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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MC

Medical Coding

Automation can streamline the process by using machine learning algorithms to quickly identify and assign the correct medical codes based on the diagnosis and treatment information provided.

behavioral health; dental; eyecare; healthcare; medical; physical therapy; revenue cycle management; centralreach; epic; cerner; clinicsource; eclinicalworks; kareo; meditech expanse; medez; qgenda; nextgen

ME

Month-End Reporting

The bot 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; adp

Month-End,Financial Statements

MO

Move Out Send Deposit

This Bot reviews the Tenant Ledger and prepares check request and AP voucher for deposit refund.

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

Move Out, Security Deposit

MI

Move-In Checklist

This Bot prepares a Move-In Checklist and all the necessary paperwork and forms for the Property Manager.

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

Move-In

MC

Move-Out Checklist

This Bot prepares a Move-Out Checklist and all the necessary paperwork and forms for the Property Manager.

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

Move-Out

MC

Multiple Case Invoice Parsing

This bot parses and separates single invoices into individual transactions by case.

legal; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; caseaware; clio; mycase; practice panther; smokeball; pacer

Invoice Parsing, Vendor Invoicing, Voucher Entry

NC

New Case Entry

The bot 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

NT

New Tenant Setup

When a new tenant signs a lease, this Bot will setup the Tenant file in the Property Management System.

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

New Tenant Setup

NP

Non-PO Matching

Based on a defined set of rules, this bot 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

OM

Offer Management

The process can be streamlined and made more efficient, saving time by automating tasks such as generating and sending offers, monitoring offer acceptance, and managing offer details.

human resources; employee management; monday; workday

ON

Onboarding New Clients

This bot performs all the necessary tasks to onboard a new client.

legal; case management; law firm management; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; microsoft teams

Onboarding, Clients

OF

Order Processing

Automate any Order Management System (OMS) for increased efficiency, improved accuracy and improved customer experience.

retail; manufacturing; purchasing; adp; sap; microsoft office 365

OT

Order Taking

Smart bots offer numerous benefits for automating order-taking and delivery processes through platforms like Grub Hub and Uber Eats.

restaurant; customer service; payment processing; order management; square

OT

Order Tracking

Thoughtful's cutting-edge technology offers numerous benefits for streamlining delivery order tracking on platforms like Grub Hub and Uber Eats.

restaurant; order management; square

EF

PDF Creation & Indexing

When a document is retrieved, this bot creates indexable PDFs with Bates Numbering.

legal; case management; law firm management; 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 bot 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 bot reads the packing slip using Optical Character Recognition (OCR), gathers the data for further use.

accounting finance; all industries; retail; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books

Packing Slip, Inventory, Receiving

pc

Patient Collections

Automation can improve patient satisfaction by providing convenient and flexible payment options, such as online bill pay or automatic payments.

behavioral health; eyecare; dental; healthcare; medical; physical therapy; revenue cycle management; credit collections; advancedmd; epic; nextgen; eclinicalworks; clinicsource; kareo; cerner; medez; meditech expanse

PE

Patient Eligibility Verification

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

healthcare; behavioral health; dental; physical therapy; eyecare; medical; revenue cycle management; accupoint; advancedmd; centralreach; cerner; clinicsource; eclinicalworks; epic; kareo; lumary; medez; meditech expanse; nextgen; qgenda; solutionreach; theralytics; waystar; webaba; webpt; wellsky personal care; fl medicaid; ga medicaid; ky medicaid; sc medicaid; pa medicaid; eyefinity

EyeCare, Compulink, EyeMed, HL7, Eligibility, Verification, Insurance, Authorization, Medicaid

PI

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.

healthcare; behavioral health; dental; physical therapy; eyecare; medical; accounts receivable; centralreach; epic; cerner; webpt; nextgen; qgenda; solutionreach; eclinicalworks; kareo; wellsky personal care; meditech expanse; lumary; accupoint; webaba; clinicsource; advancedmd; medez; theralytics; waystar; fl medicaid; ga medicaid; ky medicaid; pa medicaid; sc medicaid; eyefinity

Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility, Invoices, Statements, Outstanding Balances

PR

Patient Responsibility Invoicing

After filtering to specific Criteria, this bot creates and emails bulk Patient Responsibility invoices.

legal,finance/accounting,all industries,medical billing,accounts receivable,revenue cycle management,centralreach,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

PS

Patient Scheduling

Automation enhances the patient experience by providing flexible scheduling options, such as online booking or appointment reminders.

behavioral health; eyecare; dental; healthcare; medical; physical therapy; revenue cycle management; epic; cerner; kareo; advancedmd; nextgen

PI

Payable Invoice Entry

This Bot enters multiple (batch) Payable invoices in the Property Management System.

