Strive Medical Customer Story

769% ROI in 24 months. Automation is now the company directive.

Strive Medical grew 20% a year with zero headcount added. One QA automation became more than $430,000 in net savings in 24 months, and today the full order-to-cash workflow runs on Valere.

It got to the point where the automation was almost acting like a user in itself. We didn’t just catch up, we pulled ahead.

Ali PorcoSenior Director of Revenue Cycle Management, Strive Medical
The Starting Point

Manual processes could not keep pace with the business

Volume was climbing at Strive Medical, and every order still needed people to check it by hand. QA checks and post-shipment validations ran through multiple manual reviews, so internal SLA timelines got harder to meet and shipment schedules were at risk.

Strive started with one targeted automation for QA and pre-claim review. Start small, prove the value, then expand. Today Strive runs the full order-to-cash workflow on Valere infrastructure.

Ali Porco

We created a big backlog in the shipping step. A lot of checks and balances, a lot of manual review, and it all started to bottleneck.

Ali PorcoSenior Director of Revenue Cycle Management, Strive Medical
Connected Systems

One connection links the systems Strive runs on every day

Strive connects to Valere once. The backbone connects, maintains, and moves data between every operational endpoint shown here. These connections are live today, and new systems join through the same connection.

What Runs on Valere

The full order-to-cash workflow runs on Valere infrastructure

Seven automations run live across Strive’s order-to-cash workflow today. Select one to see what goes in, what Valere does, and what comes back to Strive.

Unstructured Intake

Reads faxes and referral packets and flags only the ones a person needs to check.

Into the backbone
Inbound referralsFax, email, portal, EMR connection, eScript
Clinical attachmentsNotes, demographics, coverage details
Valere executes
Valere
  • Reads and classifies every inbound document
  • Extracts patient, payer, and order data
  • Validates completeness against intake requirements
  • Keys the order into Brightree
Delivered to Strive
Structured orderIn Brightree, no manual re-entry
Cleared intake queueDocuments processed as they arrive
Named exceptionsWhat is missing, called out specifically
  1. 01Referrals and documents arrive
  2. 02Valere reads, extracts, and structures
  3. 03Structured orders land in Brightree
In practice

Automation now handles 38% of Strive’s inbound documents and creates 36% of its sales orders, up from zero.

Patient Creation

Creates the patient record in Brightree from the intake data, so nobody keys it twice.

Into the backbone
Intake dataPatient, payer, and order details read at intake
Valere executes
Valere
  • Takes the patient details captured at intake
  • Creates the patient record in Brightree
  • Hands the record to the order workflow
Delivered to Strive
Patient recordIn Brightree, no manual keying
Faster order startThe order builds on a record that already exists
  1. 01Intake data captured
  2. 02Valere creates the patient in Brightree
  3. 03The order workflow picks it up
In practice

Automation now creates 60% of Strive’s new patient records, up from zero.

Insurance Verification

Checks eligibility during intake and again at resupply.

Into the backbone
BrightreePatient and payer details on the order
Valere executes
Valere
  • Checks coverage when a new order comes in
  • Checks coverage again before each resupply
  • Returns the result to Strive’s team
Delivered to Strive
Verified coverageBefore the order moves forward
Resupply checkedEvery cycle, without a manual lookup
  1. 01Order or resupply comes due
  2. 02Valere checks eligibility
  3. 03Verified coverage returned

CMNs & Physician Orders

Tracks, routes, and renews CMNs and physician orders across the order volume.

Into the backbone
BrightreeExpiring CMNs and physician orders
Physician officesSignatures and updated orders
Payer requirementsRenewal rules by HCPCS code
Valere executes
Valere
  • Tracks expirations by HCPCS code
  • Generates and routes renewal documents
  • Logs signed documents as they return
  • Attaches renewals to the order record
Delivered to Strive
Current CMNsRenewed in Brightree, hands free
Uninterrupted resupplyOrders keep moving through renewals
Renewal visibilityStatus of every renewal at any time
  1. 01Expirations and orders tracked
  2. 02Valere routes and logs renewals
  3. 03Current CMNs keep orders moving

Pre-Ship QA/QC

Checks every order before it ships, then confirms delivery after it does.

