Use Cases

Thoughtful implemented Robotic Process Automation (RPA) to streamline company processes, saving them time, money, and resources. If you don't see your specific use case, don't hesitate to reach out to us. Our team can build a custom bot tailored to your specific requirements for RPA and automation solutions. Just visit our contact page.

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PT

Posting Tenant Rent Via Deposit

Each month, this Bot posts Rent Income to both the Tenant and Unit Ledger as a Bank Deposit in the Property Management System.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rent, Rent Income, Tenant Checks

PC

Primary Claims Filing

Using RPA (robotic process automation) to perform a primary insurance claims filing in CentralReach ABA software can offer a number of advantages. For example, RPA bots can work quickly and accurately, processing claims in a fraction of the time it would take a human to do so. This can help to reduce delays and improve the efficiency of the insurance claims process. RPA bots are also highly reliable, as they do not get tired or make mistakes due to human error. This can help to improve the accuracy of the claims process and reduce the risk of errors or mistakes. In addition, using RPA for primary insurance claims filing can help to free up human staff to focus on more complex or value-added tasks, rather than spending time on routine, repetitive tasks. Overall, the use of RPA for primary insurance claims filing can help to improve the efficiency and accuracy of the process, while also freeing up human staff to focus on more strategic tasks.

healthcare, behavioral health, dental, physical therapy,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,centralreach,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

PM

Process Maintenance Requests

Each day, this Bot processes maintenance requests and supporting functions.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Maintenance Requests

PC

Product Catalog Cross-Referencing

This bot will get product catalog information from supplier and make sure that the product catalog/items match in the Accounting/ERP system.

finance/accounting,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

PD

Proof of Delivery

Automating POD in procurement software using Robotic Process Automation (RPA) can bring several advantages. One of the main benefits is increased efficiency, as RPA can handle repetitive and time-consuming tasks quickly and accurately. This can free up employees to focus on more value-added work, improving productivity and reducing the workload. RPA can also improve accuracy by reducing the potential for human error, leading to fewer mistakes and higher quality output. It can also reduce costs by decreasing the need for labor and increasing speed. In addition, RPA can improve the supplier experience by providing faster and more accurate service. It can also facilitate compliance by ensuring that processes are carried out consistently and in line with regulations. Overall, RPA can bring significant benefits to the POD process in procurement software by streamlining operations and improving efficiency.

manufacturing, accounting, auditing, expense reports, payroll, purchasing, sap, quickbooks

PD

Property Delinquency Report

Each week this Bot prints the Delinquency Report by Property and sends it to the Property Manager via Email.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Delinquency

PC

Provider Credentialing

When a new physician, nurse practitioner, or another healthcare provider is hired, this bot moves them through the entire medical credentialing process.

healthcare, behavioral health, dental, physical therapy,medical,provider management,centralreach,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 bot checks that each quantity, item, and amount on the invoice match what is on the Purchase Order.

finance/accounting,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 bot reconciles Payments and Zero Pays.

healthcare, behavioral health, dental, physical therapy,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,centralreach,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

RR

Rent Roll Reporting

Each month, for each investor/owner, this Bot will prepare and distribute the Rent Roll Reports.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rent Roll, Property Management

RS

Reseller Sales Tax Certificates

This bot updates Customer record with Reseller Sales Tax Certificate number.

finance/accounting,all industries,sales,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 bot 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

RA

Review & Approve Documents

Automating the review and approval of documents can lead to a more efficient and streamlined process. It eliminates the need for human intervention, which saves time and allows employees to focus on more complex or valuable tasks. Automation also ensures accuracy and consistency by following pre-established rules and procedures. Furthermore, automation eliminates the risk of errors or mistakes caused by human fatigue or inattention. Overall, automating document review and approval can significantly improve the efficiency and precision of an organization's processes.

all industries, productivity, box, pdf

RR

Room Reservations

Automating hotel or guest room reservations can offer several advantages. By automating repetitive tasks, RPA bots can increase efficiency, reduce errors, and improve customer service. They can also save hotels money by reducing the need for staff to handle these tasks and improve data accuracy by accurately capturing and recording data from the reservation process. Additionally, RPA bots can handle a high volume of reservations without experiencing fatigue or other issues that might affect human staff, making them particularly useful for hotels that experience seasonal fluctuations in demand.Overall, automating the reservation process using an RPA bot can help hotels streamline their operations and improve their business.‍

hospitality, sales, account management

RV

Routine Vision Claims Filing & Materials Ordering

Daily, this bot files Insurance Claims and Orders Materials for more than 60 locations and 8 Insurances.

healthcare, behavioral health, dental, physical therapy,eyecare,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 bot verifies Patient Eligibility for more than 60 locations and 8 Insurances.

healthcare, behavioral health, dental, physical therapy,eyecare,medical,insurance,patient appointments,eligibility verification,patient intake,revenue cycle management,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 bot posts insurance payments for more than 60 locations and 10 Insurances.

healthcare, behavioral health, dental, physical therapy,eyecare,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 bot automatically receives, processes and extracts data from email and fax orders.

finance/accounting,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 bot 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 bot continually navigates to Central Reach (ABA Software) and files Secondary insurance claims.

healthcare, behavioral health, dental, physical therapy,medical,insurance,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,centralreach,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 bot locates skipped invoices and notifies the customer.

