MC
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.
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
ME
Month-End Reporting
The bot gathers month end financial statements, organizes and sends to various stakeholders.
accounting finance; all industries; accounting; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; adp
Month-End,Financial Statements
MO
Move Out Send Deposit
This Bot reviews the Tenant Ledger and prepares check request and AP voucher for deposit refund.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one site,rent manager
Move Out, Security Deposit
MI
Move-In Checklist
This Bot prepares a Move-In Checklist and all the necessary paperwork and forms for the Property Manager.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Move-In
MC
Move-Out Checklist
This Bot prepares a Move-Out Checklist and all the necessary paperwork and forms for the Property Manager.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one site,rent manager
Move-Out
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
NT
New Tenant Setup
When a new tenant signs a lease, this Bot will setup the Tenant file in the Property Management System.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
New Tenant Setup
NP
Non-PO Matching
Based on a defined set of rules, this bot either codes and enters Non-PO invoices directly into the acocunting/ERP system or sends to approver.
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
Non-PO, Non-Purchase Order, Matching
OM
Offer Management
The process can be streamlined and made more efficient, saving time by automating tasks such as generating and sending offers, monitoring offer acceptance, and managing offer details.
human resources; employee management; monday; workday
ON
Onboarding New Clients
This bot performs all the necessary tasks to onboard a new client.
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; microsoft teams
Onboarding, Clients
OF
Order Processing
Automate any Order Management System (OMS) for increased efficiency, improved accuracy and improved customer experience.
retail; manufacturing; purchasing; adp; sap; microsoft office 365
OT
Order Taking
Smart bots offer numerous benefits for automating order-taking and delivery processes through platforms like Grub Hub and Uber Eats.
restaurant; customer service; payment processing; order management; square
OT
Order Tracking
Thoughtful's cutting-edge technology offers numerous benefits for streamlining delivery order tracking on platforms like Grub Hub and Uber Eats.
restaurant; order management; square
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
PD
PDF Document Split & Validation
The PDF will be split and categorized by the bot into separate documents based on the information identified on each page using Optical Character Recognition (OCR). The information is also validated against a predefined set of rules.
all industries,all,pdf
E-Filing, PDF, parse, split
PS
Packing Slip Recognition
The bot reads the packing slip using Optical Character Recognition (OCR), gathers the data for further use.
accounting finance; all industries; retail; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Packing Slip, Inventory, Receiving
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 Entry
This Bot enters multiple (batch) Payable invoices in the Property Management System.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager; adp; lighthouse payments
Payables, Vendor Invoice
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
PE
Payroll Entry
The bot will verify working and PTO hours from various reports, calculate the pay, and submit time.
finance/accounting,all industries,payroll,gusto,rippling,onpay,surepayroll,quickbooks
Payroll, Hours, Payroll Processing
PD
Pest and Disease Control
Bots can monitor crops for signs of pest and disease outbreaks using advanced image recognition and machine learning algorithms.
agriculture; agriculture management; farm management; agrivi; trimble; granular
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
PT
Posting Tenant Rent Income
Each month, this Bot posts Rent Income and/or Management Fees in the Property Management System.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Rent Income, Tenant Rent, Management Fees
PT
Posting Tenant Rent Via Deposit
Each month, this Bot posts Rent Income to both the Tenant and Unit Ledger as a Bank Deposit in the Property Management System.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Rent, Rent Income, Tenant Checks
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;
PM
Predictive Maintenance
Track equipment data, monitor equipment performance, and manage maintenance schedules, making it easier to identify trends and make data-driven decisions.
manufacturing; worker safety; operational efficiency; cost avoidance;
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
PM
Process Maintenance Requests
Each day, this Bot processes maintenance requests and supporting functions.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Maintenance Requests
PC
Product Catalog Cross-Referencing
This bot will get product catalog information from supplier and make sure that the product catalog/items match in the Accounting/ERP system.
