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Case Study

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Outcome

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

Trumpet Behavioral Health

Challenge

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

Approach

Thoughtful designed 5 robotic workers to automate the entire process using an agile delivery model focused on time to value. The robotic workers handle over 3000 clicks, 3 web-based applications, and organize 12+ spreadsheets into a thoughtful system. These robots are able to run 24/7/365 which ensures the organization doesn’t keep a backlog of claims and invoices. Additionally, the back-end documentation is owned by the customer and is updated by them whenever changes come up. The robotic workers are designed to dynamically account for these changes.

Result

These robotic workers take a lot of the burden off of the human workers and have cut runtimes by 70% in each process. Additionally, Thoughtful found ways to streamline some of the customer's processes which remove documentation and unnecessary reviews for their employees.

Digital Workers Used

RC

Primary Claims Filing

This Digital Worker (DW) 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 Digital Worker (DW) 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 Digital Worker (DW) 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 Digital Worker (DW) 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

RZ

Reconcile Zero Payments

At the end of each month, this Digital Worker (DW) reconciles Payments and Zero Pays.

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

We've been thrilled with the product Thoughtful has delivered! Prior to Thoughtful, we were always playing "catch up" to process our backlog of items in our revenue cycle. Now we are able to process claims as they come in without having to re-work any errors. Thoughtful is a great company to work with and an even better product!

No Name - Trumpet Behavioral Health

,

Director of Finance

Trumpet Behavioral Health

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We've been thrilled with the product Thoughtful has delivered! Prior to Thoughtful, we were always playing "catch up" to process our backlog of items in our revenue cycle. Now we are able to process claims as they come in without having to re-work any errors. Thoughtful is a great company to work with and an even better product!

No Name - Trumpet Behavioral Health

,

Director of Finance

Trumpet Behavioral Health

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