RPA injects accuracy and efficiency into
Patient Eligibility Verification


This project was developed as a product and implemented for a fully accredited RCM company in the Midwest with over 30 years’ experience in medical reimbursement management. The Minnesota-based firm provides medical billing, coding, credentialing, and consulting services for multi-specialty medical professionals.


Accurate eligibility verification is a critical factor in the claims submission and reimbursement process. The rising work volume the team was handling through manual processes was strikingly undermining the efficiency. The team was verifying the eligibility of about 1000 patients daily for the upcoming appointments by logging into the provider portaland cross-verifying it from carrier portal. The data from the client application and extracted data from the provider portal is updated into the front-office application and eligibility report is generated.

Our RPA team conducted a process overhaul and drew on its expertise to develop a solution that streamlined the workflow by reducing human involvement and boosting efficiency. The answer was designed to accommodate the increasing workload demand in the future effortlessly.

Our RPA team built an intelligent robot that ran for 15 hours 7 days a week to execute the process through the following apps.

  • Provider application authentication: Bot authenticates provider application and extracts appointment details for all patients.
  • Export Appointment Details reports to Excel: Bot copies appointment details of the last 24 hours to the corresponding template and filters the unwanted data.
  • Generate Eligibility Check report: The data is then copied to the eligibility check report template.
  • Check eligibility: It then consolidates the reports, validates the eligibility, extracts patient information from the provider portal, and updates the front-office web portal for respective patients. The details updated in the portal include patient name, insurance term, guarantor due, and the eligibility check report is updated.
  • Task notification: A process status email is sent to the team as specified in the configuration file.
  • Real-time eligibility and benefits verification - Shortened patient check-in process
  • Easy-to-read statements with co-pay and deductible details – Better informed patients and Quicker reimbursement for providers
  • Elimination of repetitive manual tasks – Better utilization of resources
  • High accuracy – Reduced errors, minimal unforeseen costs
  • High efficiency – Reduced operating costs and staffing issues (1 bot can handle the workload of 4-5 individuals)
  • Increment in Referrals due to improved patient experience
Pre RPA Post RPA
Transactions per day 1000 5000
Accuracy rate 63% 97%
Headcount 10 1

*25% cost savings for the organization within the first year
*Besides operational efficiency, there has been a marked increase in patient satisfaction.

Technology Stack

  • UiPath
  • Sage Intergy Application
  • Front-office web portal

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