Accelerate reimbursement workflows with healthcare revenue cycle management

Healthcare organizations are under pressure to improve cash flow, reduce administrative costs and deliver a better patient financial experience — all while managing rising denial rates, staffing shortages and changing payer requirements.

Yet many revenue cycle workflows still depend on information scattered across systems, departments and document types. Registration forms, authorizations, payer correspondence, explanations of benefits (EOBs), clinical documentation and patient financial records might all be needed to support reimbursement, but they are often difficult to find, route and act on quickly.

Hyland helps health systems and health plans connect content, automation and intelligence across the reimbursement life cycle. By making critical information easier to capture, access and use, Hyland helps teams reduce manual effort, resolve issues faster and support stronger financial outcomes.

Hyland’s revenue cycle capabilities support workflows from patient registration and intake through authorization management, claims processing, correspondence, payment posting, denial resolution and patient financial engagement. Integrations with leading healthcare platforms — including Epic applications such as Prelude, Resolute and Tapestry — help bring content and process automation into existing workflows.

The result: Revenue cycle teams can work with more complete information, less administrative friction and greater confidence at each step of reimbursement.

Improve patient access and registration

The revenue cycle begins before care is delivered. Incomplete registration, missing consent forms or delayed insurance documentation can create downstream denials, payment delays and avoidable rework.

Hyland helps organizations digitize patient access workflows, automate document capture and connect intake information to clinical and financial processes.

> Learn more | Streamline digital transformation for the HIM life cycle

Registration and consent processing

Patient registration packets, consent forms, insurance cards and demographic documents are often still handled through manual or paper-based processes. Hyland registration and consent processing helps digitize and automate intake so documents can be captured, indexed and made available to the teams that need them.

Healthcare Form Manager

Hyland’s Healthcare Form Manager helps organizations create, manage and deliver electronic forms across patient access workflows. Forms can be completed before arrival, during registration or as part of follow-up, reducing administrative burden and improving documentation readiness.

MyChart Patient Portal Link

Hyland’s Patient Portal Link allows patients to review forms, provide information and submit required documentation through Epic MyChart before appointments. This supports a more convenient patient experience while helping staff prepare information earlier in the process.

Epic Prelude integration

Hyland integrates with Epic Prelude to support registration document capture, insurance documentation, referrals and other patient access content. Staff can access and manage critical documents within familiar workflows, helping reduce delays and improve reimbursement readiness.

Reimbursement often depends on documentation from across the organization. Referral records, prior authorization information, medical necessity documentation, physician notes and supporting clinical evidence often sit in different systems or departments.

Hyland helps connect the documentation needed for authorization, referral and reimbursement workflows. Teams can find and review supporting information faster, reduce manual searching and make more informed decisions.

Referral management

Referral documentation is frequently scattered across systems and teams. Hyland helps capture, manage and connect referral information so staff can confirm requirements, gather records and keep work moving.

> Learn more | Referral extraction with Hyland IDP™

Medical necessity and clinical documentation support

When claims are delayed, questioned or denied, staff need fast access to supporting clinical information. Hyland connects clinical and financial content so teams can locate medical necessity documentation, physician notes and related records more efficiently.

Enterprise document access

Documents required for reimbursement often live outside the EHR or billing system. Hyland provides a more complete view of patient-related content, helping revenue cycle teams access the information needed to make decisions and move work forward.

Hyland Clinician Window

Hyland Clinician Window gives users a patient-centric view of information available across the enterprise. For revenue integrity, utilization management and reimbursement teams, this can mean faster access to supporting clinical documentation for payer interactions and authorization reviews.

Payer and patient correspondence can create major bottlenecks for revenue cycle teams. Denials, appeals, requests for medical records and other communications often require manual sorting, review and routing before staff can act.

Hyland helps organizations process correspondence faster, reduce manual touchpoints and improve visibility across reimbursement workflows.

