We and selected third parties use cookies or similar technologies for technical purposes and, with your consent, for other purposes as specified in the cookie policy. Denying consent may make related features unavailable.
You can consent to the use of such technologies by using the “Accept” button, by closing this notice, by scrolling this page, by interacting with any link or button outside of this notice or by continuing to browse otherwise.






PartnerWith a little help from our friends

Our Process and technology experts are here to help

Training & Coaching

Much like a new hire, your Digital Coworker will be trained to understand your documents, systems, data, workflow, business logic and exception handling.

Your human workers will also be trained on coaching, interacting and managing your new Digital Coworker

Contact Us

Managed Services

Once your new Digital Coworker is up and running we can enhance its capabilities through a range of extended services – such as clearinghouse services, document scoring & QA services, reporting & management - to name a few.

Contact Us

Reimagine your Patient Experience

Valerie offers an estimated Human Equivalent of 2 to 4 fully-loaded people

Key Responsibilities

  • Schedule patient appointments
  • Assist patients with registration and check-in procedures
  • Data entry of patient demographics and billing information
  • Collect and update data in the case system to open / document cases
  • Verify of insurance coverage, eligibility and collect/post payments to patient accounts
  • Notify the supervisor of any patient issues in a timely manner
  • Provide initial customer contact for incoming emails and web-based enquiries and determine best course of action
  • Support new hire onboarding and resource allocation

Key Skills

  • Attention to detail
  • High-level of numeracy and an understanding of financial processes
  • Ability to multi-task and prioritize tasks appropriately
  • Knowledge of medical/healthcare and insurance terminology
  • Comfortable navigating and utilizing electronic medical records and computer programs

System Knowledge

  • eSolutions
  • Allscripts
  • NaviHealth
  • Medical Billing Systems
  • Claims Management Systems
  • Case Management Systems
  • EPS
  • Microsoft Excel, Word, Outlook
  • Change Healthcare
  • Medicare Insurance portal
  • ... Your own systems

Document Knowledge

  • New patient forms
  • Patient eligibility documents
  • Patient referral documents
  • Insurance cards
  • Medical reports
  • Emails
  • ... Your custom documents


Never pay overtime

No benefits or 401k

Reduce reliance on temp staff

No relocation or migration costs

No sick days

No workers comp


Our Customers see Digital Coworkers as important members of their team

$1.3m Capacity Improvement

Delivered for a leading Global Services firm.

1,250% Return on Investment

Delivered for a multinational Financial Services Company.

99% Straight Through Processing

Delivered for a Fortune 500 Insurance Carrier.

“The Digital Coworkers Roots Automation provides work in conjunction with our Team to optimize our medical claims process. By leveraging these bots, it provides the simplicity and scalability necessary to deliver best-in-class productivity to our clients. Additionally, we value the insights from the Roots Automation Team about our processes, of which, we integrate into our continuous improvement plans for our business practices in order to provide industry leading solutions.”
Kevin Mahoney
President & COO, Carisk Partners
“Everything happened fast, our digital coworker ‘Roxy’ was trained and ready on time as promised! The team at Roots Automation have been a pleasure to work with! They’ve anticipated our questions and respond quickly to our asks and changes.”
Lea Lundquist
VP, Claims Administration, Protective Insurance
“We appreciate all of Roots Automation's efforts to automate a challenging initiative with 500,000+ transaction requests annually. Our internal Center of Excellence was able to get to production faster and more cost-effectively than what we originally planned.”
David Emmer
CIO, Anchin, Block & Anchin LLP
We appreciate all of Roots Automation's efforts to automate a challenging initiative with 500,000+ transaction requests annually. Our internal Center of Excellence was able to get to production faster and more cost-effectively than what we originally planned.
Fortune 250 Life Insurance Carrier
Automation Leader
Insurance companies have a desperate need to automate many business processes for efficiency, but current solutions are limited to rule-based tasks and aren’t insurance industry-specific, limiting their potential, Digital Coworkers lessen our stress over finding and retaining talent, and unburden our teams so they can focus on more impactful work. Roots Automation’s unique approach to automation has improved our employee retention while offering superior economics and enhanced customer experience.
Cathy Carr
VP of Insurance Support Services, Berkshire Hathaway Guard President


Let's make work more human, together.
Contact Us