Technical Capability Library

Automation Modules

ℹ️
These modules require a subscription to access.

The demos below show exactly how each module works — inputs, outputs, and logic — so you can evaluate fit before purchasing. Technical Modules are a separate add-on to any ROI subscription plan. View pricing and plans →

ROI_Mods_1.1

Data Transformation Wizard

Healthcare data rarely arrives clean or consistent. HL7 messages come in from multiple source systems, each running a different version of the standard and structuring patient demographics, diagnoses, and procedures slightly differently. This pipeline extracts HL7 v2.x messages from three simulated source systems (v2.3, v2.4, and v2.5.1), transforms them into a single standardized common format, and loads the results into per-practice CSVs and a consolidated JSON repository.

Patient demographics, provider info, ICD-10 codes, CPT codes, and encounter metadata all map to the same schema regardless of where they came from.

Handles HL7 v2.3, v2.4, and v2.5.1 in the same pipeline
Post-ETL quality checks with validation results
Per-practice CSVs and consolidated JSON output
Python 3.12+ standard library only
Full Module Detail
Sample Input — 3 Source Systems, Mixed HL7 Versions
System A — HL7 v2.3
Cardiology • 512 encounters
Patient demographics + DX/CPT
System B — HL7 v2.5.1
Multi-specialty • 841 encounters
Different segment structure
System C — HL7 v2.4
Primary Care • 398 encounters
Custom field positions
Sample Output — Standardized CSV (3 of 1,751 rows)
Practice Patient ID Patient Name DOB Provider Diagnosis Procedure Service Date
Cardiology PT-8821 Johnson, Sarah M. 06/12/1978 Dr. James Smith MD I25.10 — Atherosclerotic heart disease 93000 — ECG w/interpretation 03/15/2024
Cardiology PT-8822 Torres, Miguel A. 03/28/1965 Dr. James Smith MD I10 — Essential hypertension 99214 — E/M Office Visit L4 03/15/2024
Primary Care PT-1103 Patel, Anita K. 11/14/1980 Dr. Rosa Mendez MD Z00.00 — Annual wellness visit 99395 — Preventive visit, 18-39 03/15/2024
ETL Run Summary — 16 Practice Types
16
Practice Types
100%
Records Validated
3
HL7 Versions
1 Schema
Unified Output
Records Processed by Practice Type
Cardiology
512
Primary Care
441
Orthopedics
395
Dermatology
342
+ 12 more
...

Every source system maps to identical columns regardless of HL7 version. Output opens directly in Excel with no reformatting or manual cleanup required.

ROI_Mods_1.2

Realtime Eligibility Bridge

One of the fastest ways to lose revenue is to see a patient before confirming their insurance is active. This module automates extraction and verification of patient insurance data using ANSI X12 271 response files, and translates all cryptic codes into plain English so your team knows exactly what they are looking at before any service is rendered.

The bridge sits between your incoming eligibility data and your operations team. Everything gets parsed, translated, and validated before anyone has to make a decision about it.

AAA reject codes translated to plain English
Differentiates Health Benefit vs. Urgent Care coverage types
Correctly reads 2000A, 2000B, and 2000C loops
Clean structured output ready for reporting
Full Module Detail
Eligibility Verification Result
Rosa L. Martinez  |  Member ID: CARD-00421
ACTIVE IN-NETWORK
Insurance Plan
Premier Choice PPO
Effective 01/01/2026
Copay
$71.67
Per specialist visit
Pre-Auth Required
Yes
Verify before scheduling
Annual Deductible Progress
$781.40 met of $1,591.67
49%
$781.40 met
$810.27 remaining
OOP Max: $6,533.33
Batch Run — 486 Patients · 15 Practice Types · 02/24/2026
486 / 486
Coverage Active
399
Pre-Auth Required
799
Alerts Flagged
Network Status Breakdown
In-Network
364 (74.9%)
Out-of-Network
122 (25.1%)
Avg Deductible
$1,649
Avg Copay
$75.46

Every field is translated from raw X12 271 code to plain English. Your front desk sees exactly what they need before any patient is seen.

ROI_Mods_2.1

837 Claims Scrubber

A claim that gets rejected by the payer costs time, money, and significant rework. This module catches those problems before the claim ever leaves your building. It runs four distinct validation layers, from schema enforcement all the way through historical denial-risk intelligence powered by your own denial database.

Layer 1: Schema validation (NPI, CPT, ICD-10, modifiers)
Layer 2: EDI structural integrity (ISA/GS/ST/CLM/SV1)
Layer 3: Clinical audit for CPT/modifier issues
Layer 4: Historical denial intelligence with CARC/RARC predictions
Full Module Detail
Claim Scrub Results
Robert Williams  |  CLM-20240310-042 · BCBS · 03/10/2024
2 ISSUES — HOLD FOR REVIEW
CPT Description Modifier Charge Status
99214 E/M Office Visit, Level 4 25 $320.00 PASS
93000 ECG w/interpretation None $185.00 FLAG
FLAG — CPT 93000: Modifier required when billed same day as 99214
Add Modifier 59 (distinct procedural service) before submitting. This payer has denied this combination 73% of the time without it.
Recommendation
Add Modifier 59 to CPT 93000. Resubmit. Expected to clear on first pass.

The scrubber catches the modifier issue before the claim reaches the clearinghouse — turning a likely denial into a clean claim. Your billing team sees exactly what to fix and why.

