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Case Study

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Outcome

This Behavioral Health company hired 5 bots and has cut runtimes for each process by 70%.

Trumpet Behavioral Health

Challenge

When looking at the RC department holistically, there are sub-groups within the organization that perform the following tasks: Primary and Secondary claims, Apply Patient Responsibility, Process and Send Invoices and Reconcile Zero Payments. Since these processes don't run in parallel and have different sets of documentation and credentials, an organized plan and delivery model was needed to successfully design and deploy an automation suite.

Approach

Thoughtful designed and developed 5 robotic workers to automate the entire process using an agile delivery model focused on time to value. The robotic workers coordinate and manage over 3000 clicks, 3 web-based applications, and organize 12+ spreadsheets into a Thoughtful system. These robots function 24/7/365 mitigating the possibility of a backlog of claims and invoices. Additionally, the customer owns the back-end documentation, which can be updated by them whenever required. The robotic workers are designed to dynamically account for these changes.

Result

These robotic workers unburden the human workers to a large extent and have cut runtimes of each process by 70%. Additionally, Thoughtful identified ways to streamline some of the customer's processes by eliminating documentation and unnecessary reviews for their employees.

Bots Used

RC

Primary Claims Filing

This bot continually navigates to Central Reach (ABA Software) and files Primary insurance claims.

Healthcare,Behavioral Health,Medical,Insurance,Medical Billing,Accounts Receivable,Revenue Cycle Management,Patient Intake,Patient Appointments,Medical Billing,Insurance Claims Filing,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics,Domo,Google Sheets

ABA, RCM, Insurance Processing, Claims Filing, Primary Claim

SC

Secondary Claims Filing

This bot continually navigates to Central Reach (ABA Software) and files Secondary insurance claims.

Healthcare,Behavioral Health,Medical,Insurance,Medical Billing,Accounts Receivable,Revenue Cycle Management,Patient Intake,Patient Appointments,Medical Billing,Insurance Claims Filing,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics,Domo,Google Sheets,Waystar

ABA, RCM, Insurance Processing, Claims Filing, Secondary Claim

AP

Application of Patient Responsibility

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

Healthcare,Behavioral Health,Medical,Insurance,Medical Billing,Accounts Receivable,Revenue Cycle Management,Patient Intake,Patient Appointments,Medical Billing,Insurance Claims Filing,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics,Domo,Google Sheets,Waystar

Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility

PI

Patient Invoicing and Statements

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

Healthcare,Behavioral Health,Medical,Insurance,Medical Billing,Accounts Receivable,Revenue Cycle Management,Patient Intake,Patient Appointments,Medical Billing,Insurance Claims Filing,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics,Domo,Google Sheets,Waystar

Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility, Invoices, Statements, Outstanding Balances

Share

After doing our due-diligence about RPA and Thoughtful, we signed up to have Thoughtful deploy 20 bots for us in the first year. I would recommend them without hesitation.

No Name - Lawyer

,

CFO

Trumpet Behavioral Health

Download Case Study

After doing our due-diligence about RPA and Thoughtful, we signed up to have Thoughtful deploy 20 bots for us in the first year. I would recommend them without hesitation.

No Name - Lawyer

,

CFO

Trumpet Behavioral Health

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