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Save time, money and resources by automating Appfolio®.

Increase productivity and profitability automating processes in Appfolio® property management software.

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What Processes can you automate in Appfolio® using RPA?

Thoughtful can automate any task, giving you the time to run your business and scale your vision. You may not know that you can automate most jobs within the platform to streamline any manual process, gain valuable insights into performance indicators, and ultimately maximize the revenue cycle. RPA allows Thoughtful to automate functions within Appfolio moving and managing data across accounting, reporting, maintenance, operations, staffing, training, marketing, leasing, and more.  

Thoughtful brings decades of experience in RPA to the residential and commercial property management space and can automate steps within Appfolio to streamline any process. Anything a human can do, our modules can do 80% faster and without error. However, what makes Thoughtful valuable is our ability to replicate the entire process, not only the Appfolio part.

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What Processes can you automate in Appfolio® using RPA?

Thoughtful can automate any task, giving you the time to run your business and scale your vision. You may not know that you can automate most jobs within the platform to streamline any manual process, gain valuable insights into performance indicators, and ultimately maximize the revenue cycle. RPA allows Thoughtful to automate functions within Appfolio moving and managing data across accounting, reporting, maintenance, operations, staffing, training, marketing, leasing, and more.  

Thoughtful brings decades of experience in RPA to the residential and commercial property management space and can automate steps within Appfolio to streamline any process. Anything a human can do, our modules can do 80% faster and without error. However, what makes Thoughtful valuable is our ability to replicate the entire process, not only the Appfolio part.

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CR

CAM Reconciliation

Automation can provide several advantages for reconciling each tenant's CAM charges.

AF

Appliance & Fixture Tracking

Review and schedule upcoming maintenance and replacements.

IT

Inspection Tracking

Review and schedule upcoming inspections for property managers.

VC

Vendor Catalog Upload

Retrieves the vendor catalog and adds it to the Vendor or Property Management System.

MC

Move-Out Checklist

This Bot prepares a Move-Out Checklist and all the necessary paperwork and forms for the Property Manager.

PM

Process Maintenance Requests

Each day, this Bot processes maintenance requests and supporting functions.

MI

Move-In Checklist

This Bot prepares a Move-In Checklist and all the necessary paperwork and forms for the Property Manager.

NT

New Tenant Setup

When a new tenant signs a lease, this Bot will setup the Tenant file in the Property Management System.

BP

Batch Payment Reconciliation

Review all bank deposits and reconcile to individual payments.

TC

Tenant Criminal Background Check

Pull criminal background checks for tenant applications.

TD

Tenant Document Audit

Each month, this Bot reviews all Tenant documents and prepares an "Out of Compliance" list.

TI

Tenant Insurance Expiration Management

This Bot notifies tenants who have not submitted proof of insurance renewal and adds insurance assessment to bill.

HB

HOA Board Members Reports

Each month, for each association, this Bot will prepare the HOA Financial Reports and distribute to each Board Member.

TC

Tenant Credit Check

Each week, this Bot pulls credit checks for tenant applications.

TE

Tenant Employment Check

Each week, this Bot pulls employment checks for tenant applications.

TA

Tenant Application Filtering

Each week, this Bot reviews and filters out tenant applications based on predefined criteria.

VP

Vacant Property Listings

Each week, this Bot reviews newly vacant properties and creates a listing on the listing web application.

VA

Vendor Aging & Payments

Each week, this Bot prepares a Vendor Aging Report and Pays Bills Selected for Payment.

TA

Tenant Aging Reports

Each month, for each investor/owner, this Bot will print and distribute the Property Aging Report.

IF

Investor Flip Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Property FLIP Report.

RR

Rent Roll Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Rent Roll Reports.

LE

Lease Expiration by Property

Each month, for each investor/owner, this Bot will print and distribute the Lease Expiration by Property Report.

IW

Investor WIP Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Property WIP Report.

LE

Lease Expiration by Month

Each month, for each investor/owner, this Bot will print and distribute the Lease Expiration by Month Report.

MO

Move Out Send Deposit

This Bot reviews the Tenant Ledger and prepares check request and AP voucher for deposit refund.

VW

Vendor W9 Tracking

This Bot manages the collection, receipt and documentation of Vendor W9 forms.

TR

Tenant Rent Check Reader

This Bot reads the rent check using Optical Character Recognition (OCR) and gathers the data for further use.

