Automation Bot Dashboard

Total
39
Active
26
Approved
0
Paused
4
Pending
2
New
5
Dev
2
Not Approved
0

Dr. Jarchi

1. Hospice MD Signature
Dr. Jarchi
Unassigned
Assignment history (1)
  • Tayab — fix required
Playwright

Next run: Mon, Nov 9, 2026, 8:30 AM PST

Last Run Date: -

Last Run Status: Unknown

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2. Hospice MD CTI Tasks Signature
Dr. Jarchi
Unassigned
Playwright

Next run: Mon, Nov 9, 2026, 8:00 AM PST

Last Run Date: -

Last Run Status: Unknown

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3. PCC Hand Signatures
Dr. Jarchi
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
Playwright

Next run: Mon, Nov 9, 2026, 3:21 AM PST

Last Run Date: Sun, Nov 8, 2026, 3:22 AM PST

Last Run Status: Success

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4. PCC Order Pending Reviews
Dr. Jarchi
Unassigned
Assignment history (2)
  • Ahtasham Ghazanfar — Reformat weekly summary email for Dr Jarchi
  • Ahtasham Ghazanfar — Reformat weekly summary email for Dr Jarchi
Playwright

Next run: Mon, Nov 9, 2026, 11:00 AM PST · Retry: Mon, Nov 9, 2026, 1:00 PM PST

Last Run Date: Sun, Nov 8, 2026, 1:00 PM PST

Last Run Status: Success

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5. PCC Order Signature
Dr. Jarchi
Unassigned
Assignment history (1)
  • Ahtasham Ghazanfar — Refactor weekly summary email for Dr Jarchi
Playwright

Next run: Mon, Nov 9, 2026, 10:00 AM PST · Retry: Mon, Nov 9, 2026, 12:00 PM PST

Last Run Date: Sun, Nov 8, 2026, 12:00 PM PST

Last Run Status: Success

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6. Doctor Alliance Signature
Dr. Jarchi
Unassigned
Playwright

Next run: Mon, Nov 9, 2026, 9:00 AM PST

Last Run Date: Sun, Nov 8, 2026, 9:00 AM PST

Last Run Status: Success

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7. Monrovi E-Sign
Dr. Jarchi
Unassigned
Playwright

Next run: Mon, Nov 9, 2026, 12:00 PM PST

Last Run Date: Sun, Nov 8, 2026, 12:04 PM PST

Last Run Status: Success

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11. Ethizo Draft Notes Signature
Dr. Jarchi
Unassigned
Playwright

Next run: Mon, Nov 9, 2026, 5:00 AM PST (+1 more)

Last Run Date: Sun, Nov 8, 2026, 5:01 AM PST

Last Run Status: Success

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12. Kindered-SCS Intervisit (Multi Josh)
Dr. Jarchi
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.
UiPath/Python

Next run: -

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15. Ethizo Fax Processig
Dr. Jarchi
Unassigned
Assignment history (8)
  • Shehla Kanwal — A date-of-birth search was returning more than one profile, and the bot could select the one marked Duplicate, so the chat showed the fax as linked even though it was not attached to the real profile. OMR titles were also only the document type, so the facility name and the admission and discharge dates were missing.
  • Shehla Kanwal — Use the filters to get the unlinked faxes only. Try the date filters as well, if they can be used or not.
  • 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.
Playwright

Next run: Mon, Nov 9, 2026, 7:00 AM PST (+3 more)

