Digital Workers

Browse through our digital workers and see how we have streamlined company processes saving them time, money, and resources. Don't see your digital worker? Contact us and we will build you one.

Filters

Clear Filters

Views

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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

We can’t find that Digital Worker, but we bet we can build one. Schedule a walkthrough today.
Check out some of our most popular workers.

EF

PDF Creation and Indexing

When a document is retrieved, this Digital Worker (DW) creates indexable PDFs with Bates Numbering.

CP

Case Preparation

This Digital Worker (DW) locates and prepares case documents.

LC

Legal Contract Abstraction

This Digital Worker (DW) reads a contract and prepares a Contract Abstraction.