Funding and claims management for aged care providers involves manually extracting resident and service data from multiple systems, reformatting it for each funder's unique requirements, and tracking approval status across numerous portals and email inboxes.
Automation extracts claim data directly from accounting systems, intelligently reformats it to match each funder's specifications, submits claims on schedule, and continuously monitors approval status.
The full workflow, from trigger to completion.
The automation platform monitors the claims calendar and triggers when a claim is due within the next 3 days.
The automation queries via API to pull resident counts, service hours, billing amounts, and other required claim data for the period.
An intelligent maps the extracted data to the correct funder's claim format, applying any funder-specific rules or calculations.
The reformatted data is merged into a pre-approved claim template and exported as a PDF ready for submission.
The claim is automatically submitted to the funder via email or uploaded to their portal, with a submission record logged.
The automation periodically checks the funder portal or sends a status request email and captures the approval status.
When approval is confirmed, the automation sends a notification to the finance team and creates a corresponding income record for cash flow forecasting.
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