Invoice processing · Production

Greenbush replaces Google Drive with Laserfiche to streamline Medicaid billing and automate remittance processing via OCR

The problem

Greenbush's Medicaid billing team relied on a complex Google Drive system that lacked intuitive search, required spreadsheet guides to navigate document batches, and frustrated school district contacts with excessive clicks to share or locate student records.

Workflow diagram · grounded in source

School district submits Laserfiche Form

trigger

“When school districts log in, they are presented with the option to fill out two different Laserfiche Forms. One form enables school districts to add a student into the system, which has the option to attach supporting documentation such…”

Automatic routing and classification

routing

“Data and documentation from the forms are all automatically routed and classified in Laserfiche”

OCR reads remittance devices

ai_action

“optical character recognition is now able to read remittance devices, and they fly into the invoicing portal”

Data aggregation and client routing

output

“The data are aggregated, disaggregated, percentages are applied. Laserfiche totally automated the work between the billing department and the business office, and then automatically routes the information to the clients”

Cross-department information sharing

integration

“The Greenbush Medicaid team also uses Laserfiche to share information with the Greenbush business office, giving the organization granular access controls”

Reported outcome

Laserfiche streamlined collaboration between school districts and Greenbush's Medicaid and business office, increased accuracy and transparency, reclaimed staff time, and automated remittance processing by eliminating the need to hand-key over 175 remittance devices weekly.

Reported metrics

Remittance devices eliminated from hand-keyingover 175 remittance devices weekly

Collaboration with school districtsstreamlined collaboration

Accuracy and transparencyIncreased accuracy and transparency

Staff time for serving studentsreclaimed time for staff

Show all 5 reported metrics

remittance devices eliminated from hand-keyingover 175 remittance devices weekly

collaboration with school districtsstreamlined collaboration

accuracy and transparencyIncreased accuracy and transparency

staff time for serving studentsreclaimed time for staff

billing to business office automationtotally automated the work

Reported stack

LaserficheLaserfiche CloudLaserfiche Formsoptical character recognitionGoogle Drive

Source

https://www.laserfiche.com/resources/customer-stories/greenbush/

Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Laserfiche streamlined collaboration between school districts and Greenbush's Medicaid and business office, increased accuracy and transparency, reclaimed staff time, and automated remittance processing by eliminating…

What tools did this team use?

Laserfiche, Laserfiche Cloud, Laserfiche Forms, optical character recognition, Google Drive.

What results were reported?

Remittance devices eliminated from hand-keying: over 175 remittance devices weekly; Collaboration with school districts: streamlined collaboration; Accuracy and transparency: Increased accuracy and transparency; Staff time for serving students: reclaimed time for staff (source-reported, not independently verified).

How is this invoice processing AI workflow structured?

School district submits Laserfiche Form → Automatic routing and classification → OCR reads remittance devices → Data aggregation and client routing → Cross-department information sharing.