Robotic process automation

Boost Your Bottom Line with Revenue Cycle Automation and Streamlined Data Migration

Our technology provides Robotic Process Automation solutions to reduce time and effort spent on mundane, repetitive tasks. Significantly increase your profitability by automating revenue cycle management workflows.
Grow Your Business

Scale your business quickly and effectively through the power of revenue cycle automation.

Get Paid Faster

Patient data is automatically validated to ensure a clean claims rate, reducing insurance denials.

Improve Operational Efficiency

Spend far less time on manual data entry, allowing your staff to focus on larger-impact items.

What is Robotic Process Automation?

Robotic process automation streamlines repetitive, high-volume, rule-based processes and tasks for shorter revenue cycle times and streamlined operational efficiency.


Customer Success Stories

Watch Success Stories

Kareo delivers automated solutions that eliminate mundane, manual tasks—so you can focus on growing your business. Users see improved billing revenue cycles, operational optimizations, as well as time management and revenue efficiencies.

Learn how SYFR leveraged Robotic Process Automation to drive a 40% improvement in operational efficiency and 200% increase in claims processing speed.

Smart Connector for HL7 & Practice Data

Bridge the gap between a provider’s preferred EHR and Kareo by migrating patient demographic and financial information directly into Kareo’s billing platform. Our solution not only provides the basic tools to exchange and accept information from external systems but also layers them with established business rules and logic to generate a clean upload of encounters and patient information.

Automated ERA Processing

ERA processing uses robotic process automation to determine which types of ERAs are posted using specific rules you set. After all incoming insurance payments are reviewed, our workbench dashboard provides a simplified view of claims that may need your team’s expertise—helping you increase first-pass claim rates and decrease reimbursement times.

Automated Unapplied Payments

Easily navigate the complex and time-consuming task of unapplied payments. A bot works behind the scenes to identify when insurance payments have been made and when patient deposits such as copays can be applied. Keep your accounts receivable up-to-date and increase patient satisfaction by delivering the most accurate statements.

Automated Clinical Note Creation

Don’t let data migration hinder you from switching EHRs. Automated Clinical Note Creation allows you to migrate existing clinical notes into Kareo’s EHR. Our bot emulates human keystrokes to create a clinical note for each patient encounter, giving you a full picture of a patient’s medical history.

Payment Plans

Support more patients and easily collect balances over time with RPA payment plans. Connect charges to your EHR and billing for faster reconciliation and notifications about any issues. Save your staff time, get paid faster, and offer a better patient experience.

835 Uploads

Analyze 835 files and translate the data into the correct fields in the billing platform — instantly. Just upload the 835 file to the RPA dashboard and let Tebra take care of the rest. Save time, save money, and get paid faster.

Membership & Subscription Plans

Collect recurring fees for subscriptions and memberships, and associate those charges with the service, CPT codes, and patient account across your EHR and billing system. Build a consistent revenue stream with faster reconciliation and less manual work.

Ready to add Robotic Process Automation to your workflows?

Proven Results

Customers who adopt the Smart Connector and RPA bots experience:*

95% clean claim rate
2-3% denial rate
90% of transactions processed automatically
50% improvement in operational efficiency
*On average, customers recognize these returns within the first 3-6 months of implementation.

“Patiently Speaking has been the answer to the “gaps” in our system processes. PatientlySpeaking enabled us to stream line systems that were very time consuming. Additionally, our clients’ revenue has gone up in some instances by almost 25% on the patient side.”

“We’ve been working with PatientlySpeaking for 11 months now and it has saved us a lot of manual labor hours. This service more than pays for itself in the manual labor hours we save each month. Their customer service has been nothing but top notch. ”

“Multi-Medical Specialties Billing has been using PatientlySpeaking for a couple years now and we are extremely happy with the service they provide. It has saved us time and money. The team is easy to work with, quick to respond and has great attention to detail. I highly recommend their services to everyone.”


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The combined power of Kareo and PatientPop

As leaders in clinical, financial, and practice growth technology, Kareo and PatientPop have joined forces as Tebra to support the connected practice of the future and modernize every step of the patient journey. Learn more