We were founded in 2005 in a tiny apartment in Bucharest, Romania as DeskOver.

Fittingly, it was a customer who, in 2012, first saw the immense possibilities for us in the fledgling RPA market. Our desktop automation product launched in 2013. In 2015, we introduced our enterprise platform along with our new name.

Today, UiPath is the fastest-growing enterprise software company in history with scores of offices, thousands of employees, partnerships with the world’s best consulting and BPO firms, a **500,000-strong developer community**, and **5MM+ robots at work** in over **5,000 global enterprises.**

Our mission is to deliver the leading Robotic Process Automation platform to our clients for an automation first mindset.

We build software robots that automate repetitive processes. Our software robots take on the tedious, mind-numbing work and free people to do the more stimulating, creative work worth doing.

But no matter how much we’ve grown, one thing hasn’t changed. We’re still building a company we love to work for

Using a UiPath Form, the user selects the PDF they would like to split, the location to drop the split pages into, and a naming convention for the generated files.

The robot then quickly splits the selected PDF and dumps the resulting PDFs into the selected location.

This attended automation quickly splits multi-page PDFs into individual single-page PDFs.

The Split a PDF File automation allows you to quickly extract individual pages from a single PDF. It accesses the desginated PDF file, extracts each page as its own PDF and renames it with the page number. The automation is great for splitting collated PDF files, quickly renaming a PDF file or grabbing a desired page from a PDF.

This automation splits a multi-page PDF into single pages and saves them as individual files in a desired folder.

The Manage my PDF files automation allows you to perform multiple different operations on PDFs. Using this automation, you can split pages, extract pages based on a search phrase, combine different PDF documents into a consolidated PDF, and protect or unprotect PDFs with a password. The automation is great for finding relevant pages in a document, consolidating PDFs, or password-protecting confidential documents.

This automation allows you to split, extract key pages from, combine, and protect or unprotect your PDFs.

The Manage my PDF files automation allows you to perform multiple different operations on PDFs. Using this automation, you can split pages, extract pages based on a search phrase, combine different PDF documents into a consolidated PDF, and protect or unprotect PDFs with a password. The automation is great for finding relevant pages in a document, consolidating PDFs, or password-protecting confidential documents.

  

Beginning with version 2.2.0, we have migrated this automation to Windows (.Net 5.0 or higher) project.

If you need the Windows-Legacy project version, please download version 2.1.0.

22ac2b39-8e69-4be8-8c56-879cf6d99177.png

The Organize my files based on keywords automation creates folders and organizes files into those folders based on their filename. 

The automation is great for finding specific files, organizing your desktop, or cleaning batches of files.

This automation lets you organize files based on keywords.

The Organize my files based on keywords automation lets you organize files based on keywords in their filename. The automation creates a folder for each keyword and moves or copies matching files into those folders.

The automation is great for finding specific files, organizing your desktop, or cleaning batches of files.

The Organize my files based on keywords automation lets you organize files based on keywords in their filename. The automation creates a folder for each keyword and moves or copies matching files into those folders.

The automation is great for finding specific files, organizing your desktop, or cleaning batches of files.

  

Beginning with version 2.2.0, we have migrated this automation to Windows (.Net 5.0 or higher) project.

If you need the Windows-Legacy project version, please download version 2.1.0.

The Summarize all comments and notes in Excel automation allows you to quickly summarize your Excel comments and notes in a single place. It turns on macros for your machine, uses VBA code to summarize your workbook’s comments and notes in new tabs, and turns off macros for your machine. This automation is great for reviewing notes in your workbook, creating snapshots of your workbook comments, or responding to comments from others.

  

This automation requires “Trust access to the VBA project object model” to be enabled in Excel. The automation will attempt to enable this setting for you, but you may need to turn it on manually if it fails. Please refer to the user guide for instructions on how to enable this setting.

This automation summarizes the comments and notes in Excel workbook(s).

