AP
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AP
AP Approvals
The Digital Worker (DW) sends a list of Vendor Invoices for approval and pays the invoice if approved.
Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Accounts Payable, Approval
AP
AP Discounts
This Digital Worker (DW) applies credit to a vendor bill when it has been paid within the discount period.
Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Accounts Payable, Terms, Discounts
AP
AP Document Storage
This Digital Worker (DW) gets the Vendor Invoice and uploads it to either the Accounting/ERP system or designated cloud folder.
Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Document Storage, AP Invoice, Accounts Payable, Invoice
AP
AP Invoice Coding
Based on the Vendor matching, this Digital Worker (DW) codes the invoice to the correct General Ledger account.
Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
AP Invoice Coding, Accounts Payable Invoice Coding, General Ledger
AP
AP Invoice Data Capture
The Digital Worker (DW) gathers Vendor invoice data either by using Optical Character Recognition (OCR) or from email, web portal or other predefined source.
Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Bill Pay, Bill Payments, Vendor Invoice, Voucher
AR
AR Discounts
This Digital Worker (DW) applies credit to an invoice when the customer has paid within the discount period.
Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Accounts Receivable, Discounts, Invoice, AR, A/R
AR
AR Invoice Entry
This Digital Worker (DW) gets invoice information from Slack Channel and creates a new Customer Invoice in Accounting system.
Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books,Slack
Accounts Receivable, Customer Invoice, Invoice, AR
AR
AR Journal Entries
At the end of each month, this Digital Worker (DW) makes the predefined Accounts Receivable Journal Entries.
Accounting,Finance,All Industries,Revenue Recognition,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Accounts Receivable, Month-End
AR
Account Reconciliation
The Digital Worker (DW) will reconcile each balance sheet account against source statements.
Accounting,Finance,All Industries,General Ledger,Accounts Receivable,Accounts Payable,Core Financials,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Accounting, Account Reconciliation, Reconciliation,Month-end
AS
Activity Statement Audits
This Digital Worker (DW) is designed to select random patients for each provider in a specified time period and audit the actiivy statements to make sure they are fully completed and uniform.
Insurance,Healthcare,Behavioral Health,Auditing,Therap,Always Care,Compulink Advantage,Davis Vision,EyeCare,EyeMed,EyeQuest,March,Spectera,Superior Vision,AccuPoint,AdvancedMD,Central Reach,Cerner,ClinicSource,eClinicalWorks,Epic,Kareo,Lumary,MedEZ,Meditech Expanse,NextGen,QGenda,Solutionreach,Theralytics,Waystar,WebABA,WebPT,WellSky Personal Care,CareCloud
Auditing
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
BD
Bad Debt Write-Off
At a specific frequency, this Digital Worker (DW) will make the journal entries to write-off bad debt.
Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Accounts Receivable, Bad Debt, Write-Off
BR
Bank Reconciliation
After retrieving the Bank Statement, the Digital Worker (DW) compares the amounts debited and credited from the bank to the Ledger.
Accounting,Finance,All Industries,Reconciliation,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Bank Reconciliation, Sage, ERP, Transaction, Finance, Accounts Receivable, Accounts Payable
BP
Bill Payments
The Digital Worker (DW) gets what bills to pay from spreadsheet and pays them on payment website.
Accounting,Finance,All Industries,Restaurant,Hospitality,Accounts Payable,Sysco,Plate IQ,SassAnt,CrunchTime,Microsoft Office 365,Microsoft Outlook,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Bill Pay, Bill Payments
CP
Case Preparation
This Digital Worker (DW) locates and prepares case documents.
Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Case Documents, Structured Forms
CS
Case Settlement Disbursement
When a case settles, this Digital Worker (DW) makes all of the entries both in the Accounting/ERP software and the Case Management software.
Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Reconciliation, IOLTA, Trust, Banking, Disbursement, Settlement
CA
Cash Application
The Digital Worker (DW) will get payments from multiple sources and post them against invoices.
