Processes
Each page below is one task OpenAdapt can take on, with its measured results. "Tested" means a recorded run on open-source software or our own test app, with synthetic records. We qualify each workflow on your own system before it touches a real record.
Updated 2026-10-18
Insurance
- Tested
Claims intake
6 synthetic claims on openIMIS: 5 saved and read back, 1 stopped before saving.
Claims intake - Tested
Eligibility and coverage look-ups
3 of 3 active policies confirmed, 3 of 3 expired stopped.
Coverage look-ups
More insurance processes, such as policy changes and carrier-portal re-keying: Insurance.
Healthcare
- Tested
Referral intake, new patient
8 synthetic referrals on OpenEMR: 7 saved, 1 stopped at the duplicate check. Also timed against an AI agent.
Referral intake - Tested
Reading the referral document
Fills an entry from a referral PDF, fax image or email, and holds back unclear fields for a person. On synthetic documents.
- Tested
Booking the referred patient
Over real remote desktop: 3 of 3 confirmed, 3 of 3 wrong-patient runs stopped.
Booking - Process
Filing reports to the right chart
Stops on look-alike patients: 5 of 5 in our look-alike test.
Document filing - Tested
Patient note entry
Public OpenEMR demo: 19 of 20, judged by a screen check.
Patient notes - Process
Dental eligibility checks
A portal look-up that carries coverage into your practice system.
Dental eligibility
Operations and lending
- Tested
Loan application entry
Frappe Lending: 6 of 6 checked, 5 of 5 faults stopped.
Loan applications - Process
Checked report exports
Accepts an export only when exactly one new file arrives.
Report exports - Tested
Worklists
One task run once per row, each row checked. The referral and claims batches ran this way.
Worklists
For developers
Tutorial: record and replay a triage note in a synthetic clinic app, in two commands.
See it on your process
Bring one task your team types every day. We'll tell you whether it fits, and what a test on your own system would cover.