The Summarize all comments and notes in Excel automation allows you to quickly summarize your Excel comments and notes in a single place. It turns on macros for your machine, uses VBA code to summarize your workbook’s comments and notes in new tabs, and turns off macros for your machine. This automation is great for reviewing notes in your workbook, creating snapshots of your workbook comments, or responding to comments from others.

  

This automation requires “Trust access to the VBA project object model” to be enabled in Excel. The automation will attempt to enable this setting for you, but you may need to turn it on manually if it fails. Please refer to the user guide for instructions on how to enable this setting.

  

Beginning with version 2.2.0, we have migrated this automation to Windows (.Net 5.0 or higher) project.

If you need the Windows-Legacy project version, please download version 2.1.0.

The Create documents based on my Excel file automation allows you to quickly generate multiple documents using data from an Excel template. It takes the data from the Excel template and creates a Word document for each row in the template. This automation is great for creating personalized files, populating reports, or preparing meeting documents.

This automation creates Word documents from a template using information from an Excel file.

The Create documents based on my Excel file automation allows you to quickly generate multiple documents using data from an Excel template. It takes the data from the Excel template and creates a Word document for each row in the template. 

  

This automation is great for creating personalized files, populating reports, or preparing meeting documents.

  

Beginning with version 2.2.0, we have migrated this automation to Windows (.Net 5.0 or higher) project.

If you need the Windows-Legacy project version, please download version 2.1.0.

The average IT team manages hundreds of identity and access management tickets per week—and user demand continues to grow. ​It’s tough for IT leaders to automate this large volume of simple tasks due to the complexity of their tech stack and high number of backend applications, even with modern platforms like ServiceNow. ​

  

**UiPath has created an ITSM identity and access management (IAM) IT process accelerator that provides a starting point for a scalable access management automation.** This solution allows you to quickly automate your complex and ever-expanding technology stack with an easily integrated IAM solution that has the flexibility to tie directly into the user request workflow, whether for SAP or **Active Directory**, or anything in between.

  

This automation accelerator provides a technical blueprint that can be modified, refactored, and customized based on the needs of each specific use case and customer.

  

A **short demo video** of the process steps in action can be found here: [ITSM - User Managment - short demo.mp4](https://uipath-my.sharepoint.com/:v:/p/radu_bucur/EaV6-gZ8qHtFmgv5lf18a60BHufMfGN7VDtaGewquLerLw?e=CPIeXv)

  

**Check PDF Documentation for a full breakdown of the features, limitations, and deployment guild of the solution!**

  

**Please note:** Not a plug-and-play solution. The package codebase contains reusable components that interact with specific systems (e.g., AD, ServiceNow, SAP). These components are meant to be used as a starting point, or as an example for how such components should be built for an actual implementation but are not plug-and-play.

A user access management IT automation accelerator solution which integrates with every back end, helping to break through the complexity of a heterogeneous tech stack.

_**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., AD, ServiceNow, SAP). These components are meant to be used as a starting point / example for how such components should be built in an actual implementation.

  

**User Access Management Accelerator**

  

The average IT team manages hundreds of identity and access management tickets per week—and user demand continues to grow. It’s tough for IT leaders to automate this large volume of simple tasks due to the complexity of their tech stack and high number of backend applications, even with modern platforms like ServiceNow.

  

UiPath has created an ITSM identity and access management (IAM) IT process accelerator that provides a starting point for scalable access management automation. Quickly automate your complex and ever-expanding technology stack with an easily integrated IAM solution that has the flexibility to tie directly into the user request workflow, whether for SAP or Active Directory, or anything in between.

  

The code in this accelerator package processes a user management transaction in this progression:

1\. Retrieves access requests from an ITSM application.

2\. Routes approval flows for access requests.

3\. Performs updates against targeted systems.

4\. Updates the status of the access request in the ISM application.

  

A use case demo video showcasing this accelerator can be found here: [ITSM - User Management - short demo.mp4](https://uipath-my.sharepoint.com/personal/radu_bucur_uipath_com/_layouts/15/stream.aspx?id=%2Fpersonal%2Fradu%5Fbucur%5Fuipath%5Fcom%2FDocuments%2FSolution%20Accelerators%2FUser%20Access%20Management%2FDemo%2FITSM%20%2D%20User%20Managment%20%2D%20short%20demo%2Emp4&ga=1).

