Because Clicking Through Spreadsheets Is Not a Strategy

Automation is not here to replace your team. It’s here to help them breathe. When your team is under strain from staffing gaps and growing to-do lists, smart automation steps in to handle the repetitive stuff, so your people can focus on what actually moves the needle.

So where should you start? Don’t try to automate everything.

Let’s not boil the ocean – just fix the part that’s leaking. We’ll help you pick one workflow worth automating—something small enough to implement quickly, but big enough to change your trajectory. It’s about smart focus, not brute force. Here are a few smart automations to consider—and a few you can skip.

starting small brings big gains with low risk

20.5

FTE hours saved PER DAY

Performance was boosted with 300K automated claim status checks so staff could spend  less time chasing statuses and more time accelerating cash flow

5 FTEs'

Worth of staff time freed up monthly from one automation

Claim status automation reduced manual effort, allowing staff to focus on higher-value tasks

80%

Reduction in first-pass denials

Eligibility automation eliminated $3M in denied claims, accelerating reimbursement and reducing rework

Here are some high-impact automations built to do the heavy lifting

Claim Statusing

Find out what the payer intends to do before the remittance, preventing unnecessary manual effort

Coordination of Benefits (COB) Denials

Swiftly address COB & eligibility denials, expedite appeals, and accelerate payments

Automated Appeal Wizard

Take immediate appeal action on denials for quicker resolution and reimbursement without any manual attention

### Surgical Scheduling 
Prior Authorization

Automate surgical prior authorizations for streamlined approval and reduced denials

Medical Record Submission

Automate the time consuming and complicated process of gathering clinical data from billing systems and your EHR system to send to the payer

### Automated Balance 
Transfers

Streamline balance transfers and/or adjustments for self-pay, credit balance, bad debt, etc. based on specific rules rather than manual review

### Last EOB or 
Remittance Advice

Recognize revenue sooner and avoid write-offs by eliminating manual entry and extracting EOB data

### Itemized Bill 
Submission

Automatically gather and process payer requests for itemized bills from your EHR system to expedite successful appeals

No Claim on File Rebill

Eliminate the manual process of rebilling missing claims with automatic resubmissions that comply with payer requirements

SUCCESS SPOTLIGHT

20.5 FTE Hours Saved Per Day with One Automation

A large physician group successfully automated key a revenue cycle workflow, streamlining self-pay balance transfers and secondary insurance adjustments. By automating this task and intelligently routing exceptions, the organization saved 20.5 FTE hours per day, freeing up staff for higher-value work. This success highlights the power of automation in reducing workload, improving accuracy, and keeping revenue cycle operations running at peak efficiency.

Our Automation Blueprint for Success

The best automation strategies don’t start with a 12-month roadmap and a panic attack. They start with one smart win—something easy, impactful, and immediately useful. From there, you can build momentum, bank the savings, and go after the big stuff with confidence (and fewer meetings).