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Using Entrata® for your property management solution just became a lot easier with RPA.

Increase productivity and profitability automating tasks in Entrata® property management software.

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What Processes can you automate in Entrata® using RPA?

Entrata is the smart choice when choosing property management software for companies that handle real estate portfolios of every type and size. You may not know that you can automate most tasks 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 Entrata moving and managing data across pricing, marketing, lead gen, accounting, leasing, renewals, rents, invoicing, etc.

Thoughtful brings decades of experience in RPA to the residential and commercial property management space and can automate steps within Entrata 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 Entrata part.

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What Processes can you automate in Entrata® using RPA?

Entrata is the smart choice when choosing property management software for companies that handle real estate portfolios of every type and size. You may not know that you can automate most tasks 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 Entrata moving and managing data across pricing, marketing, lead gen, accounting, leasing, renewals, rents, invoicing, etc.

Thoughtful brings decades of experience in RPA to the residential and commercial property management space and can automate steps within Entrata 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 Entrata 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
  • Data entry
  • Report generation
  • Payment processing
  • Customer service inquiries
  • Invoice processing
  • Data entry
  • Report generation
  • Payment processing
  • Customer service inquiries

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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Cara Perry

VP of Revenue Cycle Management
Signature Dental Partners

Everything is running 24 hours a day, and accurately, which is all you can ask for when it comes to RCM.

It's like training a perfect employee, that works 24 hours a day, exactly how you trained it.

Cara decreased days sales outstanding to 45% below industry standards

Integrates with all of your systems

Optum Health

IntrinsiQ

Credible Behavioral Health

Maximeyes

DuxWare

SimplePractice

ChartLogic

CPSI

Waystar

Sigmund Software

Eaglesoft

ChartPerfect

SourceMed

Ortho2 Edge Cloud

ONC Certified Software

Redox

LiquidEHR

Cerner

OmniMD

Valant

OncoEMR

WRS Health

Axex Dental

Siemens Healthineers

MacPractice DDS

Kareo

SurgiSource

Merge Healthcare

Provation MD

Waystar

Ortho2 Edge Cloud

iSirona

HST Pathways

OncoEMR

Greenway Intergy

TherapyAppointment

Valant

ChartLogic EMR

TouchWorks EHR

MacPractice DDS

PCC Pediatric EHR

My Clients Plus

CollaborateMD

ICANotes

AdvancedPM

FoxFire EHR

AllegianceMD

EyeMD EMR

Sevocity

iSALUS Healthcare

Philips Healthcare

Datacon Dental System

AestheticsPro Online

Athenahealth

Sigmund Software

CareCloud

TouchWorks EHR

PIMSY

CoverMyMeds

CPSI

Kareo Clinical

SoftDent

Prognocis EMR

PerfectServe

Welligent

TotalMD

Dentrix

ClinicTracker

MicroMD

ABELDent

Crystal Practice Management

TherapyAppointment

PatientNOW

VersaSuite

CounSol

DuxWare

Hello Health

ModMed

PatientKeeper

TheraNest

Valant

iPatientCare

EyeMD EMR

CureMD

Valant

Remedly

ClinicTracker

Kareo Clinical

IntrinsiQ

American Well

Nextech

Sevocity

Zirmed

iSALUS Healthcare

Planmeca Romexis

ChARM EHR

OfficeMate

ICANotes

TheraNest

Office Practicum

Healthland

American Well

MacPractice DDS

ChARM EHR

Open Dental

Raintree Systems

Greenway Intergy

Nextech

Remedly

HST Pathways

TigerView

Intergy by Greenway Health

ModMed

Eyefinity

NueMD

ONC Certified Software

WRS Health

Siemens Healthineers

Flatiron Health

OfficeMate

WebPT

Virence Health

PracticeSuite

OmniMD

Sevocity

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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