Appeals Form Intake

Appeals Form Intake

by UiPath






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The appeals forms intake use case accelerator automates paper appeals intake forms from email, STP or shared drive, classifies the documents, extracts information and validates the data format.



What is a UiPath accelerator?

UiPath use case accelerators are automation frameworks which are custom-built for specific use cases. These frameworks use best practices and pre-built components which can be modified, expanded, and customized based on the needs of each specific use case and customer, enabling faster time to value for your automation programs.

Note: Accelerators are not plug-and-play solutions. The accelerator package codebase contains reusable components that interact with specific systems (e.g., Coupa, etc.). These components are meant to be used as a starting point / example for how such components should be built in an actual implementation.

Appeals Forms Intake Use Case Accelerator

If your organization is struggling with appeals forms intake processes that are highly manual, your appeals coordinators may be spending several minutes per form to access and extract data from multiple systems before the appeal can be assigned for resolution. You can significantly reduce the time it takes to process appeals forms by using this solution accelerator to process forms like these:

  • CMS Medicare reconsideration request form
  • Cigna request for healthcare professional
  • Molina healthcare claim reconsideration request
  • United Healthcare single claim reconsideration
  • BCBS of NC level one provider appeal form
  • FL Blue provider reconsideration
  • BCBS of Tennessee provider reconsideration form

Don’t start from scratch. The appeals forms intake use case accelerator package is a plug and play starter pack of trained common appeal forms with UiPath Forms AI you can use to enable appeals intake analysts to stop typing data manually to generate appeal queues. The automation identifies & classifies the appeal forms and extracts the required information using UiPath intelligent DU capability. The ability to bring the human into UiPath Action Center, allows the analyst to validate the information and correct with minimal data entry.

One UiPath customer reports the following benefits from automating appeals forms intake:

  • ~40% faster processing of each day’s incoming appeals
  • Workload reduced by more than 3 hour per FTE
  • Faster throughput and assignment of appeals has reduced TAT failures
  • Reduced compliance risk
  • 20,216 hours saved per year
  • $400,000 saved per year

Follow these four easy steps:

  1. Download the accelerator package.
  2. Integrate it into your workflow.
  3. Define the intake source.
  4. Configure UiPath Orchestrator.

The code in this accelerator package processes an appeals form in this progression:

  1. Email or simple dispatcher
  2. Document understanding*
  3. Performer



  • Get paper appeal/reconsideration paper form from email or shared drive
  • Classifies documents
  • Extract and validate information
  • Perform exception handling and routing

Additional Information

Additional Information


• UiPath.DocumentUnderstanding.ML.Activities 1.17.0 • UiPath.Excel.Activities 2.16.1 • UiPath.IntelligentOCR.Activities 6.5.0 • UiPath.Persistence.Activities 1.4.2 • UiPath.System.Activities 22.4.5 • UiPath.UIAutomation.Activities 22.4.7 • UiPath.Mail.Activities 1.18.2 • UiPath.MicrosoftOffice365.Activities 1.14.1 • UiPath.WebAPI.Activities 1.13.3 • UiPath.DataService.Activities 21.10.1

Code Language

Visual Basic


Windows (.Net 5.0 or higher)



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March 18, 2024

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Studio: 22.4+


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UiPath Document Understanding




Support on Demand is available only to UiPath Enterprise customers. To access this type of support, you need to have an active UiPath license. More details are available here: Note: Marketplace Support On Demand is not subject to a response SLA, but one should expect a response within two business days.


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