Explore Thoughtful+ Free

Unlock all blogs, whitepapers, case studies, webinars, and more!

Smart Bot

All Bots


Patient Eligibility Verification

On a daily basis, this bot will look at appointments 3 days ahead and verify insurance eligibility for multiple insurances.



Revenue Cycle Management


Behavioral Health


Patient Appointments

Front Desk

Patient Intake


  1. The bot will login to Office 365 and get the appointments to check.
  2. The DW will cycle through each location and insurance.
  3. The DW will login to each website, locate the patient, determine eligibility, update results sheet, and save PDF copy of Benefits to location folder for the appointment date.
  4. The DW will prepare an HL7 file with any applicable Authorization numbers and use SFTP to send the file.
  5. The DW will update the exception report for any patients that are not eligible.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.



Book a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.