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Discover How OpenBots
Is reshaping the operational landscape across diverse
industries!
Dive into our carefully curated selection of case study that demonstrate the transformative impact OpenBots has had on companies just like yours.
Each case study is a testament to how we’ve helped businesses enhance and revolutionize their operational processes. Explore these success stories to see how OpenBots could be the perfect fit for your company’s needs and drive your business towards greater efficiency and success.
Other industries we serve!
Patient Medical Record Data Entry
One of Florida’s largest injury care clinics faced a resource-intensive process within eClinicalWorks.
Claims and Denials Management AI Agent
Slow, error prone and inefficient Claims processing & Denials management
Fax Indexing & Classification AI Agent
Manual human-based fax sorting, indexing, and classification for incoming documents like referrals, prescriptions, lab reports, and medical records. This process is time-consuming, prone to errors, and requires significant resources from health information teams.
Patient Scheduling & Engagement AI Agent
Provider overwhelmed with 3,000+ patient queries daily via their Patient Portal, Addressed by 40+ offshore staff, leading to high costs and inefficiency
Patient Intake and Referrals AI Agent
Patient Intake staff overwhelmed with volume of incoming faxes and massive data entry, leading to inefficiencies & missed faxes
Automation of Self Paid Claims Process Led to 1.5x Overall Productivity.
Challenge A major healthcare center’s self-paid claims process was inefficient due to manual validation of sliding fee patients. The team […]
Automation of Claims Validation and T-Code Removal Led to 30% Increase in Transaction Rate.
Challenge A major healthcare center was struggling with the tedious, manual task of validating claims and removing T codes. The […]
Automation of Claims Validation and T-Code Addition Led to 1.4x Productivity
Challenge A leading healthcare center faced challenges with an inefficient manual process for claims validation and adding relevant T codes. […]
OpenBots Agentic AI Transforms Payment Reconciliation for E-commerce Firm with Real-time Visibility and 99.9% Accuracy
Overview A prominent e-commerce lender was facing challenges with the labor-intensive process of daily payment reconciliation. This process, crucial for […]
OpenBots Business Center and Studio Automation Optimize ‘New Loan Edit’ Workflow, Reduce Processing Time by 70%
Overview The process begins with the bot retrieving the “New Loan Edit” and “Loan application” reports from the Shared Drive. […]
Enables Banks to Stay Competitive with 4x Faster Rate Updates
Overview Financial institutions need to update rates regularly to stay competitive. As per the process, the Treasury Department maintains rates […]
OpenBots Studio Platform Speeds Up Loan Processing by 70%, Cuts Costs by 50% for Horizon application
Overview This process automation leverages OpenBots Agentic AI to streamline loan data integration and customer onboarding for the Horizon application. […]
Leading Mortage Firm Achieves 80% Increase in Loans Handling Speed with OpenBots Agentic AI Solution
Overview The Mortgage New Loan Edit process, an important component of the mortgage industry, was affected by manual reconciliation, which […]
OpenBots Gen AI Automates Patient Referral, Improves Productivity by 30% and Reduces Errors by 80%
Overview The client’s patient referral management process involved receiving referrals through multiple channels, including fax (85%) and direct access (15%). […]
OpenBots Agentic AI Simplifies Pharmacy Operations, Clears 30% Backlog Within a Week!
Overview Leading healthcare pharmacies empower senior care facilities with expert medication management. By automating claim adjudication processes with OpenBots Agentic […]
OpenBots Agentic AI Optimizes Fitness Center Operations, Achieves 90% Data Accuracy and Save 6.5 FTE
Overview A leading fitness centre franchise, recognized for its affordable membership options, actively employs the OpenBots Agentic AI to automate […]
OpenBots Agentic AI Accelerates Account Receivable Follow-up Process by 50%, Leading to Significant Cost Savings
Overview By automating Account Receivable Follow-up process, Revenue Cycle Management (RCM) service providers minimize errors, expedite payments, and efficiently handle […]
Accounts Receivable: Managing Invoice Collection and Customer Outreach
A major, North American value-add reseller of barcoding and data collection solutions have enjoyed a great deal of success
OCR Invoice Processing Solution
The Accounts Payable Department of a major manufacturing company is responsible for locating
Accounts Receivable Overdue Items Follow Up
A Global Insurance Company is made up of 100’s of insurance brokers that act as agents for their respective insurance clients.
Point of Sales to SAP
The Accounting team at a Fashion Retailer currently reconciles their point of sale system to their bank system
Automating Mortgage Breach Letters
The client’s Default Management Function was broken into four separate business units
Fannie Mae: Electronic Default Reporting with Intelligent Automation
Fannie Mae provides incentives to loan servicers to provide accurate reporting for all loans
Quick Win Processes in Mortgage Loan Servicing (FHA)
Due to the nationwide economic impact of the coronavirus, a large mortgaging investment
Mortgage Loan Suspense Processing
A Mortgage Loan Servicing Company is responsible for managing their borrower’s suspense accounts.
Know Your Customer: Data Download
For any company Customer Relationship Management is an integral part of running a profitable business.
Mitigate Risk of Automation Failure with Exception Handling
Without exception handling added into the development process for an automation the workflow will fail
New Hire Onboarding Bot for Tax Firm
Anna works in the HR Department of a National Tax Firm and is responsible for onboarding new employees.
Automation for Inventory Reordering
Without a consistent procedure and a dedicated procurement manager, inventory reordering can be a tedious process
Automation for Customer Services and Support Operations
Customer Service and Support is a major differentiator and competitive advantage in some cases for organizations
Automation for Roll-Up Strategy Acquisitions
A medium-sized medical device company was looking to acquire and merge several other companies
Automation for Processing Insurance Claims
Many processes within the insurance industry rely upon both legacy systems and newer applications and technologies.
Automation for Financial Statement Reporting
A large Financial Services Firm employed 100 financial controllers to manage client finance needs.
Automation for Invoice Processing
Accounts Payable processes have historically been some of the most targeted tasks for automation throughout the Agentic AI space.
