DT-Trak Digitizes Its Operations for Greater Efficiency, Productivity and Client Satisfaction
Modern, AI-ready technology replaces disparate spreadsheets, eliminates duplicate and manual work, streamlines operations and improves customer satisfaction.

- Industry
- Healthcare
- Data records
- Over 4.2 million
- Services
- Coding, billing and accounting
- 4.2M+Data records managed in one connected system
Huge Excel files, versioning problems and duplicate work
When it comes to providing medical claim services, vendors can expect to manage a lot of data. In DT-Trak’s case, managing their over 4.2 million data records that varied across clients and locations with spreadsheets kept them from operating as efficiently and productively as possible.
DT-Trak had long relied on spreadsheets and other manual tools for tracking and managing its coding, billing, and accounting services. Working with a massive amount of complex data, DT-Trak’s previous processes proved to be overly manual and prone to human error.
Employees had to comb through huge Excel files stored on their internal SharePoint site, which caused versioning issues and resulted in miscommunication, disorganization, confusion, and duplicate work among employees.
Digitize the spreadsheets, then let work flow between teams
To ensure they provided industry-leading services to their clients, they decided to modernize and digitize their operations. DT-Trak knew they must ditch their outdated tools and look to a flexible, modern solution that could streamline their data-intensive operations.
Move the spreadsheet processes into TrackVia
With TrackVia, DT-Trak was able to quickly digitize its spreadsheet-based processes and to streamline their operational workflows across teams and departments.
Show each person only what is relevant
Sophisticated user roles and permissions enable employees to only see information that is relevant to them, and each employee is now automatically assigned to perform work for one or many facilities, clinics, payers, etc.
Adjust as client needs change
Since their client needs, assignments and processes can change quickly, DT-Trak relies on TrackVia’s AI-ready applications, which adjust to evolving business needs with drag-and-drop ease.
Audit the data as it is entered
The system’s embedded, custom business logic ensures that their data is constantly being audited, so they remain fully compliant.
Work that moves on its own, and clients who notice
Operations fully digitized
DT-Trak has completely digitized their operations.
Less manual and duplicate work
By reducing Excel-, SharePoint-, and email-based processes, they’ve greatly reduced manual and duplicate work, increasing their overall productivity.
Work flows from step to step
Using TrackVia’s intelligent workflow engine, DT-Trak has improved their operational efficiency, allowing work to seamlessly flow from one step to the next.
Reports clients rely on
Their clients also depend on TrackVia’s timely, personalized reports and analytics.
A competitive advantage
DT-Trak has seen unparalleled gains in productivity, efficiency, and client satisfaction. As a result, they’ve gained a significant competitive advantage in their market, now able to better serve their customers and to ultimately win more new business.
After vetting out several other solutions, TrackVia quickly seemed like a perfect solution for us… Our needs change almost weekly as regulations and the industry evolve, and we needed the flexibility to constantly tweak our platform in real time.
Projects that used to sit delayed for weeks now finish in days or even hours.
With Excel, we couldn’t see what employees were doing. With TrackVia it’s easy to track work and view what exactly has been completed. This resulted in an 80% time savings.
I wound up being able to do the same amount of work with only eight people versus 13 and that became the driving factor for them to accept TrackVia.
We are very pleased with the ease of use of the mobile application. We are thrilled to have instant visibility of the sterilization process and to be able to see immediately where issues are occurring. This enables us to focus on our number one priority, which is our patients and their loved ones.
TrackVia has truly changed the game on software development and deployment. We created and rolled out a mobile workflow app with limited resources in a very short period of time.
Their solution provided the flexibility we needed to meet unique project requirements while affording visibility and control.
TrackVia has improved the accuracy of our data. In the past it was a chore for our coordinators to document issues in real time. Now, they can just open the mobile app or website, check a few boxes and they are done.
The first application I built—it was simple—I think it took 10 minutes.
Become a success story
Increased productivity
Do more work with the same people.
Reduced cost
Less manual work, rework, duplicate entry, and administrative overhead.
Reduced risk
Better compliance, evidence, accountability, and auditability.
Improved performance
Faster cycle times, fewer delays, earlier intervention, and higher service levels.
Ready to get started?
See how we fit your operation
A working session on the workflows your crews actually run.
