A CCRC Leverages Automation for Resident Information Transfer


Founded in 1907 our client is a leading CCRC, offering the full continuum of senior care services including security, health care, and socialization. With 13+ facilities in the United States, the provider is featured in Best Nursing Homes and Short-Stay Rehabilitation Lists.
Leading CCRC community leveraging RPA services to boost efficiency

Business Challenge

  • These are for status Notice
  • The manual transfer of information, such as reductions, promotions, leaves, etc, was tedious and time-consuming
  • Following up on approvals across departments by manually filling out the information.
  • Collecting all the background information about employees takes a long time.
  • In order to manage the growing community & employees, automation was necessary.
With the recent change in EMR from Matrix Care to PCC, resident documents needed to be transferred. These documents were manually extracted from Matrix Care, renamed, and categorized to be uploaded into PCC under the respective resident’s record. This was being carried across all community sites and with close to 0.1M resident documents, the transfer effort would have taken months. Thus, automation was necessary to speed up and streamline the process to bring accuracy and efficiency.

NuAIg Solution

Using Microsoft Power Automate, a complete digitized process was introduced, where bots interacted with Matrix Care at the backend to extract documents for each resident. Post download, Bot renamed and categorized documents as per defined business rules and upload those in PCC. This reduced the transfer time to 1/10th of manual efforts.



Reduction in Process Timing
Bots interact with HRMS and fetch background data and automatically route it for approval.


With a 100% automated process and data capturing, the human errors are eliminated


AI bots are available 24*7 unlike the workforce


Which would keep on compounding year-on-year

Want to start with your automation journey?

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