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
Catalog Management, Item Management, Product, Inventory
PD
Proof of Delivery
Automate(POD) in procurement software, eliminating repetitive and time-consuming tasks for employees.
manufacturing; accounting; auditing; expense reports; payroll; purchasing; sap; quickbooks; microsoft excel; microsoft outlook
PD
Property Delinquency Report
Each week this Bot prints the Delinquency Report by Property and sends it to the Property Manager via Email.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Delinquency
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
PO
Purchase Order Matching
After retrieving the Vendor invoice and Purchase Order, the bot checks that each quantity, item, and amount on the invoice match what is on the Purchase Order.
accounting finance; all industries; retail; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books; slack; microsoft excel; accupoint
Purchase Order Matching, PO Matching, Invoice Matching
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
RC
Reference Checks
Automating tasks such as sending reference check requests and tracking responses, time can be saved, and efficiency can be increased.
recruiting; employee management; candidate search; workday
RR
Rent Roll Reporting
Each month, for each investor/owner, this Bot will prepare and distribute the Rent Roll Reports.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Rent Roll, Property Management
RS
Reseller Sales Tax Certificates
This bot updates Customer record with Reseller Sales Tax Certificate number.
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
Reseller, Sales Tax, Certificate, Accounts Receivable.
RP
Resume Parsing
Automating the resume parsing process, you can reduce the time and effort required to review resumes manually and sort through them, freeing up your recruiters and HR staff to focus on more critical tasks.
recruiting; employee management; candidate search; workday
RM
Retainer Management
When a retainer balance is getting low, this bot automatically notifies the client.
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
Retainer, Balance, Replenishment
RA
Review & Approve Documents
Automates the review and approval of documents in a workflow
all industries, productivity, box, pdf
RR
Room Reservations
Bots can handle a high volume of reservations without experiencing fatigue or other issues that might affect human staff, making them particularly useful for hotels that experience seasonal fluctuations in demand.Overall, automating the reservation process using an RPA bot can help hotels streamline their operations and improve their business.
hospitality; sales; account management;
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
RV
Routine Vision Revenue Posting
Daily, this bot posts insurance payments for more than 60 locations and 10 Insurances.
healthcare; behavioral health; dental; physical therapy; eyecare; accounts receivable; compulink advantage; eyecare; always care; eyemed; eyequest; davis vision; march; superior vision; spectera
Revenue Posting, Revenue Cycle Management, HL7,Medical Billing
SB
Salary Benchmarking
Real-time data and analytics can provide accurate and up-to-date salary information, reducing the risk of errors.
human resources; employee management; workday; monday
SO
Sales Order Automation
This bot automatically receives, processes and extracts data from email and fax orders.
accounting finance; all industries; restaurant; accounts receivable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Accounts Receivable, Customer Invoice, Invoice, AR, Sales Order
SS
Satisfaction Survey
Thoughtful's automation technologies offer a powerful solution for automating customer satisfaction surveys.
restaurant; crm; square; stripe
SI
Scheduling Interviews
Automation ensures that scheduling is consistent and fair, without biases or human error.
human resources; employee management; candidate search; monday; workday
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
SI
Slack to Invoice Creation
Every hour, this bot automatically creates new invoices, checks invoice paid status and notifies the customer.
accounting finance; all industries; accounts receivable; quickbooks; slack; lighthouse payments
Invoicing, Accounts Receivable
SE
Stakeholder Engagement
This technology can streamline communication with suppliers, customers, and other stakeholders, reducing response times and increasing efficiency.
