You can assign tasks to our Office Robots the same way you assign tasks to humans. If you can write instructions for the work, our Office Robots can do the work for you. It’s that simple.

You’ll see fewer mistakes, faster turnaround times, improved consistency and significantly less costs. You should be able to automate about 85% of the work in any business process.

What Can Office Robots Do?


Patient Access Automation

  • Run Self-Pay accounts to check for Medicare and/or Medicaid coverage for previous day

  • Transfer eligibility information & estimates from iPAS to EHR

  • Check medical necessity for Medicare accounts

  • Notify physician offices of medical necessity failures

  • Correct policy numbers, insurance mnemonics, and subscriber names that were not entered in EHR correctly by the registrar

  • Check to see if prior authorization is required for payers that can on web.

  • Start authorizations for our top 5 payers and check the status of the request. If approved, number can be automatically entered in EHR. This frees up users to focus on denials received and prevent reschedules due to staff not following up timely.

  • Check Status to see if submitted auth has been approved and enter number in EHR.

  • Research denials because the procedure that is performed is not the procedure that was authorized. Compare CPT codes that post to accounts to the CPT code that was authorized.

  • EHR authorizations for ER accounts

  • Generate and send daily and monthly statistics for accounting and quality department

Patient Financial Services Automation

  • Cash Posting

  • Claim Status Checks: Only review accounts 31+ days. If payer states claim has been paid, review EHR to see if payment was posted. If payment posted, generate a report for follow up team to review for contracts.

  • Double check eligibility and correct plan codes for insurances that were not loaded correctly.

  • Read denial codes on remits and take action based on denial code per insurance

  • Agency Reconciliation Files

  • Medicaid and Medicaid CMO ER triage appeals

Physician Billing Automation

  • Cash Posting

  • Claim Status Checks

Coding Automation

  • Automatically code accounts that had AMB orders entered electronically

Accounting Automation

  • Bank Reconciliation

  • AP Vouchers

  • Accounts Payable Processing

Clinics Automation

  • Medication Authorizations

General Automation Examples

  • Reading and analyzing documents

  • Payables processing

  • Navigating websites

  • Creating network folder structures for new projects

  • Data retrieval and analysis from spreadsheets

  • Quote preparation

  • Creating and sending emails

  • Starting and closing programs

  • Moving and renaming network files

  • Entering data from one system into another

  • Invoice processing

  • Optical character recognition and text extraction

  • Sending internal or external emails

  • Data entry into accounting systems

  • Data lookups and retrievals from account systems

  • Printing to local printers

  • Quote research and data consolidation

  • Running other automation scripts

  • Routing documents to the appropriate people for review

  • Publishing blog posts and social media posts

  • Complex decision making

  • Online research and data retrieval

  • Local file creation

  • Warranty registrations

  • Updating spreadsheets

  • Screen captures

  • Starting new business processes

  • Chatting with humans in chat programs

  • Retrieving files from network drives

  • Daily report generation

And much more… The list is growing every day.