A large North American home healthcare provider (about 10,000 employees) faced a major bottleneck in referral processing because manual steps increased errors and slowed responses to case workers, harming competitiveness as demand for in-home care rose. Marlabs designed and implemented an intelligent automation solution in four phases: automating referral data collection and entry across ERP, CRM, and other systems with error checks, automating acceptance decisions using rule-based logic integrated into workflows, automating insurance verification with real-time checks connected to insurance databases, and automating scheduling with SLA-based placeholders and patient self-scheduling. Using tools such as Profisee MDM, Azure Data Factory/Integration Services, SQL Server staging, and Power BI

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