ROI_Mods_3.1

Enrollment Velocity

A provider signs a contract, then waits. The entire time they sit in pre-revenue status the practice is paying their salary but not collecting from their patient visits. This module tracks exactly where every provider is in the enrollment process, syncs with NPPES and PECOS data, and gives you a real-time Revenue Readiness score so you always know who is stuck and where.

NPPES API integration for NPI activation verification
Payer-level credentialing status monitoring
Enrollment velocity metrics and throughput rates
Taxonomy code cross-referencing for correct billing profiles
Full Module Detail
Provider Revenue Readiness Dashboard
Dr. James R. Smith MD  Cardiology · NPI 1234567890
Hired 01/02/2024 · Contract signed 01/08/2024
ESCALATE — Day 59
BlueCross
Credentialing
Day 59 — Stalled
Aetna
App Pending
Day 54 — Monitor
United
Approved
Ready to bill
Revenue Readiness 42% — 1 of 3 payers approved
Est. lost revenue per week at 2 payers pending: ~$8,400
Dr. Luis Torres MD  Internal Medicine · NPI 1122334455
Hired 12/01/2023 · Contract signed 12/08/2023
READY TO BILL
Revenue Readiness 98% — All payers approved

Every provider. Every payer. Every stage — visible at a glance. Stalled enrollments surface automatically so your credentialing team knows exactly where to focus.

ROI_Mods_4.1

Intelligent Remittance Engine (EOB to 835)

Many practices still receive remittance information as PDFs. The data is there, but locked in a format that cannot be used for automation, reporting, or denial management without manual entry. This module converts those PDFs into ANSI-standard 835 files so the data is structured, actionable, and ready to work with.

Built to the CMS 835 TR3 5010A1 specification. Handles all required segments and dynamically maps situational segments like MIA and MOA when the data is present. A built-in reconciliation engine verifies that check amount equals the sum of claim payments plus adjustments before any 835 is generated.

PDF extraction with automatic field-to-segment mapping
All required and situational 835 segments supported
Built-in reconciliation engine for payment balancing
CMS 835 TR3 5010A1 specification compliant
Full Module Detail
Remittance Processing — Check #00458291
Payer Details
Payer: Blue Cross Blue Shield
Check Date: 03/15/2024
Check Amount: $1,420.00
Reconciliation
Check total: $1,420.00
Sum of claims: $1,420.00
BALANCED — 835 written
Patient CPT Billed Write-off Pt Pays Net Paid
Sarah Johnson 93000 — ECG $185.00 -$43.00 -$30.00 $112.00
Miguel Torres 99214 — E/M L4 $320.00 -$76.00 -$30.00 $214.00
Anita Patel 99395 — Preventive $285.00 -$68.00 $0.00 $217.00
Totals (3 of 8 claims shown) $790.00 -$187.00 -$60.00 $543.00
Output: CLM-20240315_835.edi — ready to post to your practice management system

If the check total and sum of claim payments do not match, the 835 is held until the discrepancy is resolved. Nothing posts until the numbers balance.

ROI_Mods_4.2

Denials Intelligence and Recovery RCM

Most denial reports tell you what got denied, but not what to do about it. This engine ingests EDI 835 remittance files across 16 practice types, loads claims into a database with CARC/RARC code intelligence, and routes each denial to the team best equipped to resolve it based on denial type.

Expected adjustments like CO-45 and PR-1/2/3 are handled by auto-post logic before they reach the denial queue. What remains is only the work that has a path to recovery, routed directly to the right person with the context they need to act.

Every denial routed to the subject matter expert best positioned to resolve it: Coding, Billing, Credentialing, Registration, Authorization, Documentation, COB, and more
CO-45 and PR-1/2/3 handled by auto-post logic before they ever reach the denial queue
Duplicate claims flagged separately so they are reviewed for claim filing indicator issues before any action is taken
30+ high-denial-risk CPT codes with root cause analysis and prevention strategies
Full Module Detail
Denial Action Report — 03/15/2024 Run
12
Denials Reviewed
9
Actionable
3
Auto-Posted
$4,280
At Risk
Robert Williams  ·  CPT 99214  ·  $320.00 denied
CODING TEAM
Denial reason: Modifier missing or incorrect (CO-4)
Fix: Add Modifier 25 — E/M was significant and separately identifiable
Recovery likelihood:
87% — High
Linda Chen  ·  CPT 93000  ·  $185.00 denied
BILLING TEAM
Denial reason: Benefit maximum reached for this period (CO-119)
Fix: Bill patient for remaining balance — EOB shows patient responsibility
Recovery likelihood:
61% — Moderate
Actionable Denials by Routing Destination
Coding Team
5 denials
Billing Team
3 denials
Credentialing
1 denial

Contractual adjustments and patient responsibility amounts are automatically excluded. Your team only sees the denials they can actually recover, routed directly to the right destination with the fix already identified.

Want a Hands-On Walkthrough?

See the modules running against your own data with a guided walkthrough tailored to your practice type.

Ready to See the Full Platform?

These modules are part of the Revenue Optimization & Intelligence platform, built to give your team the tools to diagnose, fix, and sustain revenue integrity.

⏳ Founding Member pricing closes April 10, 2026.
Lock your rate for 24 months from your enrollment date.

View Founding Member Pricing →