MIMIC IT

Case Studies

  • Accounts Payable/Invoicing Case Study

    Accounts Payable/Invoicing Case Study

    Challenge

    AP Personnel receives hundreds of invoices via email per month, which they would hand-enter into the accounting system.

    Solution

    Use OCR and Document Understanding to read the Invoice PDF and automatically enter the data into the accounting system. Anything that could not be read is set aside as an exception for manual review.

    Results

    Faster payments, fewer mistakes, fewer late payment fees/more early-pay discounts, AP free to focus on anomalies or errors.

  • Import and Validate Bulk Electronic
    Payments Case Study

    Import and Validate Bulk Electronic
    Payments Case Study

    Challenge

    Hundreds of ERA payments are automatically imported into practice management software nightly but must be verified by employees. Some payments are ready to validate, but others must be validated manually.

    Solution

    Created an automation to securely remote into the client’s environment, log into the practice management system, and click “Submit” for the payments that have been automatically validated.

    Results

    Users can focus on anomalies and incomplete transactions, which are re-imported into the system for automated validation.

  • Audit Imported Data Case Study

    Audit Imported Data Case Study

    Challenge

    An offshore team imports thousands of charges daily, but sometimes imports data to the wrong location. This often isn’t caught until month-end and requires significant steps to resolve.

    Solution

    Audit the imports daily using automation.

    Results

    Mistakes are found the next day and can be resolved faster

  • Matching Names to IDs Case Study

    Matching Names to IDs Case Study

    Challenge

    Reports come out of one system with only names but need to be imported into another system using IDs.

    Solution

    Create a crosswalk spreadsheet to automatically match names to their correct ID number. Any Names that do not match are kicked out as an exception for manual review and addition to the crosswalk.

    Results

    Users are free to concentrate on other tasks, fewer errors, crosswalk automatically grows

  • Small Automation Need Case Study

    Small Automation Need Case Study

    Challenge

    Small office only needs a handful of process automated and cannot justify spending thousands of dollars standing up an RPA department.

    Solution

    Provide services for developing, launching, hosting, maintaining, and supporting automations for a fraction of the cost to implement themselves.

    Results

    Office can focus on what they do best while automated processes run smoothly.

  • Automated QA Case Study

    Automated QA Case Study

    Challenge

    A new website needs several hundred combinations of test scenarios completed for quality assurance. Human users can only do 1-2 tests per minute.

    Solution

    Create a spreadsheet of all scenario possibilities and send it to multiple robots to complete. A few robots can complete 10+ per minute as well as test website stress load.

    Results

    Thorough testing completed in a fraction of the time, able to repeat the test quickly, found issues with website during periods of high volume that would not have been found with human testing.

  • Pre-Authorization/Validate
    Medical Coverage Case Study

    Pre-Authorization/Validate
    Medical Coverage Case Study

    Challenge

    Employees must validate Medicare/Medicaid coverage on an external website to verify coverage for a visit.

    Solution

    Retrieve a list of patients to lookup, login to the appropriate website, and return coverage details including start/end dates and benefit information.

    Results

    Employees can complete more billing faster, resulting in an increase of monthly revenue and fewer missed billing deadlines.

  • Daily Anomaly Reporting Case Study

    Daily Anomaly Reporting Case Study

    Challenge

    Users go through multiple daily reports to check for data anomalies; most reports are normal, but anomalies must be found and resolved quickly.

    Solution

    Automated reviewing reports several times a day and kicked out any with non-standard data.

    Results

    Users are free to focus on inconsistent reports as they appear without waiting for daily reports.

  • System Migration Case Study

    System Migration Case Study

    Challenge

    When updating to a new software, some data must be manually reviewed and hand-entered from one system to another.

    Solution

    Automate the extraction, transformation, and loading of standardized data.

    Results

    Able to migrate 75% of the data already in a standard format, users can focus on and standardize the remaining 25%. Faster, more accurate system migration.

  • Try It Before You Buy It Case Study

    Try It Before You Buy It Case Study

    Challenge

    The organization needs a proof-of-concept automation solution before the company approves starting an RPA Department.

    Solution

    Show the value of RPA with minimal investment.

