Two notable wins on the KeyNotes platform this week — one customer hit a major billing milestone, another saw real improvements to their clinical documentation. Both are worth a quick look.

Live King County Medicaid EDI

An 837 EDI claim document is now flowing directly from KeyNotes into King County Medicaid for one of our agency customers. Cleaner data transmission, fewer manual errors, faster reimbursements — the kind of infrastructure win that doesn’t make headlines on the clinical side but transforms billing operations on the back office side. The customer estimates this will save them approximately 30% in labor costs on the billing function alone.

A more detailed look at the rollout and full results is coming in a separate post once we have a full billing cycle under the new system.

Sharper Clinical Assessments

In Wenatchee, we’ve been working with an agency to refine the assessment and dimension documents they use in KeyNotes. These documents form the backbone of clinical care — guiding how treatment plans are written, how phases progress, and how outcomes get measured at audit time.

The refinement work focuses on cleaning up structure and content: better field ordering for the natural clinical interview flow, clearer guidance text inline with each section, and tighter alignment with how the data actually rolls up into BHO reporting. Small changes that add up to clinicians spending less time fighting the form and more time with the patient.

One of the things we like about working closely with active agencies is that the improvements they push for usually generalize. The structural changes from this engagement will eventually find their way into the default assessment templates available to all KeyNotes customers.

If your agency is working through Medicaid billing complexity, BHO reporting, or assessment design — request a demo. KeyNotes was built to handle exactly these workflows.