; agriculture management; agrivi; granular; trimble
SS
Student Support
Automation through Thoughtful can benefit a university or campus looking to improve student support. The technology can streamline the process of answering frequently asked questions, reducing response times and increasing efficiency.
public sector; student management; sap; workday
TC
Tax Collection and Compliance
Streamline the collection process and ensure compliance with tax laws and regulations.
accounting finance; government; sales; retail; record keeping; records management; account management; accounts receivable; auditing; banking; all online banking; profitbooks; adp
TA
Tenant Aging Reports
Each month, for each investor/owner, this Bot will print and distribute the Property Aging Report.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Lease Expiration
TA
Tenant Application Filtering
Each week, this Bot reviews and filters out tenant applications based on predefined criteria.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Rental Applications
TC
Tenant Credit Check
Each week, this Bot pulls credit checks for tenant applications.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Tenant Credit Check,Rental Applications
TC
Tenant Criminal Background Check
Pull criminal background checks for tenant applications.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Rental Applications,Criminal Background Check
TD
Tenant Document Audit
Each month, this Bot reviews all Tenant documents and prepares an "Out of Compliance" list.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one site,rent manager
Tenant Documents
TE
Tenant Employment Check
Each week, this Bot pulls employment checks for tenant applications.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Rental Applications, Employment Check
TI
Tenant Insurance Expiration Management
This Bot notifies tenants who have not submitted proof of insurance renewal and adds insurance assessment to bill.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Insurance Expiration
TR
Tenant Rent Check Reader
This Bot reads the rent check 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
Rent, Rent Income, Tenant Checks
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
TW
Three-Way Trust Account Reconciliation
This bot matches the checkbook trust balance, to the bank balance, to the individual client ledger balances.
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, Three-Way Reconciliation
TM
Time & Expense Billing
This bot is designed to consolidate employee expenses by location and profile type and submit monthly eBilling on the revenue reports.
accounting finance; all industries; accounts payable; therap; microsoft excel; freshbooks; accupoint
Billing, eBilling, Expense, Expense Report
TS
Time Sheet Entry
The bot gets time sheets from time tracking system, verifies overtime, time-off and enters into Accounting/ERP system.
accounting finance; all industries; government; restaurant; accounts payable; bill.com; crunch accounting; financepal; freshbooks; infor; microsoft dynamics gp; netsuite; profitbooks; quickbooks; sage intacct; sap; xero; zarmoney; zoho books
Time Sheets, Time Entry, Time Tracking
TA
Trust Account Deposit Audit
This bot checks to make sure that Client Name and Matter is written on the memo line of every check.
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, Audit
VP
Vacant Property Listings
Each week, this Bot reviews newly vacant properties and creates a listing on the listing web application.
real estate; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
Vacancy, Listing
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
VC
Vendor Catalog Upload
Retrieves the vendor catalog and adds it to the Vendor or Property Management System.
real estate,property management,yardi voyager,yardi breeze,mri software,appfolio,buildium,onsite,entrata,resman,realpage one site,rent manager
Vendor Catalog
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
VW
Vendor W9 Tracking
This Bot manages the collection, receipt and documentation of Vendor W9 forms.
real estate; government; property management; yardi; mri software; appfolio; buildium; onsite; entrata; resman; realpage one site; rent manager
W9,Vendor
VE
Voucher Entry
Invoices are received by the bot, coded to the correct G/L accounts, and added as a Voucher to the Accounts Payable module.
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; fiserv
Accounts Payable, A/P, Voucher Entry, Vendor Invoice, Vendor Bill, Bill
WT
Weather Tracking
Automated weather tracking reduces the need for manual monitoring and minimizes the chances of human error.
agriculture; farm management; agriculture management; agrivi; granular; trimble
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
YF
Yield Forecasting
Automation through Thoughtful can provide numerous benefits for an agriculture company looking to improve its yield forecasts.
agriculture; agriculture management; farm management; agrivi; granular; trimble
ZP
Zero Pays
Find the EOB and update patient record in the EMR system according to the mapping rules.
healthcare; behavioral health; dental; physical therapy; accounts receivable; accupoint; advancedmd; cerner; clinicsource; eclinicalworks; epic; kareo; lumary; medez; meditech expanse; nextgen; qgenda; solutionreach; theralytics; waystar; webaba; webpt; wellsky personal care
Medical Billing, Zero Pay, Zero Payment, Insurance Payments, Patient Responsibility
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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.