Digital Workers

Browse through our digital workers to see how we can save you time and money and streamline your processes or learn more about the solutions here.

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

Invoice Status Verification

Sales, Accounting

Time Savings, Traceability, Accuracy

Invoicing, Invoice, Payment, Transaction

Quickbooks

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.

Accounts Payable

Accounting

Accuracy, Time Savings, Traceability

Accounts Payable, Payable, Accounting, Invoices

PlateIQ, Microsoft Office Suite, CaseAware, Tempo

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

Disbursement Payments

Legal

Accuracy, Cost Savings, Time Savings

Invoice, Disbursement, Payment

ESC, Ecore

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.

Contract Review

Human Resources, Legal

Cost Savings, Time Savings

Contract Review, Contracts, Contracting, Document Review

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.

eFiling

Legal

Cost Savings, Time Savings

eFiling, Document Splitting, OCR, Filing

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.

Patient Responsibility

Healthcare, Insurance

Accuracy, Time Savings, Traceability

Patient Responsibility, PR, PR Posting

Central Reach, Waystar

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

Payroll

Human Resources

Accuracy, Time Savings

Payroll, Hours, Expense

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.

Dashboard / Report Generation

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

Accuracy, Cost Savings, Time Savings

Reporting, Dashboard, Generate Report,

Revolution EHR

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

Activity Statements Audit

Behavioral Health, Healthcare

Accuracy, Time Savings

Auditing, Audit

Central Reach

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.

Payment & Zero Pays

Healthcare, Health Payor, Insurance

Accuracy, Time Savings, Traceability

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

Central Reach, Waystar, WebPT

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

Scrubbing/Data Cleansing

Healthcare, Sales

Accuracy, Time Savings

Data Cleaning, Scrubbing, Scrub, Data Cleansing

Central Reach

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.

Workers Compensation

Healthcare, Insurance

Accuracy, Time Savings, Traceability

Workers Compensation, Workers Comp, Worker Comp

WebPT

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

Eligibility Checks/Verification

Healthcare

Accuracy, Time Savings, Traceability

Medicaid, Eligibility

Central Reach, EyeCare (Compulink)

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

Billing

Finance, Human Resources

Accuracy, Time Savings

Billing, eBilling, Expense, Expense Report

Sysco, PlateIQ, Sage Intact, Quickbooks

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.)

Job Board Scraping

Human Resources

Time Savings, Traceability

HR, Human Resources, Recruiting

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

Recruiting

Human Resources

Ability to Recruit 24/7, Accuracy, Time Savings

HR, Human Resources, Recruiting, LinkedIn

LinkedIn

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

Invoicing

Accounting, Sales

Accuracy, Time Savings

QuickBooks, Invoice, Invoicing, Accounting, Accounts Receivable.

Quickbooks, Google Suite

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

Claims

Health Payor, Insurance

Accuracy, Cost Savings, Time Savings

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

Central Reach, EyeCare (Compulink)

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.

Onboarding

Human Resources, Staffing

Accuracy, Cost Savings, Time Savings

HR, HR Onboarding, Human Resources

Central Reach, Waystar

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.

Bill Pay

Payments, Restaurant

Accuracy, Time Savings

Billing, Payments, Accounts Payable

PlateIQ, Sysco, Various Systems

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

Customer Intake

All

Cost Savings, Time Savings, Traceability

Billing

Box, Google Suite

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.

Credentialing

Behavioral Health, Healthcare

Accuracy, Time Savings

HR, Human Resources, Onboarding

Central Reach, Podio, UKG / Ultipro, Waystar

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.

Foreclosure New Case Entry

Legal

Accuracy, Time Savings

New Case Entry, Foreclosure

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

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.

Bankruptcy New Case Entry

Legal

Accuracy, Time Savings

New Case Entry, Bankruptcy

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

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

Recruiting

Human Resources

Ability to Recruit 24/7, Accuracy, Time Savings

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

Invoicing

Accounting, Sales

Accuracy, Time Savings

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

Claims

Health Payor, Insurance

Accuracy, Cost Savings, Time Savings