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EOB (Explanation of Benefit) notifications to patients

Purpose

 1.1. Automate EOB (Explanation of Benefit) notifications to patients in real-time upon claim adjudication.
 1.2. Improve patient communication through automated notification workflows in pain management physician practices.
 1.3. Ensure prompt delivery of billing status via email, SMS, in-app, or automated phone call, enhancing transparency in insurance processing.
 1.4. Facilitate end-to-end automation with integration across EHR, billing, payer APIs, and notification channels.

Trigger Conditions

 2.1. Automated trigger when an EOB is generated or received from an insurance provider.
 2.2. Automate on claim status change within billing software or EHR system.
 2.3. Automated scheduler: daily or hourly check for new or updated EOBs.
 2.4. Patient record update detected via API webhook or polling mechanism.

Platform Variants


 3.1. Twilio SMS
  • Feature/Setting: Messaging API; Automatedly configure SMS delivery with EOB summary fetched via HTTP webhook trigger.

 3.2. SendGrid
  • Feature/Setting: Email API; Automate transaction email generation on new EOB detected using event-based triggers.

 3.3. WhatsApp Business API
  • Feature/Setting: Automated message template for EOB alert; configure automated sending via approved WhatsApp template.

 3.4. Vonage
  • Feature/Setting: SMS or Voice API; Automate EOB status notification through SMS or voice call with IVR script.

 3.5. Slack
  • Feature/Setting: Incoming Webhooks; Automated direct message or channel alert for patient EOB communication.

 3.6. Microsoft Teams
  • Feature/Setting: Automated messaging via Teams API; Configure bot to notify patients of EOB updates in-app.

 3.7. Gmail API
  • Feature/Setting: Automated email composition and send when new EOB detected via webhook integration.

 3.8. Outlook 365
  • Feature/Setting: Graph Mail Send API; Automate email dispatch to patient's registered email on EOB creation.

 3.9. Salesforce Health Cloud
  • Feature/Setting: Process Builder/Flow; Automate patient EOB notifications via platform workflow automation.

 3.10. Epic Systems
  • Feature/Setting: App Orchard API; Automate pulling EOB status and push notification to MyChart patient portal.

 3.11. Cerner
  • Feature/Setting: HealtheIntent FHIR API; Automator pulls EOB data and trigger notification workflow.

 3.12. Meditech
  • Feature/Setting: Expanse APIs; Automatedly extract EOB and trigger notifications in integrated app.

 3.13. Zoho Mail
  • Feature/Setting: Automated email notification; Configure Zoho’s email endpoints for batch sending EOB updates.

 3.14. HubSpot
  • Feature/Setting: Workflow Automation; Use Webhook actions to automate EOB notification to contact record.

 3.15. Zendesk
  • Feature/Setting: Triggers; Automatically create tickets to notify patients upon EOB update event.

 3.16. Intercom
  • Feature/Setting: Message Automation; Automate in-app messages based on EOB webhook trigger.

 3.17. RingCentral
  • Feature/Setting: SMS or Call API; Automate outbound messages with EOB details.

 3.18. Mailgun
  • Feature/Setting: API Email Send; Automate batch or individual EOB notification emails.

 3.19. Freshdesk
  • Feature/Setting: Workflow Automator; Automate EOB communication as ticket or notification.

 3.20. PagerDuty
  • Feature/Setting: Event Orchestration; Automate EOB alert creation for relevant responders or patients.

Benefits

 4.1. Automates the EOB notification process, reducing administrative burden.
 4.2. Automatedly increases patient satisfaction through timely, transparent communication.
 4.3. Reduces manual errors by automating the retrieval and sending of EOB updates.
 4.4. Automator ensures compliance with privacy requirements through auditable, automated logs.
 4.5. Enhances process efficiency and scalability for growing pain medicine practices via automation.

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