Case Studies
Discover how Process-X helps businesses succeed
Automation of Monthly Statements
Age care providers regularly check the Services Australia portal for payment statements and when available then download them in multiple formats. ProcessX developed intelligent automations that checked daily and downloaded the payment statements into the providers nominated files.
Automation of Clients Refunds
A large aged care provider had to regularly check emails for when residents have exited the provider and manually go through the finance system to determine if money is owed to the resident’s family or to themselves. ProcessX developed intelligent automation to process resident refunds with delegation authorities and process the refunds into the finance system ready for posting.
Monthly Survey Process
A government department wanted to streamline their survey processes to meet deadlines and stop duplication in the process. Utilising the Lean Six Sigma methodology ProcessX streamlined the process which not only meet the required deadlines but add additional surveys into the process with no additional resourcing.
Downloading resident letters and uploading information into finance system
Age care providers regularly check the Services Australia portal for resident letters which outline changes in their fees. ProcessX not only downloads the letters but also takes the information from the letters and updates the finance system.
Data migration between resident management systems
Many aged care providers either through acquisition or changing from old systems have found it costly to take resident data from one resident management system to another. ProcessX has developed automations that enable this to transfer information accurately and with a huge reduction of effort from the clinical team.
Accounts Payable end to end invoice processing
Accounts payable for all businesses is a manual process, no matter what AP system is used. ProcessX has developed intelligent automations that has enabled straight through processing from receiving the invoice to submitting into the finance system.
Matching Remittances
Matching remittances is a time consuming job for all business and there are more value add tasks a person can do. ProcessX has developed intelligent automations that enable remittances to be accurately matched with only the exceptions highlighted for investigation.