Accounting,Finance,All Industries,Accounts Receivable,Cash Management,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Payment Processing, Cash Application, Accounts Receivable
CP
Claims Processing
This Digital Worker (DW) files any claims that are unable to be directly filed through the EHR system.
Healthcare,Revenue Cycle Management,Eyecare,Behavioral Health,Insurance Claims Filing,Always Care,Compulink Advantage,Davis Vision,EyeCare,EyeMed,EyeQuest,March,Spectera,Superior Vision,AccuPoint,AdvancedMD,Central Reach,Cerner,ClinicSource,eClinicalWorks,Epic,Kareo,Lumary,MedEZ,Meditech Expanse,NextGen,QGenda,Solutionreach,Theralytics,Waystar,WebABA,WebPT,WellSky Personal Care
Claims, Primary Claims, Secondary Claims, Primary and Secondary, Health Care, Health Payor, Insurance, Payor, RCM, Revenue Cycle Management
CT
Client Trust Ledger Creation
Daily, this Digital Worker (DW) creates a separate ledger for each client with funds held in trust.
Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Client Trust, Ledger
CT
Client Trust Ledger Reporting
This Digital Worker (DW) attaches a Client Trust Ledger Report to every invoice prior to sending it to the client.
Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Client Trust, Ledger
CC
Closing Client File Checklist
When a case is closed, this Digital Worker (DW) performs the closing necessary tasks.
Legal,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Case Management, Case Closing
CO
Collections
This Digital Worker (DW) executes collections workflow on past due invoices.
Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Accounts Receivable, Collections
CC
Commission Calculation
At the end of each month, this Digital Worker (DW) calculates complex tiered sales commissions.
Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Accounts Receivable, Commissions, Payroll
CC
Conflict Checking of New Clients
This Digital Worker (DW) performs conflict checking on new clients.
Legal,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Conflict Checking, New Clients
CR
Contract Renewal Invoicing
Each month the Digital Worker (DW) will prepare contract renewal invoice.
Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Contract Renewal, Invoice, Contract Management
CR
Contract Renewal Notification
Each month the Digital Worker (DW) will send contract renewal notification via email.
Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Contract Renewal, Contract Management
CT
Correspondence Tracking
The Digital Worker (DW) is designed to extracting information from an email to a tracking spreadsheet. It send the initial correspondence and follow-up emails until the requested correspondence is received.
All Industries,All,Microsoft Office 365,Google Sheets
correspondence, tracking
CA
Credit Application
The Digital Worker (DW) gets the credit application, creates a Dun & Bradstreet report and records the result.
Accounting,Finance,All Industries,Credit & Collections,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books,Dun & Bradstreet
Credit, Collections, Accounts Receivable
CB
Credit Bureau Investigation
After retrieving a Dispute letter, the Digital Worker (DW),automatically gets information from four credit bureaus and Accounting/ERP system.
Accounting,Finance,All Industries,Credit & Collections,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Credit, Collections, Accounts Receivable
CC
Credit Card Fee Trust Account Adjustment
This Digital Worker (DW) locates and transfers back to the IOLTA account credit card processing fees.
Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
IOLTA, Trust Account, Credit Card Processing Fees
CS
Credit Scoring
After retrieving Credit Application and corresponding data, this Digital Worker (DW) reviews the results and sets the terms in the Accounting/ERP system.
Accounting,Finance,All Industries,Credit & Collections,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books,Dun & Bradstreet
Credit, Collections, Accounts Receivable
CW
Credit Workflow
This Digital Worker (DW) cycles through entire Credit workflow and performs tasks based on status in Credit Dashboard.
Accounting,Finance,All Industries,Credit & Collections,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books,Google Sheets
Credit, Collections, Accounts Receivable
CI
Customer Intake and Setup
When a new customer fills out their intital form, the Digital Worker (DW) sets up all of the teams, groups, applications, and processes associated with the new client.
