Activity Statement Audits

Audit activity statements to make sure they are fully complete and uniform.

Claims Processing

File any claims that were unable to be filed through your EHR system.

Insurance Payments

Once claims are identified as Paid, the bot will find the EOB/EOP, navigate to the patient record in the EMR system and update the patient ledger.

Medicaid Eligibility Verification

Conduct Medicaid eligibility verification for your patient population.

Patient Eligibility Verification

Verify insurance eligibility across all carriers for all appointments 3 days out.

Zero Pays

Find the EOB and update patient record in the EMR system according to the mapping rules.

Patient Invoicing & Statements

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

Inspection Tracking

Review and schedule upcoming inspections.

Batch Payment Reconciliation

Review all bank deposits and reconcile to individual payments.

CAM Reconciliation

Reconcile each tenant's CAM charges.

Certificate of Insurance Tracking

Manage the collection, receipt and documentation of vendor certificate of insurance.

Appliance & Fixture Tracking

Automatically review and schedule upcoming maintenance and replacements.

Tenant Criminal Background Check

Pull criminal background checks for tenant applications.

AP Approvals

Sends vendor invoices for approval and pays the invoice when approved.

Invoicing

Grab customer invoice information from any data source and create an invoice in the accounting application.

Bill Payments

Determines which bills to pay from a data source and pays them on payment website.

Voucher Entry

Invoices are received by the bot, coded to the correct G/L accounts, and added as a Voucher to the Accounts Payable module.

Bank Reconciliation

After retrieving the bank statement, compare debits and credits from the bank to the ledger.

AP Invoice Coding

Based on the vendor, this bot codes the invoice to the correct general ledger account.

Time Sheet Entry

The bot gets time sheets from time tracking system, verifies overtime, time-off and enters into Accounting/ERP system.

AP Discounts

This bot applies credit to a vendor bill when it has been paid within the discount period.

AR Journal Entries

At the end of each month, this bot makes the predefined Accounts Receivable Journal Entries.

Employee Onboarding

Once the hiring process is initiated, the bot send the offer letter and adds the employee into all of the different systems used by the company.

Job Board Scraping

The bot 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.)

LinkedIn Recruiting

After searching by specific location and criteria, the bot will send templated emails to specific candidates on LinkedIn.

Time & Expense Billing

This bot is designed to consolidate employee expenses by location and profile type and submit monthly eBilling on the revenue reports.