PT
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.
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.