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager; adp; lighthouse payments

Payables, Vendor Invoice

PI

Payable Invoice Reader

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

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager; adp; onpay; lighthouse payments

Vendor Invoice, Payables

PP

Payment Processing

With these technologies, restaurants can reduce manual errors and increase efficiency in their financial processes.

restaurant; payment processing; paypal; stripe; square

PE

Payroll Entry

The bot will verify working and PTO hours from various reports, calculate the pay, and submit time.

finance/accounting,all industries,payroll,gusto,rippling,onpay,surepayroll,quickbooks

Payroll, Hours, Payroll Processing

PD

Pest and Disease Control

Bots can monitor crops for signs of pest and disease outbreaks using advanced image recognition and machine learning algorithms.

agriculture; agriculture management; farm management; agrivi; trimble; granular

PS

Point of Sale (POS)

The software can streamline the processing of sales transactions, reducing the need for manual data entry and minimizing the risk of errors.

retail; accounts payable; account management; google sheets; microsoft excel

PT

Posting Tenant Rent Income

Each month, this Bot posts Rent Income and/or Management Fees in the Property Management System.

real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

Rent Income, Tenant Rent, Management Fees

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; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

Rent, Rent Income, Tenant Checks

PV

Pre-Visit Payment Collection

Automating the billing process can reduce the number of unpaid patient accounts after service delivery, which improves the financial health of the organization.

behavioral health; dental; eyecare; healthcare; medical; physical therapy; revenue cycle management; epic; cerner; medez; meditech expanse; nextgen; kareo; clinicsource; eclinicalworks

PA

Predictive Analytics

The software can predict future demand for products and services and optimize inventory levels, pricing, and marketing strategies.

retail; insurance; manufacturing; account management; record keeping; data cleansing;

PM

Predictive Maintenance

Track equipment data, monitor equipment performance, and manage maintenance schedules, making it easier to identify trends and make data-driven decisions.

manufacturing; worker safety; operational efficiency; cost avoidance;

PC

Primary Claims Filing

Reduce delays and improve the efficiency of the insurance claims process.

healthcare; behavioral health; dental; physical therapy; eyecare; medical; insurance; accounts receivable; revenue cycle management; claims filing; centralreach; epic; cerner; webpt; nextgen; qgenda; solutionreach; eclinicalworks; kareo; wellsky personal care; meditech expanse; lumary; accupoint; webaba; clinicsource; advancedmd; medez; theralytics; eyefinity

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; 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.

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

Catalog Management, Item Management, Product, Inventory

PD

Proof of Delivery

Automate(POD) in procurement software, eliminating repetitive and time-consuming tasks for employees.

manufacturing; accounting; auditing; expense reports; payroll; purchasing; sap; quickbooks; microsoft excel; microsoft outlook

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; 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; provider management; revenue cycle 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.

accounting finance; all industries; retail; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; slack; microsoft excel; accupoint

Purchase Order Matching, PO Matching, Invoice Matching

QC

Quality Control and Inspection

Streamline inspecting and monitoring products, reducing the need for manual labor and minimizing the risk of errors.

manufacturing; public safety; productivity; operational efficiency; cost avoidance;

RZ

Reconcile Zero Payments

At the end of each month, this bot reconciles Payments and Zero Pays.

healthcare; behavioral health; dental; physical therapy; accounts receivable; centralreach; epic; cerner; webpt; nextgen; qgenda; solutionreach; eclinicalworks; kareo; wellsky personal care; meditech expanse; lumary; accupoint; webaba; clinicsource; advancedmd; medez; theralytics; waystar; lighthouse payments

Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility, Invoices, Statements, Outstanding Balances

RC

Reference Checks

Automating tasks such as sending reference check requests and tracking responses, time can be saved, and efficiency can be increased.

recruiting; employee management; candidate search; workday

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; 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.

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

Reseller, Sales Tax, Certificate, Accounts Receivable.

RP

Resume Parsing

Automating the resume parsing process, you can reduce the time and effort required to review resumes manually and sort through them, freeing up your recruiters and HR staff to focus on more critical tasks.

recruiting; employee management; candidate search; workday

RM

Retainer Management

When a retainer balance is getting low, this bot automatically notifies the client.

legal; case management; law firm management; 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

Automates the review and approval of documents in a workflow

all industries, productivity, box, pdf

RR

Room Reservations

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; insurance filing; revenue cycle management; claims filing; compulink advantage; eyecare; always care; eyemed; eyequest; davis vision; march; superior vision; spectera

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; revenue cycle management; compulink advantage; eyecare; always care; eyemed; eyequest; davis vision; march; superior vision; spectera

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; accounts receivable; compulink advantage; eyecare; always care; eyemed; eyequest; davis vision; march; superior vision; spectera

Revenue Posting, Revenue Cycle Management, HL7,Medical Billing

SB

Salary Benchmarking

Real-time data and analytics can provide accurate and up-to-date salary information, reducing the risk of errors.

human resources; employee management; workday; monday

SO

Sales Order Automation

This bot automatically receives, processes and extracts data from email and fax orders.

accounting finance; all industries; restaurant; 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

SS

Satisfaction Survey

Thoughtful's automation technologies offer a powerful solution for automating customer satisfaction surveys.

restaurant; crm; square; stripe

SI

Scheduling Interviews

Automation ensures that scheduling is consistent and fair, without biases or human error.

human resources; employee management; candidate search; monday; workday

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; microsoft excel; accupoint; freshbooks

