When billing is mission-critical, disconnected systems are not an option.
A healthcare services company ran its entire operation on Zoho One, while medical plan billing had to be handled in Proclaim—a mandatory platform used to submit claims under strict validation criteria.
Both systems worked properly. The problem was they didn’t work together.
And in medical billing, disconnection doesn’t just create friction. It creates financial risk.
The challenge: isolated systems in a process that allows no errors
Without integration between Zoho and Proclaim:
The impact was immediate:
Scaling operations meant increasing complexity and operational risk.
The real issue wasn’t technical—it was strategic: there was no mechanism to ensure information was correct before it entered the billing system.
The solution: preventive control with AI integrated into Zoho
The first step wasn’t connecting systems. It was ensuring information was correct internally.
- Analyzes the recorded information
- Extracts relevant data from documents and forms
- Validates critical fields based on billing rules
- Detects inconsistencies in real time
- Standardizes criteria that previously depended on the user
Structured Zoho + Proclaim integration
With information already validated internally, the integration with Proclaim happens within a controlled, defined workflow.
InterConnecta designed a direct connection between Zoho and Proclaim that enables:
The process now follows a clear logic:
Information doesn’t move without controls. It isn’t transmitted without prior validation. The result is billing that is more predictable, more auditable, and ready to scale without increasing operational risk.
Results
More control. Less friction. More stable revenue.
After implementation:
What used to depend on manual reviews now runs on clear rules and automated validations.
HIPAA compliant
In healthcare, efficiency without compliance isn’t enough. This solution was designed with the core principles of HIPAA in mind for handling protected health information (PHI).
For an integration like this to meet HIPAA requirements, it must ensure:
- Protection of data in transit and at rest
- Role-based access control
- Logging and traceability of access and transactions
- A secure architecture within the Zoho ecosystem
- Auditable processes
- Minimization of sensitive data exposure
- Internal validations before sharing information with third parties
Zoho provides capabilities aligned with regulated environments, and the implemented architecture maintains that same level of protection. Data remains within a controlled environment. Every access is logged. Every transaction is traceable. Security is built in by design.
Does your billing process validate before submitting?
First validate. Then integrate. Then scale.
→ Request a strategy session with our team
Let’s design an intelligent and secure automation for your healthcare operation.
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