WellSky Automation Layer

WellSky TeamDME & CareTend Automation Layer

WellSky TeamDME (and CareTend on the post-acute side) is solid as a system of record. Our four productized engagements close the workflow gaps WellSky doesn't ship with — without forcing a platform migration.

Where WellSky leaves margin on the table

WellSky is a system of record. It is not a workflow engine. These are the gaps we close most often:

Intake workflow varies by site

WellSky's intake flow can be configured a dozen ways. Once it's live, retraining staff on a redesigned flow is harder than building a layer on top.

Auth tracking depends on user discipline

WellSky tracks the auth record but relies on users updating status fields. When discipline slips, aging is invisible.

Resupply outreach varies wildly

Some WellSky shops do outreach beautifully. Most don't, because the platform doesn't drive it — it just records what was done.

KX modifier and documentation logic are payer-side

WellSky doesn't enforce KX rule logic at claim creation. The claim leaves clean from your side but bounces at the payer.

What we build on top of WellSky

Four productized engagements, each one a thin automation layer that integrates with WellSky via its API or via RPA where the API doesn't expose the surface we need.

Intake Validation Bot for WellSky

OCR your faxed referrals, validate against Medicare LCDs and payer rules, post into WellSky with missing-element flags. $2K–$4.5K, 2–4 weeks.

Prior Auth Tracking on WellSky

Live aging queue, expiration alerts, one-click packet regen pulling WellSky documents automatically. $2.5K–$5K, 3–5 weeks.

Resupply Automation on WellSky

Multi-channel outreach, eligibility check pre-burst, ResMed/Philips usage data integration for CPAP, response routing into WellSky tasks. $2.5K–$5.5K, 4–6 weeks.

Billing Pre-Flight for WellSky

Pre-claim documentation cross-check, KX modifier engine, denial-risk score per claim. $1.8K–$4K, 2–4 weeks.

Integration notes for WellSky

WellSky's API surface varies by module — TeamDME and CareTend expose different scopes. We use the API where it exists and RPA where it doesn't. All access through a dedicated service account, BAA-covered, role-restricted to the minimum permissions each engagement needs.

Run the playbook on your WellSky instance

Start with a free DME leakage audit. We map your WellSky workflow live and quantify the leakage in dollars.

Book the audit Read the case study

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