finance/accounting,all industries,accounts receivable,credit & collections,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 bot automatically creates new invoices, checks invoice paid status and notifies the customer.

finance/accounting,all industries,human resources,accounts receivable,google sheets,slack,quickbooks

Invoicing, Accounts Receivable

TA

Tenant Aging Reports

Each month, for each investor/owner, this Bot will print and distribute the Property Aging Report.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Lease Expiration

TA

Tenant Application Filtering

Each week, this Bot reviews and filters out tenant applications based on predefined criteria.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rental Applications

TC

Tenant Credit Check

Each week, this Bot pulls credit checks for tenant applications.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Tenant Credit Check,Rental Applications

TC

Tenant Criminal Background Check

Each week, this bot pulls criminal background checks for tenant applications.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rental Applications,Criminal Background Check

TD

Tenant Document Audit

Each month, this Bot reviews all Tenant documents and prepares an "Out of Compliance" list.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Tenant Documents

TE

Tenant Employment Check

Each week, this Bot pulls employment checks for tenant applications.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rental Applications, Employment Check

TI

Tenant Insurance Expiration Management

A smart bot, such as the one offered by Thoughtful, can provide several advantages for tenants who have not submitted proof of insurance renewal. One benefit is that it can automate the process of sending reminders to tenants, reducing the workload for property managers. Additionally, the bot can also allow tenants to easily submit their proof of insurance renewal through the use of electronic forms, saving time for both the tenant and the property manager. The bot can also provide a record of all communication with the tenants, making it easy for the property manager to keep track of who has and has not submitted their proof of insurance. Overall, a smart bot can streamline the process of insurance renewal and make it more efficient for both tenants and property managers.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Insurance Expiration

TR

Tenant Rent Check Reader

This Bot reads the rent check using Optical Character Recognition (OCR) and gathers the data for further use.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Rent, Rent Income, Tenant Checks

TW

Three-Way Document Matching

The bot ensures that the Purchase Order, Inventory Receipt and Invoice all match.

finance/accounting,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 bot matches the checkbook trust balance, to the bank balance, to the individual client ledger balances.

legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,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

TM

Time & Expense Billing

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

finance/accounting,all industries,billing,expense reports,accounts payable,google sheets,therap

Billing, eBilling, Expense, Expense Report

TS

Time Sheet Entry

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

finance/accounting,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

TA

Trust Account Deposit Audit

This bot checks to make sure that Client Name and Matter is written on the memo line of every check.

legal,finance/accounting,accounting,reconciliation,auditing,case management,law firm management,banking,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

Vacant Property Listings

Each week, this Bot reviews newly vacant properties and creates a listing on the listing web application.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Vacancy, Listing

VA

Vendor Aging & Payments

Each week, this Bot prepares a Vendor Aging Report and Pays Bills Selected for Payment.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Vendor Bill Pay

VC

Vendor Catalog Upload

At a specified time interval, this Bot retrieves the vendor catalog and adds it to the Vendor or Property Management System.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

Vendor Catalog

VP

Vendor Portal Invoice Retrieval

This bot logs into different Vendor Portals and retrieves invoice and corresponding data.

finance/accounting,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

VW

Vendor W9 Tracking

This Bot manages the collection, receipt and documentation of Vendor W9 forms.

real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one-site,rent manager

W9,Vendor

VE

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.

finance/accounting,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 bot finds relevant medical records, it will combine them with the workers compensation claims.

insurance,healthcare, behavioral health, dental, physical therapy,insurance filing,revenue cycle management,carecloud,ringcentral,quickbase

Workers Compensation, Workers Comp, Worker Comp, Claims Filing

ZP

Zero Pays

Once claims are identified as Zero Pays, the bot 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, behavioral health, dental, physical therapy,medical billing,accounts receivable,revenue cycle management,patient intake,patient appointments,insurance filing,therap,always care,compulink advantage,davis vision,eyecare,eyemed,eyequest,march,spectera,superior vision,accupoint,advancedmd,centralreach,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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IM

Inventory Management

The use of automation in inventory management can yield several benefits. One of the key advantages is its ability to streamline the process, as automation can handle inventory management tasks without the need for human involvement. This can save time and free up employees to focus on more complex or value-added tasks. Automation also ensures accuracy and consistency in the inventory management process, as it follows pre-set rules and procedures. Furthermore, automation can help reduce the risk of errors or mistakes caused by human error. In summary, incorporating automation into inventory management can enhance the efficiency, accuracy, and inventory tracking of an organization's operations.

DE

Data Entry

By automating data entry tasks, organizations can experience an efficient and streamlined process. This not only saves time but allows employees to focus on more complex or valuable tasks. Automation also ensures accuracy and consistency by following pre-established rules and procedures. Furthermore, automation eliminates the risk of errors or mistakes caused by human fatigue or inattention. Overall, automating data entry can significantly improve the efficiency and precision of an organization's processes.

RA

Review & Approve Documents

Automating the review and approval of documents can lead to a more efficient and streamlined process. It eliminates the need for human intervention, which saves time and allows employees to focus on more complex or valuable tasks. Automation also ensures accuracy and consistency by following pre-established rules and procedures. Furthermore, automation eliminates the risk of errors or mistakes caused by human fatigue or inattention. Overall, automating document review and approval can significantly improve the efficiency and precision of an organization's processes.