This document discusses how healthcare automation can revolutionize workflows in business offices. It outlines the benefits of automation including improved efficiency, flexibility to adapt workflows, and reducing errors. Specific tasks that can be automated are admissions, insurance verification, billing and accounts receivable processes. The document provides tips for preparing and implementing automation including planning the automated processes, testing automation thoroughly, and getting support from staff during development.

1. Healthcare Automation:
Revolutionizing How You Work
The Hands-Free Business Office

2. Key Topics

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• What sets us apart?
• Challenges in today’s business office
• Benefits of workflow automation
• Where to use Automation
• Automation success
• Steps for preparation & implementation
• Closing thoughts & questions
Key Topics

4. What sets us apart?

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• Workflow automation platforms
• Pioneers of automation
• Largest customer base: Hospitals & Partners
• Market Leader
• Global presence
Boston Software Systems

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• Leading workflow automation platforms
• Works when other approaches will not
• Does not require vendor involvement
• Speeds implementation time
• Reads, writes, and reacts to application screens
• Build interfaces
• Automate manual tasks
• React to and control end user activity
Boston WorkStation

7. Challenges, Benefits and Solutions

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• Ever changing requirements
• Only so many minutes in a day
• Data entry error rates range from 4 - 23%
• Inflexibility to adapt to a customized workflow
• Competition for qualified resources
Business Office Challenges

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• Improves operational efficiency
• Manages changing business requirements
• Ensures maximum productivity
• Frees up (human) resources
• Provides flexibility to customize workflow
• Eliminates data entry errors
• Reduces reliance on highly qualified resources
Seven Benefits of Automation

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• Automating manual workflow leads to operational
efficiency
The Hands-Free Business Office
• Real-time Admissions,
Discharge, Transfers
• Insurance Eligibility
• Insurance Verification
• Admissions Checking
• Payroll Data/Benefit Updates
• Remittance Posting
• 3rd Party Collection Postings
• B/AR Updates
• General Ledger Updates
• Excel Uploads
• Third Shift Operations
• Data Entry/Re-keying
• Daily/Monthly Closing
• Payroll/HR/Financials
• Data Dictionaries

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• Challenge
• Update critical business processes following a
system upgrade
• Solution
• Automate Bad Debit Reporting, Denial Notes Posting, B/AR
Exceptions and a mass Vendor Data Upload
• Results
• Maintained operational efficiency during a major upgrade
• Achieved significantly greater efficiencies and cost savings from
automated workflows
Business Office Success
Customer: A leading East Central Florida hospital, consistently
receiving top ratings for medical specialties

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• Verifying and transferring patient accounts
to Bad Debt
• Mass upload of vendor data to new system
• Posting denial notes to patient accounts
• Collecting exception detail and emailing reports to
B/AR billers
What will you automate?

13. Preparation and Implementation

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• Schedule time for staff/experts to walk through each,
manual process
• Determine whether the automation will run in real-
time or batch mode
• Decide which details to capture and upload
• Source data, final requirements
• Know where results will be written in the HIS
• e.g. discreet fields or in a notes field
• Plan for exceptions
Preparing for Success

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• Run a Selection Report
• Run a cleanser against the selection
• Work the report using Boston WorkStation
Bad Debt, example

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• Run reports to generate files
• Automate select/automate file routines
• Trigger FTP
Vendor Date Upload, example

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• Watch for files to process
• Pick up file and post
Denial Notes Posting, example

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• Run reports
• Distribute to B/AR billers via email
B/AR Exception Work Lists, example

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• Begin building the process in your automation tool
• Start simply and build in steps
• Login, get source data, compare data
• Add logic to deal exceptions
• Write data to the HIS
• Ensure staff/experts are available during the build
process to answer workflow questions
• Complete the automation process with error handling
to deal with unanticipated issues
• Test, Test, Test
Implementation Tips

20. Closing Thoughts

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• Proper planning is essential before you begin
• Ensure dedicated resources are available to answer
questions before and during the development process
• Start simply and then account for exceptions
• Test, test, test!
Four Steps for Success

22. Together, we
can revolutionize
how you work
Thank You!
©2016 Boston Software Systems. Boston WorkStation and Boston Software Systems are registered trademarks of Boston Software Systems, Inc. All other trademarks are acknowledged to
their respective owners.