Questions to ask any RCM Automation Platforms vendor

Every vendor in this category demos well. These are the questions that separate a product that will work on your volume, payer mix, and staff from one that works in the sales deck. Take them into the demo.

1. 1

   Which three workflows deliver the fastest payback for an organization like ours, with numbers?

2. 2

   What runs autonomously today versus what is roadmap or requires our staff in the loop?

3. 3

   How do agents access our systems: APIs, RPA on portals, or EHR integration, and what breaks when a portal changes?

4. 4

   Can our operations team build or modify automations without your services team?

5. 5

   What is the pricing unit (workflows, actions, outcomes) and how does it scale with volume?

6. 6

   Show the exception queue: what lands there, and what is our staffing obligation?

7. 7

   Which named customers run more than three workflows in production?

8. 8

   What is the deprecation policy if you sunset a workflow we depend on?