    Results

    Trying out RPA safely without investing in infrastructure, employees, and software.

  • Checking Account Balances Case Study

    Checking Account Balances Case Study

    Challenge

    Need to check the remaining balance of several hundred accounts. Employees were checking a box manually to indicate overdue accounts above a certain threshold.

    Solution

    Automate the lookup and determine if the box should be checked based on the threshold provided. Send a list of high-value overdue invoices to the team.

    Results

    Fewer errors, employees free to contact customers with significant overdue invoices by phone.

  • Retrieve/Review Visit Notes Case Study

    Retrieve/Review Visit Notes Case Study

    Challenge

    Some visits require anesthesia, which is noted in the patient chart. To ensure proper billing, employees review chart notes to determine if anesthesia was used.

    Solution

    Automatically review patient chart notes for keywords and return a list of patients/visits in which anesthesia was used. Return a separate list where anesthesia was not used for human verification. Continue to build keyword list.

    Results

    Automation captures the most obvious instances, saving employee time and effort. The process continues to improve as additional keywords are added.

  • Accounts Payable/Invoicing Case Study

    Accounts Payable/Invoicing Case Study

    Challenge

    AP Personnel receives hundreds of invoices via email per month, which they would hand-enter into the accounting system.

    Solution

    Use OCR and Document Understanding to read the Invoice PDF and automatically enter the data into the accounting system. Anything that could not be read is set aside as an exception for manual review.

    Results

    Faster payments, fewer mistakes, fewer late payment fees/more early-pay discounts, AP free to focus on anomalies or errors.

  • Automated QA Case Study

    Automated QA Case Study

    Challenge

    A new website needs several hundred combinations of test scenarios completed for quality assurance. Human users can only do 1-2 tests per minute.

    Solution

    Create a spreadsheet of all scenario possibilities and send it to multiple robots to complete. A few robots can complete 10+ per minute as well as test website stress load.

    Results

    Thorough testing completed in a fraction of the time, able to repeat the test quickly, found issues with website during periods of high volume that would not have been found with human testing.

  • Checking Account Balances Case Study

    Checking Account Balances Case Study

    Challenge

    Need to check the remaining balance of several hundred accounts. Employees were checking a box manually to indicate overdue accounts above a certain threshold.

    Solution

    Automate the lookup and determine if the box should be checked based on the threshold provided. Send a list of high-value overdue invoices to the team.

    Results

    Fewer errors, employees free to contact customers with significant overdue invoices by phone.

  • Sales Pipeline Case Study

    Sales Pipeline Case Study

    Challenge

    The sales team uses software to make and track sales, but once the contract is signed everything must be entered into the ERP system manually.

    Solution

    Create a trigger in the sales software to automatically enter data from exported from the sales software into the ERP system using the ERP’s API.

    Results

    Sales can focus more on selling and less on duplicating data entry, fewer errors, faster order completion for the customer.

  • Matching Names to IDs Case Study

    Matching Names to IDs Case Study

    Challenge

    Reports come out of one system with only names but need to be imported into another system using IDs.

    Solution

    Create a crosswalk spreadsheet to automatically match names to their correct ID number. Any Names that do not match are kicked out as an exception for manual review and addition to the crosswalk.

    Results

    Users are free to concentrate on other tasks, fewer errors, crosswalk automatically grows

  • System Migration Case Study

    System Migration Case Study

    Challenge

    When updating to a new software, some data must be manually reviewed and hand-entered from one system to another.

    Solution

    Automate the extraction, transformation, and loading of standardized data.

    Results

    Able to migrate 75% of the data already in a standard format, users can focus on and standardize the remaining 25%. Faster, more accurate system migration.

  • Employee Onboarding/Offboarding

    Employee Onboarding/Offboarding

    Challenge

    When a new employee is brought in or taken out of the organization, there are multiple systems that need to be updated (HR, Payroll, IT, etc.).

    Solution

    Complete all necessary information at once and automatically distribute the data to the different internal software.

    Results

    Faster onboarding/offboarding without missing steps. Employees free to work on tasks that require manual effort.

  • Audit Imported Data Case Study

    Audit Imported Data Case Study

    Challenge

    An offshore team imports thousands of charges daily, but sometimes imports data to the wrong location. This often isn’t caught until month-end and requires significant steps to resolve.

