Identifying Automation Opportunities

Identify the patient onboarding steps workflow automation can handle.

You identify several opportunities to automate the current manual patient onboarding process. You aim to:

• Automatically reject patients who live outside the clinic’s service range

• Proactively reject historically risky combinations of insurance provider and medical procedure

• Skip human approval step when the insurer has historically reimbursed the procedure

• Notify rejected patients by email without staff involvement

• Provision approved patient’s portal access account and generate a temporary password

• Mark process complete after patient provides their birth date and proof of insurance