Bot Management Dashboard

Dr. Jarchi

1. Hospice MD Signature

Owner: Dr. Jarchi

Assigned to: Unassigned

Assignment history (1)

Tayab — fix required

Type: Playwright

Status:

Next run: Thu, Sep 10, 2026, 8:30 AM PDT

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

client video

Dev Attachments

Demo

2. Hospice MD CTI Tasks Signature

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: Playwright

Status:

Next run: Thu, Sep 10, 2026, 8:00 AM PDT

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

Dev Attachments

Demo Video

3. PCC Hand Signatures

Owner: Dr. Jarchi

Assigned to: Unassigned

Assignment history (2)

Jawad Liaqat — Implement the error handling in case there is no patient on the table. Or it is unable to find.
Ahtasham Ghazanfar — Reformat weekly summary email for Dr Jarchi

Type: Playwright

Status:

Next run: Fri, Sep 11, 2026, 3:21 AM PDT

Last Run Date: Thu, Sep 10, 2026, 3:24 AM PDT

Last Run Status: Success

Download Last Run Log

Client Attachments

Dev Attachments

Working Demo

4. PCC Order Pending Reviews

Owner: Dr. Jarchi

Assigned to: Unassigned

Assignment history (2)

Ahtasham Ghazanfar — Reformat weekly summary email for Dr Jarchi
Ahtasham Ghazanfar — Reformat weekly summary email for Dr Jarchi

Type: Playwright

Status:

Next run: Thu, Sep 10, 2026, 11:00 AM PDT

Last Run Date: Wed, Sep 9, 2026, 12:04 PM PDT

Last Run Status: Success

Date: -

Date: 2026-07-23 (2026-07-23T18:00:00.217Z)

Automation failed, an unexpected error occurred. A syntax error was encountered in the constants file, preventing the automation from executing properly. The error indicates a malformed statement at the point where "External redirect case: HumanGood" is defined.

Check code line: /home/ubuntu/automations-md/functions/hcmd_constants.js:241

Date: 2026-07-14 (2026-07-14T18:00:00.768Z)

Automation failed, an unexpected error occurred. The automation script cannot start because a required dependency package 'pdf-to-img' is missing from the project environment.

Check code line: /home/ubuntu/automations-md/functions/utils.js

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Client Attachments

client video

Dev Attachments

Working Demo

5. PCC Order Signature

Owner: Dr. Jarchi

Assigned to: Unassigned

Assignment history (1)

Ahtasham Ghazanfar — Refactor weekly summary email for Dr Jarchi

Type: Playwright

Status:

Next run: Thu, Sep 10, 2026, 10:00 AM PDT

Last Run Date: Wed, Sep 9, 2026, 11:22 AM PDT

Last Run Status: Success

Download Last Run Log

Client Attachments

client video

Dev Attachments

Demonstration video

6. Doctor Alliance Signature

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: Playwright

Status:

Next run: Thu, Sep 10, 2026, 9:00 AM PDT

Last Run Date: Wed, Sep 9, 2026, 9:01 AM PDT

Last Run Status: Success

Download Last Run Log

Client Attachments

Attachment

Dev Attachments

7. Monrovi E-Sign

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: Playwright

Status:

Next run: Thu, Sep 10, 2026, 12:00 PM PDT

Last Run Date: Wed, Sep 9, 2026, 12:06 PM PDT

Last Run Status: Success

Download Last Run Log

Client Attachments

client video

Dev Attachments

Demonstration video

11. Ethizo Draft Notes Signature

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: Playwright

Status:

Next run: Thu, Sep 10, 2026, 5:00 AM PDT (+1 more)

Last Run Date: Wed, Sep 9, 2026, 5:01 AM PDT

Last Run Status: Success

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Client Attachments

Dev Attachments

12. Kindered-SCS Intervisit (Multi Josh)

Owner: Dr. Jarchi

Assigned to: Unassigned

Assignment history (1)

Sohaib — Create and add new flow for the Meds, and Antiobiotics. Integrate the new endpoint in password checker bot to notify the provider about wrong creds.

