Why world-class automation isn’t just about technology—it’s about partnership, onboarding, expertise, and ongoing optimization.

What Level of Support & Training Should You Expect From an Automation Vendor?

Automation Fails When Vendors Disappear After Go-Live

Healthcare organizations don’t just need software.
They need a partner who understands:

  • Payer complexity
  • RCM workflows
  • Multi-site operations
  • Specialty-specific nuances
  • EHR variance
  • Staff training needs
  • Real-world implementation challenges

Unfortunately, many automation vendors provide:

  • Minimal onboarding
  • No specialty guidance
  • Limited help configuring rules
  • Slow support response times
  • No ongoing optimization
  • No strategic oversight

The result?
Automation stalls, staff gets frustrated, and leaders lose trust.

Great automation requires great support.
Below is what healthcare organizations should expect from a true automation partner—especially in complex environments like MSOs and multi-specialty groups.

1. Dedicated Implementation and Customer Success Teams

What you should expect:

  • A dedicated project manager
  • A technical integration lead
  • A workflow expert
  • A payer-rule specialist
  • Regular check-in calls
  • A clear implementation timeline

Why it matters:

Healthcare workflows are too complex for generic onboarding.
Dedicated experts ensure the rollout is smooth, aligned, and fast.

2. Comprehensive Workflow Mapping & Configuration

Great automation vendors walk your team through:

  • Current-state workflow analysis
  • Bottleneck identification
  • Payer-specific requirements
  • Documentation standards
  • Referral and PA processes
  • Multi-site variations

Then they configure automation logic accordingly.

Why it matters:

Automated workflows must reflect your actual operations, not generic templates.

3. Specialty-Specific Training Programs

Different specialties face different challenges:

  • Behavioral health intake
  • Orthopedic authorizations
  • Ophthalmology documentation
  • GI scheduling dependencies
  • Cardiology payer rules
  • Endocrinology lab requirements

What you should expect:

  • Tailored training per specialty
  • Examples based on your cases
  • Documentation guidance
  • Specialty-specific payer logic explanations

Why it matters:

Training must match the clinical and administrative realities of each department.

4. Role-Based Training for Each Team

Different roles need different levels of depth.

Great vendors provide training for:

  • Scheduling staff
  • Front-desk teams
  • Authorization specialists
  • Referral coordinators
  • Billers and coders
  • Clinical support staff
  • Providers
  • Site managers
  • RCM leaders
  • Executives

Why it matters:

Everyone interacts with automation differently.

5. Hands-On, High-Quality Technical Support

At a minimum, you should expect:

  • Quick response times (minutes—not days)
  • A ticketing system with tracking
  • Email + chat + phone support options
  • Experts who understand healthcare workflows
  • Coverage during peak operational hours
  • Rapid troubleshooting and resolution

Why it matters:

Automation touches mission-critical workflows.
Support must match that level of importance.

6. Change Management Support

Adoption doesn’t happen by accident.

Strong vendors help by:

  • Providing communication templates
  • Helping introduce automation to staff
  • Guiding leaders through change
  • Offering best practices for user adoption
  • Holding training refreshers
  • Supporting new-hire onboarding

Why it matters:

Organizations need a structured transition to automation—not a chaotic one.

7. Continuous Optimization and Quarterly Business Reviews (QBRs)

Automation must evolve as:

  • Payer rules change
  • Volume increases
  • New specialties are added
  • Sites are acquired
  • Workflows change
  • Bottlenecks appear
  • Compliance requirements shift

Great vendors provide:

  • Quarterly optimization reviews
  • Workflow analysis
  • Operational insights
  • Payer trend reporting
  • Recommendations for improvement
  • Expansion planning

Why it matters:

Automation should get more valuable over time.

8. Proactive Monitoring and Performance Management

Mission-critical automation requires:

  • Real-time monitoring
  • Alerts for failures
  • System health dashboards
  • Payer portal uptime tracking
  • Workflow performance analytics

Why it matters:

Issues must be caught before they impact patient care or revenue.

9. Training for New Sites as You Scale

For MSOs, rollups, and multi-location groups, new sites come online frequently.

Strong vendors offer:

  • Deploy-once, scale-many frameworks
  • New-site onboarding packages
  • Specialty-specific rollout plans
  • Standardized workflows for consistency

Why it matters:

Scaling should be smooth—not a reinvention every time.

10. A True Partnership, Not a Vendor Relationship

A great automation vendor isn’t just a technology provider—they’re:

  • A problem solver
  • A workflow advisor
  • A compliance partner
  • A payer-intelligence resource
  • A strategic ally as you scale

What this looks like:

  • Shared success metrics
  • Clear accountability
  • Transparency around results
  • A roadmap aligned with your growth strategy

Why it matters:

Healthcare operations are too complex for vendors who simply “turn on the software and walk away.”

The Bottom Line: Automation Succeeds When Support Is Exceptional

Healthcare organizations should expect:

✔ Dedicated implementation teams
✔ Role-based, specialty-specific training
✔ Fast, knowledgeable support
✔ Real-time monitoring
✔ Ongoing optimization
✔ Smooth scaling across locations
✔ Strong change management
✔ Deep workflow expertise

Automation is only as successful as the support behind it.

Why Honey Health Sets the Industry Standard for Automation Support

Honey Health provides:

✔ Dedicated onboarding & workflow experts
✔ Specialty-specific training programs
✔ Role-based curriculum for every team
✔ Real-time monitoring and fast support
✔ Quarterly business reviews & optimization
✔ Multi-site rollout support
✔ Ongoing payer-intelligence updates
✔ Strategic partnership with leadership teams

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