Health Care Provider Payment Process

Optimisation – Use Case

Business Problem
• A Health Care Provider identified their payment
request process had large turnaround times of 5
days and need payments processed faster.
• Process needs to interact with multiple
applications such as Outlook, SAP ERP system,
CRM and SQL databases.
Objectives
• Automate manual payment process
• Reduce payment processing time by 95%
• Better monitoring of the overall activity by
using daily reports provided by the bots.
• Increase accuracy and robustness of
overall process

In-scope for Payment Process Optimisation Use Case

• Poll ERP system for incoming
payment requests
• Validate request Input parameters
with client information in CRM
• Initiate payment approval process
• Populate request parameters into ERP tool
• Assign relevant payment approver
• Validate banking details and send for approval
• Upload request to CRM and process payment
• Email a daily summary report to user

Past Process – heavy manual

Manually check for new Validate input parameters Populate payment request Check for approval status in
incoming payment from payment request with information into the ERP tool. ERP, process payment and
requests in the client information in Upload request into CRM and Manually create reporting for
ERP system CRM system manually send for approval daily payments summary

New Process – Payment Request Process Optimisation

Bot consistently Extract & validate Initiate payment Validate banking Send for approval Process payment
polls ERP system request approval process & details & assign and Upload & email daily
for new payment parameters with populate request relevant payment payment request to payment
requests Client information information into ERP request approver CRM system. summary report
in CRM system system

Wins

Customer/ client Improvement in scalability Improved staff satisfaction

Reduce payment through reduction in
satisfaction improved as and performance for IA
processing times by repetitive/tedious tasks
reduction in errors during
at least 95%
Invoice handling process