HealthAxis deployed an AI Agent to process refund requests for overpaid claims. Integrated into the HealthAxis web portal, the Agent verifies claim status, validates refund amounts, creates refund requests, and reports exceptions.
AI time per claim
Manual time per claim
Saved per 1K claims
Processing accuracy
HealthAxis provides healthcare management solutions for payers, providers, and third-party administrators. Its services include core administrative processing systems, business process as a service, business process outsourcing, staff augmentation, and consulting.
The organization used an AI Agent to support the refund request process for overpaid claims within its web portal.
Manual processing created errors when teams worked through large claim volumes.
Each claim took approximately three minutes to process manually.
Droidal integrated an AI Agent into the HealthAxis web portal to automate the refund request workflow. The Agent handles the process from secure login through refund creation, reporting, and issue alerts.
The Agent launches the HealthAxis portal, logs in, and completes OTP authentication.
It retrieves claim IDs from the Droidal application and confirms that each claim is marked as paid.
The Agent validates the refund against the net paid amount, creates the request, and saves the updated claim.
It generates a summary report with exceptions and emails designated staff when issues arise.
Confirms that the claim has been marked as paid.
Checks the refund amount against the net paid amount.
Creates the request and saves the updated claim.
Reports exceptions and sends issue alerts to designated staff.
Map your current claim verification, refund validation, request creation, and exception-handling workflow with our team.
