IP Library Granted Patent US 11,010,340
Granted Patent B2
US 11,010,340 · App. 16/030,412 · Granted May 18, 2021

Adapting workflows based on expected results

Inventors: Pieter Schouten (Denver, CO); Ryan Miller (Commerce City, CO)
Assignee: Ensemble RCM, LLC
G06F16/17G06F16/25
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Quick Facts
Patent No.
US 11,010,340
App. No.
16/030,412
Granted
May 18, 2021
Kind
B2
Abstract

Embodiments of the present disclosure are directed to methods and systems for adapting workflows for the processing of database records. More specifically, the records management and processing system can maintain a plurality of records in a database. Each record can comprise a record of a service provided to a consumer by a service provider of a plurality of service providers. For each record of the plurality of records, an expected result from taking an additional action on the record can be determined. A set of records from the plurality of records and having a common attribute value can be determined based on the determined expected result for each record of the plurality of records. The identified records can be processed according to one or more workflows executed by the records management and processing system.

Claims (37)

1. A method for adapting workflows for the processing of database records, the method comprising:

maintaining, by a records management and processing system, a plurality of records in a database, each record of the plurality of records comprising a record of a service provided to a consumer by a service provider of a plurality of service providers and identifying at least one pending required action by at least one responsible entity of a plurality of responsible entities and wherein the records management and processing system comprises an intermediary between systems of the plurality of service providers and systems of the plurality of responsible entities;

defining, by the records management and processing system, one or more rules, each rule comprising one or more conditions for processing one or more records of the plurality of records and at least one associated action to affect processing of the one or more records upon satisfaction of the one or more conditions of the rule;

determining, by the records management and processing system, for each record of the plurality of records, an expected result from taking an additional action on the record, the expected result representing a future outcome resulting from completion of the additional action;

identifying, by the records management and processing system, a set of records from the plurality of records based on the determined expected result for each record of the plurality of records and having a common attribute value; and

processing, by the records management and processing system, the identified records according to one or more workflows executed by the records management and processing system, wherein the one or more workflows comprise actions directed to completion of the at least one pending required action by the at least one responsible entity for each identified record.

2. The method of claim 1 , wherein determining the expected result for each record of the plurality of records is based on historical data related to processing of the plurality of records.

3. The method of claim 2 , wherein determining the expected result for each record of the plurality of records comprises determining simple averages from the historical data.

4. The method of claim 2 , wherein determining the expected result for each record of the plurality of records comprises applying a weighted average regression analysis to the historical data.

5. The method of claim 1 , wherein identifying the set of records based on the determined expected results for each record comprises identifying records having a value for the determined expected results within a range of highest values for the determined expected results.

6. The method of claim 1 , wherein processing the identified set of records further comprises applying, by the records management and processing system, the defined one or more rules to the identified set of records and wherein the one or more workflows process the identified set of records based on actions defined in the applied one or more rules associated with conditions satisfied by the records of the identified set of records.

7. The method of claim 6 , wherein processing the identified records comprises generating a report identifying the set of records and illustrating the determined expected result relative to a current, actual result of process the plurality of records.

8. The method of claim 6 , wherein processing the identified records comprises prioritizing processing of the plurality of records under the one or more workflows based on the determined expected result for the identified set of records.

9. A system comprising:

a processor; and

a memory coupled with and readable by the processor and storing therein a set of instructions which, when executed by the processor, causes the processor to manage and process database records by:

maintaining a plurality of records in a database, each record of the plurality of records comprising a record of a service provided to a consumer by a service provider of a plurality of service providers and identifying at least one pending required action by at least one responsible entity of a plurality of responsible entities and wherein the records management and processing system comprises an intermediary between systems of the plurality of service providers and systems of the plurality of responsible entities;

defining one or more rules, each rule comprising one or more conditions for processing one or more records of the plurality of records and at least one associated action to affect processing of the one or more records upon satisfaction of the one or more conditions of the rule;

determining for each record of the plurality of records, an expected result from taking an additional action on the record, the expected result representing a future outcome resulting from completion of the additional action;

identifying a set of records from the plurality of records based on the determined expected result for each record of the plurality of records and having a common attribute value; and

processing the identified records according to one or more workflows executed by the records management and processing system, wherein the one or more workflows comprise actions directed to completion of the at least one pending required action by the at least one responsible entity for each identified record.