Data Cleaning, Scrubbing, Scrub, Data Cleansing

SC

Secondary Claims Filing

This bot can login into any EHR software and file Secondary insurance claims.

healthcare; behavioral health; dental; physical therapy; eyecare; medical; accounts receivable; revenue cycle management; claims filing; centralreach; epic; cerner; webpt; nextgen; qgenda; solutionreach; eclinicalworks; kareo; wellsky personal care; meditech expanse; lumary; accupoint; webaba; clinicsource; advancedmd; medez; theralytics; waystar

ABA, RCM, Insurance Processing, Claims Filing, Secondary Claim

SI

Skipped Invoice Intervention

This bot 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; lighthouse payments

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.

accounting finance; all industries; accounts receivable; quickbooks; slack; lighthouse payments

Invoicing, Accounts Receivable

SE

Stakeholder Engagement

This technology can streamline communication with suppliers, customers, and other stakeholders, reducing response times and increasing efficiency.

; agriculture management; agrivi; granular; trimble

SS

Student Support

Automation through Thoughtful can benefit a university or campus looking to improve student support. The technology can streamline the process of answering frequently asked questions, reducing response times and increasing efficiency.

public sector; student management; sap; workday

TC

Tax Collection and Compliance

Streamline the collection process and ensure compliance with tax laws and regulations.

accounting finance; government; sales; retail; record keeping; records management; account management; accounts receivable; auditing; banking; all online banking; profitbooks; adp

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; 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; 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; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

Tenant Credit Check,Rental Applications

TC

Tenant Criminal Background Check

Pull criminal background checks for tenant applications.

real estate; property management; yardi; 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; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

Rental Applications, Employment Check

TI

Tenant Insurance Expiration Management

This Bot notifies tenants who have not submitted proof of insurance renewal and adds insurance assessment to bill.

real estate; property management; yardi; 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; 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.

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

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; accounting finance; case management; law firm management; 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.

accounting finance; all industries; accounts payable; therap; microsoft excel; freshbooks; accupoint

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.

accounting finance; all industries; government; restaurant; accounts payable; 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; accounting finance; case management; law firm management; 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; 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; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager

Vendor Bill Pay

VC

Vendor Catalog Upload

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.

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

VW

Vendor W9 Tracking

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

real estate; government; property management; yardi; 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.

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; fiserv

Accounts Payable, A/P, Voucher Entry, Vendor Invoice, Vendor Bill, Bill

WT

Weather Tracking

Automated weather tracking reduces the need for manual monitoring and minimizes the chances of human error.

agriculture; farm management; agriculture management; agrivi; granular; trimble

WC

Workers Compensation Claim Filing

Once this bot finds relevant medical records, it will combine them with the workers compensation claims.

healthcare; behavioral health; dental; physical therapy; insurance filing; revenue cycle management; claims filing; carecloud; sysco

Workers Compensation, Workers Comp, Worker Comp, Claims Filing

YF

Yield Forecasting

Automation through Thoughtful can provide numerous benefits for an agriculture company looking to improve its yield forecasts.

agriculture; agriculture management; farm management; agrivi; granular; trimble

ZP

Zero Pays

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

healthcare; behavioral health; dental; physical therapy; accounts receivable; accupoint; advancedmd; centralreach; cerner; clinicsource; eclinicalworks; epic; kareo; lumary; medez; meditech expanse; nextgen; qgenda; solutionreach; theralytics; waystar; webaba; webpt; wellsky personal care

Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility

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PV

Pre-Visit Payment Collection

Automating pre-visit payment collection offers numerous advantages. Automating the billing process can reduce the number of unpaid patient accounts after service delivery, which improves the financial health of the organization. It also provides accurate and transparent cost estimates to patients, empowering them to make informed decisions about their healthcare. Automation streamlines insurance coverage and eligibility identification, and allows patients to conveniently make payments, thus increasing the efficiency of the billing process. Overall, automating pre-visit payment collection can result in better financial stability for the organization, improved patient experience, and decreased administrative costs.

PS

Patient Scheduling

Automating patient scheduling offers several advantages. Firstly, it enhances the patient experience by providing flexible scheduling options, such as online booking or appointment reminders. This helps to reduce wait times and streamline the scheduling process. Secondly, automation optimizes resource utilization, such as doctors and equipment, by scheduling appointments efficiently. This reduces idle time and improves the overall efficiency of the clinic or hospital. Lastly, automation ensures accurate and consistent scheduling by using predefined criteria and rules. This minimizes errors and ensures that appointments are scheduled correctly. In summary, automating patient scheduling can improve patient experience, optimize resource utilization, and reduce administrative costs.

pc

Patient Collections

Automating patient collections can bring several advantages to health companies. Firstly, it can improve patient satisfaction by providing convenient and flexible payment options, such as online bill pay or automatic payments. This can help reduce the financial stress and burden on patients and make the payment process more convenient and efficient. Secondly, automation can increase collection rates and reduce collection costs by streamlining the process and reducing the time and resources required for manual collection efforts. This can improve cash flow and revenue cycle management, ensuring that payments are collected in a timely and efficient manner. Overall, automating patient collections can help companies provide a better patient experience, while improving financial performance and reducing administrative costs.