Funded by the European Union - NextGenerationEU, the Government of Romania and the National Recovery and Resilience Plan

Funded by the European Union - NextGenerationEU · Government of Romania · National Recovery and Resilience Plan

Results from an NRRP-funded project · Component C9

Research results: AI and RPA/PA for the clinical front office

MONEFY BUSINESS S.R.L. and Steady Dopetech S.R.L. tested the integration of artificial intelligence and automation into sensitive healthcare administrative workflows, with rules, traceability and human validation.

Project

“Adoption of advanced digital technologies within MONEFY BUSINESS S.R.L.”

Validated architecture Control before autonomy
  1. 01
    InputMessage or document
  2. 02
    InterpretationAI structures the intent
  3. 03
    ValidationThe platform applies the rules
  4. 04
    ExecutionRPA/PA runs the safe steps
Safety gate Ambiguous cases or those carrying operational or financial risk are routed to staff.
RUE code
84
Financing contract
84.1.I3.C9
Contract date
13.05.2025
Programme
NRRP · C9

What was measured during piloting

The indicators below retain the approximate nature and measurement context reported in the article.

  • ~96% intent recognition accuracy in the portal from approximately 82% in the initial prototype
  • ~93% intent recognition accuracy over SMS from approximately 74% in the initial prototype
  • 0% invalid slots reaching the patient in the final solution, following backend validation
  • ~93% precision of suggestions on claim drafts flagged problems confirmed as genuine during piloting
  • ~40% initial review time for an EOB reduction for documents covering multiple claims
  • ~36% aggregate billing effort reduction for the measured reference volume

Hypothesis → prototype → measured testing → adjustment

The work combined a time-and-motion study of current processes with per-unit measurements obtained during prototyping and piloting. MONEFY provided operational expertise and the live test environment, while Steady Dopetech carried out the technical research and development work.

  1. 01

    Analysis and hypotheses

    Mapping real processes and defining the technological uncertainties that needed to be tested.

  2. 02

    Prototyping and evaluation

    Building functional prototypes and comparing language models and integration architectures.

  3. 03

    Controlled testing

    Measuring accuracy, escalation and edge-case behaviour against representative datasets.

  4. 04

    Operational piloting

    Running the application in a live operational environment with authorised users and progressively adjusting rules and thresholds.

From prototype to operational results

The comparisons preserve the definition of each indicator: accuracy, completion without escalation and effective backend validation.

Conversational assistant

Scheduling through the portal and SMS

Intent recognition accuracy - portal

Prototype ~82%
Final solution ~96%

Intent recognition accuracy - SMS

Prototype ~74%
Final solution ~93%

Conversations without escalation - portal

Prototype ~55%
Final solution ~78%

Conversations without escalation - SMS

Prototype ~40%
Final solution ~64%

Invalid slots reaching the patient

Prototype ~7%
Final solution 0%

Advisory AI for claims and EOBs

The component does not autonomously modify or submit claims. It structures information, flags problems with high confidence and prioritises cases that require follow-up, while authorised staff retain the final decision.

~93%

Precision of suggestions on claim drafts

The proportion of flagged problems confirmed as genuine during piloting.

~90%

Agreement on EOB prioritisation

Agreement with the assessment performed by a billing specialist.

~40%

Initial review time

The measured reduction for an EOB covering multiple claims.

Measured benefits

Impact on operational effort

Creating a claim

Before~4 min
After~2 min
~50% reduction

Through automatic pre-population of mandatory fields from data already held in the platform.

Creating a copayment invoice

Before~5 min
After~2 min
~60% reduction

Through automatic identification of the relevant EOBs and application of billing rules.

Aggregate billing effort

Before~79.50 h
After~51 h
~36% reduction

For the reference volume, including associated verification and reconciliation activities.

Two layers, one control model

AI interprets and recommends. RPA/PA executes standardised steps. The Monefy platform connects them through rules, permissions, events and audit trails.

AI

Interpretation and assistance

  • Conversational scheduling assistant in the patient portal
  • Self-scheduling and simple request management over SMS
  • Advisory suggestions for claim drafts
  • EOB structuring and prioritisation of cases requiring follow-up
Monefy backend rules · validations · permissions · audit
RPA/PA

Execution and orchestration

  • Automated patient notifications and reminders
  • Event-driven insurance eligibility verification
  • Invoice generation and exception control
  • Billing Rules Engine and Posting Rules Engine
  • Operational reporting through Metabase
  • Central dashboard for automation configuration

Rejected alternatives shaped the final architecture

Structured tool calling

Free-text interpretation was replaced by explicitly defined functions that are validated before execution.

The platform remains the source of truth

Availability, permissions, rules and statuses are verified in the backend rather than accepted directly from the model.

Precision over recall

In billing, the component flags only problems for which it has a high level of confidence.

Events and rules, not rigid scripts

Automation proceeds, stops or escalates according to context and risk level.

Automation is not allowed to ignore context

The central technical conclusion is not maximum autonomy, but calibrated autonomy: enough to remove repetitive work, bounded wherever sensitive data or financial impact is involved.

Core principle Humans remain in the loop for exceptions and sensitive decisions.
  • 01

    AI never accesses the database directly; interactions pass through the backend and controlled APIs.

  • 02

    Authentication, authorisation, permissions, validation and auditing are applied before any action.

  • 03

    Conversational flows were tested with adversarial messages and prompt-injection scenarios.

  • 04

    Unclear, incomplete or financially consequential cases are stopped and routed for human validation.

What can be applied to similar projects

The results support a gradual and verifiable model for digitalising administrative processes that handle sensitive data.

AI becomes useful inside the rules

Natural language can be interpreted flexibly, but the result must be validated against structured data and rules.

Automation must accommodate exceptions

Real processes are not fixed sequences; they need thresholds, stopping points, retry and clear escalation paths.

Trust is built through verifiability

Users adopt recommendations when they can see the reason, control the action and continue manually.

Safe implementation is gradual

Low-risk workflows are validated first, then automation expands after measurement and feedback.

Adoption of advanced digital technologies

The research and development activity was carried out within the project “Adoption of advanced digital technologies within MONEFY BUSINESS S.R.L.”, RUE code 84, financed through the NRRP (National Recovery and Resilience Plan), call PNRR/2024/C9/MIPE/I3.1/GRANTS FOR SUPPORTING ENTREPRENEURS IN THE DEVELOPMENT OF ADVANCED DIGITAL TECHNOLOGIES - MEASURE 1, based on Financing Contract no. 84.1.I3.C9 of 13.05.2025.

Lead partner
MONEFY BUSINESS S.R.L.
Partner
Steady Dopetech S.R.L.