10. The system of claim 9 , wherein determining the expected result for each record of the plurality of records is based on historical data related to processing of the plurality of records.

11. The system of claim 10 , wherein determining the expected result for each record of the plurality of records comprises determining simple averages from the historical data.

12. The system of claim 10 , wherein determining the expected result for each record of the plurality of records comprises applying a weighted average regression analysis to the historical data.

13. The system of claim 9 , wherein identifying the set of records based on the determined expected results for each record comprises identifying records having a value for the determined expected results within a range of highest values for the determined expected results.

14. The system of claim 9 , wherein processing the identified set of records further comprises applying, by the records management and processing system, the defined one or more rules to the identified set of records and wherein the one or more workflows process the identified set of records based on actions defined in the applied one or more rules associated with conditions satisfied by the records of the identified set of records.

15. The system of claim 14 , wherein processing the identified records comprises generating a report identifying the set of records and illustrating the determined expected result relative to a current, actual result of process the plurality of records.

16. The system of claim 14 , wherein processing the identified records comprises prioritizing processing of the plurality of records under the one or more workflows based on the determined expected result for the identified set of records.

17. A non-transitory, computer-readable medium comprising a set of instructions stored therein which, when executed by a processor, causes the processor to manage and process database records by:

maintaining a plurality of records in a database, each record of the plurality of records comprising a record of a service provided to a consumer by a service provider of a plurality of service providers and identifying at least one pending required action by at least one responsible entity of a plurality of responsible entities and wherein the records management and processing system comprises an intermediary between systems of the plurality of service providers and systems of the plurality of responsible entities;

defining one or more rules, each rule comprising one or more conditions for processing one or more records of the plurality of records and at least one associated action to affect processing of the one or more records upon satisfaction of the one or more conditions of the rule;

determining for each record of the plurality of records, an expected result from taking an additional action on the record, the expected result representing a future outcome resulting from completion of the additional action;

identifying a set of records from the plurality of records based on the determined expected result for each record of the plurality of records and having a common attribute value; and

processing the identified records according to one or more workflows executed by the records management and processing system, wherein the one or more workflows comprise actions directed to completion of the at least one pending required action by the at least one responsible entity for each identified record.

18. The non-transitory, computer-readable medium of claim 17 , wherein determining the expected result for each record of the plurality of records is based on historical data related to processing of the plurality of records.

19. The non-transitory, computer-readable medium of claim 18 , wherein determining the expected result for each record of the plurality of records comprises determining simple averages from the historical data.

20. The non-transitory, computer-readable medium of claim 18 , wherein determining the expected result for each record of the plurality of records comprises applying a weighted average regression analysis to the historical data.

Assignments (5)
NOTICE OF SUCCESSION OF AGENCY AT REEL/FRAME 049930/0130 Recorded Feb 9, 2026
From: GOLDMAN SACHS BANK USA, AS COLLATERAL AGENT
To: JPMORGAN CHASE BANK, N.A, AS COLLATERAL AGENT
Reel/Frame 074706/0843 →
CHANGE OF NAME Recorded Aug 15, 2019
From: ENSEMBLE RCM LLC
To: ENSEMBLE RCM, LLC
Reel/Frame 050061/0786 →
SECURITY INTEREST Recorded Aug 1, 2019
From: ENSEMBLE RCM, LLC
To: GOLDMAN SACHS BANK USA
Reel/Frame 049930/0130 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 2, 2019
From: MHI ANALYTICS, LLC
To: ENSEMBLE RCM LLC
Reel/Frame 048764/0271 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jul 9, 2018
From: SCHOUTEN, PIETER; MILLER, RYAN
To: MHI ANALYTICS LLC
Reel/Frame 046297/0264 →
Continuity (1)
Related Publication 20200012730A1 · Jan 9, 2020