AUTOMATING DAILY REPORTs with rpa

For nearly a decade, a dedicated team member manually runs and processes several reports from the company’s Electronic Medical Records (EMR) system every morning at 2:00 AM. These reports serve three different departments, each with its own unique formatting and data transformation requirements. 

This daily process, which required 90 minutes to complete, relied entirely on a single individual. Whenever they were unavailable, backup coverage had to be arranged manually. Though consistent, the approach was labor-intensive, highly manual, and lacked scalability. 

A request to automate the process had been submitted to the IT team five months prior, but due to limited bandwidth and shifting priorities, it remained in the queue. 

Thanks to the rapid deployment capabilities of Nintex Foxtrot RPA, SNAP Consulting successfully implemented an RPA-based automation solution to completely take over this reporting task.  Within just 5 days, the automation was built, tested, and deployed — handling:

• Automated extraction of all 10 reports from the EMR
• Custom formatting and logic for each department
• Reliable delivery without human involvement

The automation now runs daily, accurately and on time — without anyone logging in at 2:00 AM.