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Orion User Interface

Where Efficiency Meets Excellence

Orion is the modern, intuitive interface that transforms how your teams interact with the PLEXIS platform. Purpose-built for Claims Examiners, Customer Service Agents, and Operations Teams, Orion enhances productivity, reduces operational overhead, and enables faster, more accurate service delivery.


Designed for ease of use and operational control, Orion reduces time spent navigating systems—so your staff can spend more time solving problems, delighting members, and getting more done.


Tailored specifically for three essential roles:

A. Claims Examiners: Smarter, Faster Processing

Orion’s intelligent queuing engine automates claim routing, ensuring that each claim reaches the right specialist with minimal delay. The result: higher throughput, fewer bottlenecks, and better outcomes.

Key Features
  • Automated workflow routing – Right claim, right person, every time
  • Configurable queues – Sort by client, benefit plan, claim type, or specific criteria (e.g. codes, values, pend reasons)
  • One-click claim access – Reduce navigation time and resolve faster
  • Anti-cherry-picking controls – Ensure fair distribution across the team
  • Priority logic – Automatically surface oldest, highest-value, or most urgent claims

Results: On average, teams using Orion process 30% more claims per day.

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B. Customer Service: Instant Access, First-Call Resolution

Orion empowers customer service teams with real-time access to all the information they need—member profiles, claim histories, authorisations, and payment details—on a single screen.


Key advantages
  • Faster response times - Reduce average call handling time
  • Fewer handovers - Improve first-call resolution rates
  • Integrated ticket tracking - Nothing slips through the cracks
  • Live dashboards: – Monitor service KPIs at a glance

Outcome: Happier members, more confident agents, and fewer escalations.


Claims That Manage Themselves

Orion intelligently pre-sorts claims that need attention, reducing time spent on triage and improving response times.


How It Works:
  • Smart flags – Identify missing documents, pending authorisations, or timing issues
  • Auto-prioritisation – Urgent claims are escalated automatically
  • Unified workspace – Everything visible in one clear, actionable view
Queue Types Created Automatically
  • Authorisation Hold: (Missing pre-approvals)
  • Waiting Period: (Claims before coverage starts)
  • Document Request: (Incomplete submissions)
  • Provider Follow-Up : (Additional info needed)

No more hunting for details—just efficient, exception-based processing.


C. Seamless Team Collaboration

Orion’s task management tools bring clarity to team workflows:

  • Crystal-clear assignments: Know who’s handling what in real time
  • Smart reminders: Never miss a follow-up or deadline
  • Work Claim Form: An expanded view tailored to pended claims and issues requiring resolution

Think of Orion as a digital team coordinator—reliable, responsive, and always up to date.


The Bottom Line: Proven Results

Orion isn’t just a user interface—it’s a productivity engine for your operations.

  • 30% faster call handling
  • 25% fewer processing errors
  • 40% shorter training times

The proof is in the numbers: when your tools work better, your entire operation works better.


These features streamline claims processing workflows, improve task management, and enhance overall efficiency for claims examiners and customer service representatives.

Orion transforms follow-up into a disciplined, high-visibility process. With intelligent task tracking and real-time status updates, every member query is routed, assigned, and resolved without slipping through the cracks. The result? Faster resolutions, fewer escalations, and greater confidence—on both sides of the call.

With Orion’s powerful quick search feature, CSRs can access the information they need—fast. From claim updates to member demographics and payment history, results appear instantly with just a few keystrokes. It’s built for speed, accuracy, and seamless service—because in healthcare, every second counts.

With tasks tied directly to tickets, Orion keeps every follow-up visible, actionable, and on track. CSRs can monitor progress, update statuses, and close the loop efficiently—ensuring every issue is resolved, not just recorded.

Orion empowers CSRs to respond faster, resolve quicker, and keep callers informed without delay. By eliminating time-consuming searches, the platform shortens wait times, improves satisfaction, and boosts first-call resolution—delivering the kind of service members remember for the right reasons. 

Tailored Customer Service Solutions Get A Quote