Case Study: Caduceus Inc. achieves 300% faster refund processing with Laserfiche

How Caduceus Inc. Processes Refunds with Laserfiche

Caduceus Inc., a New York–area medical services firm that handles revenue cycle, scheduling and credentialing, was struggling with a slow, error-prone refund process. Refunds were tracked in a minimal database and handled with paper packets (coversheet, invoices, EOBs, proof of payment) that took about an hour to compile and spent days moving desk to desk; the system wasn’t integrated with the IDX billing system and required manual status updates, leading to obsolete documentation and processing delays.

Caduceus implemented Laserfiche Workflow with a folder structure that mirrors each refund step, automated folder creation and metadata population from IDX, and two scheduled workflows to keep Laserfiche and IDX in sync and update refund amounts. The solution produces an auto-filled coversheet, makes the process fully paperless with automatic status updates, improves throughput by 300%, reduces paper/printing/storage and data-entry errors, and gives managers visibility to detect and resolve bottlenecks.

Caduceus

Rich Maier

VP Information Systems