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Customer Stories - When Automation Delivers Real Solutions, Real Wins, Real ROI
Custom-built automations that integrate with your data and tackle the laborious. Control and monitor your automations with powerful studio tools.
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What We Do
Automations
Software solutions coded to consistently perform repetitive, rules-based tasks across systems - reducing time, effort, and errors.
Communications
There are a myriad of methods to engage with caregivers and clients - we employ numerous styles to achieve the highest level of engagement.
Integrations
Seamlessly interconnect external systems to read data or inform business operations workflows.
Customer Need: Improving EVV Compliance Score
The Challenge
Caregivers sometimes forget to clock in/out for visits. A large scale HomeCare Agency needed to remind them as soon as possible to improve their EVV compliance score. However, critical data was locked away in their EMR—accessible via a website requiring manual login and Excel downloads.
The Solution
The EVV Data Download Automation ascertained the schedule data, filtered for relevant visits, and uploaded data to the Agency's data warehouse. Alita Systems then automated sending notifications and reminders to caregivers. This process runs continuously, autonomously.
The Score
The Agency adjusted operations to compliment the new integrated automation, and over the course of
Customer Need: Provide Real-Time Compliance Monitoring
Data Extraction
Automation logs into the EMR and downloads EVV compliance reports automatically.
Data Upload
Report data is uploaded to a data warehouse for processing.
Caregiver Alert
Alita sends immediate text reminders to caregivers who missed clock-ins.
Continuous Loop
Process repeats every 15 minutes to maintain compliance.
Customer Need: Eliminate Tedious Data Upload
The Problem
Missouri requires an Agency to complete Geriatrics Health Evaluation (GHE) forms every 6 months. Employees manually downloaded PDFs, logged into websites, navigated patient records, entered information, uploaded files, and updated status in Procura. The Agency uploads 250+ forms monthly. Relying on memory or reminders, this can be forgotten.
The Automation
The GHE/APC 6-Month Upload Automation handles the entire workflow automatically. When issues arise, it sends emails with screenshots and suggested handling steps to staff.
From Manual to Automated
Download PDFs
Automated retrieval and naming of patient forms.
Navigate Records
Bot logs in and finds patient information automatically.
Upload & Update
Files uploaded and patient status updated in Procura.
Customer Need: Automate Processing of EVV Corrections
"We used to have trouble finding EVV Correction forms during an audit due to the length of time since the visit or because we relied on a person to file them correctly, and that wasn't always done." — East Coast HomeCare Agency
The Agency's employees submit EVV corrections to Alita. Staff previously exported corrections as PDFs and uploaded them to SharePoint manually—a process easily forgotten during busy periods but critical for audits.
Customer Need: Automate EVV Correction Process
1
PDF Generation
Automation creates a PDF from approved timecard correction data in Alita Platform.
2
EMR Navigation
Logs in, and searches for patient's schedule in EMR system.
3
File Upload
PDF uploaded directly to the patient visit record where the documentation belongs.
4
Time & Task Update
Verified start and end times as well as visit tasks updated in the EMR automatically.
"The EVV Correction bot got rid of those problems completely." — Southeast HomeCare Agency
Automation Studio Delivers Real Results
Time
Man-Hours Saved
Each month, 1000s of hours saved on important but tedious tasks across our client base.
Production
Forms Processed
Year to Date - over 500,000 forms handled automatically for one agency alone, eliminating manual uploads.
Consistent
Minute Intervals
Automations run based on timing, repeat, triggers, or reactions.
Real Power, Real Value
Real Power
Alita Automations drive websites, Citrix apps, desktop apps, API calls, and more—handling complex workflows across platforms.
Real Value
Create bridges that bring external systems into reach, taking your business workflows the last mile with seamless integration.
Imagine when you have 200+ continuous hours of automations running. What is the time, labor, and accuracy savings you would realize? What about 2000+ hours?
Ready to transform your workflows? Explore our automation catalog and discover how Alita can eliminate tedious tasks and boost efficiency.