Type: UiPath/Python

Status:

Next run: -

Client Attachments

Dev Attachments

15. Ethizo Fax Processig

Owner: Dr. Jarchi

Assigned to: Unassigned

Assignment history (6)

Shehla Kanwal — some faxes not linked to patient profiles: reviewing the logs and working on it.
Shehla Kanwal — Some patients doocs were linked twice on Ethio. Identify the cause for this behaviour, and fix it.
Shehla Kanwal — Diana messaged, saying that FAXES for 7-24-2026 were not linked. Look at the messages on MTP, and compare with ETHIZO FAXES, identify the reason why they were not linked.
Shehla Kanwal — The link button for linking the document fails, it detachs from DOM. Look for another way to link the document, when the document is opened for download, see if it can be linked tham or not. Add a new method for linking, and keep the existing one as fallback.
Shehla Kanwal — In case the Category judged by AI is not available on the drop down, select 'Document' or 'EFax'.
Shehla Kanwal — Fixing Ethizo Fax Processing automation errors.

Type: Playwright

Status:

Next run: Thu, Sep 10, 2026, 7:00 AM PDT (+3 more)

Last Run Date: Wed, Sep 9, 2026, 5:13 PM PDT

Last Run Status: Success

Last run

Model(s): us.anthropic.claude-sonnet-4-6

Tokens:

Input: 230073, Output: 7354

Total: 237427

Cost (USD):

Total: $0.000000

Period (last 7 days, Pacific): 2026-09-04 → 2026-09-10

Period cost (USD): $0.000000

Custom cost range

From

Default period (2026-09-04 → 2026-09-10): $0.000000. Change dates and click View for a custom range.

Date	In tok	Out tok	Tot tok	In $	Out $	Total $
2026-09-04	961114	35090	996204	$0.000000	$0.000000	$0.000000
2026-09-06	939232	33344	972576	$0.000000	$0.000000	$0.000000
2026-09-07	886294	29265	915559	$0.000000	$0.000000	$0.000000
2026-09-08	1204616	29301	1233917	$0.000000	$0.000000	$0.000000
2026-09-09	1321452	30593	1352045	$0.000000	$0.000000	$0.000000

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Client Attachments

Dev Attachments

18. Creating New Chart for MMH

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: -

Status:

Next run: -

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

Dev Attachments

19.PCC to HCMD

Owner: Dr. Jarchi

Assigned to: Unassigned

Assignment history (3)

Shehla Kanwal — The weekly summary email is empty for all the days, for all facilities. Check why there are no entries in the summary.
Ahtasham Ghazanfar — Samantha sent an SS saying that Frank did not create a new patient profile.
Ahtasham Ghazanfar — Centralize PCC password for all PCC automations, replace Knowledge Base password access with the HCMD websitesLogin as the single source of truth.

Type: Playwright

Status:

Next run: Thu, Sep 10, 2026, 4:00 AM PDT

Last Run Date: Wed, Sep 9, 2026, 5:45 AM PDT

Last Run Status: Success

Last run

Model(s): arn:aws:bedrock:us-west-2:302491698240:prompt/X3R9C2MAJX, Claude Haiku

Tokens:

Input: 33886, Output: 2443

Total: 36329

Cost (USD):

Total: $0.000000

Period (last 7 days, Pacific): 2026-09-04 → 2026-09-10

Period cost (USD): $0.000000

Custom cost range

From

Default period (2026-09-04 → 2026-09-10): $0.000000. Change dates and click View for a custom range.

