Sphere Partners

Automating Documentation for

Medical Claims Submission

Overview

CLIENT Medical Company INDUSTRY Healthcare SERVICE Gen AI

The Challenge

Providing additional administrative training for Medical Assistants

Providing additional administrative training for Medical Assistants

Hiring additional staff for post

visit medical documentation review

Adding additional Medical Assistant review steps into…

Adding additional Medical Assistant review steps into the clinical workflow to ensure documentation completeness

The Solution

To optimize the medical practice’s insurance claims process, Sphere implemented a structured approach that involved three key phases: Analysis and Standardization, Solution Design, and Implementation and Validation. Each phase played a crucial role in enhancing the efficiency and accuracy of claims processing, seamlessly integrating advanced GenAI technology into the practice’s existing workflow.

Sphere began by conducting a thorough analysis of the medical practice’s workflow and their existing insurance claim requirements needed for successful claims processing. This phase involved a detailed examination of the various types of claims, the specific data points required for each claim type, and the common reasons for claim rejections or delays. Sphere’s team worked closely with the medical practice’s staff to standardize these requirements, ensuring a consistent and clear set of criteria for medical documentation.

Once the claim requirements were standardized, Sphere moved on to identifying the optimal points within the workflow where an automated review would be most effective. By pinpointing the stages where errors or omissions were most likely to occur, Sphere was able to determine where a generative AI case file review could provide the greatest impact.

The goal was to develop a GenAI-based validation service that could seamlessly integrate into the clinic’s existing AdvancedMD EMR system workflows. This required designing a solution that could work in real-time, offering immediate feedback to Medical Assistants as they entered medical documentation.

Sphere also focused on ensuring that the integration of this new service would not disrupt the clinic’s existing workflow. This involved designing the system to be user-friendly and intuitive, minimizing the learning curve for Medical Assistants and other staff members. By providing real-time validation with the existing EMR data, Sphere aimed to streamline the documentation process, reduce the need for manual reviews, and ultimately improve the promptness and accuracy of claims reimbursements.

The Sphere solution design involved a comprehensive GenAI-based validation service aimed at providing real-time status updates to Medical Assistants regarding the completeness of medical documentation from a claims processing perspective. This advanced solution was tailored to meet the specific needs of the medical practice and the insurance companies claim requirements, ensuring seamless integration into their workflow without causing operational disruptions.

As part of the Solution’s Design, Sphere outlined the necessary technical components and infrastructure required. This included the development of sophisticated algorithms capable of understanding and analyzing medical documentation, as well as the integration of these algorithms into the clinic’s existing AdvancedMD EMR system. Sphere also ensured that the system’s interface was user-friendly, allowing Medical Assistants to easily interpret and act on the validation feedback.

The GenAI-based service was designed to automatically check for completeness and accuracy based on the standardized claim requirements, alerting Medical Assistants to any missing information that needed to be addressed for the claim to be successfully processed. Sphere developed and implemented the innovative solution to streamline the real-time review of medical documentation. Medical Assistants were informed at the time of entry if additional information was needed, reducing the likelihood of cases being sent back for further information.

Sphere conducted thorough testing to ensure the solution met all requirements. This extensive validation process was crucial to ensuring the solution’s accuracy and reliability. Sphere also invested in training in-house staff on the new systems and processes, ensuring they were well-prepared to manage the solution independently once fully operational. Sphere then transitioned the management of the solution to these in-house teams, equipping them with the necessary tools and knowledge for ongoing operation.

The Result

Sphere’s custom-made solution significantly reduced the number of corrections required after initial case submission. Additionally, the RCM team saw a notable reduction in fees associated with manual correction and resubmission of rejected claims by their contracted 3rd party vendor, attributed to the overall completeness and thoroughness of the real-time medical documentation review service.

Sphere’s expertise in GenAI and automation directly supported the company’s goals, providing a solution that their in-house team could not achieve without compromising their objectives. Leveraging the latest technological advancements, We effectively addressed the company’s challenges and delivered significant, quantifiable results.

Key Achievements

Cases sent back to Medical Assistants for additional documentation before claim submission decreased by 65%, streamlining the workflow.

The average time for case reimbursement was reduced by 20%, accelerating the revenue cycle.

The practice experienced a 35% reduction in daily outstanding accounts receivable (AR), significantly improving financial health.

The RCM team experienced a significant reduction in fees related to manual claim corrections, thanks to Sphere’s real-time documentation review service.

Organizations around the world trust us

ideel
JFrog
Clearcover
91 Seconds
PHC
NextCapital
DigitalOcean
Enova
bp
Groupon
CreditNinja
Navy Pier
DoorDash
Gett
Experify
ideel
JFrog
Clearcover
91 Seconds
PHC
NextCapital
DigitalOcean
Enova
bp
Groupon
CreditNinja
Navy Pier
DoorDash
Gett
Experify

Hear from

our clients
Lee Ebreo

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

Selah Ben-Haim

VP of Engineering at Prominence Advisors

Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).

Ben Crawford

Ben Crawford

Senior Product Manager at Enova Financial

I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.

Mark Friedgan

Mark Friedgan

CEO at CreditNinja

Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.

René Pfitzner

René Pfitzner

Co-Founder at Experify

Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.

Bruce Burdick

Bruce Burdick

Chief Information Officer at Integra Credit

We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.

Jemal Swoboda

Jemal Swoboda

CEO at Dabble

The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.

Arthur Tretyak

Arthur Tretyak

Founder and CEO at IntegraCredit

With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.

Lee Ebreo

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

Selah Ben-Haim

VP of Engineering at Prominence Advisors

Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).

Top AI Code Generation Company United States 2025

TOP AI CODE GENERATION COMPANY UNITED STATES 2025

Top AI Text Generation Company Florida 2025

TOP AI TEXT GENERATION COMPANY FLORIDA 2025

Top App Development Company Manufacturing 2025

TOP APP DEVELOPMENT COMPANY MANUFACTURING 2025

Top Artificial Intelligence Company United States 2025

TOP ARTIFICIAL INTELLIGENCE COMPANY UNITED STATES 2025

Top Chatbot Company United States 2025

TOP CHATBOT COMPANY UNITED STATES 2025

Top Recommendation Systems Company United States 2025

TOP RECOMMENDATION SYSTEMS COMPANY UNITED STATES 2025

Global Recognition Awards 2026

GLOBAL RECOGNITION AWARDS 2026

Best in AI for Documentation Validation 2026

BEST IN AI FOR DOCUMENTATION VALIDATION 2026

Best in AI Powered Invoice Auditing 2026

BEST IN AI POWERED INVOICE AUDITING 2026

Global Tech Award Winner 2026

GLOBAL TECH WINNER 2026

Global Generative AI Award 2026 Winner

GLOBAL GENERATIVE AI AWARD 2026 WINNER

We'd love to hear from you!

Please provide your contact details, and our team will get back to you promptly.