CASE STUDY

Sonata Digital helped the SEES Group use SharePoint to improve visibility around compliance policies and data.
SouthEast Eye Specialists (SEES) operates more than 30 specialty eye care centers across the southeastern United States and Virgin Islands. Because patients are referred to SEES’ clinics by outside doctors, clinic staff need to correctly and consistently document the source and medical reason for each referral.

“Power Forums”

Sonata Digital helped SEES build a compliance portal in SharePoint where staff could look up the latest guidelines on referrals and medical coding. The portal leveraged Sonata’s “Power Forums” app to let users post coding questions and tag them by condition.

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Sonata also helped SEES buid various custom forms and automated workflows, including an entry form and report for physician non-monetary compensation and a request form to have policy documents translated to different languages.

From our first meeting with Sonata, we were convinced they were our vendor of choice to bring our vision for a new Compliance SharePoint site to life.   Our Company is rapidly growing, and the ability to have a single hub for communication and information-sharing is becoming more and more important.   Working with Sonata’s consultants was effortless for our team, and they have been great about incorporating all the features we were seeking and making quick changes on the fly.

The educational sessions Sonata delivered were well-designed and set a great pace for new users of SharePoint.  We have enjoyed the time spent with Sonata on this project and recommend them highly to those seeking SharePoint development.

Stacey Crudup, Chief Compliance Officer, SEES Group

Service
Digital Consulting

Technology
Microsoft 365 / SharePoint

Challenge
Create a portal for
compliance information

Solution
SharePoint site with Power Forums app and custom forms / Power Automate flows

Service
Digital Consulting

Technology
Microsoft 365 / SharePoint

Challenge
Create a portal for complicance information

Solution
SharePoint site with Power Forums app and custom forms / Power Automate flows