Run revenue cycle work with a single, guided workflow.

RCM RPA connects claims, payments, and reporting so your team spends minutes reviewing instead of hours chasing.

RCM RPA workflow preview

Outcomes

Make every dollar visible, accountable, and collected faster.

Keep AR moving with clear ownership and follow-up cadence.

Shorter AR cycles

Daily queues keep claims moving with less rework.

Fewer missed denials

Exceptions stay visible in a single workflow.

Cleaner posting

Match deposits with claim context before posting.

Operational clarity

Reports align to workflow ownership and next steps.

From upload to reconciliation in five guided steps.

A structured cadence that makes work predictable.

Import PMS exports

Map once and reuse every time.

Sync payer data

Attach portal details directly to claims.

Triage exceptions

Denials and missing info stay front and center.

Reconcile deposits

Confirm totals before posting in your PMS.

Report and act

Workflow reporting shows what to do next.

Modules that stay connected.

Each module feeds the next step so nothing falls through.

AR Worklists and Follow-up

Stage-based queues, exception flags, and daily rhythm.

Payment Posting and Reconciliation

Match deposits to claims and post with confidence.

Reporting Tied to Workflow

Metrics aligned to action, not static exports.

Proof in the workflow.

Teams use RCM RPA to keep follow-up tight and predictable.

3x
Faster follow-up cycles
90%
Claims reviewed weekly
24h
Average response loop

Frequently asked questions.

Straight answers for clinics evaluating RCM RPA.

Does RCM RPA replace our PMS?

No. RCM RPA works alongside your PMS using the exports you already produce and organizes follow-up without changing your core system.

What inputs do we need to get started?

PMS exports (Dentrix), payer portal access, and bank deposit data.

How long does onboarding take?

Most single-location clinics are live in days, with phased rollout for multi-location groups.

Can we manage multiple locations?

Yes. Clinic-level separation and RBAC keep teams organized.

How do you handle security?

Data is encrypted in transit and at rest with audit-ready workflows. BAA available on request.

What does support look like?

Onboarding support, workflow coaching, and direct access to the team.

Ready to simplify your RCM week?

Book a demo to map your workflow and see the platform live.