All Industries,Account Management,Microsoft Office 365,Microsoft Excel,Microsoft SharePoint,Microsoft Teams,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Form Collection, Software Setup, Practice Management, CRM, Pipeline
CS
Customer Statements
At the end of each month, this Digital Worker (DW) sends statements to customers with any open balances.
Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Accounts Receivable, Collections
DR
Dashboard / Report Generation
Data and Reports will be gathered by the Digital Worker (DW) and consolidated into a formatted Google Sheet dashboard.
All Industries,All,Google Sheets,Microsoft Excel
Reporting, Dashboard, Generate Reports.
DI
E-Discovery
This Digital Worker (DW) automates the gathering and processing of discovery information.
Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Discover, E-Discovery
EF
E-Filing Case Update
When there are updates to a case, this Digital Worker (DW) updates and submits the new version in E-Portals.
Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
E-Portal, File, Case
EF
E-Filing Management
This Digital Worker (DW) files and tracks communication for new cases in E-Portals.
Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
E-Portal, File, Case
ED
EDI Parsing
This Digital Worker (DW) takes EDI standardized documents and converts them to in-house document format.
Accounting,Finance,All Industries,Accounts Payable,Accounts Receivable,Purchasing,Procurement,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
EDI, Electronic Data Interchange
ED
EDI Translation
This Digital Worker (DW) takes custom in-house documents and converts them to EDI standards.
Accounting,Finance,All Industries,Accounts Payable,Accounts Receivable,Purchasing,Procurement,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
EDI, Electronic Data Interchange
EO
Employee Onboarding
Once the hiring process is initiated, the Digital Worker (DW) send the offer letter and adds the employee into all of the different systems used by the company.
All Industries,Human Resources,ADP,Gusto,Ultimate Software,Monday,Workday
Onboarding, HRIS, Payroll, Employee Benefits
ER
Expense Report Processing
The Digital Worker (DW) gets the expense report data, validates it, and enters it into the Accounting/ERP system.
Accounting,Finance,All Industries,Accounts Payable,Expense Reports,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Expense Validation, Expense Report Approval, Expense Reports, Receipts, Accounts Payable
ER
Expense Report Receipt Recognition
The Digital Worker (DW) reads the receipt using Optical Character Recognition (OCR) and gathers the data for further use.
Accounting,Finance,All Industries,Accounts Payable,Expense Reports,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Expense Reports,Expenses,Receipts, Accounts Payable
BE
Expense Tracking by Case
This Digital Worker (DW) gets legal expenses from variouos portals and enters them into Case Management Software.
Legal,Billable Expense Tracking,Case Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Florida LSOP,Florida EPortal Filing
Billable Expense, Reimbursable Expense, Court Filing, Expense Tracking
FS
Financial Statement Auditing
This Digital Worker (DW) prepares the backup reports necessary to audit the Financial Statements and performs preliminary discrepancy report.
Accounting,Finance,All Industries,General Ledger,Auditing,Core Financials,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Month-end, Audit, Financial Statements
FF
Flat Fee Payment Reconciliation
This Digital Worker (DW) checks to make sure that Flat Fee payments are deposited into the correct account.
Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
IOLTA, Trust Account, Flat Fee
GF
Government Form Creation
This Digital Worker (DW) gets basic information from a spreadsheet, setups up a Box folder and fills out anywhere from 15-75 government forms.
Government,Veteran Affairs,Case Management,PDF,Box,Google Sheets
Form Filling, Folder, Veteran Affairs, Government
IT
IOLTA (Trust) Account Reconciliation
This Digital Worker (DW) reconciles the IOLTA (Trust) account.
Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Reconciliation, IOLTA, Trust, Banking
IT
IOLTA (Trust) Account Self-Audit
Monthly, this Digital Worker (DW) performs a self-audit on the Client Trust bank account.
Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Audit, IOLTA, Trust, Bank Account
IA
IOLTA Account Interest Transactions
Monthly, this Digital Worker (DW) records interest on lawyers trust.
Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Interest on Lawyers Trust, Interest, IOLTA, Trust
IP
Insurance Payments
Once claims are identified as Paid, the Digital Worker (DW) will find the EOB/EOP, navigate to the patient record in the EMR system and update the patient ledger.
Insurance,Healthcare,Revenue Cycle Management,Behavioral Health,Medical Billing,Insurance Claims Filing,Therap,Always Care,Compulink Advantage,Davis Vision,EyeCare,EyeMed,EyeQuest,March,Spectera,Superior Vision,AccuPoint,AdvancedMD,Central Reach,Cerner,ClinicSource,eClinicalWorks,Epic,Kareo,Lumary,MedEZ,Meditech Expanse,NextGen,QGenda,Solutionreach,Theralytics,Waystar,WebABA,WebPT,WellSky Personal Care,CareCloud
Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility
IT
Intercompany Transactions
Based on predefined rules, this Digital Worker (DW) locates intercompany transactions and makes the journal entries to each company's Accounting/ERP system.
Accounting,Finance,All Industries,General Ledger,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Intercompany, Inter-company, Journal Entries, Month-end
IR
Inventory Receiving
After retrieving the Packing Slip data and locating the Purchase Order, the Digital Worker (DW) receives each quantity, item, and amount on the Packing Slip into the system.
Accounting,Finance,All Industries,Accounts Payable,Procurement,Purchasing,Inventory Management,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Packing Slip, Purchase Order, PO, Receiving, Purchasing, Procurement
IS
Invoice Status Verification
The Digital Worker (DW) verifies and ingests information from invoices, verify the status of the transaction, and update systems downstream.
Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Invoice, Verification, Status, Accounts Receivable
IN
Invoicing
The Digital Worker(DW) gets Customer Invoice information from a Google Sheet and creates a new Invoice in the accounting application.
Accounting,Finance,All Industries,Accounts Receivable,Sales,Invoicing,Google Sheets,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Invoice, Accounts Receivable
JB
Job Board Scraping
The Digital Worker (DW) will scrape multiple job boards and pull out pertinent information for each position (rate, start date, location, etc.) and populate a spreadsheet where it’s organized by Employment Type (full-time, contract, etc.)
Human Resources,Recruiting,Recruiting,Candidate Search,Job Posting,Angel.co,Gmail,Google Sheets
HR, Human Resources, Recruiting, Job Posts, Job Posting
LE
Lawfirm Employee Onboarding Checklist
When an new employee is hired, this Digital Worker (DW) performs the new hire tasks.
Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Onboarding, HRIS, Payroll, Employee Benefits
LC
Legal Contract Abstraction
This Digital Worker (DW) reads a contract and prepares a Contract Abstraction.
Contract, Abstraction
LR
Legal Contract Risk Assessment
This Digital Worker (DW) locates missing signatures or inconsistent data in contracts.
Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Contracts, Signatures, Amendments
LD
Legal Document Creation
This Digital Worker (DW) creates standardized agreements, motions, and other legal documents.
Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Document, Standardization
LD
Legal Document Management
This Digital Worker (DW) manages and tracks documents from creation to final signature.
Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Document Management
LR
LinkedIN Recruiting
After searching by specific location and criteria, the Digital Worker (DW) will send templated emails to specific candidates on LinkedIn.
Human Resources,Recruiting,Recruiting,Candidate Search,Google Sheets,LinkedIN
HR, Human Resources, Recruiting, LinkedIn
LB
Lock Box Deposit Entry
This Digital Worker (DW) parses lockbox data and posts it against open accounts.
Legal,Collections,Banking,All Industries,Banking,Accounts Receivable,Revenue Posting,Collections,Wells Fargo,Fiserv,Lighthouse Payments,All Online Banking
Collections, Lockbox, Payments
ME
Medicaid Eligibility Verification
This Digital Worker (DW) conducts Medicaid eligibility verification for each predefined segment.
