Robotic Process Automation (RPA) in Healthcare

Improve efficiency, accuracy, and security with a 24/7 RPA workforce

What is RPA in Healthcare?


Robotic process automation (RPA) software uses bots to connect with your disparate systems and applications to manage high-volume, highly-critical processes without burdening your busy workforce. RPA bots interact with your systems the way a human would and can handle both front-end and back-end processes. And the best part? Bots work 24/7, don’t need time off, and don’t make mistakes and in the healthcare industry, that's a lifesaver. 

Healthcare facilities require reliable transmission of sensitive data throughout a wide network of departments and partners. Records have to stay up-to-date and synced between providers, labs, pharmacies, and more—and when lives are on the line, there’s no room for error. Complicating matters is that IT environments in healthcare are complex with a multitude of disparate applications, file formats, and systems. RPA in healthcare transforms these processes to keep the focus on providing excellent patient care. 

Benefits of RPA in Healthcare

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Better Manage Medical Records

Whether you're needing to electronically convert medical records or keep existing ones up-to-date, RPA can help extract, move, and sync medical data for more accuracy between providers, labs, pharmacies, and more.

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Achieve Optimal Staffing Levels

Integrate and centralize applications like PeopleSoft in HR, time and attendance like Kronos, and staffing systems like ANSOS One-Staff, and more, to automatically manage staffing levels.

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Easily Stay HIPAA-Compliant

With role-based access, RPA software ensures only the correct people access private information and keeps a detailed audit history.

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Streamline Revenue Cycle Management

RPA bots can extract patient information from disparate systems to perform eligibility checks and generate accurate invoices. 

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Simplify Claims Processing

Automate repetitive tasks like data entry, validation, and reconciliation. RPA extracts data from documents and populates claim forms accurately and efficiently. 

8 Use Cases of RPA in Healthcare

Robotic process automation software has the flexibility to automate almost any repeated process and the ability to scale to meet your future needs. As a healthcare organization, you might want to start by configuring your software robots to take some of the following processes off your hands. Need an example of RPA in healthcare? Start here:

Patient Record Transfers

Use RPA bots to ensure patient records are automatically and securely transferred from a referring physician. Instead of manually entering patient information, a bot can check a directory for new files and upload the information to the right application. 


RPA bots bring together the critical systems you use for billing to create approval workflows that ensure the correct amounts are billed to insurance and patients. And when paired with intelligent document processing, AI and machine learning help extract and classify incoming billing documents, making sense of both structured and unstructured data. 

Appointment Scheduling

Whether you schedule appointments in-clinic or usinge a call center, RPA acts as a digital assistant to eliminate manual data entry, easily pull up patient information, and speed up call times so staff can keep their focus on the patients. 

Entering and Syncing Patient Data

Say goodbye to manual data entry and ensure every medical record has the most current information. RPA integrates the various applications throughout your health system to make sure patient data is accurate across clinics, hospitals, and pharmacies. 

Staffing Levels

Ensure optimal staffing levels and patient care by using RPA to facilitate between people management software—like PeopleSoft, Kronos, and ANSOS One-Staff—to keep them in-synch so staff is always scheduled at appropriate levels. 

Research Data Reporting

Use RPA for data report delivery, file movement, and notifications within your clinical environment to keep up-to-date with the latest research information. 

Discover more RPA use case examples in our guide 20 Ways Automate Solves IT and Business Problems.

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Challenges of RPA in Healthcare


In the healthcare industry, budgets can be tight, and staff resources limited. These challenges make it hard for health organizations to pursue digital transformation efforts. Especially when they rely on many legacy systems and applications. Plus, medical records and other health-related data is highly sensitive, and compliance is of the utmost importance. In turn, taking on any new technology can be a daunting task. 

But with the right RPA solution, healthcare organizations can pursue their digital transformations with ease. And even bring new life to legacy systems, better secure their private data, and stay compliant. 

Why Automate for Healthcare Organizations

With Automate, bring your healthcare facility automation that solves real problems, delivers big value, and helps you achieve ROI fast.

Easy to Use
Scale with Your Business
Unrestricted Bots

Build Automation Faster with Automate Connectors

We're constantly creating new, easy-to-install bots to help you tackle more RPA projects and increase your ROI. Explore Fortra's Connector Hub and browse 150+ pre-built bots & connectors available for free download.

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See Robotic Process Automation in Action

Watch a quick demonstration of Automate RPA, on demand.