A user access management accelerator which integrates with every back end, helping to break through the complexity of a heterogeneous tech stack.

_**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., AD, ServiceNow, SAP). These components are meant to be used as a starting point / example for how such components should be built in an actual implementation.

  

**User Access Management Accelerator**

  

The average IT team manages hundreds of identity and access management tickets per week—and user demand continues to grow. It’s tough for IT leaders to automate this large volume of simple tasks due to the complexity of their tech stack and high number of backend applications, even with modern platforms like ServiceNow.

  

UiPath has created an ITSM identity and access management (IAM) IT process accelerator that provides a starting point for scalable access management automation. Quickly automate your complex and ever-expanding technology stack with an easily integrated IAM solution that has the flexibility to tie directly into the user request workflow, whether for SAP or Active Directory, or anything in between.

  

The code in this accelerator package processes a user management transaction in this progression:

1\. Retrieves access requests from an ITSM application.

2\. Routes approval flows for access requests.

3\. Performs updates against targeted systems.

4\. Updates the status of the access request in the ISM application.

  

A use case demo video showcasing this accelerator can be found here: [ITSM - User Management - short demo.mp4.](https://uipath-my.sharepoint.com/:v:/p/radu_bucur/EaV6-gZ8qHtFmgv5lf18a60BHufMfGN7VDtaGewquLerLw?e=gqlVo8)

**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., AD, ServiceNow, SAP). These components are meant to be used as a starting point / example for how such components should be built in an actual implementation.

  

**ITSM User Provisioning Solution Accelerator**

The average IT team manages hundreds of identity and access management tickets per week—and user demand continues to grow. It’s tough for IT leaders to automate this large volume of simple tasks due to the complexity of their tech stack and high number of backend applications, even with modern platforms like ServiceNow.

  

UiPath has created an ITSM identity and access management (IAM) IT process accelerator for user provisioning that provides a starting point for scalable access management automation. Quickly automate your complex and ever-expanding technology stack with an easily integrated provisioning solution that has the flexibility to tie directly into the user request workflow, whether for SAP or Active Directory, or anything in between.

  

The code in this solution accelerator package processes a user management transaction in this progression:

1.  Retrieves access requests from an ITSM application
2.  Routes approval flows for access requests
3.  Performs updates against targeted systems
4.  Updates the status of the access request in the ITSM application

  

A use case demo video showcasing this solution accelerator can be found here: [ITSM - User Management - short demo.mp4.](https://uipath-my.sharepoint.com/:v:/p/radu_bucur/EaV6-gZ8qHtFmgv5lf18a60BHufMfGN7VDtaGewquLerLw?e=gqlVo8)

A user provisioning and authorization management solution accelerator which integrates with every back end, helping to break through the complexity of a heterogeneous tech stack.

**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., AD, ServiceNow, SAP). These components are meant to be used as a starting point / example for how such components should be built in an actual implementation.

  

**ITSM User Provisioning Solution Accelerator**

The average IT team manages hundreds of identity and access management tickets per week—and user demand continues to grow. It’s tough for IT leaders to automate this large volume of simple tasks due to the complexity of their tech stack and high number of backend applications, even with modern platforms like ServiceNow.

  

UiPath has created an ITSM identity and access management (IAM) IT process accelerator for user provisioning that provides a starting point for scalable access management automation. Quickly automate your complex and ever-expanding technology stack with an easily integrated provisioning solution that has the flexibility to tie directly into the user request workflow, whether for SAP or Active Directory, or anything in between.

  

The code in this solution accelerator package processes a user management transaction in this progression:

1.  Retrieves access requests from an ITSM application
2.  Routes approval flows for access requests
3.  Performs updates against targeted systems
4.  Updates the status of the access request in the ITSM application

**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., AD, ServiceNow, SAP). These components are meant to be used as a starting point / example for how such components should be built in an actual implementation.