CI

Certificate of Insurance Tracking

Manage the collection, receipt and documentation of vendor certificate of insurance.

PI

Payable Invoice Reader

This Bot reads the vendor invoice using Optical Character Recognition (OCR) and gathers the data for further use.

PD

Property Delinquency Report

Each week this Bot prints the Delinquency Report by Property and sends it to the Property Manager via Email.

PT

Posting Tenant Rent Income

Each month, this Bot posts Rent Income and/or Management Fees in the Property Management System.

PI

Payable Invoice Entry

This Bot enters multiple (batch) Payable invoices in the Property Management System.

PT

Posting Tenant Rent Via Deposit

Each month, this Bot posts Rent Income to both the Tenant and Unit Ledger as a Bank Deposit in the Property Management System.

  • Invoice processing
  • Lease renewal reminders
  • Payment processing
  • Document management
  • Account reconciliation
  • Invoice processing
  • Lease renewal reminders
  • Payment processing
  • Document management
  • Account reconciliation

What other process automations can I do?

Thoughtful can automate any online application and most desktop applications as well. For example, let's say you want a printout of leased properties when our leasing module is doing its job. We can have it save the summary as a PDF to Sharepoint, Google, or any other secure file-sharing application you choose. It can create folders and update spreadsheets to log the results. It can even send emails, teams, or slack notifications for those patients found to be not eligible. The processes, applications, and possibilities truly are endless.

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There’s a reason why so many healthcare companies are turning to Thoughtful to supercharge their revenue cycle.

Front-end

We optimized the front-end revenue cycle driving faster collections and fewer denials.

Mid Cycle

We continuously capture, collect, and code clinical and diagnostic data with ease and speed.

Back-end

Fast, easy and accurate automated billing, reduces denials, and ensuring clean claims.

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These companies have already seen the benefits of automation...

"I’ve been amazed at Thoughtful’s ability to deploy automation modules that run my business processes while my staff focuses on other higher-value tasks. By reducing the time taken to complete the process by 90%, it has enabled us to direct our attention towards the bigger picture. Our team no longer spends more time than necessary on the minutiae of a repetitive process."

"Thoughtful has enabled us to direct our attention towards the bigger picture. Our team no longer spends more time than necessary on repetitive processes."

-

Kevin Silver, CFO

235%

return on investment

90%

reduction in invoice processing time

"Thoughtful introduced a solution that eliminated a glaring gap in our billing workflow. An automation module is now part of our accounting team, performing this vital role more efficiently and at a fraction of the cost of paying a full salary to an actual employee."

"Thoughtful introduced a solution that eliminated a glaring gap in our billing workflow. An automation module is now performing this vital role more efficiently and at a fraction of the cost of paying a full salary to an actual employee."

-

Zach Leonard, Founder

30%

reduction in costs

100%

automated billing

"Using automation modules significantly reduced our efforts, allowing us to optimize productivity in other core areas. Our modules continue to save us time and money in multiple ways. We couldn’t be happier with the services rendered by the Thoughtful team and their ongoing support."

"Automation modules are significantly reducing our efforts, allowing us to optimize productivity in other core areas. We couldn’t be happier with the services rendered by the Thoughtful team and their ongoing support."

-

Brittany Turner, Director of Compliance and Systems

95%

faster than human team

100s

applications processed per day

Integrates with all of your systems

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QGenda

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RXNT

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e-MDs Solution Series

SimplePractice

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e-MDs

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MTBC PracticePro

PIMSY

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TheraNest

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AdvancedPM

iSALUS Healthcare

TouchMD

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Dentrix

EyeMD EMR

Valant

SRS Health

TherapyAppointment

Sevocity

VisionWeb

NueMD

Sigmund Software

TouchWorks EHR

Ambulatory Surgery Center Software

VersaSuite

Virence Health

OfficeMate

Agfa HealthCare

Optosys

CPSI

WRS Health

Siemens Healthineers

Kareo Clinical

TheraNest

Practice-Web Dental

iDentalSoft

Centricity EMR

Practice Fusion

TouchMD

CollaborateMD

MTBC

Planmeca Romexis

FoxFire EHR

CareCloud

OmniMD

DuxWare

Kareo

LiquidEHR

Axex Dental

Office Ally EHR 24/7

OfficeMate

Allscripts

Achieving Guaranteed Outcomes and ROI

Join leading healthcare providers and:

  • Collect more money, faster
  • Higher capacity, less headcount
  • Acquire and retain more patients

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