Challenge

To manage home care patient notes delivery requirement, Intermountain Health (IMH) had to manually print notes from their patient records, scan them, and upload the documents into the 3rd party SkyMail portal for processing and mailing. This manual process was time-consuming, error-prone, and inefficient.

Solution

Keena automated the backend portion of this workflow, enabling the visit notes to be sent automatically to the Skymail portal with a print-friendly digital cover page that includes the patient’s mailing address, return address, and business information—streamlining the process from documentation to delivery.

Benefits

• Eliminated time-consuming manual printing, scanning, and uploading.
• Reduced staff administrative burden and risk of human error.
• Sped up delivery of patient home care visit communication.
• Ensured consistent formatting and accurate mailing address details.

Challenge

Some referring providers enrolled in the Graves Gilbert network can exchange referrals through direct messaging in their shared EHR platform. Others outside the network rely on manual faxing. This outdated process required staff to print, scan, and manually upload referral documentation into the EHR—introducing inefficiencies and opportunities for error.

Solution

Keena automated the out-of-network referral workflow interface beginning at the order requisition stage. All supporting documents and lab results are automatically saved to the patient chart and seamlessly integrated into the EHR’s standard referral/faxing workflow—eliminating the need for third-party faxing services.

Benefits

• Streamlines all referral requests with end-to-end automation.
• Reduces manual data entry and associated errors.
• Eliminates reliance on external faxing vendors.
• Improves referral turnaround time and care coordination.

Challenge

At Instant Medical Holdings (IMH), all patients completed intake forms using a third-party application from Clearwave Inc. While basic demographic and clinical information transferred directly into the patient’s chart in Altera Touchworks EHR, detailed clinical notes were stored as static PDF documents. This limited access to valuable discrete clinical data, making it difficult to meet regulatory and insurance reporting requirements, and internal performance tracking.

Solution

Keena automated the extraction of discrete data elements from the Clearwave intake forms, converting them into structured, searchable data within the Touchworks EHR. This solution ensures that relevant clinical notes are readily available and reportable for regulatory compliance, insurance submissions, and organizational performance monitoring.

Benefits

• Transforms unstructured intake notes into usable, reportable data.
• Enhances compliance with regulatory and insurance reporting requirements.
• Improves data accessibility for clinical and administrative teams.
• Supports internal performance monitoring and quality initiatives.