with EmblemHealth). Repeated imports update existing records instead of creating duplicates, so the same claim can reappear with new data without breaking history.
02
Status Filtering
02
Status Filtering
Claims are filtered by adjudication status — Denied, In Process, Finalized, or Void — so staff can focus on what actually needs action instead of scanning a full spreadsheet.
03
Contract Validation
03
Contract Validation
Approved claim amounts are checked against provider-specific contract terms automatically, surfacing underpayments or incorrect payments without manual cross-referencing.
04
Dispute Tracking
04
Dispute Tracking
Flagged discrepancies move into a dispute workflow with status tracking, replacing the ad-hoc notes and follow-ups that lived in spreadsheet comments before.
05
Payment Batching
05
Payment Batching
Payable claims are bundled into provider-specific batches with totals calculated automatically, ready for the payment cycle.
06
EOP Generation & Export
06
EOP Generation & Export
Standardized, provider-facing EOP PDFs are generated directly from the system, alongside filtered CSV exports for downstream operational use.
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Technology Stack

Frontend (Web)
Backend
Database

Ready to automate your claims workflow?

Whether you're managing 50 claims a month or 5,000, we can help you replace manual processes with a system built for your specific payer and contract logic.
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