Meridian Health

The challenge

Meridian Health operates a network of outpatient clinics. Every new patient requires intake forms, insurance verification, medical history review, appointment scheduling, and care team assignment. Every new staff member requires credentialing, system access provisioning, training module assignment, and schedule integration.

Both processes were almost entirely manual, managed through a combination of paper forms, Excel spreadsheets, and emails between departments. Patient onboarding took an average of 11 days. Staff onboarding took 14 days. In healthcare, those delays directly impact patient care and revenue.

The solution

Meridian built two major workflow suites in Flux.

The patient onboarding system automatically processes digital intake forms, triggers insurance verification through their provider, pulls relevant medical history from connected health records, suggests optimal appointment slots based on care team availability and patient location, and assigns the appropriate care team — all triggered the moment a patient registers online.

The staff onboarding system automates credentialing checks, provisions system access based on role, assigns and tracks training modules, and integrates new staff into the scheduling system with proper availability and specialty tags.

The results

Patient onboarding dropped from 11 days to 4 days — a 60% improvement. Staff onboarding fell from 14 days to 5 days. Administrative staff reclaimed 22 hours per week, and patient satisfaction scores increased by 28%. Most importantly, they've had zero credentialing errors since deploying the automated system.