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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.