Healthcare,Behavioral Health,Medical,Insurance,Medical Billing,Accounts Receivable,Revenue Cycle Management,Patient Intake,Patient Appointments,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics,FL Medicaid,GA Medicaid,KY Medicaid,PA Medicaid,SC Medicaid
ABA, EHR, RCM, Invoicing, Patient Eligibility, Medicaid
ME
Month-End Reporting
The Digital Worker (DW) gathers month end financial statements, organizes and sends to various stakeholders.
Accounting,Finance,All Industries,Accounting,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Month-End,Financial Statements
MC
Multiple Case Invoice Parsing
This Digital Worker (DW) parses and separates single invoices into individual transactions by case.
Legal,Case Management,Accounts Payable,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Invoice Parsing, Vendor Invoicing, Voucher Entry
NC
New Case Entry
The Digital Worker (DW) pulls case information and documents from different online portals and enters a new into the Case Management System.
Legal,Case Management,mycase,Clio,Practice Panther,Smokeball,CaseAware,Pacer
Case Management, Legal, Portal, Subpoena, Court Records, New Case Entry, Bankruptcy
NP
Non-PO Matching
Based on a defined set of rules, this Digital Worker (DW) either codes and enters Non-PO invoices directly into the acocunting/ERP system or sends to approver.
Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Non-PO, Non-Purchase Order, Matching
ON
Onboarding New Clients
This Digital Worker (DW) performs all the necessary tasks to onboard a new client.
Legal,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Onboarding, Clients
EF
PDF Creation and Indexing
When a document is retrieved, this Digital Worker (DW) creates indexable PDFs with Bates Numbering.
Legal,Case Management,Law Firm Management,Payroll,Human Resources,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
PDF Indexing, Bates Numbering, OCR
PD
PDF Document Split & Validation
The PDF will be split and categorized by the Digital Worker (DW) into separate documents based on the information identified on each page using Optical Character Recognition (OCR). The information is also validated against a predefined set of rules.
All Industries,All,PDF
E-Filing, PDF, parse, split
PS
Packing Slip Recognition
The Digital Worker (DW) reads the packing slip using Optical Character Recognition (OCR), gathers the data for further use.
Accounting,Finance,All Industries,Accounts Payable,Procurement,Purchasing,Inventory Management,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Packing Slip, Inventory, Receiving
PE
Patient Eligibility Verification
On a daily basis, this Digital Worker (DW) will look at appointments 3 days ahead and verify insurance eligibility for multiple insurances.
Healthcare,Revenue Cycle Management,Eyecare,Behavioral Health,Patient Appointments,Front Desk,Patient Intake,Always Care,Compulink Advantage,Davis Vision,EyeCare,EyeMed,EyeQuest,March,Spectera,Superior Vision,AccuPoint,AdvancedMD,Central Reach,Cerner,ClinicSource,eClinicalWorks,Epic,Kareo,Lumary,MedEZ,Meditech Expanse,NextGen,QGenda,Solutionreach,Theralytics,Waystar,WebABA,WebPT,WellSky Personal Care
EyeCare, Compulink, EyeMed, HL7, Eligibility, Verification, Insurance, Authorization, Medicaid
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
PR
Patient Responsibility Invoicing
After filtering to specific Criteria, this Digital Worker (DW) creates and emails bulk Patient Responsibility invoices.
Healthcare,Behavioral Health,Medical,Medical Billing,Accounts Receivable,Revenue Cycle Management,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics
ABA, EHR, RCM, Invoicing, Patient Responsibility, Bulk Payments
PE
Payroll Entry
The Digital Worker (DW) will verify working and PTO hours from various reports, calculate the pay, and submit time.
Accounting,Finance,All Industries,Payroll,Payroll,Gusto,Rippling,OnPay,SurePayroll,QuickBooks
Payroll, Hours, Payroll Processing
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
PC
Product Catalog Cross-Referencing
This Digital Worker (DW) will get product catalog information from supplier and make sure that the product catalog/items match in the Accounting/ERP system.
