BondOrtho How BondOrtho Automated About 80% of Revenue Cycle Work

Eligibility, claims, remittances, and deposits now move through automated checks and matching. Staff spend their time on the transactions the rules cannot resolve.

Project Highlights & Key Metrics

Industry
HealthTech
Platform
Web + Windows Automation + Admin Portal
Region
United States
Duration
1 year
Team Size
12+ Specialists
Team Composition
  • Backend Engineers
  • RPA Engineers
  • Front-End Engineers
  • QA Engineers
  • DevOps Support
Tech Stack
  • .NET
  • ASP.NET Core
  • React
  • PostgreSQL
  • Microsoft Azure
Integrations
  • DentalXChange
  • Ortho2 Edge
  • Two Banking Providers
  • Document Storage
About BondOrtho

Where the schedule meets the money

BondOrtho is a revenue cycle management product for orthodontic and dental practices across the United States. It sits between a practice's clinical schedule and the money that schedule generates: eligibility, claim submission, remittance handling, payment posting and bank reconciliation.

  • Eligibility checked against the clearinghouse before appointments

  • Claim assembly, validation and submission

  • ERA and EDI files matched to claims

  • Payment posting and bank reconciliation

Month end used to mean comparing ERA payment lines against bank deposits and patient balances by hand. Now the system handles the matches it can verify, and our team only steps in when something doesn’t line up.”
Operations Lead
BondOrtho
★★★★★
Problem
The Challenge

Three records held one payment, and nothing connected them

A payment could appear in three different places: the remittance file from the payer, the deposit at the bank, and the balance on the patient ledger. Those records did not automatically explain how they related to one another. Staff had to connect them manually while also checking eligibility, entering claims, resolving differences between systems, and finding mistakes that often became visible only during reconciliation.

Key Challenges
  • 01

    Eligibility checks required staff involvement before appointments

  • 02

    Claims were manually entered into payer workflows

  • 03

    ERA payment lines had to be compared with bank deposits

  • 04

    Patient balances could differ between connected systems

  • 05

    Reconciliation errors often surfaced late in the cycle

At roughly 10,000 transactions each month, manual matching became difficult to scale with additional staff alone.

Solution
Our Solution

Automate the Rules, Surface the Exceptions

Anything with a stable rule and a repeatable input went to a bot. Anything needing judgment went to a person.

Pre-Visit Eligibility

Appointments are checked against the clearinghouse before the patient arrives, giving the practice coverage information earlier in the visit cycle.

Eligibility checks move ahead of the appointment.

Claim Assembly

Automation reads practice data, prepares claims, validates fields, and moves eligible claims into submission.

Routine claims no longer require manual entry.

Remittance Matching

Payment lines from remittance files are matched to claims and corresponding deposits.

Remittance and deposit matching happens automatically.

Record Synchronization

Patient data, coverage, and balances are synchronized across the practice app, clearinghouse, and BondOrtho portal on scheduled runs.

Records stay closer to the same account state.

Exception Queue

The React portal surfaces transactions automation cannot safely complete, such as failed claims, unmatched payments, or unexpected screen changes.

Staff review exceptions instead of all transactions.
Engineering Approach

Keep the Business Rules Outside the Bots

BondOrtho automates software interfaces it does not control. A payer portal can move a field. A vendor can change a Windows screen. A clearinghouse can alter the format of an input. That makes silent failure more dangerous than visible failure. Before acting, the automation checks whether the screen or data matches what it expects. If it does not, the transaction stops and becomes an exception. Eligibility, validation, and matching rules live in the .NET services instead of being buried inside individual automation scripts. The bots handle the interaction; the application decides what constitutes a valid transaction.

Impact
The Impact

Transaction volume stopped setting the staffing level

Adding transactions no longer adds administrative hours. About 80% of the work that used to pass through a person now runs without one.

What changed, before and after the engagement
Before After
Eligibility checked manually near the visit Eligibility checked ahead of appointments
Claims entered through payer workflows Routine claims assembled through automation
ERA files compared with bank records Payment lines matched as records arrive
Balances could differ between systems Account data synchronized on a schedule
Errors surfaced during reconciliation Exceptions raised when automation cannot proceed
Our Engagement

Why BondOrtho Partnered With TechnBrains

BondOrtho depends on systems outside its control: a dental clearinghouse, practice management software, banking providers, and document storage. Each can change independently, which means the automation needs ongoing engineering rather than a one-time integration project. TechnBrains supports BondOrtho through a dedicated product team covering backend development, RPA, front-end engineering, QA, and DevOps. The team maintains the automation, adjusts integrations when external systems change, and continues developing the portal and revenue cycle logic as the product evolves.

Business Outcomes
  • ~80% manual work automated
  • ~10,000 transactions a month
  • $30k to $80k processed daily
  • 5External systems connected
Each payment line in an ERA has to resolve against the correct claim and deposit. We designed the matching logic to stop when the data is ambiguous, because posting the wrong payment creates a much harder problem downstream.
HealthTech Product Expert TechnBrains

Build Healthcare RCM With a Team That Knows the Workflow

Extend your team with engineers who have automated eligibility, claims and reconciliation against systems that change without warning.

Engineered for Healthcare Workflows

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