top of page

How It Works

Green and White Project Phases Flowchart.png

Insourcing:

 

the practice of performing business
tasks or projects internally with a
company's in-house team or
employees rather than outsourcing
them to external providers

Understanding the Actual Intelligence Managed Services Model

Green and White Project Phases Flowchart (1) copy 2.png
Green and White Project Phases Flowchart (1) copy 3.png

Train Once

Documented and actively maintained processes.

Green and White Project Phases Flowchart (1) copy.png

Consistently Reliable!

No downtime—always available and dependable.

Green and White Project Phases Flowchart (1).png

Turnkey Solution

Fully managed and overseen delivery team.

Green and White Project Phases Flowchart (1) copy 4.png

Stable Processes

Process engineered and tracked for consistency.

Work with an organization driven by excellence, reliability, and results.

Green and White Project Phases Flowchart

Performance Standards

Green and White Project Phases Flowchart (2) copy 2.png

Implementation Management

Covers both implementation planning and transition management.

Green and White Project Phases Flowchart (2) copy 5.png

EHR Integration

EHR access and data management are available upon request.

Green and White Project Phases Flowchart (2) copy 3.png

Continuous Optimization

Best practice processes are continually refined through ongoing improvement and serve as the foundation for our training, implementation, performance reviews, and certifications.

Green and White Project Phases Flowchart (2) copy.png

Integrated Communication

Communication tools for remote and in-house collaboration include phone, messaging, SMS, and email.

Green and White Project Phases Flowchart (2) copy 4.png

Strategic Reporting

Actual Intelligence provides consistent, easy-to-understand reporting for every area we manage—empowering smarter, data-driven decisions.

Green and White Project Phases Flowchart (2).png

Personalized Operational Guide

The Practice Guide is tailored to meet the unique needs of each practice.

Green and White Project Phases Flowchart.png

About Your Team

  1. A dedicated Virtual Assistant is assigned to uphold quality and ensure your satisfaction.

  2. The Production Team Leader serves as your primary day-to-day contact, ensuring smooth and effective fulfillment.

  3. All personnel are direct employees, working within our facilities under direct supervision and management.

  4. Each team member holds a college degree, is thoroughly trained in best practice methodologies, and certified in their specific role.

  5. Multiple Resources is assigned to each functional area of your practice to ensure uninterrupted service and maximum uptime.

How We Work With You:

Evaluation
Phase

Strategic Plan

Presentation

System

Setup

Launch

Optimize
& Expand

This phase is focused on learning about your practice, aligning with your goals, and answering any questions you have.

A goal-driven proposal is presented, addressing scope, schedule, fees, and anticipated ROI.

After agreement, we launch with a kick-off call and introduce your Virtual Assistant, who leads the installation.

After agent training, successful testing, and final agreement, the service is launched.

We manage for outcomes, measuring productivity and quality to guide scalable growth.

Our process begins with a straightforward exchange of basic information, followed by a consultative phone call. This conversation helps us understand your practice and allows us to address questions specific to your unique needs. By the end of the call, it’s typically clear whether our solution merits further exploration. When appropriate, we proceed to the Evaluation Phase. Should you decide to engage and give us a try, we commit to the following:

Green and White Project Phases Flowchart (3).png

No long term contracts. Use our services on an as needed basis for a few weeks or a few years. We’re here to serve your needs.

Risk-Free Opportunity

We’re fully prepared to support your practice’s specialty areas, and we’ll validate this expertise as part of the evaluation process.

Through our established approach to capturing practice-specific information with minimal disruption, we embed your culture, brand, and operational standards into the training of each supporting agent.
 

We understand your brand is shaped by every patient interaction—via phone, email, SMS, or chat. That’s why front-office staff are treated as brand ambassadors, and no agent is assigned to patient communications without your review and approval.

Expertise

Preparedness

Communications

bottom of page