Valerie

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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

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.

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

YOUR FULLY-LOADED DIGITAL COWORKER

Never pay overtime

No benefits or 401k

Reduce reliance on temp staff

No relocation or migration costs

No sick days

No workers comp

CUSTOMER SUCCESS

Our Customers see Digital Coworkers as important members of their team

“The Digital Coworkers Roots Automation provides work in conjunction with our Team to optimize our medical claims process. Our Digital Coworkers provide 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

"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

"I am incredibly delighted with the results from our Digital Coworker. The Digital Coworker is delivering better accuracy, speed and overall outputs - compared with other OCR solutions that we have used before. The improved results mean that we can reduce churn and improve the day-to-day lives of our claims team by liberating them from manual data entry and rework, whilst scaling volume and efficiency across the entire operation".

Kimberly Guillen

AVP Agile Center of Excellence, The Zenith Insurance Company

"Roots Automation has helped American Exchange automate and improve a lot of our internal data validation and data entry processes. This has both reduced our workload and has reduced human data entry error to almost zero. The best part is that our process with Roots Automation has allowed our agents to do what they do best, and that is talk to people and help them with their individual and Medicare health insurance decisions."