The Challenge
HealthPlus operated 12 clinics with patient records fragmented across Epic EHR, their billing platform, and insurance portals. Staff manually transferred demographics, insurance details, and clinical notes between systems — spending 35+ hours weekly on data entry with HIPAA compliance risks from copy-paste errors.
Our Solution
Our HIPAA-compliant RPA bots sync patient records bi-directionally between Epic, the billing system, and payer portals. All data transfers are encrypted, access-controlled, and audit-logged. The bots validate insurance eligibility in real-time and flag discrepancies before claims submission.
The Results
Within the first month of deployment, HealthPlus saw transformative results across their operations. The automation solution not only delivered on the primary KPIs but also uncovered additional efficiency gains in adjacent processes. The team was able to reallocate freed-up capacity to higher-value strategic initiatives, driving further business growth.
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