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Optimizing Patient Access with Technology and Partnerships

By Ryan Chapin and Hari Shankar

July 17, 2025

To overcome the numerous challenges with patient access, healthcare organizations must take practical steps to implement a model focused on centralization. Patient access solutions refers to the front-end revenue cycle processes that ensure patients are accurately registered, financially cleared, and authorized for care before services are delivered. Patient access technology and strategic partnerships have a critical role in optimizing a holistic approach to achieve operational excellence and financial success. By enabling a technology-first methodology with the optimal team, healthcare organizations can enhance automation and achieve scalability that improves workflows and reduces revenue cycle operating costs.

Why Optimization of Patient Access Solutions Matters

Without a modernized patient access model, inefficiencies at the front end of the revenue cycle quickly cascade into downstream financial and operational risk. Incomplete eligibility verification, delayed authorizations, and unclear patient financial responsibility frequently result in claim denials, rework, and avoidable patient dissatisfaction. As payer scrutiny increases and patient cost-sharing grows, manual or fragmented access workflows struggle to keep pace. Healthcare organizations that delay investment in technology-enabled patient access often see longer registration times, higher denial rates, and increased pressure on back-end revenue cycle teams to recover revenue that could have been protected upfront.

How Does Technology Improve Patient Access Process?

Technology improves patient access by automating high-volume, time-sensitive workflows that reduce manual errors, accelerate financial clearance, and prevent downstream denials. An effective patient access model must have technology as a focus in the approach to maturation. Mature, ready-to-adopt patient access solutions include automated benefit and eligibility checks, patient responsibility estimates, insurance coverage discovery, and scheduling technology.

Overall, leveraging technology can streamline processes for scheduling, eligibility and benefits verification, and obtaining authorizations, increasing staff efficiency and accuracy. Implementing the right technology tools enables healthcare organizations to improve operational efficiency while ultimately reducing front-end related denials and improving patient engagement.

Key Patient Access Technologies and Their Impact

The following technologies form the foundation of a scalable, centralized patient access model:

  • Eligibility & Benefits Automation: Reduces manual verification errors and front-end denials and delayed claims.
  • Insurance Coverage Discovery: Identifies missing or secondary coverage prior to the visit, reducing misclassification.
  • Patient Responsibility Estimates: Improves price transparency and point-of-service collections by setting clear financial expectations.
  • Scheduling Automation: Increases appointment access while reducing administrative workload.
  • Prior Authorization Automation: Minimizes delays, notice of admission (NOA) risks, and authorization-related denials by accelerating payer interactions.

These technologies can streamline operations while reducing manual touches and the administrative burden, freeing staff to focus on more patient-centric work. Less mature automation solutions, such as prior authorization automation, require healthcare organizations to evaluate before implementation due to payer variability, documentation dependencies, and turnaround time constraints.

Overall, leveraging technology can streamline processes for scheduling, eligibility and benefits verification, and obtaining authorizations, increasing staff efficiency and accuracy. Implementing the right technology tools enables healthcare organizations to improve operational efficiency while ultimately reducing front-end related denials and improving patient engagement.

Transforming Patient Access

Why Strategic Partnerships Matter for Patient Access

Strategic partnerships enable healthcare organizations to scale patient access operations while maintaining accuracy, coverage, and compliance. The right strategic partner can enhance the implementation of patient access improvements. A trusted partner brings deep expertise in the patient access continuum. By selecting a partner with experience in deploying AI and automation technology and managing complex workflows, healthcare organizations can streamline integrations, avoid bottlenecks, and deliver a more seamless patient experience.

A hybrid patient access approach, combining in-house and global teams, is often a cost-effective and scalable solution. It provides around-the-clock coverage for time-sensitive tasks like prior authorization and NOA and helps mitigate the impact of workforce shortages. Healthcare organizations that have implemented this patient access solutions model have seen a significant return on investment (ROI), with benefits including reduced denial rates, accelerated claims processing, and improved cash flow.

How to Measure Patient Access Success

Patient access success should be measured using clearly defined operational and financial performance indicators tied to revenue integrity. Outcomes should be continuously tracked with carefully defined success metrics to monitor the impact of a centralized patient access model. Establishing key performance indicators (KPIs) and accountability measures ensures goal alignment and prepares the workforce for centralized operations. Regularly monitoring patient access efficiency and financial clearance metrics can provide data-driven insights to help healthcare organizations refine operations and adapt to evolving payer requirements. Post-centralization performance metrics also help identify improvement areas to maintain and optimize the ideal delivery model for achieving and maintaining expected results.

Moving Toward a Techology-First, Scalable Patient Access Model

Optimizing patient access requires an integrated strategy that aligns technology, people, and partnerships. When patient access technology and workflows are standardized, automated, and supported by the right operating model, healthcare organizations can reduce preventable denials, improve patient experience, and strengthen overall revenue cycle performance.

Learn more about how to implement a tech-first approach to patient access and build strategic partnerships for a high-performing team focused on continuous improvement. Download our white paper, "Transforming Patient Access: A Practical Guide to Maturity," and discover actionable strategies and insights to optimize patient access and achieve financial success in revenue cycle management.

Speaker Ryan Chapin

Ryan Chapin

Author

As Executive Director of Strategic Solutions at AGS Health, Ryan assists with strategic growth initiatives for the company’s Patient Access and Patient Financial Services business units. He possesses more than 8 years of experience in professional and managed services with expertise in delivering clients transformational engagements focused on improving financial and operational metrics, and the patient experience. Leveraging his background in Revenue Cycle Consulting, Ryan brings a true consultative approach to how AGS conducts business with our customers.

Speaker - HariShankar Veeraji Baskaran

HariShankar Veeraji Baskaran

Author

As Associate Director for the Patient Access and Patient Financial Service business units at AGS Health, Hari plays a key role in driving market awareness for Sales and Customer Success, expanding service and product offerings. As a subject matter expert, Hari supports strategic deal solutioning while championing digitization, analytics, and automation to improve efficiency and financial outcomes in the healthcare revenue cycle. With more than 20 years of experience in accounts receivable (A/R) revenue cycle management (RCM), Hari has a proven track record of managing large client portfolios and leading high-performing, geographically dispersed teams. His expertise in service line adherence and financial performance has helped organizations achieve sustainable revenue growth and operational excellence.

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