Last Run Date: Sun, Nov 8, 2026, 5:01 PM PST

Last Run Status: Success

Last run
Model(s): us.anthropic.claude-sonnet-4-6
Tokens:
Input: 287510, Output: 7494
Total: 295004
Cost (USD):
Total: $0.000000
Period (last 7 days, Pacific): 2026-11-03 → 2026-11-09
Period cost (USD): $0.000000
Custom cost range
Default period (2026-11-03 → 2026-11-09): $0.000000. Change dates and click View for a custom range.
Date In tok Out tok Tot tok In $ Out $ Total $
2026-11-03 1576762 28794 1605556 $0.000000 $0.000000 $0.000000
2026-11-04 2329195 30794 2359989 $0.000000 $0.000000 $0.000000
2026-11-05 2086277 29149 2115426 $0.000000 $0.000000 $0.000000
2026-11-06 1269554 30355 1299909 $0.000000 $0.000000 $0.000000
2026-11-08 1186711 31087 1217798 $0.000000 $0.000000 $0.000000
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Dev Attachments
18. Creating New Chart for MMH
Dr. Jarchi
Unassigned
-

Next run: -

Last Run Date: -

Last Run Status: Unknown

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19.PCC to HCMD
Dr. Jarchi
Unassigned
Assignment history (5)
  • Shehla Kanwal — On logging in, the bot stays at login page, with a message "Logged out as user was idle.
  • Ahtasham Ghazanfar — Same-day failed-facility retry. Each PCC UI bot supports two modes on the same entry script: legacy (full account/facility list from hcmd_constants) and retry. Morning runs record failed accounts/facilities in a shared daily log; retry cron re-runs only those failures via a filtered config same login and flow, no separate retry scripts.
  • 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.
Playwright

Next run: Mon, Nov 9, 2026, 4:00 AM PST · Retry: Mon, Nov 9, 2026, 8:00 AM PST

Last Run Date: Sun, Nov 8, 2026, 8:00 AM PST

Last Run Status: Success

Last run
Model(s): -
Tokens:
Input: 0, Output: 0
Total: 0
Cost (USD):
Input: $0.000000, Output: $0.000000
Total: $0.000000
Period (last 7 days, Pacific): 2026-11-03 → 2026-11-09
Period cost (USD): $0.000000
Custom cost range
Default period (2026-11-03 → 2026-11-09): $0.000000. Change dates and click View for a custom range.
Date In tok Out tok Tot tok In $ Out $ Total $
2026-11-03 0 0 0 $0.000000 $0.000000 $0.000000
2026-11-04 154108 32022 186130 $0.000000 $0.000000 $0.000000
2026-11-05 204498 70776 275274 $0.000000 $0.000000 $0.000000
2026-11-06 130544 64098 194642 $0.000000 $0.000000 $0.000000
2026-11-07 0 0 0 $0.000000 $0.000000 $0.000000
2026-11-08 0 0 0 $0.000000 $0.000000 $0.000000
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Client Attachments
Dev Attachments
21. Syncing New & Updating Room Number Patient from Protouch to SCS in MTP
Dr. Jarchi
Unassigned
UiPath/Python

Next run: Mon, Nov 9, 2026, 9:00 AM PST

Client Attachments
Dev Attachments
24. AI progress note creation: Transfer Patient Information from Ethizo and AMD to HCMD
Dr. Jarchi
Unassigned
-

Next run: -

Last Run Date: -

Last Run Status: Unknown

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28. Calculating Angela's Mileage
Dr. Jarchi
Unassigned
Playwright

Next run: -

Last Run Date: -

Last Run Status: Unknown

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31. New admission chart for MMH for SCS
Dr. Jarchi
Unassigned
Playwright

Next run: -

Last Run Date: -

Last Run Status: Unknown

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33. Discharge plan capture for kindred patients
Dr. Jarchi
Unassigned
UiPath/Python

Next run: -

Client Attachments
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34. Weekly count of Kindred patients at each Hospital
Dr. Jarchi
Unassigned
UiPath/Python

Next run: -

Client Attachments
Dev Attachments
35. Taking Room Numbers from Kindred to Assign in MTP
Dr. Jarchi
Unassigned
UiPath/Python

Next run: -

Client Attachments
Dev Attachments
36. MS Outlook to HCMD (Patient concern)
Dr. Jarchi
Unassigned
-

Next run: -

Last Run Date: -

Last Run Status: Unknown

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37. How to identify surgical inpatient and same day surgery patients
Dr. Jarchi
Unassigned
Playwright

