Many health systems have inefficient and inconsistent processes in place to order pre-visit labs or other procedures ahead of future patient visits. These inconsistencies can lead to the following negative consequences. * Physician time lost due to time spent identifying and ordering all care gaps, including both diagnostic testing (e.g. labs) and preventive care maintenance (e.g. vaccines, colonoscopies, mammograms * Nursing time lost due to pre-visit manual review of patient charts * Missed opportunities to identify critical information relevant for an upcoming appointment * Inconsistent application of a standard set of protocols across providers * Decreased reimbursement for lack of complying with payer and quality requirements Charlie’s Visit Planning application is designed to improve the efficiency of the pre-visit planning process so that providers and patients can have more meaningful conversations at the point ofcare. It is fully integrated within EHR systems. * **Automated chart review.** With each qualified upcoming appointment, Charlie reviews the patient record and looks for missing, duplicate, or outdated testing or procedures, based on medication protocols, quality metrics, and your organization’s specific standard of care. * **Efficient workflow integration.** Charlie documents and presents actionable information within the user’s workflow. Example workflows include one that empowers staff to place orders before the visit and one that presents the orders to the provider at the time of the visit. * **Decision support to place orders.** Users confirm and place orders, knowing that Charlie has teed up the right information every time.

healthfinch develops and manages the Charlie Practice Automation Platform, which aims to reduce provider burnout, improve quality metrics and enhance patient satisfaction. Through seamless EMR integrations, Charlie’s Refill Management and Visit Planning applications enable healthcare systems across the country to automate, delegate and simplify routine, repetitive clinical tasks. Charlie is the only solution of its kind that provides a robust, evidence-based protocol library with dedicated workflow optimization support. This unique combination enables clinics and health systems to reach peak efficiency when it comes to routine, repetitive EMR tasks. Learn more at healthfinch.com.

X by 2 is a technology consulting firm specialized in healthcare and insurance. A trusted technology advisor and implementation partner for over 25 years, we deliver high-impact initiatives from start to finish. 

Our healthcare technology services and solutions help payers, providers, solution providers and healthcare startups optimize, modernize and innovate. Our insurance technology consulting experts help property and casualty, life and annuity and Insurtech organizations meet the changing needs of agents and policyholders. 

We offer end-to-end technology consulting, designed to exceed expectations.

• Technology Strategy & Architecture
• System Modernization
• Data Analytics
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• Artificial Intelligence

Visit xby2.com to learn more.