Problem Statement

A charge-reconciliation process that re-reports every account each cycle buries the few that actually need attention, so staff spend time scanning results instead of acting on exceptions. Reconciling charges across the source systems and Epic only has value if the gaps are surfaced on their own and the recurring leadership communication goes out reliably.

Automation Solution

This automation reconciles charges across source systems and Epic, surfaces only the exceptions that need follow-up, and automates the weekly charge-reconciliation email to leadership.