Next run: Mon, Nov 9, 2026, 6:00 AM PST

Last Run Date: Sun, Nov 8, 2026, 6:06 AM PST

Last Run Status: Success

Last run
Model(s): arn:aws:bedrock:us-west-2:302491698240:prompt/OZY7U3MWXF
Tokens:
Input: 519733, Output: 35399
Total: 555132
Cost (USD):
Total: $0.000000
Period (last 7 days, Pacific): 2026-11-03 → 2026-11-09
Period cost (USD): $0.000000
Custom cost range
Default period (2026-11-03 → 2026-11-09): $0.000000. Change dates and click View for a custom range.
Date In tok Out tok Tot tok In $ Out $ Total $
2026-11-03 533453 34966 568419 $0.000000 $0.000000 $0.000000
2026-11-04 533453 34966 568419 $0.000000 $0.000000 $0.000000
2026-11-05 533453 34966 568419 $0.000000 $0.000000 $0.000000
2026-11-06 519733 35399 555132 $0.000000 $0.000000 $0.000000
2026-11-07 519733 35399 555132 $0.000000 $0.000000 $0.000000
2026-11-08 519733 35399 555132 $0.000000 $0.000000 $0.000000
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Client Attachments
Dev Attachments
39. HCMD Optum Patients Notes Update
Dr. Jarchi
Unassigned
Assignment history (6)
  • Shehla Kanwal — update summary email
  • Shehla Kanwal — The 10/18 run failed because login never entered the authenticator code, then timed out on #pccFacLink. Find why the OTP step was skipped and fix it.
  • 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
  • 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'.
Playwright

Next run: Tue, Nov 10, 2026, 12:25 AM PST · Retry: Mon, Nov 9, 2026, 7:00 AM PST

Last Run Date: Mon, Nov 9, 2026, 2:09 AM PST

Last Run Status: Success

Last run
Model(s): Claude Haiku, arn:aws:bedrock:us-west-2:302491698240:prompt/X3R9C2MAJX
Tokens:
Input: 1595786, Output: 85170
Total: 1680956
Cost (USD):
Total: $0.000000
Period (last 7 days, Pacific): 2026-11-03 → 2026-11-09
Period cost (USD): $0.000000
Custom cost range
Default period (2026-11-03 → 2026-11-09): $0.000000. Change dates and click View for a custom range.
Date In tok Out tok Tot tok In $ Out $ Total $
2026-11-03 3254940 152430 3407370 $0.000000 $0.000000 $0.000000
2026-11-04 3356080 179908 3535988 $0.000000 $0.000000 $0.000000
2026-11-05 3302876 169406 3472282 $0.000000 $0.000000 $0.000000
2026-11-06 3155138 173388 3328526 $0.000000 $0.000000 $0.000000
2026-11-07 2843046 164738 3007784 $0.000000 $0.000000 $0.000000
2026-11-08 2756009 135976 2891985 $0.000000 $0.000000 $0.000000
2026-11-09 1595786 85170 1680956 $0.000000 $0.000000 $0.000000
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Client Attachments
Dev Attachments
40. CliniSign Signature
Dr. Jarchi
Unassigned
Playwright

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

Last Run Date: Fri, Nov 6, 2026, 8:17 AM PST

Last Run Status: Success

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Client Attachments
Dev Attachments
41. PCC-HCMD-Ethizo Census Sync
Dr. Jarchi
Ahtasham Ghazanfar
Ahtasham Ghazanfar: Update bot-management so each automation can have more than one cron (First run + retried ). Reschedule the five PCC bots so retry runs a few hours after the main run. Allow editing both the main and retry crons from the frontend.
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.
Playwright

Next run: Sun, Nov 15, 2026, 6:00 AM PST · Retry: Sun, Nov 15, 2026, 8:00 AM PST

Last Run Date: Sun, Nov 8, 2026, 8:00 AM PST

Last Run Status: Success

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Client Attachments
Dev Attachments
42. Kindred Order Signature
Dr. Jarchi
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.
UiPath/Python

