Use Cases | Thoughtful

837 & 835

837 and 835 are industry standard files used for the electronic submission of healthcare claim and payment information, can bring several benefits to the healthcare industry.

AR Invoice Entry

This bot gets invoice information from Slack Channel and creates a new Customer Invoice in Accounting system.

AR Journal Entries

At the end of each month, this bot makes the predefined Accounts Receivable Journal Entries.

Account Reconciliation

The bot will reconcile each balance sheet account against source statements.

Activity Statement Audits

Audit activity statements to make sure they are fully complete and uniform.

Application of Patient Responsibility

After Primary and Secondary insurances have been paid, this bot applies any applicable Patient Responsibility.

Bad Debt Write-Off

At a specific frequency, this bot will make the journal entries to write-off bad debt.

Batch Payment Reconciliation

Review all bank deposits and reconcile to individual payments.

Bill Payments

Determines which bills to pay from a data source and pays them on payment website.

CAM Reconciliation

Automation can provide several advantages for reconciling each tenant's CAM charges.

Cash Application

The bot will get payments from multiple sources and post them against invoices.

Charge or Payment Posting

Automation can increase operational efficiency by reducing the time and effort required to manually process charges or payments to patient accounts.

Claims Denials

Automation can streamline the process by quickly identifying errors or discrepancies in claims and generating denial letters, reducing the workload for staff.

Claims Processing

File any claims that were unable to be filed through your EHR system.

Clinical Charting

The software can streamline the process of recording patient information, reducing the need for manual data entry and minimizing the risk of errors.

Collections

This bot executes collections workflow on past due invoices.

Commission Calculation

At the end of each month, this bot calculates complex tiered sales commissions.

Credit Workflow

This bot cycles through entire Credit workflow and performs tasks based on status in Credit Dashboard.

Customer Intake & Setup

When a new customer fills out their intital form, the bot sets up all of the teams, groups, applications, and processes associated with the new client.

Dashboard / Report Generation

Data and Reports will be gathered by the bot and consolidated into a formatted Google Sheet dashboard.

Data Entry

Automates data entry tasks in any application, software, or system.

EDI Parsing

This bot takes EDI standardized documents and converts them to in-house document format.

EDI Translation

This bot takes custom in-house documents and converts them to EDI standards.

Electronic Prescribing

It can also help track patient progress and drive patient medication history, making it easier to identify trends and make data-driven decisions.

Expense Tracking by Case

This bot gets legal expenses from variouos portals and enters them into Case Management Software.

Financial Statement Auditing

This bot prepares the backup reports necessary to audit the Financial Statements and performs preliminary discrepancy report.

Flat Fee Payment Reconciliation

This bot checks to make sure that Flat Fee payments are deposited into the correct account.

Insurance Payments

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

Invoice Status Verification

The bot verifies and ingests information from invoices, verify the status of the transaction, and update systems downstream.

Invoicing

Grab customer invoice information from any data source and create an invoice in the accounting application.

Laboratory Management

It can also help track case progress and order case history, making it easier to identify trends and make data-driven decisions.

Lock Box Deposit Entry

This bot parses lockbox data and posts it against open accounts.

Medicaid Eligibility Verification

Conduct Medicaid eligibility verification for your patient population.

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.

Multiple Case Invoice Parsing

This bot parses and separates single invoices into individual transactions by case.

New Case Entry

The bot pulls case information and documents from different online portals and enters a new into the Case Management System.

PDF Creation & Indexing

When a document is retrieved, this bot creates indexable PDFs with Bates Numbering.

Patient Collections

Automation can improve patient satisfaction by providing convenient and flexible payment options, such as online bill pay or automatic payments.

Patient Eligibility Verification

Verify insurance eligibility across all carriers for all appointments 3 days out.

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.

Patient Responsibility Invoicing

After filtering to specific Criteria, this bot creates and emails bulk Patient Responsibility invoices.

Patient Scheduling

Automation enhances the patient experience by providing flexible scheduling options, such as online booking or appointment reminders.

Payable Invoice Reader

This Bot reads the vendor invoice using Optical Character Recognition (OCR) and gathers the data for further use.

Payment Processing

With these technologies, restaurants can reduce manual errors and increase efficiency in their financial processes.

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.

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.

Predictive Analytics

The software can predict future demand for products and services and optimize inventory levels, pricing, and marketing strategies.

Primary Claims Filing

Reduce delays and improve the efficiency of the insurance claims process.

Provider Credentialing

When a new physician, nurse practitioner, or another healthcare provider is hired, this bot moves them through the entire medical credentialing process.

Quality Control and Inspection

Streamline inspecting and monitoring products, reducing the need for manual labor and minimizing the risk of errors.

Reconcile Zero Payments

At the end of each month, this bot reconciles Payments and Zero Pays.

Routine Vision Claims Filing & Materials Ordering

Daily, this bot files Insurance Claims and Orders Materials for more than 60 locations and 8 Insurances.

Routine Vision Eligibility Verification

Daily, this bot verifies Patient Eligibility for more than 60 locations and 8 Insurances.

Scrubbing / Data Cleansing

This bot ensures discrepancies within an application data is identified and cleaned or scrubbed.

Secondary Claims Filing

This bot can login into any EHR software and file Secondary insurance claims.

Skipped Invoice Intervention

This bot locates skipped invoices and notifies the customer.

Three-Way Document Matching

The bot ensures that the Purchase Order, Inventory Receipt and Invoice all match.

Vendor Aging & Payments

Each week, this Bot prepares a Vendor Aging Report and Pays Bills Selected for Payment.

Vendor Portal Invoice Retrieval

This bot logs into different Vendor Portals and retrieves invoice and corresponding data.

Workers Compensation Claim Filing

Once this bot finds relevant medical records, it will combine them with the workers compensation claims.

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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.

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.

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.