Date	In tok	Out tok	Tot tok	In $	Out $	Total $
2026-09-05	165323	19435	184758	$0.000000	$0.000000	$0.000000
2026-09-06	46223	3589	49812	$0.000000	$0.000000	$0.000000
2026-09-07	0	0	0	$0.000000	$0.000000	$0.000000
2026-09-08	33993	1877	35870	$0.000000	$0.000000	$0.000000
2026-09-09	33886	2443	36329	$0.000000	$0.000000	$0.000000

Date: -

Date: 2026-08-27 (2026-08-27T11:00:34.481Z)

Automation failed, a network request did not complete successfully. The API request to https://api.hcmdcommunication.com/facility/list encountered a socket hang up error (ECONNRESET), indicating a connection was reset during the network call. This prevented the automation from retrieving facility data needed to proceed.

Check code line: file:///home/ubuntu/automations-md/node_modules/node-fetch/src/index.js:108

Date: 2026-07-23 (2026-07-23T11:00:00.448Z)

Automation failed, an unexpected error occurred. A syntax error was encountered in the constants file, preventing the script from executing properly.

Check code line: /home/ubuntu/automations-md/functions/hcmd_constants.js:241

Date: 2026-04-23 (2026-04-23T11:00:03.356Z)

throw new Error(`HCMD login failed: ${error.response?.data?.message || error.message}`);
Check code line: home/ubuntu/automations-md/functions/utils.js:996:15

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Client Attachments

Bot Explanation

Dev Attachments

21. Syncing New & Updating Room Number Patient from Protouch to SCS in MTP

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: UiPath/Python

Status:

Next run: Thu, Sep 10, 2026, 9:00 AM PDT

Client Attachments

Dev Attachments

Attachment

24. AI progress note creation: Transfer Patient Information from Ethizo and AMD to HCMD

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: -

Status:

Next run: -

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

rounding sheet secti

Dev Attachments

Demo Video

28. Calculating Angela's Mileage

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: Playwright

Status:

Next run: -

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

Clients demand

Dev Attachments

Demonstration video

31. New admission chart for MMH for SCS

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: Playwright

Status:

Next run: -

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

client video

Dev Attachments

Attachment

33. Discharge plan capture for kindred patients

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: UiPath/Python

Status:

Next run: -

Client Attachments

dc plan for kindred

Dev Attachments

34. Weekly count of Kindred patients at each Hospital

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: UiPath/Python

Status:

Next run: -

Client Attachments

pt count at kindred

Dev Attachments

35. Taking Room Numbers from Kindred to Assign in MTP

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: UiPath/Python

Status:

Next run: -

Client Attachments

Dev Attachments

Bot Demo

36. MS Outlook to HCMD (Patient concern)

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: -

Status:

Next run: -

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

video link

Dev Attachments

Video link

37. How to identify surgical inpatient and same day surgery patients

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: Playwright

Status:

Next run: Thu, Sep 10, 2026, 6:00 AM PDT

Last Run Date: Wed, Sep 9, 2026, 6:01 AM PDT

Last Run Status: Success

Download Last Run Log

Client Attachments

Identify Patient

Create Discharge Pla

Dev Attachments

39. HCMD Optum Patients Notes Update

Owner: Dr. Jarchi

Assigned to: Hamza Shabbir Ahtasham Ghazanfar

Hamza Shabbir: Frank will process scheduled patients on HCMD now. Skip the other patients. The first monday of each month logic will remain the same.

Ahtasham Ghazanfar: Add Patient chat history alongside existing notes for patient's Intervisit

Assignment history (2)

Hamza Shabbir — With the current flow, Frank will also update the intervisit for the Scheduled patients listed in HCMD on MTP.
Hamza Shabbir — The automation failed for the account 'roc.Sjarchi'.

Type: Playwright

Status:

Next run: Fri, Sep 11, 2026, 12:25 AM PDT

Last Run Date: Thu, Sep 10, 2026, 2:36 AM PDT

Last Run Status: Success

Last run

Model(s): arn:aws:bedrock:us-west-2:302491698240:prompt/X3R9C2MAJX, Claude Haiku

Tokens:

Input: 1512229, Output: 95447

Total: 1607676

Cost (USD):

Total: $0.000000

Period (last 7 days, Pacific): 2026-09-04 → 2026-09-10

Period cost (USD): $0.000000

Custom cost range

From

Default period (2026-09-04 → 2026-09-10): $0.000000. Change dates and click View for a custom range.