Into the backbone
BrightreeOrders pending shipment
Payer requirementsWhat must be true before shipping
Purchase ordersDistributor and delivery details
Valere executes
Valere
  • Checks pre-ship requirements on every order
  • Validates the delivery address
  • Catches e-purchasing errors before the purchase order goes out
  • Confirms proof of delivery and coverage after shipment
Delivered to Strive
Orders cleared to shipNo manual pre-ship review
Exceptions with reasonsEvery rejection reason named on the order
Issues caught pre-shipProblems surface before shipment
  1. 01Pending orders and rules captured
  2. 02Valere checks every ship requirement
  3. 03Clean orders ship, exceptions go to staff
In practice

Self-service reorders now drop straight into the QA/QC automation. Clean orders ship from it, and anything that fails becomes an exception, so staff work the exceptions instead of every order.

Order Confirmation

Closes the loop between shipment and the order record.

Into the backbone
BrightShipShipment and confirmation events
BrightreeThe originating order records
Valere executes
Valere
  • Matches each shipment confirmation to its order
  • Writes the confirmation back to Brightree
  • Triggers billing readiness on confirmed delivery
Delivered to Strive
Closed confirmation loopNo one chases delivery paperwork
Billing starts soonerTriggered the day delivery confirms
Complete documentationConfirmation attached to the order
  1. 01Shipment confirmations captured
  2. 02Valere matches and writes to Brightree
  3. 03Billing unblocked on confirmed delivery

Auto Dialer

Turns every auto-dialer call outcome into an updated record in Brightree.

Into the backbone
RingCentral auto-dialerPatient call outcomes
Valere executes
Valere
  • Pulls the outcome of every patient call
  • Updates the call status in Brightree
  • Adds the matching note for each outcome
Delivered to Strive
Current call statusOn the patient record, no manual logging
A note on every callStaff see what happened at a glance
  1. 01Calls placed by the auto-dialer
  2. 02Valere reads each call outcome
  3. 03Status and notes land in Brightree
The Rollout

Strive proved every automation on real orders before it went live

Sandbox first

Every automation ran in Strive’s ERP sandbox, loaded with refreshed production data, before it touched a live order.

Side by side

The team worked real sample orders by hand while the automation ran the same steps, so everyone saw the logic match.

Staged rollout

Testing started with batches of 10 orders and grew step by step until full volume ran live and stable.

Staff in the loop

Staff reported errors, exceptions and anomalies during rollout, which refined the automation quickly.

Trained before go-live

Everyone the automation touched was informed and trained before it went live.

Built to change

When the ERP updated or Strive changed a workflow, Valere updated the automation logic to match.

Ali Porco

We began by manually validating a small set of orders side-by-side with the automation, confirming its accuracy. Once proven, we gradually increased volume until the system reached full deployment.

Ali PorcoSenior Director of Revenue Cycle Management, Strive Medical
The Results

Measured across Strive’s operation

769%ROI on automation in 24 months
85%Reduction in manual processing
20%Annual growth
0Headcount added to scale
0% → 36%Sales orders auto-created
0% → 38%Documents automated
0% → 60%Patient records auto-created
35% → 5%Staff time spent on intake

*Data validated by Strive with some industry assumptions made.

Ali Porco

It gave us the breathing room to grow without hiring. And the people closest to the work now help drive continuous improvement.

Ali PorcoSenior Director of Revenue Cycle Management, Strive Medical
The Culture Shift

Automation became the operating model for the whole organization

At launch, the biggest concern was human. Staff feared for their jobs, so Strive brought them into the process. They flagged pain points, watched the automation work and gave feedback on exceptions. Strive avoided layoffs entirely, and the people who once ran repetitive QA checks now manage exceptions, support analytics and shape the next automation.

Todd Philbrick

We are no longer hiring. We are automating. That is a company directive.

Todd PhilbrickCEO, Strive Medical
Ali Porco

As technology improves, we keep finding more areas to automate. Every time I find myself cleaning something up manually, I ask: can I automate this with Valere?

Ali PorcoSenior Director of Revenue Cycle Management, Strive Medical
Next Steps

The Valere Way

Our motto is: Think big. Start small. Scale fast. We are not a one-off solution vendor. Our goal with every customer is to be your long-term operations and technology partner.

1Think big

Discovery

This is the think big portion of The Valere Way. We sit down with you and dream big.

Book Your Discovery
2Start small

Agree & Implement

Every big dream has to start somewhere. You choose a case study, we build a proposal, and then get to work.

Book Your Discovery
3Scale fast

Grow

Now that we have established connection to your systems, deployment becomes fast and opportunities are vast.

Book Your Discovery