Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

Automating Epic ensures consistent, accurate, and secure medical data every time.

Thoughtful can automate any process within Epic including medical billing, patient scheduling, and electronic health records.

Request Demo

What Processes can you automate in Epic?

Epic is a comprehensive electronic health records (EHR)system that provides a range of tools for managing patient records, scheduling appointments, and billing. Modules can be used in Epic to automate a variety of processes, including data entry, appointment scheduling, and billing. 

For example, modules can be used to automate the process of collecting and inputting patient data into Epic's EHR system. This can save time and improve efficiency by eliminating the need for manual data entry and ensuring that the data is entered consistently and accurately. Modules can also be used to automate the process of scheduling appointments in Epic, by programming the technology to send appointment reminders to patients and manage the availability of appointment slots. In addition, modules can be used to automate the process of generating and submitting billing claims to insurance companies, by following specific rules and guidelines for creating and submitting the claims.

Charge coding

Claims Auditing

Claims Scrubbing

Denial Handling

Note review

Onboarding

Payment Posting

Primary Claims

Prior authorization

credentialing

scheduling

Registration

Revenue Reporting

Secondary Claims

Training and compliance

What Processes can you automate in Epic?

Epic is a comprehensive electronic health records (EHR)system that provides a range of tools for managing patient records, scheduling appointments, and billing. Modules can be used in Epic to automate a variety of processes, including data entry, appointment scheduling, and billing. 

For example, modules can be used to automate the process of collecting and inputting patient data into Epic's EHR system. This can save time and improve efficiency by eliminating the need for manual data entry and ensuring that the data is entered consistently and accurately. Modules can also be used to automate the process of scheduling appointments in Epic, by programming the technology to send appointment reminders to patients and manage the availability of appointment slots. In addition, modules can be used to automate the process of generating and submitting billing claims to insurance companies, by following specific rules and guidelines for creating and submitting the claims.

Get a Demo

PV

Pre-Visit Payment Collection

Automating the billing process can reduce the number of unpaid patient accounts after service delivery, which improves the financial health of the organization.

PS

Patient Scheduling

Automation enhances the patient experience by providing flexible scheduling options, such as online booking or appointment reminders.

pc

Patient Collections

Automation can improve patient satisfaction by providing convenient and flexible payment options, such as online bill pay or automatic payments.

PP

Charge or Payment Posting

Automation can increase operational efficiency by reducing the time and effort required to manually process charges or payments to patient accounts.

MC

Medical Coding

Automation can streamline the process by using machine learning algorithms to quickly identify and assign the correct medical codes based on the diagnosis and treatment information provided.

CD

Claims Denials

Automation can streamline the process by quickly identifying errors or discrepancies in claims and generating denial letters, reducing the workload for staff.

ZP

Zero Pays

Find the EOB and update patient record in the EMR system according to the mapping rules.

SC

Secondary Claims Filing

This bot can login into any EHR software and file Secondary insurance claims.

PC

Primary Claims Filing

Reduce delays and improve the efficiency of the insurance claims process.

RZ

Reconcile Zero Payments

At the end of each month, this bot reconciles Payments and Zero Pays.

PC

Provider Credentialing

When a new physician, nurse practitioner, or another healthcare provider is hired, this bot moves them through the entire medical credentialing process.

PR

Patient Responsibility Invoicing

After filtering to specific Criteria, this bot creates and emails bulk Patient Responsibility invoices.

PI

Patient Invoicing & Statements

At the end of each month, this bot generates and sends invoices for prior month and outstanding balance statements to each account.

PE

Patient Eligibility Verification

Verify insurance eligibility across all carriers for all appointments 3 days out.

ME

Medicaid Eligibility Verification

Conduct Medicaid eligibility verification for your patient population.

IP

Insurance Payments

Once claims are identified as Paid, the bot will find the EOB/EOP, navigate to the patient record in the EMR system and update the patient ledger.

CP

Claims Processing

File any claims that were unable to be filed through your EHR system.

AP

Application of Patient Responsibility

After Primary and Secondary insurances have been paid, this bot applies any applicable Patient Responsibility.

AS

Activity Statement Audits

Audit activity statements to make sure they are fully complete and uniform.

  • Extract data from Epic
  • Verify insurance eligibility
  • Process claims
  • Update patient records
  • Schedule appointments
  • Extract data from Epic
  • Verify insurance eligibility
  • Process claims
  • Update patient records
  • Schedule appointments

What other process automations can we do?

An example of data visualization, analytics, and reporting that can be automated in Epic is the creation of patient care reports. This process can be automated by programming the software to gather patient data from various sources, such as electronic health records and laboratory test results, and input it into Epic for analysis. The module can then be programmed to create a patient care report using predetermined rules and guidelines, such as including specific data sets or using specific formatting. This can save time and improve efficiency by eliminating the need for manual data entry and report generation and ensure that the reports are consistently and accurately generated. The use of automation in Epic can also help healthcare providers to make better informed decisions based on real-time analytics and reporting.

Request Demo

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.

Request Demo

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

OncoEMR

Kinnser Software

Redox

Merge Healthcare

AdvancedPM

Office Ally EHR 24/7

Henry Schein Dentrix Enterprise

Compulink Advantage

My Clients Plus

Epic Systems

Practice Fusion

LiquidEHR

Raintree Systems

ADSTRA Dental Software

PerfectServe

MicroMD

DentalWriter

DuxWare

SurgiCare

Kareo

Valant

TherapyNotes

DentiMax

Phreesia

TheraNest

TherapyNotes

Luma Health

PrognoCIS

Aesthetic Record

Office Ally

WebPT

Medhost

Merge Healthcare

iDentalSoft

OncoEMR

Eyefinity

Crystal Practice Management

SurgiSource

Exan Power Practice

Agfa HealthCare

iSirona

Greenway Intergy

McKesson

Welligent

BestNotes

ChARM EHR

Cerner

VisionWeb

PerfectServe

Zirmed

Meditech

One Medical Passport

Flatiron Health

Valant

PrognoCIS

eClinicalWorks

iDentalSoft

Sigmund Software

DrChrono

Surgimate

Brighter Vision

Eyefinity

ChartPerfect

Health Gorilla

Phreesia

ChARM EHR

CureMD

Nookal

AdvancedMD

Sevocity

Eaglesoft

Ingenious Med

Office Ally

Medhost

PatientPop

PatientNOW

Exan Power Practice

Prognocis EMR

Casetabs

PrognoCIS

Dentrix

DrChrono

Maximeyes

DentiMax

Carestream Dental Software

AllegianceMD

DuxWare

OfficeEMR

IntrinsiQ

Surgimate

MOGO Cloud Dental Software

Kinnser Software

TigerConnect

Sevocity

Availity

Eyefinity

Doximity

Practice EHR

Kareo

Nextech

MTBC

Philips Healthcare

MTBC PracticePro

Centricity EMR

DentalWriter

VersaSuite

InSync Healthcare Solutions

Eaglesoft

Experity

CyramedX

ADSTRA Dental Software

Compulink Advantage

Intergy by Greenway Health

PCC Pediatric EHR

eClinicalWorks

e-MDs

DuxWare

Luma Health

iSALUS Healthcare

AestheticsPro Online

Casetabs

PineappleHR

PrognoCIS

Brighter Vision

Datacon Dental System

Achieving Guaranteed Outcomes and ROI

Join leading healthcare providers and:

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

Request Demo