Location
Miami, Florida, United States
Industry
Healthcare (Revenue Cycle Management)
Customer Segments
  • Hospitals
  • Healthcare providers (seeking reimbursement for denied/underpaid claims)
Solutions Stack
  • Salesforce Service Cloud
  • Four custom case types
  • Salesforce Flow-driven automations 
  • Auto-calculated date fields
At A Glance
Challenges
  • Fragmented tracking — Spreadsheets and email reminders exposed the team to missed appeal windows, inconsistent case handling, and slower reimbursements.

  • Need for rapid deployment — A newly formed, small team required a CRM that mirrored proven parent-company workflows without the overhead or complexity of a full enterprise build.

  • High-stakes deadlines — Denials, appeals, and recoveries demand precise scheduling; manual processes increased risk of lost revenue.

Solutions
  • Implemented Salesforce Service Cloud tailored to denial-to-recovery workflows.

  • Defined four custom case types—Denial, Appeal, Underpayment, Recovery—for consistent categorization and lifecycle tracking.

  • Built Flow-driven automations that trigger deadline alerts, task assignments, and documentation requests at critical milestones.

  • Auto-calculated date fields to minimize data-entry effort and eliminate calendar errors.
Results
  • On-time appeals, zero revenue leakage: Automated deadline alerts ensure every filing occurs before payer cutoffs, protecting reimbursements.

  • Analyst time shifted to recovery work: Task automation removes manual tracking, freeing specialists to concentrate on high-value claim resolution.

  • Scalable, adaptable platform: Configurable workflows let Aries RCM add analysts quickly and incorporate new payer rules without system rework.

About the Company

Aries RCM is a Miami-based healthcare revenue cycle management firm that helps hospitals recover denied or underpaid insurance claims. The company specializes in denial resolution, appeals, and payer follow-ups—ensuring healthcare providers receive the reimbursements they’re owed. With deep expertise in both healthcare and insurance processes, Aries RCM is committed to delivering consistent and measurable financial results for its clients.

Overview

As a new entity launched by the team behind Wolfe Pincavage, Aries RCM set an aggressive goal: deploy a robust CRM on day one, minus the legacy complexity that slows many healthcare organizations. Denial tracking, appeal submission, and payment recovery all hinge on strict documentation and immovable deadlines; managing these tasks in spreadsheets risked delayed or forfeited reimbursements, jeopardizing client cash flow and trust.

Approach

SPAR Solutions began with a series of working sessions to map Aries RCM’s denial-to-recovery lifecycle and isolate the minimum data required to execute each step at speed. Drawing on those insights, the team configured a lean Salesforce Service Cloud environment that mirrored the firm’s day-one priorities instead of retrofitting legacy complexity. Four purpose-built case types—Denial, Appeal, Underpayment, and Recovery—served as the backbone for intake routing, SLA tracking, and performance reporting. Using Flow Builder, SPAR automated the milestones that matter most: the platform now calculates appeal deadlines the moment a claim is logged, assigns tasks to the right analyst, and escalates approaching cut-offs via email and in-app alerts. Role-based training and concise reference guides ensured rapid adoption, while supervisor dashboards surfaced real-time caseloads and aging so leaders could intervene before revenue slipped. The result is a right-sized, process-centric platform that replaces ad-hoc spreadsheets with rules-driven precision—ready to scale as Aries RCM grows.

Conclusion

Aries RCM now operates on a single, scalable platform that converts denial management from reactive spreadsheet chasing to proactive, rules-driven execution. Automated alerts safeguard critical appeal windows, task queues concentrate analyst effort on revenue-producing activities, and a modular architecture accommodates new staff and payer requirements without costly reconfiguration. The result: greater operational confidence, faster cash recovery, and a technology foundation built for sustained growth.

SPAR by THE Numbers

Let our numbers speak

At SPAR Solutions, we believe that numbers speak volumes, especially when they narrate tales of trust, dedication, and expertise. The numbers below describe not just our history as a company, but a promise of the unparalleled partnership we bring to every engagement.

1000
+
Completed Projects
20
+
Years in Business
6
+
Year Average Client Partnership
100
+
Technologies Supported
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