**ITSM User Provisioning Solution Accelerator**

The average IT team manages hundreds of identity and access management tickets per week—and user demand continues to grow. It’s tough for IT leaders to automate this large volume of simple tasks due to the complexity of their tech stack and high number of backend applications, even with modern platforms like ServiceNow.

UiPath has created an ITSM identity and access management (IAM) IT process accelerator for user provisioning that provides a starting point for scalable access management automation. Quickly automate your complex and ever-expanding technology stack with an easily integrated provisioning solution that has the flexibility to tie directly into the user request workflow, whether for SAP or Active Directory, or anything in between.

The code in this solution accelerator package processes a user management transaction in this progression:

1.  Retrieves access requests from an ITSM application
2.  Routes approval flows for access requests
3.  Performs updates against targeted systems
4.  Updates the status of the access request in the ITSM application

_**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.

  

**Invoice Processing Accelerator**

  

Purchase-to-pay (P2P) finance leaders are challenged by older invoice processing technologies, which still produce high error rates and result in workflow inefficiency.

Automation combined with AI (Document Understanding) technology is a game-changing way to reengineer P2P workflows, greatly improve accuracy, and achieve new levels of straight-through processing. ​

UiPath’s 2-way match invoice processing accelerator provides an excellent starting point for an automation which extracts data from PDFs from supplier invoices and related documents, stores legally valid invoices, eliminates errors, and improves processing times.

Offering a proven framework to digitize and scale finance department P2P workflows which leverage your existing financial systems, this accelerator supports the ability to drive immediate ROI by achieving industry-leading straight-through processing and improve working capital.

  

The code in this accelerator package provides the logic for the 2-way match process between an invoice and a corresponding purchase order. The main steps of this journey are:

1.  Retrieve invoice files from a data source (like an email inbox, a network drive, or a third-party application).
2.  Classify the files and extract the information from each invoice.
3.  \*Optionally\* - For each invoice, extract relevant purchase orders from a finance/accounting system and perform PO matching (including matching each invoice line to a corresponding line in the purchase order).
4.  Create invoice object inside finance/accounting system and upload the initial invoice file.

A 2-way match invoice processing accelerator which helps you achieve industry-leading straight-through processing, decrease transactional costs, and improve supplier experiences​.

_**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.

  

**Invoice Processing Accelerator**

  

Purchase-to-pay (P2P) finance leaders are challenged by older invoice processing technologies, which still produce high error rates and result in workflow inefficiency.

Automation combined with AI (Document Understanding) technology is a game-changing way to reengineer P2P workflows, greatly improve accuracy, and achieve new levels of straight-through processing. ​

UiPath’s 2-way match invoice processing accelerator provides an excellent starting point for an automation which extracts data from PDFs from supplier invoices and related documents, stores legally valid invoices, eliminates errors, and improves processing times.

Offering a proven framework to digitize and scale finance department P2P workflows which leverage your existing financial systems, this accelerator supports the ability to drive immediate ROI by achieving industry-leading straight-through processing and improve working capital.

  

The code in this accelerator package provides the logic for the 2-way match process between an invoice and a corresponding purchase order. The main steps are:

1.  Retrieve invoice files from a data source (like an email inbox, a network drive, or a third-party application).
2.  Classify the files and extract the information from each invoice.
3.  \*Optionally\* - For each invoice, extract relevant purchase orders from a finance/accounting system and perform PO matching (including matching each invoice line to a corresponding line in the purchase order).
4.  Create invoice object inside finance/accounting system and upload the initial invoice file.

Purchase-to-pay (P2P) finance leaders are challenged by older invoice processing technologies, which still produce high error rates and result in workflow inefficiency. Automation combined with AI (Document Understanding) technology is a game-changing way to reengineer P2P workflows, greatly improve accuracy, and achieve new levels of straight-through processing. ​

The UiPath 2-way match invoice processing solution accelerator provides an excellent starting point for an automation which extracts data from PDFs from supplier invoices and related documents, stores legally valid invoices, eliminates errors, and improves processing times.

