Intelligent Workflow Automation That Safeguards Every Client
Third-party administrators (TPAs) and service organizations managing multiple health plan clients face unique challenges. Each client requires its own isolated workflow, role-based access, and audit-ready reporting. Without automation, separating and managing dozens of client workstreams creates compliance risks, bottlenecks, and costly inefficiencies. Imagenet’s Datanet workflow automation technology centralizes and secures multi-client operations, ensuring speed, compliance, and scalability across all client workstreams.
THE CHALLENGE
Manual Processes Make Client Separation Risky and Inefficient
Manually managing multi-client workflows introduces significant operational and compliance risks:
Misdirected documents (e.g., mail sent to the wrong PO Box) must be manually sorted and re-routed.
Compliance exposure arises when staff inadvertently access documents belonging to clients they aren’t authorized to handle.
Operational bottlenecks occur when teams spend more time separating client workstreams than processing documents.
Scalability limits make onboarding new clients or handling surges in volume difficult without adding staff.
THE SOLUTION
Automation Enforces Data Boundaries and Secure Routing Across Clients
Imagenet’s Datanet workflow automation technology ensures client separation and secure routing at scale:
Isolated workstreams: Each client’s documents are fully segregated from others, ensuring strict separation of data and workflows across clients.
Role-based permissions: Users only access documents tied to their assigned clients, minimizing PHI exposure.
Configurable queues: Documents are routed at ingestion based on type (enrollment, appeals, address changes, POA), not manually sorted.
Real-time corrections: Misrouted documents can be instantly redirected to the right client’s team, maintaining speed and compliance integrity.
REAL-WORLD IMPACT
TPAs Gain Scalable, Compliant Workflows With Audit-Ready Transparency
TPAs and service organizations gain:
Faster resolution of misdirected documents, reducing delays and errors.
Stronger compliance controls, with strict role-based access per client, form type, and workflow group, ensuring users only handle the documents relevant to their role.
Greater scalability, as dozens of client workflows can be handled securely in parallel.
Audit-ready transparency, with logs capturing all assignments and reassignments.
One multi-client TPA demonstrates this impact by using Datanet workflow automation technology to manage 23 client workstreams. Even when mail intended for one client within the TPA’s environment is misdelivered by the postal service to the P.O. Box of another, Datanet enables immediate internal re-routing to the correct team, maintaining turnaround times and compliance integrity.
Operational Applications:
Multi-client TPAs: Administering claims and enrollment for dozens of employer groups or health plans.
Shared service organizations: Running centralized mailroom and workflow operations across multiple clients.
Vendor partners: Supporting payer clients where strict data separation and compliance is required.
Ready to Secure Every Client Workflow?
Discover how Datanet’s Workflow Automation Technology enforces client separation, role-based access, and audit-ready transparency.