Lockbox AI is a cloud-based platform to visualize revenue cycle data and drive workflow around accounts receivable. 

The RCM Copilot service is designed for providers who are implementing Lockbox into their revenue cycle team and need a dedicated human coach to help make it all work. Think of this like a fractional consulting service, sitting on top of your analytics and workflow data in Lockbox.

In most cases, Lockbox will be populated by standard reports coming out of your EHR. In some cases with older EHRs that lack robust reporting, we may need to get database access. Reports can be obtained manually by your staff, or we can use a bot to login and run the reports to pull data more frequently.

No, you use Lockbox purely for analytics and avoid adding your team to use for workflow functions. You may start here and then transition into the workflow tools with support of your team over time.

Lockbox does not rely on RPA, but we do implement RPA to pull reports and to perform high-volume actions. Generally this is an add on service or provided through an EHR partnership.

Yes, you can add your external RCM service and require them to use Lockbox for tracking their workflow so you get the benefit of seeing everything and avoid duplicative spreadsheet work on their end.