  

Offering a proven framework to digitize and scale finance department P2P workflows which leverage your existing financial systems, this accelerator supports the ability to drive immediate ROI by achieving industry-leading straight-through processing and improve working capital.

  

The code in this solution accelerator package provides the logic for the 2-way match process between an invoice and a corresponding purchase order. The main steps are:

1.  Retrieve invoice files from a data source (like an email inbox, a network drive, or a third-party application).
2.  Classify the files and extract the information from each invoice.
3.  \*Optionally\* - For each invoice, extract relevant purchase orders from a finance/accounting system and perform PO matching (including matching each invoice line to a corresponding line in the purchase order).
4.  Create invoice object inside finance/accounting system and upload the initial invoice file.

The 2-way match invoice processing accelerator helps you achieve industry-leading straight-through processing, decrease transactional costs, and improve supplier experiences​.

Purchase-to-pay (P2P) finance leaders are challenged by older invoice processing technologies, which still produce high error rates and result in workflow inefficiency. Automation combined with Document Understanding technology is a game-changing way to reengineer P2P workflows, greatly improve accuracy, and achieve new levels of straight-through processing. ​

The UiPath 2-way match invoice processing solution accelerator provides an excellent starting point for an automation which extracts data from PDFs from supplier invoices and related documents, stores legally valid invoices, eliminates errors, and improves processing times.

Offering a proven framework to digitize and scale finance department P2P workflows which leverage your existing financial systems, this accelerator supports the ability to drive immediate ROI by achieving industry-leading straight-through processing and improve working capital.

The code in this solution accelerator package provides the logic for the 2-way match process between an invoice and a corresponding purchase order. The main steps are:

1.  Retrieve invoice files from a data source (like an email inbox, a network drive, or a third-party application).
2.  Classify the files and extract the information from each invoice.
3.  \*Optionally\* - For each invoice, extract relevant purchase orders from a finance/accounting system and perform PO matching (including matching each invoice line to a corresponding line in the purchase order).
4.  Create invoice object inside finance/accounting system and upload the initial invoice file.

_**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.

  

**Claims Form Intake Use Case Accelerator**

  

If your claims intake specialists are manually categorizing documents and creating claims forms in a claims platform, like Facets, your cost-to-claim is likely too high. Automating this process allows staff to jump in and validate data when needed, while working to improve quality and focusing more on exception fall-outs. The result? A cost savings of $1 per page, time savings of 100,000 hours per year, and an improvement in auto-adjudication of 2 percent.

  

The claims form intake use case accelerator package assists you in simplifying the conversion of CMS 1500, a standard form for Medicare claims, and UB04, a standard form for specialty claims such as DME and infusion therapy, to EDI 837I and P. You'll find the tools you need to harness the power of Document Understanding for automated intake so you can load a clean, pre-validated 837 into your claims platform.

  

**Follow these five easy steps:**

1\. Download the accelerator package.

2\. Integrate it into your workflow.

3\. Define the intake source.

4\. Configure UiPath Orchestrator.

5\. Load the 837 into your workflow.

  

The code in this accelerator package processes a claims form in this progression:

1\. Email or simple dispatcher

2\. Document understanding\*

3\. Performer

\*Human intervention possible through Action Center and optional component to convert to EDI.

  

A demo video showcasing this use case can be found here: [Claims Form Intake](https://player.vimeo.com/video/799244996?h=a9ab3503d8).

The claims form intake use case accelerator automates intake and conversion of all CMS 1500 and UB04 claim forms to EDI 837.

***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.

**Claims Form Intake Use Case Accelerator**

If your claims intake specialists are manually categorizing documents and creating claims forms in a claims platform, like Facets, your cost-to-claim is likely too high. Automating this process allows staff to jump in and validate data when needed, while working to improve quality and focusing more on exception fall-outs. The result? A cost savings of $1 per page, time savings of 100,000 hours per year, and an improvement in auto-adjudication of 2 percent.

