Automate Common Healthcare Processes Through Coach Bot

Coach Bot allows you to map out your workflows and add simple automations to mundane work –
anything from appointment scheduling to invoicing.

So you’ll have plenty of time to work on the more strategic aspects of your job and make a real difference.

Simple Automation Saves Time … and Money!


Learn more about Coach Bot                  See a LIVE DEMO of Coach Bot!

What Processes Can I Automate?

RPA insurance uses

Optimized Appointment Scheduling

Though most medical appointments are booked online now, it’s often still a manual task and full of inefficiencies. Coach Bot can schedule appointments according a patient’s needs and the doctor’s availability. After pulling together data like patient diagnosis, location, insurance provider, and personal preferences, Coach Bot can enter it into the database and remove that available appointment slot. Coach Bot can also follow-up with the client – confirming the appointment by email and sending reminders as it gets close. Coach Bot never double-books appointments or forgets to send a reminder. Coach Bot can also scan patient data to create reports that can be sent to referral management representatives.

One other benefit to using Coach Bot for patient scheduling – you can easily automate notifications to patients when doctors are unavailable for their appointment or other changes to the schedule.

Security & Access

One of the benefits of Coach Bot is its role-based access feature, which ensures that the right people are accessing private information as necessary. Also, Coach Bot can be set up to automatically keep detailed audit histories.

Coach Bot can improve data confidentiality. Automated data transfers are encrypted, so data is always put into the right folder – every single time.

Automated Invoicing & Supply Processes

Running payroll, sending invoices, and paying bills are all tasks that can be completed by Coach Bot. Accuracy is of upmost importance in these areas. Coach Bot uses custom logic to automate any of those processes, reducing payment delays and saving working hours for team members.

Coach Bot can easily instigate a daily automated file transfer of individual claims files to the File Transfer Protocol (FTP). When those files are detected on the FTP server, Coach Bot can combine the patient files, securely completing the transfer.

Coach Bot can also accurately determine patient costs and keep track of payments, which speeds up account settlements.

Following Up with Discharge Instructions

When patients are discharged, they are given prescriptions, medications, and are often required to follow post-op guidelines. Manually checking in with patients to make sure they are following instructions is a time-intensive process. Coach Bot can ensure the accuracy of discharge guidelines and send reminders to patients. It can also remind patients about upcoming appointments. And it can alert healthcare providers if a patient needs further assistance.

Streamline Data Entry

With the use of Coach Bot, healthcare staff can focus on patient care, rather than on entering data. Healthcare providers are inundated with high-volume tasks like data entry, claims processing, and reconciliation for government healthcare schemes. Completing these tasks manually is time consuming and error-prone. With Coach Bot’s help, these processes can easily be streamlined to ensure greater accuracy and reduction in turnaround time.



Healthcare providers increasingly have to do more with less due to the increasing needs of the modern patient. Healthcare staff has to digitize patient files, optimize appointment scheduling, and execute billing and claims processing—which are manual and time-consuming tasks. These tasks lead to less focus on patients and patient experience.

“Why RPA is Literally Vital: Top 5 Use Cases in Healthcare”