Process Automation

Browse through our digital workers and see how we have streamlined company processes saving them time, money, and resources. Learn more about our solutions.

Insurance Payments

Once claims are identified as Paid, this Process Automation will find the EOB/EOP, navigate to the patient record in the EMR system and update the patient ledger.

Industry: Healthcare, Revenue Cycle Management, Behavioral Health

Function: Medical Billing, Insurance Claims Filing


  1. Get list of payments.
  2. Login to Insurance Website and locate EOB.
  3. Get reason codes and any other necessary information.
  4. Go to EMR application and navigate to claim/ledger.
  5. Update claim/ledger with any adjustments, fees and payments.
  6. Update patient responsibility and send patient statement if applicable.

Popular Applications

Our services are not limited to these applications. This Process Automation is available for any cloud based application.

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Voucher Entry

This Process Automation receives invoices, codes it to the correct G/L accounts, and adds as a Voucher to

Time and Expense Billing

This Process Automation is designed to consolidate employee expenses by location and profile type and submit 

Payroll Entry

This Process Automation will verify working and PTO hours from various reports, calculate the pay, and sumit