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Invoice Status Verification

Quickbooks

Sales, Accounting

Time Savings, Traceability, Accuracy

Invoicing, Invoice, Payment, Transaction

The DW is designed to verify ingest information from invoices, verify the status of the transaction, and update systems downstream.

Accounts Payable

PlateIQ, Microsoft Office Suite, CaseAware, Tempo

Accounting

Accuracy, Time Savings, Traceability

Accounts Payable, Payable, Accounting, Invoices

The DW is designed to ingest invoices stored on a shared drive and pay the corresponding creditor found using mapping logic. The DW will update all client systems downstream with the invoice details and payment status.

Disbursement Payments

ESC, Ecore

Legal

Accuracy, Cost Savings, Time Savings

Invoice, Disbursement, Payment

The DW will review invoices from various applications and extract required details to add to a single report.

Contract Review

Human Resources, Legal

Cost Savings, Time Savings

Contract Review, Contracts, Contracting, Document Review

The DW is designed to track the NDA Review process by extracting information from an email to a spreadsheet. Each client and counter part will be notified via email and will be reminded based on a predefined SLA.

eFiling

Legal

Cost Savings, Time Savings

eFiling, Document Splitting, OCR, Filing

The DW is designed to split and categorize a PDF into separate documents based on the information identified on each page using OCR. The information is also validated against what is housed on the client system and escalated based on a predefined set of rules.

Patient Responsibility

Central Reach, Waystar

Healthcare, Insurance

Accuracy, Time Savings, Traceability

Patient Responsibility, PR, PR Posting

The DW is designed to check the parameters outlined in CentralReach and the EOB in Waystar, and mark the claims that should have a patient responsibility applied with it.

Payroll

Human Resources

Accuracy, Time Savings

Payroll, Hours, Expense

The DW is designed to verify each group’s working and PTO hours from numerous reports, calculate the pay, and submit time.

Dashboard / Report Generation

Revolution EHR

Accounting, Consulting, Finance, Revenue Cycle Management, Sales, Staffing

Accuracy, Cost Savings, Time Savings

Reporting, Dashboard, Generate Report,

This DW will consolidate information from client systems and data repositories into an excel spreadsheet. The consolidated data will be formatted and manipulated in order to achieve the client goal (Forecasts, Monthly Payments, etc.). The DW will send the report out to a designated group.

Activity Statements Audit

Central Reach

Behavioral Health, Healthcare

Accuracy, Time Savings

Auditing, Audit

This DW is designed to download multiple, regional reports from Central Reach that have client information in them. Using these reports, the digital worker selects every unique provider. For each unique provider, the digital worker then randomly selects a client that the provider is responsbile for. It then selects two random sessions between that provider and client, ensuring that the sessions are in different months.Once it has done this for all of the un

Payment & Zero Pays

Central Reach, Waystar, WebPT

Healthcare, Health Payor, Insurance

Accuracy, Time Savings, Traceability

Medical Billing, Billing, Payment, Zero Pay, Zero Payments, Denials, EOB, Explanation of Benefits

This DW is designed to reconcile claims that have outstanding payments or claims that should have zero payments. These payments will be processed and updated in the client systems.

Scrubbing/Data Cleansing

Central Reach

Healthcare, Sales

Accuracy, Time Savings

Data Cleaning, Scrubbing, Scrub, Data Cleansing

This DW is designed to ensure discrepancies within application’s data is identified and cleaned or scrubbed if necessary.

Workers Compensation

WebPT

Healthcare, Insurance

Accuracy, Time Savings, Traceability

Workers Compensation, Workers Comp, Worker Comp

The DW is designed to combine workers compensation claims with the relevant medical records daily. The new claim file will be processed, sent out, and tracked.

Eligibility Checks/Verification

Central Reach, EyeCare (Compulink)

Healthcare

Accuracy, Time Savings, Traceability

Medicaid, Eligibility

The DW is designed to use a listing of clients from CentralReach, go out to various sites ranging from states sites such as Kentucky or Payor sites for United Healthcare, to check if a specific client is eligible for Medicaid or another insurance. If verified, updates are made within CentralReach directly and a report is provided to the customer

Billing

Sysco, PlateIQ, Sage Intact, Quickbooks

Finance, Human Resources

Accuracy, Time Savings

Billing, eBilling, Expense, Expense Report

This DW is designed to consolidate their employees expenses by location and profile type and submit monthly eBilling on the revenue reports.

Job Board Scraping

Human Resources

Time Savings, Traceability

HR, Human Resources, Recruiting

The DW is designed to scrape multiple job boards and pull out pertinent information for each position (rate, start date, location, etc.) and populate a spreadsheet where it’s organized by Employment Type (full-time, contract, etc.)

Recruiting

LinkedIn

Human Resources

Ability to Recruit 24/7, Accuracy, Time Savings

HR, Human Resources, Recruiting, LinkedIn

The DW is designed to reach out to individuals that meet the qualifications of the job description/requirements

Invoicing

Quickbooks, Google Suite

Accounting, Sales

Accuracy, Time Savings

QuickBooks, Invoice, Invoicing, Accounting, Accounts Receivable.

The DW is designed to get Customer Invoice information from a Google Sheet and create a new Invoice in QuickBooks.

Claims

Central Reach, EyeCare (Compulink)

Health Payor, Insurance

Accuracy, Cost Savings, Time Savings

Claims, Primary Claims, Secondary Claims, Primary and Secondary, Health Care, Health Payor, Insurance

The DW is designed to validate the primary and/or secondary payors amounts and generate a claim in the client systems.

Onboarding

Central Reach, Waystar

Human Resources, Staffing

Accuracy, Cost Savings, Time Savings

HR, HR Onboarding, Human Resources

The DW is designed to initiate the hiring process for candidates in client systems (like Hubspot) and send out offer letters with the onboarding information.

Bill Pay

PlateIQ, Sysco, Various Systems

Payments, Restaurant

Accuracy, Time Savings

Billing, Payments, Accounts Payable

The DW is designed to take valid/approved data from a report to log into the Sysco portal to pay bills on behalf of the customer on a regular basis. It then validates in the spreadsheet what bills were paid so that the customer has a record of what was done for future reference.

Customer Intake

Box, Google Suite

All

Cost Savings, Time Savings, Traceability

Billing

The DW is designed to take all of the customer information that is inputted into a Google Form and use that to create a folder for the customer in a file repository. Based on the selections the customer made in the form, the digital worker would then populate the customer’s folder with the applicable documents and populate them with the pertinent information. There’s a dashboard where all of the customers are located and the phase of the process they’re in can be manipulated and each phase requires the DW to take different actions, completely automating the customer journey from intake to billing

Credentialing

Central Reach, Podio, UKG / Ultipro, Waystar

Behavioral Health, Healthcare

Accuracy, Time Savings

HR, Human Resources, Onboarding

The DW is designed to do a variety of tasks centered around onboarding such as setting up setting up a provider in the system and populating their practicing state, license #, etc. It sets up the provider’s profile within CentralReach, does a check/verifies the provider’s RBT certification and checks for training certifications.

Foreclosure New Case Entry

Blackknight, Case Management System (CMS), CaseAware, Pacer, Tempo

Legal

Accuracy, Time Savings

New Case Entry, Foreclosure

The DW is designed to work from a queue and using the loan/referral numbers, access several portals such as Black Knight and Pacer to capture pertinent foreclosure information and download documents which are then used to open a case within a customer’s Case Management System.

Bankruptcy New Case Entry

Black Knight, Case Management System (CMS), CaseAware, Pacer, Tempo

Legal

Accuracy, Time Savings

New Case Entry, Bankruptcy

The DW is designed to work from a queue and using the loan/referral numbers, access several portals such as Black Knight and Pacer to capture pertinent bankruptcy information and download documents which are then used to open a case within a customer’s Case Management System.

Try:

Healthcare

Accounting

Legal

We design, train, and optimize digital workers to supercharge your operations.

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365k

Hours of Effort Saved

$10.4m

Dollars Saved

147k

Tasks Automated

Benefits of a Digital Worker

Average of 70% cost savings

More Cost Effective

Rules-based and do exactly what they’re designed to do

Only Work on What's Assigned

They execute per the spec every time

Perfect
Precision

Process is documented, hardcoded, and auditable with live data

Makes Employee
Onboarding Easier

They can run 24 hours a day, 7 days/week.

No Sick Days
or Time Off

They always run when scheduled to do so

Always
Dependable

Produces a work report of exactly what it did, and the data that was used

Traceable
Decisions

Replicate themselves infinitely to handle increased volume

Infinitely
Scalable

How it Works

This is the journey of your digital worker

1

Design

Working with you, we document each step

2

Train

Our engineers build out each step in your process

3

Deploy

The digital workers are set up to run as needed

4

Manage

Run, schedule and view the output of your workers

5

Learn

We continue to learn how to make your worker better

We automate within tools you already use.

Our digital workers can log into any of your existing platforms, just like a human worker can – no migration or integration necessary.

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Automate Time-Consuming Processes Like These:

Human Resources

Employee onboarding

Payroll changes

Resume screening

Leave & PTO requests

Expense reimbursement

Legal

Regulatory change monitor

Contract management

Export validation

Trademark checks

GDPR compliance

Document scraping

Finance

Accounting workflows

Invoice processing

Payroll changes

Account reconciliation

Vendor on/offboarding

Healthcare

Invoice processing

Claims management

Case management

Adjustments

Medicaid eligibility

Data entry

Join the Ranks of Other Proactive Leaders

After doing our due-diligence about RPA and Thoughtful automation, we signed up to have them deploy 20 bots for us in the first year. I would recommend them without hesitation.

One of the key reasons I chose them was their speed in deployment, their bundled pricing and their depth of experience in this space. I’m very pleased thus far.

Lawyer
CFO, Top Legal Company

I’ve been amazed at the ability for the robotic worker to run processes while my staff completes other higher-value tasks.

Not only has it reduced the time to complete the process by 90%, but it has also allowed us to focus on the bigger picture than focus on the minutiae of a repetitive process.

Kevin Silver
CFO Butterfly Effects

Thoughtful Automation is an early-partner of Robocorp. However, the strength of their work is not simply rooted in being a ‘first-mover’. As partners we have consistently witnessed them deliver fast, quality, and cost-effective results to their customers.

Peter Steube
Head of Partner Ecosystem, Robocorp
Lawyer
Kevin Silver
Peter Steube

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