Date	In tok	Out tok	Tot tok	In $	Out $	Total $
2026-09-04	1367273	93779	1461052	$0.000000	$0.000000	$0.000000
2026-09-05	1203092	58829	1261921	$0.000000	$0.000000	$0.000000
2026-09-06	1482846	80727	1563573	$0.000000	$0.000000	$0.000000
2026-09-07	1478628	76853	1555481	$0.000000	$0.000000	$0.000000
2026-09-08	1639547	87004	1726551	$0.000000	$0.000000	$0.000000
2026-09-09	1615672	88495	1704167	$0.000000	$0.000000	$0.000000
2026-09-10	1512229	95447	1607676	$0.000000	$0.000000	$0.000000

Download Last Run Log

Client Attachments

Dev Attachments

40. CliniSign Signature

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: Playwright

Status:

Next run: Random weekday run between 8:00 AM and 12:00 PM PT

Last Run Date: Wed, Sep 9, 2026, 11:53 AM PDT

Last Run Status: Success

Download Last Run Log

Client Attachments

Dev Attachments

41. PCC-HCMD-Ethizo Census Sync

Owner: Dr. Jarchi

Assigned to: Unassigned

Assignment history (1)

Shehla Kanwal — Samantha shared a video showing a Task created by Frank for a patient, saying there is conflict in insurance type. But the insurance is same on Ethizo, and PCC. Find why Frank created the Task if insurance was same.

Type: Playwright

Status:

Next run: Sun, Sep 13, 2026, 6:00 AM PDT

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

Videos

Dev Attachments

Demo

42. Kindred Order Signature

Owner: Dr. Jarchi

Assigned to: Unassigned

Assignment history (2)

Ahtasham Ghazanfar — The next step is to add a button on MTP in SCS. The provider will click that button to sign the order. This will not run daily, based upon time, but will be triggered manually from the MTP app, from SCS organization.
Tayyab — New automation. Josh will login to Kindred Protouch, and sign the orders from home screen.

Type: UiPath/Python

Status:

Next run: -

Client Attachments

Bot Explanation

Dev Attachments

43. USC Arcadia Intervisit

Owner: Dr. Jarchi

Assigned to: Sohaib

Sohaib: This is a new bot. Just like Kindred Intervisit, this bot will do the Intervisit for USC Arcadia patients.

Type: UiPath/Python

Status:

Next run: -

Client Attachments

Dev Attachments

Iris: Everheal VA

Owner: Dr. Jarchi

Assigned to: Unassigned

Assignment history (1)

Ahtasham Ghazanfar — Add logic to redirect call if it is related to billing.

Type: -

Status:

Next run: -

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

Dev Attachments

Suzie: HouseCall MD VA

Owner: Dr. Jarchi

Assigned to: Unassigned

Type: -

Status:

Next run: -

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

Dev Attachments

Michelle

1. Opportunity Medical Pending Patient Appointment

Owner: Michelle

Assigned to: Unassigned

Assignment history (2)

Hamza Shabbir — On Live, bot fails with a pop-up saying wrong credentials. But on Staging, it works perfectly. Identify the reason for this behavious. Same excel file is read, both on Live and Staging.
Hamza Shabbir — On Live, bot fails with a pop-up saying wrong credentials. But on Staging, it works perfectly. Identify the reason for this behavious. Same excel file is read, both on Live and Staging.

