Invoice Distribution Tool

A leading organization in specialty care, renowned for its commitment to optimizing health outcomes through personalized and coordinated services, holds dual accreditation from relevant healthcare authorities. They connect patients with advocates who facilitate access to financial assistance programs, ensuring treatments are both affordable and accessible. Their dynamic quality assurance and performance improvement program consistently evaluates key metrics to exceed performance goals.

Business Challenge

The organization manages over 100 clients and sends them monthly invoices for their services. Currently, the team sends invoices manually, using Excel and Outlook for each client. The manual process involves finding each client’s email address, retrieving the relevant invoice files, and composing emails, which becomes labor-intensive and error-prone. As the business grows and the volume of invoices increases, these challenges multiply significantly.

JRD Solution

Our team developed an RPA solution to automate the manual invoice processing workflow. The Invoice Distribution Tool replaces the manual process with remote process automation – sending invoices to all clients through complete automation. This solution eliminates errors in invoice processing, saves time for associates, and improves overall productivity.

Key Benefits:

  • Drastically cutting processing time by automated repetitive tasks
  • Configurable for unattended or attended operation.
  • Ensure precise invoice handling by eliminating human errors.
  • Easily scales to manage growing volumes of invoices.
  • Associates can focus more on strategic, value-added activities.
  • added activities.

Request for
Services

Discover how we can assist your organization in navigating its future. Please share your areas of interest so we can better cater to your needs.

    • Scroll to Top