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Case Study
Healthcare Client
Delivering great care for mariners
Scott Lord and Alaska Maritime Physicians need to provide up-to-the-minute insights to their providers. Learn how Automation Helpers built an omnichannel solution to unify communications.
Executive summary
Project context at a glance.
Scott Lord and Alaska Maritime Physicians need to provide up-to-the-minute insights to their providers. Learn how Automation Helpers built an omnichannel solution to unify communications.
Platform stack
Airtable, Make, Zapier, Slack, Google Workspace, PandaDoc, Custom Code
Systems replaced
harvest, spreadsheets, ringcentral
Client
Healthcare Client
Industry
Healthcare
Company size
Small Business
Primary platform
Airtable
Engagement
Business TransformationSystem ImplementationOperations SystemReporting / Dashboards
Results
What changed after the implementation went live.
Skim the outcomes quickly, then expand the item you want to inspect in more detail.
Tracked Maximum Medical Improvement (MMI) dates and case milestones to provide fleet intelligence to insurance actuaries, demonstrating a reduction in the length of time cases remain open
Implemented AI on inbound communications to automatically match vessels and patients, driving toward an 80% automated match rate to minimize manual triage
Replaced manual switchboard operators with a Twilio integration that looks up incoming vessel phone numbers and instantly routes the emergency call to the correct on-call physician
Consolidated case logistics, agent shifts, time, and reimbursed expenses into a single unified transaction stream that automatically feeds into both payroll and billing ledgers
Consolidated DEA registrations, contracts, and chain-of-custody logs into a digital portal that can be instantly pulled up on an iPad during a DEA or Coast Guard boarding
Implementation review
Challenge
A remote healthcare provider operating in geographically challenging environments needed better visibility across care coordination and field operations. Key information was spread across manual processes, disconnected records, and harder-to-track workflows, which made consistency and fast decision-making more difficult.
As the organization grew, coordinating across distributed teams, locations, and operational needs became increasingly complex. They needed a more structured system to improve visibility, reduce operational friction, and support more reliable decisions at the point of care.
Implementation review
Solution
- Built a unified operational system with role-based interfaces for different teams
- Centralized key operational, logistical, and administrative data
- Replaced manual tracking with more structured digital workflows
- Rolled out in phases, starting with a focused initial implementation
- Improved visibility, recordkeeping, and day-to-day coordination
Implementation review
Results
The new system moved the organization from manual coordination to more structured workflows. Sensitive and operational records were better separated, reporting improved, and a key legacy process was successfully transitioned into the new system.
The biggest impact was better visibility when teams needed it most. Staff no longer had to piece together information across handwritten notes, spreadsheets, and disconnected records, improving coordination, reducing search time, and strengthening accountability across critical workflows.
Supporting proof
Additional implementation evidence behind the result.
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Client feedback
What the team said about the work.
Direct feedback from the client team adds context to the delivery proof above.
"We needed up-to-the-minute visibility for providers, and Automation Helpers delivered an omnichannel workflow our team could trust."
Scott Lord
Leadership Team
Alaska Maritime Physicians
Video walkthrough
Watch the project context in a more visual format.
Prefer a narrated explanation? This walkthrough adds supporting context to the implementation details and outcomes outlined above.
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