CASE STUDY

Quick Snapshot

Interim HealthCare of the Upstate, Midlands, and Atlanta delivers home health, hospice,
and personal care services. With multiple care lines and growing documentation
volume, the team needed a better way to manage clinical orders, reduce duplicate
work, and ensure timely access to records. They chose WorldView to bring structure,
collaboration, and greater visibility to key operational workflows.
By working directly with the WorldView team, Interim gained more than just a product -
they found a responsive partner who adapted to their specific needs, supported
ongoing improvements, and helped their staff operate more efficiently across the board.

Highlights

• Strong multi-location partnership built around responsiveness and
  flexibility

• Time saved on medical record request workflows

• More visibility into clinical orders and follow-ups
  

• Fewer workarounds and less duplication between systems
  

• A shared commitment to education, training, and long-term improvement

Challenges

Challenges Faced

• Medical record requests took 3 to 4 hours per chart to fulfill

• Duplicate physician entry required in both their current and previous EMR

• No dashboard or system to track order follow-up or status by physician

• Gaps in visibility that made operational alignment more difficult

   

  Before partnering with WorldView, Interim HealthCare faced a number of operational hurdles tied to order processing, physician record  maintenance, and medical record fulfillment. The systems in place at the time required a lot of manual effort, which slowed down workflows and increased the risk of errors or delays. 

  
  Medical record requests were especially time-consuming. Staff often spent hours pulling documents and assembling complete charts, which took time away from higher-value tasks and created backlog pressure. With no centralized process, consistency and speed were difficult to maintain. Physician maintenance created an ongoing duplication issue. When new physicians were added in their EMR, they also had to be manually entered into the agency’s document management system. This meant maintaining two separate records for the same provider and introduced risk for mismatched or
  outdated data.
  
  Order tracking also lacked visibility. Staff had no easy way to follow up on
  unsigned orders, identify bottlenecks by physician, or view overall order trends
  across teams. As a result, outstanding items could slip through the cracks, and
  teams didn’t have a reliable method for staying aligned.
  
  
  

Solutions:

WorldView helped Interim tackle several persistent operational challenges by adapting to the agency’s needs and
collaborating on workflow improvements. Rather than offering a rigid set of features, WorldView allowed Interim to shape how the platform supported their documentation processes.

For example, medical record requests used to take several hours per chart to complete. With input from Interim’s
business informatics manager, WorldView helped configure their process and brought the time down to just 30 minutes. That change significantly reduced administrative burden and prevented the need for extra staffing.

WorldView also helped improve clarity around order tracking. Interim staff gained visibility into unsigned orders, could track follow-up notes, and used KPI dashboards to keep teams aligned.

Most importantly, the relationship was rooted in collaboration. Interim shared ideas, requested new functionality, and saw direct action taken. The agency didn’t have to wait for some one-size-fits-all generic software updates - WorldView was able to configure the workflows based on what they needed.

Solutions Delivered:

• Reduced medical record request time from 3–4 hours to approximately 30 minutes per chart

• Improved oversight ofunsigned orders and followup activity.

• Ability to tailor workflows around actual agency operations

• Close collaboration between Interim’s informatics lead and WorldView’s product team

  
  

Results:

Reduced Time Spent on Medical Record Requests

After collaborating with WorldView to build a tailored workflow, Interim was able to cut the time it takes to fulfill each medical record request by over 80 percent. What once required hours can now be done in half an hour.

"Something that could take us at minimum 30 minutes today utilizing the product could take us anywhere between 3 to 4 hours per chart if we had to pull all of that."

Jennifer Spencer

Impact:

• Major time savings per chart

• Reduced strain on internal resources

• Lower need for additional FTEs

Better Order Tracking and KPI Management

After collaborating with WorldViewto build a tailored workflow, Interim was able to cut the time it takes to fulfill each medical record request by over 80 percent. What once  required hours can now be done in half an hour.

"We heavily utilize the orders KPI within WorldView today and it helps our team stay on track."

Jennifer Spencer

Impact:

• More timely order processing

• Clearer visibility into unsigned orders

• Easier tracking of physician specific delays

Reliable Support and Clear Communication

Interim’s relationship with their Client Success Manager has played a key role in their continued success with WorldView. Regular check-ins, open dialogue, and proactive updates have created astrong foundation of trust and alignment between the teams.

Their Client Success Manager provides consistent visibility into  open items, upcoming product  enhancements, and key trends across the agency’s usage. This
allows Interim to stay ahead of potential challenges and make informed decisions about internal workflows.

"Michael is phenomenal. He’s consistent with his monthly meetings to our team. He covers not only what our issues are, any open tickets that we
have, but he shares the inside scoop as to what’s new in the WorldView world."

Jennifer Spencer

Impact:

• Proactive monthly updates and product visibility
• Strong, responsive relationship with their Client Success Manager
• Clear and timely communication across support channels

Conclusion:

"You always have an ear open to your customers. You’re willing to collaborate… to
customize or enhance your product to meet that need."

Jennifer Spencer

Interim’s partnership with WorldView has been grounded in open communication, real-world feedback, and shared improvement goals. The agency didn’t just adopt a platform, they helped shape it. From designing medical record workflows to influencing product updates, Interim’s experience reflects what happens when a vendor genuinely listens. With upcoming features like Web integration and Referral AI, Interim sees even
more opportunities to simplify work for their teams. Their recommendation to others is clear: WorldView not only supports day-to-day tasks, but makes a meaningful impact on how documentation gets done.

"I would absolutely recommend WorldView to other agencies… I would have to highlight
the order tracking and the medical record request and explain how both of those
functions have helped us as an organization."

Jennifer Spencer

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