Accounting,Finance,All Industries,Accounts Payable,Procurement,Purchasing,Inventory Management,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Catalog Management, Item Management, Product, Inventory
PC
Provider Credentialing
When a new physician, nurse practitioner, or another healthcare provider is hired, this Digital Worker (DW) moves them through the entire medical credentialing process.
Healthcare,Medical,Behavioral Health,Provider Management,Central Reach,Epic,Cerner,WebPT,NextGen,QGenda,Solutionreach,eClinicalWorks,Kareo,WellSky Personal Care,Meditech Expanse,Lumary,AccuPoint,WebABA,ClinicSource,AdvancedMD,MedEZ,Theralytics
ABA, EHR, Provider, Credentialing, HR, Human Resources, Practice Management, Onboarding, Insurance
PO
Purchase Order Matching
After retrieving the Vendor invoice and Purchase Order, the Digital Worker (DW) checks that each quantity, item, and amount on the invoice match what is on the Purchase Order.
Accounting,Finance,All Industries,Accounts Payable,Procurement,Purchasing,Inventory Management,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Purchase Order Matching, PO Matching, Invoice Matching
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
RS
Reseller Sales Tax Certificates
This Digital Worker (DW) updates Customer record with Reseller Sales Tax Certificate number.
Accounting,Finance,All Industries,Sales and Use Tax,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Reseller, Sales Tax, Certificate, Accounts Receivable.
RM
Retainer Management
When a retainer balance is getting low, this Digital Worker (DW) automatically notifies the client.
Legal,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Retainer, Balance, Replenishment
RV
Routine Vision Claims Filing and Materials Ordering
Daily, this Digital Worker (DW) files Insurance Claims and Orders Materials for more than 60 locations and 8 Insurances.
Healthcare,Eyecare,Revenue Cycle Management,Medical,Insurance,Claims Filing,Insurance Filing,Medical Billing,Revenue Cycle Management,Compulink Advantage,EyeCare,Always Care,EyeMed,EyeQuest,Davis Vision,March,Superior Vision,Spectera,Microsoft SharePoint,Microsoft Office 365
Claims, Materials, Eye Glasses, Contacts, Eye Exams, Insurance Claims, Routine Vision, HL7
RV
Routine Vision Eligibility Verification
Daily, this Digital Worker (DW) verifies Patient Eligibility for more than 60 locations and 8 Insurances.
Healthcare,Eyecare,Revenue Cycle Management,Medical,Insurance,Patient Appointments,Front Desk,Patient Intake,Compulink Advantage,EyeCare,Always Care,EyeMed,EyeQuest,Davis Vision,March,Superior Vision,Spectera,Microsoft SharePoint,Microsoft Office 365
Verification, Confirmation, Eligibility, Appointments, Routine Vision, HL7
RV
Routine Vision Revenue Posting
Daily, this Digital Worker (DW) posts insurance payments for more than 60 locations and 10 Insurances.
Healthcare,Eyecare,Revenue Cycle Management,Medical,Insurance,Claims Filing,Insurance Filing,Medical Billing,Revenue Cycle Management,Revenue Posting,Accounts Receivable,Compulink Advantage,EyeCare,Always Care,EyeMed,EyeQuest,Davis Vision,March,Superior Vision,Spectera,Microsoft SharePoint,Microsoft Office 365,VSP Vision Care,Payspan,InstaMed,Eyefinity,NVA,VBA
Revenue Posting, Revenue Cycle Management, HL7,Medical Billing
SO
Sales Order Automation
This Digital Worker (DW) automatically receives, processes and extracts data from email and fax orders.
Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Accounts Receivable, Customer Invoice, Invoice, AR, Sales Order
SD
Scrubbing / Data Cleansing
This Digital Worker (DW) ensures discrepancies within an application data is identified and cleaned or scrubbed.
