TaskPerfect for Healthcare and Medical

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.