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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837 & 835

837 and 835 are industry standard files used for the electronic submission of healthcare claim and payment information, can bring several benefits to the healthcare industry.

healthcare; claims filing; advancedmd; kareo

AR

AR Invoice Entry

This bot gets invoice information from Slack Channel and creates a new Customer Invoice in Accounting system.

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,slack

Accounts Receivable, Customer Invoice, Invoice, AR

AR

AR Journal Entries

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

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

Accounts Receivable, Month-End

AR

Account Reconciliation

The bot will reconcile each balance sheet account against source statements.

finance/accounting,all industries,general ledger,accounts receivable,accounts payable,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

Accounting, Account Reconciliation, Reconciliation,Month-end

AS

Activity Statement Audits

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

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

Auditing

AP

Application of Patient Responsibility

After Primary and Secondary insurances have been paid, this bot applies any applicable Patient Responsibility.

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

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

BD

Bad Debt Write-Off

At a specific frequency, this bot will make the journal entries to write-off bad debt.

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

Accounts Receivable, Bad Debt, Write-Off

BP

Batch Payment Reconciliation

Review all bank deposits and reconcile to individual payments.

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

Batch Payments

BP

Bill Payments

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

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

Bill Pay, Bill Payments

CR

CAM Reconciliation

Automation can provide several advantages for reconciling each tenant's CAM charges.

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

CAM, CAM Reconciliation

CA

Cash Application

The bot will get payments from multiple sources and post them against invoices.

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

Payment Processing, Cash Application, Accounts Receivable

PP

Charge or Payment Posting

Automation can increase operational efficiency by reducing the time and effort required to manually process charges or payments to patient accounts.

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

CD

Claims Denials

Automation can streamline the process by quickly identifying errors or discrepancies in claims and generating denial letters, reducing the workload for staff.

behavioral health; healthcare; medical; physical therapy; insurance; revenue cycle management; claims filing; accounting; epic; nextgen; medez; meditech expanse; kareo; qgenda; clinicsource; eclinicalworks

CP

Claims Processing

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

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

Claims, Primary Claims, Secondary Claims, Primary and Secondary, Health Care, Health Payor, Insurance, Payor, RCM, Revenue Cycle Management

CC

Clinical Charting

The software can streamline the process of recording patient information, reducing the need for manual data entry and minimizing the risk of errors.

healthcare; record keeping; records management; eclinicalworks; medez; advancedmd; kareo; cerner

CO

Collections

This bot executes collections workflow on past due invoices.

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

Accounts Receivable, Collections

CC

Commission Calculation

At the end of each month, this bot calculates complex tiered sales commissions.

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

Accounts Receivable, Commissions, Payroll

CW

Credit Workflow

This bot cycles through entire Credit workflow and performs tasks based on status in Credit Dashboard.

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,google sheets

Credit, Collections, Accounts Receivable

CI

Customer Intake & Setup

When a new customer fills out their intital form, the bot sets up all of the teams, groups, applications, and processes associated with the new client.

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

Form Collection, Software Setup, Practice Management, CRM, Pipeline

DR

Dashboard / Report Generation

Data and Reports will be gathered by the bot and consolidated into a formatted Google Sheet dashboard.

all industries; all; google sheets; microsoft excel; crunchtime

Reporting, Dashboard, Generate Reports.

DE

Data Entry

Automates data entry tasks in any application, software, or system.

accounting finance, all industries, workday, slack, adp, sap

ED

EDI Parsing

This bot takes EDI standardized documents and converts them to in-house document format.

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

EDI, Electronic Data Interchange

ED

EDI Translation

This bot takes custom in-house documents and converts them to EDI standards.

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

EDI, Electronic Data Interchange

EP

Electronic Prescribing

It can also help track patient progress and drive patient medication history, making it easier to identify trends and make data-driven decisions.

healthcare; behavioral health; medical; records management; record keeping; productivity; advancedmd; carecloud; kareo; meditech expanse; cerner

BE

Expense Tracking by Case

This bot gets legal expenses from variouos portals and enters them into Case Management Software.

legal,billing,case management,caseaware,clio,mycase,pacer,practice panther,smokeball,florida lsop,florida eportal filing

Billable Expense, Reimbursable Expense, Court Filing, Expense Tracking

FS

Financial Statement Auditing

This bot prepares the backup reports necessary to audit the Financial Statements and performs preliminary discrepancy report.

finance/accounting,all industries,general ledger,auditing,bill.com,crunch accounting,financepal,freshbooks,infor,microsoft dynamics gp,netsuite,profitbooks,quickbooks,sage intacct,sap,xero,zarmoney,zoho books

Month-end, Audit, Financial Statements

FF

Flat Fee Payment Reconciliation

This bot checks to make sure that Flat Fee payments are deposited into the correct account.

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, Flat Fee

IP

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.

insurance,healthcare, behavioral health, dental, physical therapy,medical billing,insurance filing,revenue cycle management,therap,always care,compulink advantage,davis vision,eyecare,eyemed,eyequest,march,spectera,superior vision,accupoint,advancedmd,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

IS

Invoice Status Verification

The bot verifies and ingests information from invoices, verify the status of the transaction, and update systems downstream.

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; fiserv; lighthouse payments

Invoice, Verification, Status, Accounts Receivable

IN

Invoicing

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

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

Invoice, Accounts Receivable

LM

Laboratory Management

It can also help track case progress and order case history, making it easier to identify trends and make data-driven decisions.

healthcare; medical; record keeping; records management; productivity; advancedmd; carecloud; kareo; cerner; meditech expanse

LB

Lock Box Deposit Entry

This bot parses lockbox data and posts it against open accounts.

legal; accounting finance; all industries; accounts receivable; fiserv

Collections, Lockbox, Payments

ME

Medicaid Eligibility Verification

Conduct Medicaid eligibility verification for your patient population.

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

ABA, EHR, RCM, Invoicing, Patient Eligibility, Medicaid

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; epic; cerner; clinicsource; eclinicalworks; kareo; meditech expanse; medez; qgenda; nextgen

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

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

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; 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; 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,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 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

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

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;

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; 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

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; 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

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; 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

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

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; 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

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

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

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

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

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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.