Selective Ops Support (Soft TPA)
Scoped operational modules to reduce operational load, improve consistency, and help your team execute rebate-era workflows — without replacing your TPA. Consulting-first and platform-optional. We work alongside your TPA and existing systems.
Modular support. Clear boundaries. No PHI required.
Operational help where it matters most
Selective Ops Support provides targeted operational modules to strengthen execution: file readiness, exception routing, tracking cadence, and repeatable documentation. It’s designed to complement your current partner model — not disrupt it.
Lean teams with recurring operational backlog
When processes are shifting and you need a stable way to respond without chaos.
Programs that need repeatability
When steps happen, but they aren’t consistently documented or owned.
Organizations in transition
When partners, tools, or workflows are changing and you need stability.
We support specific modules. Your TPA remains your TPA.
What we support
Support is modular. We focus on operational steps that benefit most from clear controls and repeatable execution.
Intake & file readiness (process support)
Helping ensure inputs are complete and consistent before downstream steps.
Exception handling & routing
Creating a practical queue approach with ownership and escalation.
Tracking & reconciliation support
Helping teams track progress to completion and reduce blind spots.
Documentation & SOP enablement
Turning “tribal knowledge” into usable SOPs and checklists.
Issue prevention & repeat patterns
Tracking recurring issues and implementing fixes that stick.
Operational cadence & reporting
Simple cadence for reviewing status, risks, and action items.
We focus on operational execution support and documentation—without PHI.
Pick modules. Keep boundaries clear.
This is not a “replace your TPA” offer. It’s targeted support where execution and repeatability matter most.
File prep & readiness support
Standardize inputs and reduce preventable rework.
Exception queue triage (operational)
Create routing, ownership, and a repeatable response playbook.
Tracking cadence & status visibility
Weekly or biweekly review loop for progress, blockers, and follow-through.
Documentation pack (SOPs + checklists)
Draft or refine SOPs and checklists that match reality.
Issue trend tracking & prevention
Identify top repeat issues and implement fixes that reduce recurrence.
Rebate-era workflow support (process-level)
Support changes in process and documentation as requirements evolve.
Engagement boundaries (clear guardrails)
What we do not do
- Replace your TPA
- Provide legal advice
- Require or process PHI
- Promise specific financial outcomes
What we do
- Support defined operational modules
- Help document and improve repeatability
- Provide cadence, reporting, and accountability artifacts
- Work alongside your TPA and tools
If you’re unsure what modules you need, start with a Health Check and we’ll recommend the smallest effective scope.
What you receive
A practical operational support package with repeatable artifacts and clear accountability.
Deliverables
Module-specific playbooks
Short, usable guidance for each supported module.
Cadence and status artifacts
Simple reporting structures for tracking progress and blockers.
Exception handling patterns (as applicable)
Documented routing and repeat issue reduction approach.
SOPs/checklists (as applicable)
Usable documentation aligned with real operations.
Ongoing recommendations
What to tighten next as patterns emerge.
Deliverables depend on selected modules and data availability.
How it works
Typical timeline: 2–4 weeks (varies by complexity and input readiness)
Scope and module selection
Intake (workflow context + current artifacts; no PHI)
Review + adjust modules as needed
Execution + cadence + reporting
Inputs we need
- Partner/tool landscape + owners
- Current workflow notes and handoffs
- Existing SOPs/policies/checklists (if any)
- Known pain points and recurring issues
- Desired cadence (weekly/biweekly/monthly)
Engagement models
We keep engagements practical: clarify the operating model, document what matters, and deliver an action plan your team can execute.
Scoped module support (fixed scope)
Clearly defined features and deliverables completed within an agreed timeline and one-time cost.
Retainer support (ongoing cadence)
Continuous monthly support with a predictable workload, priority handling, and ongoing improvements.
We recommend the smallest effective scope based on your program and constraints.