A custom calendar-based ERP and CRM system built for a sleep center to streamline patient management, insurance claims, scheduling, and communications. The platform integrates calendars, payments, email, fax, and phone systems to improve operational efficiency and internal workflow automation.
Who They Are
CPAP & Sleep Center is a California-based sleep health provider specializing in diagnostic testing, CPAP therapy management, and insurance coordination. Focused on delivering efficient, patient-centered care, they required a streamlined system to manage scheduling, billing, and communications. JX partnered with them to modernize operations through an integrated ERP and CRM platform, improving workflow automation, internal coordination, and overall patient service efficiency.
Services We Provided
Workflow Automation
Automated patient intake, documentation, approvals, and internal operational workflows.
Custom Development
Developed calendar-based ERP system for scheduling and operational management.
CRM Implementation
Centralized patient CRM for communication, billing, and insurance tracking.
System Integrations
Integrated insurance, payments, email, fax, phone, and SMS systems.
Deliverables
- + Custom Calendar-Based ERP System
- + Integrated Patient CRM Platform
- + Multi-Calendar Scheduling System
- + Insurance Verification & Claims Integration
- + Secure Payment Gateway Implementation
- + Email & Fax System Integration
- + Phone & SMS Communication Integration
- + Automated Workflow & Task Management
- + Patient Intake & Documentation Management
- + Role-Based Access & Security Controls
- + Real-Time Reporting & Operational Dashboard
- + Cloud-Based Infrastructure Deployment
Overview
CPAP & Sleep Center partnered with JX to modernize their patient management and internal operations. We developed a calendar-based ERP and CRM system integrating scheduling, multi-calendar workflows, insurance verification, payments, and communication channels. This platform streamlines operations, enhances collaboration, improves patient tracking, and ensures secure, efficient management of appointments, billing, and all internal processes for a healthcare-focused workflow.
Features
Employee Portal
The Employee Portal allows staff to manage their schedules, patient assignments, and daily tasks efficiently. It provides secure access to patient records, task updates, and internal communications, helping staff streamline workflows, reduce errors, and improve productivity across all operational functions within the sleep center.
Our Main Focus
Our main focus was to streamline internal operations and patient management by integrating scheduling, insurance, communication, workflow automation, and multi-calendar management into a single, secure platform. This empowers staff, administrators, and outsourced teams to work efficiently, reduce errors, improve patient tracking, and maintain seamless coordination across the sleep center.
Challenges and Solutions
CPAP & Sleep Center faced operational inefficiencies, scheduling conflicts, and fragmented communication. Our solutions addressed these challenges with automation, integrations, and streamlined workflows, improving productivity, accuracy, and overall patient management.
Challenge 01
Manual scheduling, patient tracking, and communication caused delays, errors, and disorganized operations across staff, administrators, and outsourced teams.
Solution 01
Integrated calendars, patient management, and task workflows into a single, secure platform for streamlined operations and staff coordination.
Challenge 02
Separate systems for insurance, payments, email, fax, and phone hindered workflow visibility, coordination, and operational efficiency.
Solution 02
Connected insurance verification, payment gateways, communication channels, and outsourced data entry for seamless, efficient internal processes.
Results
CPAP & Sleep Center now operates with streamlined workflows, integrated scheduling, insurance, payments, and communications. The platform improves efficiency, reduces errors, enhances patient tracking, and empowers staff and administrators with seamless operations.
Other Works
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