Customer case study · Claims-status checking
Check payer portals. Bring the answers back to the spreadsheet.
A surgical-practice billing team has resolved 3,000+ claims across eight working sheets with Tungsten, which checks payer portals and returns claim findings to the team’s spreadsheets. Staff get the information they need for follow-up without repeating every portal lookup themselves.
Workflow scale
- 3,000+
- claims resolved to date
- 8
- sheets in the team’s workflow
- Daily
- staff use
What the experts teach
The team teaches what to check and return.
- Share the sheets containing claims to check.
- Demonstrate each supported payer portal.
- Define the notes and evidence needed for follow-up.
- Explain which claims to skip or escalate.
What the agent does
Tungsten brings findings back to the sheet.
- Check claim status in supported portals.
- Record findings and supporting evidence.
- Surface questions and blocked checks.
- Retry authentication-blocked checks on a later run.
Agent output
Keep the results where the billing team works.
Customer outcomes
A recurring part of the billing team’s day.
Scheduled checks
Runs take place after closing, ready for staff to use in their workflow.
Familiar tools
The team reviews findings in the spreadsheets it already uses each day.
More staff onboarded
As the workflow became part of the team’s routine, additional billing staff were onboarded.
Start with one recurring task
Teach Tungsten your claims-status workflow.
Bring your claims sheet, portal walkthroughs, and the information your team needs to decide what happens next.