    Solution

    Audit the imports daily using automation.

    Results

    Mistakes are found the next day and can be resolved faster

  • Daily Anomaly Reporting Case Study

    Daily Anomaly Reporting Case Study

    Challenge

    Users go through multiple daily reports to check for data anomalies; most reports are normal, but anomalies must be found and resolved quickly.

    Solution

    Automated reviewing reports several times a day and kicked out any with non-standard data.

    Results

    Users are free to focus on inconsistent reports as they appear without waiting for daily reports.

  • Detect Double Billing/Payments

    Detect Double Billing/Payments

    Challenge

    Accounting reconciles invoices at end-of-month and finds some have been paid multiple times.

    Solution

    Automated EOM process to run every day to find double payments and request refunds sooner.

    Results

    Fewer anomalies detected at end-of-month.

  • Overdue Invoices Case Study

    Overdue Invoices Case Study

    Challenge

    A small team calls customers for overdue invoices.

    Solution

    Automatically determine overdue invoices of a certain dollar amount and use an automated calling service to call the customer at a specific interval until paid.

    Results

    Employees are free to focus on higher-dollar open invoices and provide a personal touch.

  • Import and Validate Bulk Electronic
    Payments Case Study

    Import and Validate Bulk Electronic
    Payments Case Study

    Challenge

    Hundreds of ERA payments are automatically imported into practice management software nightly but must be verified by employees. Some payments are ready to validate, but others must be validated manually.

    Solution

    Created an automation to securely remote into the client’s environment, log into the practice management system, and click “Submit” for the payments that have been automatically validated.

    Results

    Users can focus on anomalies and incomplete transactions, which are re-imported into the system for automated validation.

  • Pre-Authorization/Validate
    Medical Coverage Case Study

    Pre-Authorization/Validate
    Medical Coverage Case Study

    Challenge

    Employees must validate Medicare/Medicaid coverage on an external website to verify coverage for a visit.

    Solution

    Retrieve a list of patients to lookup, login to the appropriate website, and return coverage details including start/end dates and benefit information.

    Results

    Employees can complete more billing faster, resulting in an increase of monthly revenue and fewer missed billing deadlines.

  • Retrieve/Review Visit Notes Case Study

    Retrieve/Review Visit Notes Case Study

    Challenge

    Some visits require anesthesia, which is noted in the patient chart. To ensure proper billing, employees review chart notes to determine if anesthesia was used.

    Solution

    Automatically review patient chart notes for keywords and return a list of patients/visits in which anesthesia was used. Return a separate list where anesthesia was not used for human verification. Continue to build keyword list.

    Results

    Automation captures the most obvious instances, saving employee time and effort. The process continues to improve as additional keywords are added.

  • Catching Standard Denials Case Study

    Catching Standard Denials Case Study

    Challenge

    Claims may be denied based on missing or incomplete information, and the back-and-forth can take weeks or months to resolve.

    Solution

    The criteria for the denial can be caught before the claim is sent to the insurance company. Automation flags accounts with this criteria for human review before submitting the claim.

    Results

    More accurate claims being sent, more timely payments.

  • Small Automation Need Case Study

    Small Automation Need Case Study

    Challenge

    Small office only needs a handful of process automated and cannot justify spending thousands of dollars standing up an RPA department.

    Solution

    Provide services for developing, launching, hosting, maintaining, and supporting automations for a fraction of the cost to implement themselves.

    Results

    Office can focus on what they do best while automated processes run smoothly.

  • Try It Before You Buy It Case Study

    Try It Before You Buy It Case Study

    Challenge

    The organization needs a proof-of-concept automation solution before the company approves starting an RPA Department.

    Solution

    Show the value of RPA with minimal investment.

    Results

    Trying out RPA safely without investing in infrastructure, employees, and software.

  • Bringing RPA In-House Case Study

    Bringing RPA In-House Case Study

    Challenge

    Offshore development team has created some automations, but the company needs them brought to the US for compliance.

    Solution

    Use hosted services to meet needs.

    Results

    Data secure in US-based HIPAA-compliant environment.