Download daily ATB, transactions, and unbilled files from CPSI and upload them to internal workflow and analytics tools to maintain continuous reporting.
DOMAIN
Other
FUNCTION
Information Technology
Category
File Management & Interfaces
Status
Being Pursued
AUTHORING ORGANIZATION
Ovation Health
PERFORMANCE METRIC
Not Applicable
Automation Tool
UiPath
TECHNOLOGIES
RPA
Applications
CPSI
HB | PB
N/A
Problem Statement
Reporting and analytics depend on a daily feed of financial data, but when the source system can't provide an automated file feed, the daily files have to be pulled from CPSI by hand. That manual pull is repetitive and breaks down exactly when coverage is thin, on weekends, holidays, and during PTO, interrupting the continuous reporting the data supports.
Automation Solution
This automation downloads the daily Aged Trial Balance (ATB), transactions, and unbilled files from CPSI and uploads them to internal workflow and analytics tools to maintain continuous reporting.
Automation Resources
PDDs, Process Flows, Presentations, and Assessments
Tarpon Health Process Map - Ovation CPSI Enabler
Process Flow
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Tarpon Health PDD - Ovation CPSI Enabler
PDD
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Related Automations
No related automations
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Problem Statement
Reporting and analytics depend on a daily feed of financial data, but when the source system can't provide an automated file feed, the daily files have to be pulled from CPSI by hand. That manual pull is repetitive and breaks down exactly when coverage is thin, on weekends, holidays, and during PTO, interrupting the continuous reporting the data supports.
Automation Solution
This automation downloads the daily Aged Trial Balance (ATB), transactions, and unbilled files from CPSI and uploads them to internal workflow and analytics tools to maintain continuous reporting.
Automation Resources
Tarpon Health Process Map - Ovation CPSI Enabler
Tarpon Health PDD - Ovation CPSI Enabler
Related Automations
Comments