Next run: -

Client Attachments
Dev Attachments
43. USC Arcadia Intervisit
Dr. Jarchi
Shehla Kanwal
Shehla Kanwal: Understand the requirement by reviewing the video shared on Google drive.
Assignment history (2)
  • Tayyab — Basic login flow completed. Able to open citrix, now working on Altera app, and following process.
  • Sohaib — This is a new bot. Just like Kindred Intervisit, this bot will do the Intervisit for USC Arcadia patients.
UiPath/Python

Next run: -

Client Attachments
Dev Attachments
44. Select Medical Intervisit
Dr. Jarchi
Sohaib
Sohaib: intervist automation full workflow
UiPath/Python

Next run: -

Client Attachments
Dev Attachments
45. SCS - Fluency Chart Sign
Dr. Jarchi
Unassigned
Assignment history (1)
  • Hamza Shabbir — This is a new bot. Bot will copy notes from MTP (SCS), paste them into fluency, and sign on fluency.
UiPath/Python

Next run: -

Client Attachments
Dev Attachments
46. Kindred Attendees Sync on SCS
Dr. Jarchi
Unassigned
UiPath/Python

Next run: -

Client Attachments
Dev Attachments
Iris: Everheal VA
Dr. Jarchi
Unassigned
Assignment history (1)
  • Ahtasham Ghazanfar — Add logic to redirect call if it is related to billing.
-

Next run: -

Last Run Date: -

Last Run Status: Unknown

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Client Attachments
Dev Attachments
PCC Account Credential Check (failed-account lock file)
Dr. Jarchi
Ahtasham Ghazanfar
Ahtasham Ghazanfar: PCC Account Credential Check Daily login check for all PCC signing accounts. Records password-rejected / password-expired failures into a shared lock file so other bots can skip bad accounts and avoid lockouts. Emails a pass/locked/error summary.
Playwright

Next run: Tue, Nov 10, 2026, 12:01 AM PST

Last Run Date: Mon, Nov 9, 2026, 12:12 AM PST

Last Run Status: Success

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Client Attachments
Dev Attachments
Suzie: HouseCall MD VA
Dr. Jarchi
Unassigned
-

Next run: -

Last Run Date: -

Last Run Status: Unknown

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Michelle

1. Opportunity Medical Pending Patient Appointment
Michelle
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.
Playwright

Next run: Tue, Nov 10, 2026, 12:08 AM PST

Last Run Date: Mon, Nov 9, 2026, 12:27 AM PST

Last Run Status: Success

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Client Attachments
Dev Attachments
4. Flexbooker, Network Portal XLSX Comparison for Appointment Confirmation
Michelle
Unassigned
Playwright

Next run: Mon, Nov 9, 2026, 4:30 AM PST

Last Run Date: Sun, Nov 8, 2026, 4:31 AM PST

Last Run Status: Success

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5. Platinum Medical to Flexbooker
Michelle
Unassigned
Playwright

Next run: Mon, Nov 9, 2026, 8:00 AM PST

Last Run Date: Sun, Nov 8, 2026, 8:00 AM PST

Last Run Status: Success

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Client Attachments
Dev Attachments
13. VBG Blue List
Michelle
Unassigned
Assignment history (2)
  • Tayyab — The files were not uploaded in the correct box folder. Check that. Also the excel file was not updated in local.
  • 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.
Playwright

Next run: -

Last Run Date: -

Last Run Status: Unknown

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Client Attachments
Dev Attachments
16. Optum Serve (Add PDF to Box)
Michelle
Unassigned
Playwright

Next run: -

Last Run Date: -

Last Run Status: Unknown

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Client Attachments
Dev Attachments

OT Automations and Tasks

1. UI/UX Automation
OT
Unassigned
-

Next run: -

Last Run Date: -

Last Run Status: Unknown

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Notes Suggestion System
OT
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.
-

Next run: -

Last Run Date: -

Last Run Status: Unknown

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Client Attachments
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