Automation library .

Reporting and data.

Reporting and data

Scheduled CRM exports to SharePoint

Initiate scheduled CRM report exports, download them, and replace the files in the shared folders.

Reporting and data

Validate export documents

Exports a sheet, checks the status of each document in an external portal, and emails a report.

IT and HR.

Youforce export to central storage

Downloads the daily HR or payroll export from Youforce and places it in central storage.

Granting access permissions

Convert access requests in TOPdesk into accounts in healthcare applications and update the ticket.

Absence Monitor

Combines absence data from AFAS with employee, team, and scheduling data from ONS into a daily overview.

Operations and back office.

Configuration package corrections

Processes incoming correction files, updates the configuration package in Dynamics, and reports the result.

Processing repair orders

Finalizes costs, customer communication, documents, and follow-up tickets for repair orders above a certain amount.

Monthly income check

Compares rent and household data with income statements (PDF) and reports discrepancies.

Creating quotes from specification files

Creates quotes in Dynamics based on validated specification files, with item lines pre-filled.

Finance.

Financial export from ONS to AFAS

Retrieves a financial export from ONS, uploads it to AFAS, checks for completeness, and reports the result.

Screening invoice mailbox

Screens incoming invoice emails, forwards valid ones to the ERP intake, and sets the rest aside for human review.

Handling invoice tickets

Checks invoices in support tickets against file data, adds work orders, replies, and closes the ticket.

Validate invoice export

Validates test invoice exports using fixed quality checks and initiates production exports upon approval.

Posting invoices in Dynamics 365

Prepares and posts purchase invoices in Dynamics 365 from a controlled data source, with an audit trail.

Customs invoicing

Creates, verifies, prints, and logs invoices for customs files in Softpak.

Supplier invoice intake

Finds supplier invoices in a mailbox, uses AI only for uncertain documents, and uploads valid ones to the accounting system.

Healthcare Administration.

Weekly mutation documents

Identifies client changes in a weekly file and creates, uploads, and emails the registration and deregistration documents.

Downloading declaration files

Downloads declaration ZIP files from ONS for a list of items and saves them to a shared folder.

Correct diagnosis date

Identifies clients whose diagnosis date is after their first treatment contact and corrects them.

Close client file

Close a client's file in ONS when care ends: claims, locations, documents, notes, care plans, and more.

Client arrangements in PUUR

Checks a client's arrangements and creates or updates them, including the correct product, if anything is missing.

Monthly expense claim approval

Reviews and approves employee expense claims per team for the month and logs the outcome.

ZorgDomein fallback referrals to HiX

Processes ZorgDomein fallback referrals by registering them in HiX and updating the TOPdesk ticket.

Securely sending ZorgDomein referrals

Sends new ZorgDomein referrals with attachments to the correct contact person via secure email and logs them.

In- and out-housing requests

Convert client changes in ONS into completed In- and out-housing requests in TOPdesk.

Closing medical coding

Close eligible diagnosis records for day admissions in HiX if they meet predefined rules.

Notifications for confidential documents

Emails the right people about confidential documents from a daily file and archives the file and the log.

Planning.

Weekly call lists

Creates and distributes weekly call lists by region from the home care planner.

Resetting planning boards

Reset team and data planning boards by moving tasks to the holding area, excluding protected shift types.

Copy roster weekly

Copies the schedule to the coming weeks, team by team, ensuring alternating weekly rosters remain consistent.

Funding correction in the schedule

Automatically adds ZVW time to planning entries with more than one funding source in PUUR.

Processing schedule disruptions

Keep employee shifts accurate regarding meetings, contract changes, and corrections by adding, removing, and adjusting shifts.

Synchronize capacity tool

Keep an Excel capacity tool in sync with clients who are temporarily out of care in the care system.