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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

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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.

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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

“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 Raitter
VP of Insurance Support Services, Berkshire Hathaway Guard President
"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."
Andrew Hetzler
Chief Executive Officer, American Exchange

Working alongside leading brands


Let's make work more human, together.
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