Type: Playwright

Status:

Next run: Thu, Mar 11, 2027, 12:08 AM PST

Last Run Date: Thu, Aug 27, 2026, 3:45 PM PDT

Last Run Status: Success

Download Last Run Log

Client Attachments

Bot Concept Video

Dev Attachments

4. Flexbooker, Network Portal XLSX Comparison for Appointment Confirmation

Owner: Michelle

Assigned to: Unassigned

Type: Playwright

Status:

Next run: Thu, Sep 10, 2026, 4:30 AM PDT

Last Run Date: Wed, Sep 9, 2026, 4:30 AM PDT

Last Run Status: Fail

Download Last Run Log

Client Attachments

Meeting Recording

Dev Attachments

5. Platinum Medical to Flexbooker

Owner: Michelle

Assigned to: Unassigned

Type: Playwright

Status:

Next run: Thu, Sep 10, 2026, 8:00 AM PDT

Last Run Date: Wed, Sep 9, 2026, 12:58 PM PDT

Last Run Status: Success

Download Last Run Log

Client Attachments

Dev Attachments

13. VBG Blue List

Owner: Michelle

Assigned to: Shehla Kanwal

Shehla Kanwal: Add a checkbox, like OTP Required. THis checkbox will be for URL input. User will enter the BOX Excel link, which will be sent to bot. Bot will download that file, and process te data from it.

Assignment history (1)

Tayyab — The files were not uploaded in the correct box folder. Check that. Also the excel file was not updated in local.

Type: Playwright

Status:

Next run: -

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

Dev Attachments

16. Optum Serve (Add PDF to Box)

Owner: Michelle

Assigned to: Unassigned

Type: Playwright

Status:

Next run: -

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

Bot concept Video

Dev Attachments

OT Automations and Tasks

1. UI/UX Automation

Owner: OT

Assigned to: Unassigned

Type: -

Status:

Next run: -

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Client Attachments

Dev Attachments

Notes Suggestion System

Owner: OT

Assigned to: Unassigned

Assignment history (1)

Tayyab — A review system for the notes. Create a system that will take data, and give suggestion/recommendations based upon the data.

Type: -

Status:

Next run: -

Last Run Date: -

Last Run Status: Unknown

Download Last Run Log

Edit

Automation Bot Dashboard

Dr. Jarchi

1. Hospice MD Signature

Attachments

Client Attachments

Dev Attachments

2. Hospice MD CTI Tasks Signature

Attachments

Client Attachments

Dev Attachments

3. PCC Hand Signatures

Attachments

Client Attachments

Dev Attachments

4. PCC Order Pending Reviews

Attachments

Client Attachments

Dev Attachments

5. PCC Order Signature

Attachments

Client Attachments

Dev Attachments

6. Doctor Alliance Signature

Attachments

Client Attachments

Dev Attachments

7. Monrovi E-Sign

Attachments

Client Attachments

Dev Attachments

11. Ethizo Draft Notes Signature

Attachments

Client Attachments

Dev Attachments

12. Kindered-SCS Intervisit (Multi Josh)

Attachments

Client Attachments

Dev Attachments

15. Ethizo Fax Processig

Attachments

Client Attachments

Dev Attachments

18. Creating New Chart for MMH

Attachments

Client Attachments

Dev Attachments

19.PCC to HCMD

Attachments

Client Attachments

Dev Attachments

21. Syncing New & Updating Room Number Patient from Protouch to SCS in MTP

Attachments

Client Attachments

Dev Attachments

24. AI progress note creation: Transfer Patient Information from Ethizo and AMD to HCMD

Attachments

Client Attachments

Dev Attachments

28. Calculating Angela's Mileage

Attachments

Client Attachments

Dev Attachments

31. New admission chart for MMH for SCS

Attachments

Client Attachments

Dev Attachments

33. Discharge plan capture for kindred patients

Attachments

Client Attachments

Dev Attachments

34. Weekly count of Kindred patients at each Hospital

Attachments

Client Attachments

Dev Attachments

35. Taking Room Numbers from Kindred to Assign in MTP

Attachments

Client Attachments

Dev Attachments

36. MS Outlook to HCMD (Patient concern)