Virtual and Onsite Digital Assessments

Assessments for the digital age. Responsive to a dynamic world while dramatically improving the quality of data gathered. HIPAA Compliance Icon Graphic

COVID19 – Virtual Assessment Update

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Virtual Assessment

Our virtual assessment was made possible because of our all-digital assessment tool. This extends the critical data gathering abilities of the assessment, such as determining the social support network, physical condition of the home, cognitive screening and physical limitations of the care-recipient.


Above: Intelligent Table of Contents mimics

paper-based workflows



Above: GPS-capture and File Upload + Image Capture

The Power of Virtual Assessments

In the wake of an unprecedented global crisis, The Helper Bees has accelerated the implementation process for their virtual assessment tool.


This easy to use tool integrates seamlessly within current workflows, while providing a zero infection risk method for assessments. This allows for pivotal claims processes to continue to operate while giving claimants the much needed guidance they need during these trying times.


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Multiple Media Types

Multiple technology options depending on claimant demand, means valuable and reliable information is captured easily. ep_loss

Risk Reduction

No infection-control risks associated with Coronavirus or other infectious diseases


Faster Turn-around Time

Due to the ease of scheduling versus a face to face encounter


Lower Price

Due to reducing costs, including travel, and a more concise assessment, the virtual assessments will be at a lower price per unit


Increased Convenience

Increased convenience for the care recipient and/or their family


Consistent Quality

For the virtual assessment, the nurse does have a visual on the care recipient for demonstrations needed in cognitive screening and activities and motor skill demonstrations 


Clinical Review

The Helper Bees review process regardless if virtual, digital or over the phone is done by RN staff

Contact us to learn more about our virtual solutions

Power of Digital

Make real-time updates to questionnaires, improve the nimbleness and relevance of the data gathered. Be agile and rapidly respond to changing scenarios.




A completely digital benefit eligibility assessment to further improve our industry leading customer service and review process.

Here’s How We Do It


Thousands of RNs nationwide

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years in the industry


The most competitive pricing

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day turnaround time

We deliver best-in-class onsite assessments and medical records for insurers


  • HIPAA compliant
  • Section 508 compliant
  • Submission in multiple file formats (PDF, RTF, CSV, etc.)

No Hidden Fees

  • Sophisticated data encryption
  • Electronic signature
  • GPS and image capture


  • $0 complete customization at no extra charge
  • $0 No penalties for cancellations
  • $0 No minimum order requests
  • $0 Expedited service available at no additional cost (average turnaround time 7 days)


  • Instant data feed
  • File uploads tagged with application
  • Responsive forms built for mobile and desktop

Medical Records Gathering

Cost-effective gathering of a variety of medical records for underwriting and claims determination. Our comprehensive service routinely is ranked above the industry standard for the breadth of records that we capture for each policyholder.

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The Helper Bees helps large long-term care insurance carriers with their digital transformation. For the first time, we help carriers eliminate the inefficiency and annoyance of paper processing. Through a variety of tools spanning eligibility, intake, claims and data analysis, we assist carriers with improving their customer service experience. Every product is designed to be implemented seamlessly with existing claims processes, whether accomplished in-house or via a TPA. The benefit of THB’s technology is incredible cost savings, as evident by the $0 home-based electronic visit verification products. Additionally, we are working on the next generation of claims tools with industry-leading data analytics and machine learning processes, which gives carriers unprecedented insight into the behavior of their claims block.