TaskPerfect is your all-in-one solution for managing medical claims, billing, lending,
pre-collections, and
case
servicing within the healthcare sector.
Boost team productivity and improve financial outcomes with a platform designed to streamline operations and
simplify collaboration. With TaskPerfect, your care organization can increase monthly revenue, reduce
accounts
receivable aging, and enhance the overall patient experience.
Built for Every Healthcare Workflow
No matter your role in the healthcare lifecycle—provider, billing agency, or administrative
support—TaskPerfect
adapts to your processes. Its flexible architecture is tailored to fit your operational needs, helping you
deliver exceptional service and maintain full visibility into every case.
TaskPerfect supports key healthcare functions such as managing patient records, coordinating care
plans,
and tracking treatment progress. These capabilities help ensure continuity of care, improve
operational efficiency, and enhance patient outcomes across diverse care settings.
Common use cases include:
Healthcare Providers
- General & Specialized Medical Practices
- Physician Groups
- Surgical & Elective Treatment Centers
- Vision, Fertility, Mental Wellness, and Weight Loss Clinics
- Assisted Living & Nursing Facilities
- Hospitals and Outpatient Care
Dental & Medical Billing Services
- Insurance Claim Processing
- Revenue Cycle Management
- Pre-collections and Follow-ups
A Complete System for Medical Case & Debt Management
TaskPerfect combines powerful backend case tracking with patient-friendly features to improve outcomes for
both
providers and clients. With enhanced payment flexibility, automated workflows, and secure communication
tools,
your staff can work more efficiently—while patients stay informed and engaged.
Key capabilities include:
- Claims Management & Automation
- Care Provider Contract Oversight
- Patient Payment Plans & Lending Options
- Secure Online Portals for Providers and Patients
- Electronic Signature Support
- Customizable Billing, Statement, and Reporting Templates
- Batch Invoicing, Emailing, and Document Handling
- Automated Reminders & Scheduled Communications
Patient Portal Includes:
- Online Payments (including Authorize.Net)
- Statement Access & Document Sharing
- eSignature Requests
- Secure Messaging
- Appointment Scheduling
- Feedback & Custom Form Submissions
Advanced Case Management Automation
TaskPerfect uses built-in AI tools, including Google Gemini, to automate repetitive tasks, analyze trends,
and
support better decision-making.
- Automated Document Batching
- Workflow Rules & On-Demand Actions
- Smart Issue Tracking & Custom Scoring Models
- Interactive Reports & Analytics Dashboards
- Predictive Dialer Integration
- Time Tracking & Performance Monitoring
- Custom Work Queues Based on Rules or Case Type
Secure, Scalable Infrastructure
Built on Microsoft SQL Server, TaskPerfect offers robust performance, high availability, and enterprise-grade
encryption—whether deployed on a dedicated cloud server or on-premises hardware.
We offer full support for scalability, ensuring your system grows with your practice.
Key Benefits for Healthcare Providers:
- Real-time access to all case-related data across Web, Windows, API, and Mobile
- End-to-end automation of communication and documentation
- Transparent reporting on debt recovery, billing, and team productivity
- Seamless integration with third-party tools including GE Centricity
- Trusted data security with encryption, user control, and compliance readiness
AI-Powered Insights and Automation for Healthcare
TaskPerfect goes beyond traditional case management by integrating powerful AI tools—powered by Google
Gemini—to simplify complex tasks, reduce administrative burden, and unlock new levels of efficiency for
healthcare organizations.
From transcribing patient calls to analyzing billing documents, AI transforms how your team processes
information and makes decisions. For example:
- Call Transcription & Analysis: Automatically transcribe calls between staff and
patients, identify speakers, and analyze conversations for quality assurance or compliance—all from
within TaskPerfect.
- Smart Document Recognition: Upload a scanned document or PDF (e.g., an EOB or medical
bill), and TaskPerfect can identify the type, extract relevant data, and trigger automated updates to
patient records or billing systems.
- AI-Driven Summarization: Cut through long files with instant AI summaries that
highlight key information—useful for treatment plans, insurance policies, or legal notices.
- Multi-Document Search & Comparison: Quickly compare prior authorizations, consent
forms, or historical billing records to resolve discrepancies or audit care delivery.
- Custom Knowledge Base Queries: Upload internal policies, consent protocols, or HIPAA
procedures, and ask natural-language questions like:
“Does this file comply with our current intake
process?”
These intelligent features help healthcare providers minimize manual work, reduce error rates, and focus more
time on care delivery. Whether it's managing pre-authorizations, streamlining billing, or ensuring
regulatory compliance, TaskPerfect’s AI capabilities give your team the clarity and speed needed to operate
at their best.
Intelligent Claim Management and Billing Tools
TaskPerfect also enhances your billing operations with robust insurance claim automation capabilities.
- Automatically Fill Insurance Claim Forms: Save valuable time by using TaskPerfect to
auto-complete, print, fax, and email CMS-1500 Health Insurance Claim Forms. Compatible with both
CMS-1500 (08-05) and CMS-1500 (02/12) versions.
- Electronic Claim Submission: Beyond form generation, TaskPerfect can electronically
transmit claim batches using formats approved by leading clearinghouses such as Magellan Provider.
- Comprehensive Billing Controls: Manage healthcare providers, patients, and insurance
companies in one platform:
- Set up unlimited diagnostic and procedure codes
- Create preset procedures to speed up data entry
- Use built-in forms for patient intake and data entry
- Store billing comments, contact logs, and default payment terms
- Generate billing and collection reports by provider
- Analyze average payment times by insurance company
These features help your team maintain accuracy, accelerate reimbursements, and eliminate bottlenecks in the
insurance lifecycle.
TaskPerfect empowers your organization to reduce overhead, improve case outcomes, and deliver a
patient-centered
experience—all from one integrated platform.
Simplify care coordination. Strengthen patient outcomes. Power your healthcare workflow with
TaskPerfect.