Medical Billing w/Office Ally Practice Mate

Help Studio
1

New to AI and RPA workflows in general. I am looking to streamline my medical billing manual data entry process. We receive PDF file packets containing 40 pgs on average. They have patient name, DOB, procedure codes, and diagnosis codes on them. I currently have to manually type this info into data entry fields in our billing software, Office Ally Practice Mate. This software does NOT have AI integration built in unfortunately. I need to have something extract the data from the PDF files and then have a workflow that can manually enter that data into the fields to create patient visits into Practice Mate. Any ideas would be greatly appreciated, thanks!

2

Hi @nbinetti

For your medical billing scenario, Document Understanding combined with regex or ML extractors is especially helpful for structured health forms — and many forum users confirm that when PDFs follow a label pattern, DU is the best fit.
Extracting Datas from pdfs?

If solution helps you please mark as solved
Cheers

3

@nbinetti

Welcome to the community

  1. Document understanding/IXP can help in extracting the data from PDF - IXP - Choosing the correct capability
  2. Then you can use form fill to fill the data dynamically - Activities - Fill Form

For step 2 you can use normal UI activities as well if the application is more standard

cheers

4

Hi @nbinetti

You can solve this with RPA even if the software has no AI built in. Use a tool like UiPath Document Understanding to extract patient name, DOB, CPT and ICD codes from the PDFs, then use UI automation to enter that data into Practice Mate just like manual typing. Start with one document type, validate accuracy, then expand the workflow.

6

Hi @nbinetti

Welcome to UiPath,

Try to use Document Understanding with pdf extraction (OCR or ML extractor) to read patient details and codes from the 40‑page packets, store the extracted values in a DataTable,
and then use UI Automation (type into or set text with clipboard paste) to enter those values into Practice Mate since it has no API or AI integration.

If helpful, mark as solution. Happy automation with UiPath

7

Welcome to the community :slightly_smiling_face:

For your use case, if PDF’s are digital use Read PDF activity and Regex can be used to extract structured information from the PDF files.

If Not digital and you have DU/IXP license , use it and will help improve accuracy and extraction.

Once the data is extracted, you can dynamically populate the application fields using Form activities.

Cheers! :slight_smile: