Meet your AI Agent for
Medical Bills
Accelerate and enhance bill review processes for faster payments and processing

Extract Medical Data
Analyze CMS-1500s, UB-04s, and unstructured medical bills using pre-built models to extract key data including diagnosis codes, procedure codes, service dates, provider details, NPI, and FEIN numbers.
Validate Medical Data
Review provider details against third-party data sources and validate medical bill error codes using business rules and logic.
Update Billing Systems
Update your internal bill review and claims systems automatically with highly accurate billing information and detailed provider data to improve operational performance.
Team up with our AI Agents to achieve extraordinary results
than 8 months
Indexing SLA
Accuracy
Key CAPABILITIES
Medical Bills
AI Agent
- Monitors incoming medical bills and invoices through email exchange or billing portals
- Analyzes CMS-1500s, UB-04s, and unstructured medical bills
- Automatically extracts diagnosis codes, procedure codes, service dates, provider details, NPI/FEIN numbers, and other data points
- Validates provider details using third party data sources
- Updates internal bill review systems with billing and provider details
- Validates medical bill error codes based on business rules and logic
AI Agent Abilities
Interact with Your Systems
AI Agents can easily connect with email inboxes, document storage, and systems of record (like Guidewire, Duck Creek, ImageRight, etc.) through APIs, desktop apps, and Secure File Transfer Protocol (SFTP) to retrieve information and input data. Users can even generate detailed task “Flows” through our language-to-action Generative AI technology.
Email & Document Ingestion
AI Agents capture and process email content (body, metadata, attachments) from mail servers or inboxes for analysis using API, SFTP, email, and robotic ingestion directly from graphical user interfaces. They can even separate files attached to emails or digital documents (e.g., ZIPs, PDFs, spreadsheets) and process them independently.Document Extraction
Roots AI Agents automatically identify and retrieve specific data or content from documents (e.g., PDFs, Word files, images) based on their type. For claims documents, this typically includes fields like claimant name, policy number, date of loss, claim number, and more.Document Triangulation
Automatically cross-reference multiple documents to verify or validate data points. For example, comparing invoice data with purchase orders and delivery receipts to ensure consistency and accuracy within a transaction process.Document Splitting
Separate large files with a continuous stream of scanned pages into individual documents based on the sub-document type and context.Compare Documents
Roots AI can analyze two or more documents to identify similarities, differences, or changes. This function is useful in version control (e.g., contract revisions) or detecting anomalies.
Summarize Documents
Generate comprehensive summaries from multiple documents and activity notes tailored to specific roles and document types to enhance adjuster understanding and decision-making.3rd-Party Application and Database Lookups
Roots AI Agents can access and extract data directly from external websites or web applications, including portals and vendor sites. They can also query SQL, NoSQL, and other database formats (e.g., ) to retrieve or verify information for validation (e.g., checking if a customer exists) or add metadata for data-enrichment.
Team Collaboration
Roots' patented Human-in-the-Loop (HITL) technology lets AI Agents work with your experts to solve problems, manage unique situations, and get help instantly using everyday language.
Team Communication
Roots’ AI Agents can use e-mail, Slack, or Microsoft Teams to communicate with internal and external parties based on business logic and rules.AI Agent Oversight
The Roots Platform Cockpit puts you in control of AI Agents across all processes for scheduling, controlling throughput limits, tracking volumes, and generating workflow reports.
Process Customization
AI Agents' activities can be easily adjusted to fit your business processes by utilizing flexible business rules and logic to perform policy modifications, renewals, claims processing, and other tasks.
Navigate via a User Interface
Easily simulate user actions like clicking buttons, filling in forms, or navigating pages needed to interact with, deliver data, or update fields within 3rd-party and in-house web-based or desktop applications.
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