End-to-end automation for revenue cycle companies. One ERP to run the day and watch the KPIs, and bots that do the portal work — eligibility checks, claim processing, rejection and denial files, payment posting — inside the systems your clients already use.
If you run billing for other people’s practices, your problem is not one system — it is thirty. Every client is on a different PM or EHR, each with its own login, its own quirks, and its own way of handing you rejections.
We automate the repetitive half of that work and give you one place to run the operation: queues, turnaround times, productivity per person and the KPIs your clients ask about on the monthly call.
None of this is complicated work. That is exactly the problem — it is repetitive, it is high volume, and it still has to be right.
Every client sits on a different system — ECW here, athenahealth there, PracticeSuite, EHI Connect, ModMed — and your team spends the day switching between them and re-keying the same information.
EV has to be done for tomorrow’s schedule, for every payer, and a missed terminated policy turns into a denial three weeks later.
Someone downloads the rejection report, sorts it by reason, fixes what can be fixed, and re-uploads corrected claims — by hand, every day, for every client.
Days in A/R, clean claim rate and productivity per biller live in a spreadsheet that is finished on Monday and out of date by Tuesday.
A working platform for your operation — not a reporting layer bolted on afterwards. Work comes in, gets allocated, gets done against an SLA, and the KPIs assemble themselves.
Where a payer or platform offers an API or an EDI transaction, we use it — it is faster and it does not break. Where there is nothing but a screen, a bot logs in and does the work the way your team does, and proves what it did.
We start with the highest-volume, lowest-judgement work. Appeals, payer calls and anything that needs a clinical or contractual argument stay with your team — with better queues and better information.
| Process | How we automate it | What you get back |
|---|---|---|
| Eligibility & benefits (EV) | Tomorrow’s schedule pulled from the PM, checked in batch — 270/271 where the payer supports it, portal automation where they do not. | Copay, deductible, coinsurance, plan status and effective dates written back, with terminated coverage flagged before the visit. |
| Prior authorisation | Submission where the portal allows it, then automated status chasing on a schedule instead of a person re-checking. | An auth status per case, and an alert when one is about to expire. |
| Charge entry & claim creation | Charges built from the EMR extract or superbill, validated against payer rules and your own scrub list before anything is sent. | Fewer avoidable rejections, and a clean claim rate you can watch move. |
| Claim submission & status | 837 through the clearinghouse where available; portal submission where it is not. Status checked automatically, not manually. | Claims out the same day and a status history you can show the client. |
| Rejections | Rejection reports downloaded, parsed and categorised by reason. Fixable ones corrected and re-uploaded; the rest routed with the reason attached. | No file sitting in a shared drive for two days, and a daily count you can trust. |
| Denials | 835 and scanned EOBs read and grouped by CARC/RARC and root cause, then routed into worklists with the appeal pack pre-assembled. | Denials worked by value and age, and a root-cause report that stops them repeating. |
| Payment posting | ERA posted automatically with balancing checks; scanned EOBs read by document AI, with anything below your confidence threshold sent to a person. | Posting finished before the shift starts, and zero double-posted payments. |
| A/R follow-up | Automated status checks and notes written back to the PM, so callers only pick up the cases that genuinely need a call. | A prioritised worklist instead of an ageing report nobody can finish. |
| Patient balances | Statement runs, reminders and payment-plan follow-ups scheduled and tracked. | Faster patient cash without your team chasing it manually. |
You are not replacing anything. Nothing changes for the practice — the same PM, the same portal, the same logins. The work simply gets done by a bot that leaves a better trail than a person could.
If your client is on something not listed here, that is normal — most of this work is the same shape whatever the screen looks like. We assess a new portal in a few days and tell you honestly whether it is a good automation candidate or not.
Where a real interface exists we use it. It is faster, cheaper to run and it does not care if a screen moves.
Resilient selectors, a check after every step and a screenshot when something looks wrong.
Vaulted, least-privilege, rotated, with MFA flows designed in rather than worked around.
Every action logged with a timestamp and a screenshot, ready for an audit or a client question.
We sign a BAA, work to minimum necessary, and keep PHI out of logs, tickets and screenshots that do not need it.
Deployed in your cloud account or private environment. Data residency and retention are yours to set.
Who can see which client, which bot may touch which portal, and an audit trail on every change.
Built for teams split across locations — controls that hold up when your delivery team is in another country.
We do not start with a platform rollout. We pick the process that hurts most — usually eligibility or rejections — measure how it runs today, and automate it for a single client first.
Talk about a pilotWe sit with your team, count the volumes, time the steps and write down the error rate. That baseline is what everything is judged against later.
The bot is built against a test account, including the awkward payers and the exceptions your team handles quietly today.
Bot and team do the same work side by side until the output matches. You see every difference, not a summary.
The bot takes the queue, your people take the exceptions, and the ERP starts showing what actually changed. Then we pick the next process.
These are the targets we set with RCM clients and measure from day one — not a guarantee, and we will tell you early if your process is not going to reach them.
The bigger change is usually where the people go: chasing fewer files, working more appeals and A/R that actually needs a human argument.
If yours is not here, ask it. We would rather talk you out of automating something than sell you a bot that breaks.
Ask us directlyThe bots that log in, read, type and check — with evidence for every step.
ExploreScanned EOBs and correspondence turned into validated, postable data.
ExploreThe ERP itself — queues, SLAs, KPIs and client reporting in one place.
Explore270/271, 276/277, 837 and 835 wired up properly, with retries and replay.
ExploreTell us the volumes and which portals your clients live in. We will come back with what we would automate first, what it should cost, and what it should save.