FQHC Automation – Trumpet



Repetitive tasks in finance, quality, and other areas can be completely automated. Trumpet leverages tools like robotic process automation (RPA) and reporting systems like Power BI to eliminate unnecessary tasks and create visibility for executive, quality, and provider teams. See the video for more detail!


RPA is software that automates repetitive, computer-based work by emulating all the steps required to complete day to day tasks – opening programs, looking up records, entering data, and more. RPA works more quickly and accurately than staff ever could, 24 hours a day. With hours of tedious work out of the way, CHC staff have more time to work strategically, close care gaps, manage payer relationships, and execute quality improvement efforts.


Wesley Community and Health Centers in Phoenix has automated manual reporting that used to occupy 80 hours of executive and staff time every week. They now use RPA to send data from their EHR and four other systems into Power BI dashboards, fueling insights into quality measures, operational improvements, increased revenues, and better patient care.


Case Study: Executive Reporting Dashboard

Case Study: Missed Opportunity Reports

Case Study: Automation for Letter Generation



Centers devote many staff hours to simple tasks like running EHR reports, submitting claims, verifying insurance, comparing patient lists, and filing documents into their EHRs. By using automation, centers can improve operations, increase revenues, reduce staff burnout, and ensure top-quality patient care.

VBC Measure Reporting

Centers need to submit claims to payers about the procedures that qualify for VBC incentives. But reporting through patient portals and other systems is cumbersome and time consuming, making it hard to get credit for care provided. Gaps in claims submitted and accepted can cost FQHCs millions of dollars per year in incentives and reimbursements. Centers can use automation to collect procedure data from patient EHR records and submit claims automatically.

Quality Measure Analysis

CHCs need to track which patients have received procedures that meet quality measure objectives, but EHRs make this task prohibitively time-consuming. Automation can search patient records to identify which procedures have or have not been performed by the center. This gives centers the data they need to meet funding requirements and VBC metrics, and manage gaps in patient care.

Automated Analytics Dashboard

FQHC leaders require comprehensive, current data on operations and quality measures. Centers can gather reports from all systems automatically, to view them in reporting tools like Power BI. With complete and current data every morning, centers can optimize resources, leading to opportunities for improving patient care, increasing revenues, and reducing costs.

Other Automation Opportunities

Centers can reallocate many staff hours by automating other tasks, like these:
• Identifying incomplete EHR records
• Following up on diagnostics & referrals
• Insurance verification
• Reconciling HIE data
• Child wellness visit form submission
• Change-in provider communication
• Outreach for annual wellness visits
• 340B reimbursement management
• Exchanging data or documents between systems

What Can We Automate for You?

We can help you key in on the best place to start. We interview your stakeholders to find out which processes could yield the best results to produce a compelling ROI. Get in touch for a demonstration and to set up a free process discovery assessment.

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