Use Cases | Thoughtful

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.

Month-End Reporting

The bot gathers month end financial statements, organizes and sends to various stakeholders.

Move Out Send Deposit

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

Move-In Checklist

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

Move-Out Checklist

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

Multiple Case Invoice Parsing

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

New Case Entry

The bot pulls case information and documents from different online portals and enters a new into the Case Management System.

New Tenant Setup

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

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.

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.

Onboarding New Clients

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

Order Processing

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

Order Taking

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

Order Tracking

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

PDF Creation & Indexing

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

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.

Packing Slip Recognition

The bot reads the packing slip using Optical Character Recognition (OCR), gathers the data for further use.

Patient Collections

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

Patient Eligibility Verification

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

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.

Patient Responsibility Invoicing

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

Patient Scheduling

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

Payable Invoice Entry

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

Payable Invoice Reader

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

Payment Processing

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

Payroll Entry

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

Pest and Disease Control

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

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.

Posting Tenant Rent Income

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

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.

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.

Predictive Analytics

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

Predictive Maintenance

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

Primary Claims Filing

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

Process Maintenance Requests

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

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.

Proof of Delivery

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

Property Delinquency Report

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

Provider Credentialing

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

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.

Quality Control and Inspection

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

Reconcile Zero Payments

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

Reference Checks

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

Rent Roll Reporting

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

Reseller Sales Tax Certificates

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

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.

Retainer Management

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

Review & Approve Documents

Automates the review and approval of documents in a workflow

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.‍

Routine Vision Claims Filing & Materials Ordering

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

Routine Vision Eligibility Verification

Daily, this bot verifies Patient Eligibility for more than 60 locations and 8 Insurances.

Routine Vision Revenue Posting

Daily, this bot posts insurance payments for more than 60 locations and 10 Insurances.

Salary Benchmarking

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

Sales Order Automation

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

Satisfaction Survey

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

Scheduling Interviews

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

Scrubbing / Data Cleansing

This bot ensures discrepancies within an application data is identified and cleaned or scrubbed.

Secondary Claims Filing

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

Skipped Invoice Intervention

This bot locates skipped invoices and notifies the customer.

Slack to Invoice Creation

Every hour, this bot automatically creates new invoices, checks invoice paid status and notifies the customer.

Stakeholder Engagement

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

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.

Tax Collection and Compliance

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

Tenant Aging Reports

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

Tenant Application Filtering

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

Tenant Credit Check

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

Tenant Criminal Background Check

Pull criminal background checks for tenant applications.

Tenant Document Audit

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

Tenant Employment Check

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

Tenant Insurance Expiration Management

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

Tenant Rent Check Reader

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

Three-Way Document Matching

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

Three-Way Trust Account Reconciliation

This bot matches the checkbook trust balance, to the bank balance, to the individual client ledger balances.

Time & Expense Billing

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

Time Sheet Entry

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

Trust Account Deposit Audit

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

Vacant Property Listings

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

Vendor Aging & Payments

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

Vendor Catalog Upload

Retrieves the vendor catalog and adds it to the Vendor or Property Management System.

Vendor Portal Invoice Retrieval

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

Vendor W9 Tracking

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

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.

Weather Tracking

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

Workers Compensation Claim Filing

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

Yield Forecasting

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

Zero Pays

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

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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.

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.

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.