The claims form intake use case accelerator package assists you in simplifying the conversion of CMS 1500, a standard form for Medicare claims, and UB04, a standard form for specialty claims such as DME and infusion therapy, to EDI 837I and P. You'll find the tools you need to harness the power of Document Understanding for automated intake so you can load a clean, pre-validated 837 into your claims platform.

**Follow these five easy steps:**

1. Download the accelerator package.

2. Integrate it into your workflow.

3. Define the intake source.

4. Configure UiPath Orchestrator.

5. Load the 837 into your workflow.



The code in this accelerator package processes a claims form in this progression:

1. Email or simple dispatcher

2. Document understanding

3. Performer

Human intervention possible through Action Center and optional component to convert to EDI.

A demo video showcasing this use case can be found here: [Claims Form Intake](https://player.vimeo.com/video/799244996?h=a9ab3503d8).

_**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.

  

**CMS Paper Claims Electronic Conversion Accelerator**

If your billing analysts are creating and submitting paper claims, your cost-to-claim is likely too high. Automating this process enables providers to submit the form electronically, providing an almost real-time response. The result? A cost savings of $1.50 per page, time savings of 50,000 hours per year, and an improvement in AR days.

  

The CMS Paper Claims Electronic Conversion use case accelerator package assists you in simplifying the conversion from paper CMS 1500 and UB04 claim forms to an electronic format, EDI 837P and 837I, respectively.

You'll find the tools you need to harness the power of Document Understanding for automated conversion into an electronic format. Applying these best practices to your provider organization will help you reduce average handle time (AHT), boost accuracy, and lower overall cost to collect.

  

**Follow these five easy steps:**

1\. Download the accelerator package.

2\. Integrate it into your workflow.

3\. Define the intake source.

4\. Configure UiPath Orchestrator.

5\. Load the 837 into your workflow.

  

**NOTE:** The user guide included in this package references “claims form intake.” This reference is the nomenclature for the solution accelerator that converts paper claims into an electronic format. The user guide is more descriptive indicating the use of the solution accelerator “CMS Paper Claims Electronic Conversion.”

  

The code in this accelerator package processes a claims form in this progression:

1\. Email or simple dispatcher

2\. Document understanding\*

3\. Performer

\*Human intervention possible through Action Center and optional component to convert to EDI.

  

A demo video showcasing this use case can be found here: [CMS Claims Conversion](https://player.vimeo.com/video/799245156?h=0ddc48f3d8).

The CMS Paper Claims Electronic Conversion use case accelerator automates the conversion of CMS 1500 and UB04 claim forms to EDI 837P and 837I, respectively.

***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.

**CMS Paper Claims Electronic Conversion Accelerator**

If your billing analysts are creating and submitting paper claims, your cost-to-claim is likely too high. Automating this process enables providers to submit the form electronically, providing an almost real-time response. The result? A cost savings of $1.50 per page, time savings of 50,000 hours per year, and an improvement in AR days.

The CMS Paper Claims Electronic Conversion use case accelerator package assists you in simplifying the conversion from paper CMS 1500 and UB04 claim forms to an electronic format, EDI 837P and 837I, respectively.

You'll find the tools you need to harness the power of Document Understanding for automated conversion into an electronic format. Applying these best practices to your provider organization will help you reduce average handle time (AHT), boost accuracy, and lower overall cost to collect.

**Follow these five easy steps:**

1. Download the accelerator package.

2. Integrate it into your workflow.

3. Define the intake source.

4. Configure UiPath Orchestrator.

5. Load the 837 into your workflow.

**NOTE:** The user guide included in this package references “claims form intake.” This reference is the nomenclature for the solution accelerator that converts paper claims into an electronic format. The user guide is more descriptive indicating the use of the solution accelerator “CMS Paper Claims Electronic Conversion.”

The code in this accelerator package processes a claims form in this progression:

1. Email or simple dispatcher

2. Document understanding

3. Performer

Human intervention possible through Action Center and optional component to convert to EDI.

A demo video showcasing this use case can be found here: [CMS Claims Conversion](https://player.vimeo.com/video/799245156?h=0ddc48f3d8).

_**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

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.

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