All Industries,Data Scrubbing,Data Cleansing,Any Cloud Software
Data Cleaning, Scrubbing, Scrub, Data Cleansing
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
SI
Skipped Invoice Intervention
This Digital Worker (DW) locates skipped invoices and notifies the customer.
Accounting,Finance,All Industries,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Accounts Receivable, Collections, Skipped Invoice
SI
Slack to Invoice Creation
Every hour, this Digital Worker (DW) automatically creates new invoices, checks invoice paid status and notifies the customer.
Accounting,Finance,Sales,Product Innovation,All Industries,Accounts Receivable,Google Sheets,Slack,QuickBooks
Invoicing, Accounts Receivable
TW
Three-Way Document Matching
The Digital Worker (DW) ensures that the Purchase Order, Inventory Receipt and Invoice all match.
Accounting,Finance,All Industries,Accounts Payable,Purchasing,Procurement,Receiving,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Three-Way Matching, Purchase Order, Inventory Receipt, Invoice, Bill, Packing Slip
TW
Three-Way Trust Account Reconciliation
This Digital Worker (DW) matches the checkbook trust balance, to the bank balance, to the individual client ledger balances.
Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
IOLTA, Trust Account, Three-Way Reconciliation
TS
Time Sheet Entry
The Digital Worker (DW) gets time sheets from time tracking system, verifies overtime, time-off and enters into Accounting/ERP system.
Accounting,Finance,All Industries,Accounts Payable,Payroll,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Time Sheets, Time Entry, Time Tracking
TM
Time and Expense Billing
This Digital Worker (DW) is designed to consolidate employee expenses by location and profile type and submit monthly eBilling on the revenue reports.
Accounting,Finance,All Industries,Billing,Expense Reports,Accounts Payable,Google Sheets,Therap
Billing, eBilling, Expense, Expense Report
TA
Trust Account Deposit Audit
This Digital Worker (DW) checks to make sure that Client Name and Matter is written on the memo line of every check.
Legal,Banking,Accounting,Reconciliation,Auditing,Case Management,Law Firm Management,CaseAware,Clio,mycase,Pacer,Practice Panther,Smokeball,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
IOLTA, Trust Account, Audit
VP
Vendor Portal Invoice Retrieval
This Digital Worker (DW) logs into different Vendor Portals and retrieves invoice and corresponding data.
Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Vendor Invoices, Bills, Accounts Payable
VE
Voucher Entry
Invoices are received by the Digital Worker (DW), coded to the correct G/L accounts, and added as a Voucher to the Accounts Payable module.
Accounting,Finance,All Industries,Accounts Payable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books
Accounts Payable, A/P, Voucher Entry, Vendor Invoice, Vendor Bill, Bill
WC
Workers Compensation Claim Filing
Once this Digital Worker (DW) finds relevant medical records, it will combine them with the workers compensation claims.
Insurance,Healthcare,Revenue Cycle Management,Insurance Claims Filing,CareCloud,RingCentral,QuickBase
Workers Compensation, Workers Comp, Worker Comp, Claims Filing
ZP
Zero Pays
Once claims are identified as Zero Pays, the Digital Worker (DW) will find the EOB, navigate to the patient record in the EMR system and update the patient record according to the mapping rules.
Insurance,Healthcare,Revenue Cycle Management,Behavioral Health,Medical Billing,Insurance Claims Filing,Therap,Always Care,Compulink Advantage,Davis Vision,EyeCare,EyeMed,EyeQuest,March,Spectera,Superior Vision,AccuPoint,AdvancedMD,Central Reach,Cerner,ClinicSource,eClinicalWorks,Epic,Kareo,Lumary,MedEZ,Meditech Expanse,NextGen,QGenda,Solutionreach,Theralytics,Waystar,WebABA,WebPT,WellSky Personal Care,CareCloud
Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility
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