Intelligent Correspondence for Revenue Cycle

Hyland Intelligent Correspondence for Revenue Cycle uses generative AI and large language model automation to classify, extract and route incoming payer and patient correspondence. By reducing manual review and indexing, teams can process documents faster, improve accuracy and focus staff on higher-value work.

Epic Resolute correspondence workflows

Organizations using Epic Resolute can deploy Hyland integrations to streamline document retrieval, correspondence management and reimbursement-related workflows. Hyland supports correspondence access, correspondence object creation, work queue support and multiple methods for viewing reimbursement-related documents.

Denials and appeals management

Appeals often require fast access to supporting documents from multiple systems. Hyland helps centralize clinical and financial content so staff can respond more efficiently to payer requests and improve turnaround times for denial resolution.

AI-powered patient financial services assistance

Patient financial services teams answer questions about billing status, payer communications, claims and financial responsibility. With Hyland Agent Builder™ and content intelligence, organizations can create AI-powered assistants that help representatives retrieve relevant bills, correspondence, authorizations, EOBs and supporting records faster — improving productivity and the patient financial experience.

> Explore Hyland’s AI tools

Payment posting depends on accurate access to EOBs, remittance advice and supporting payment documentation. When these documents are paper-based or disconnected from billing workflows, posting can slow down and visibility suffers.

Hyland digitizes, organizes and connects payment documentation so financial teams can work more efficiently.

• EOB capture and management: We enable organizations to capture and organize EOBs, making supporting payment documentation easier for financial staff to access and review.

• Epic Resolute payment posting integration: Hyland supports EOB payment posting workflows within Epic Resolute, including professional, hospital and enterprise billing environments. Payment records can be linked to supporting documentation, improving visibility and reducing manual effort.

• Enterprise billing support: By connecting payment documentation, correspondence and reimbursement records, we help revenue cycle teams reduce manual information gathering while improving operational efficiency across enterprise billing processes.

Revenue cycle teams are asked to do more with fewer resources. Many high-volume tasks — from payer portal checks to document classification and routing — are repetitive, time-consuming and well suited for automation.

With our help, you can automate routine work so staff can focus on exceptions, resolution and patient engagement.

Robotic process automation (RPA)

Hyland RPA™ automates high-volume administrative tasks, including:

• Retrieving eligibility and benefits information from payer portals

• Capturing payer benefit screenshots and reimbursement documentation

• Monitoring payer portals for claim status updates

• Performing repetitive portal-based inquiries

• Moving information between systems without manual rekeying

By automating routine interactions, organizations can reduce administrative effort and improve throughput.

Intelligent document processing (IDP)

Healthcare organizations receive large volumes of unstructured documents from patients, providers and payers. IDP helps classify, extract and route information automatically, improving speed and consistency across revenue cycle workflows.

> Explore Hyland IDP™

AI-powered content understanding

Hyland’s AI solutions unlock information embedded in correspondence, forms, authorizations and reimbursement records. Instead of simply storing content, teams can use it to improve decision-making, accelerate processes and support more intelligent operations.

Revenue cycle workflows increasingly span both provider and payer environments. Health systems, hospitals and health plans need connected information to support claims, coverage, contracts, billing and member or patient interactions.

We help organizations manage content across payer and provider workflows with greater consistency and visibility.

Tapestry integrations

Hyland integrates with Epic Tapestry to support content management and claims-related processes, coverage documentation, premium billing and related payer workflows.

Claims management

Hyland helps organizations manage claims-related content, supporting documentation and reimbursement records within connected workflows, making information easier to access during claims review and resolution.

Coverage, contracts and reimbursement documentation

From member documentation and coverage records to payer contracts and reimbursement materials, organizations can manage information throughout the payer-provider ecosystem.

WorkView applications

With WorkView, Hyland’s low-code application development solution, organizations can create purpose-built applications for workflows such as: 

• Patient billing investigations

• Financial assistance programs

• Payer inquiry tracking

• Appeals management

• Contract compliance reviews

• Correspondence work queues

• Reimbursement exception processing

These applications connect documents, workflow and business data so organizations can address unique operational needs without extensive custom development.

Point solutions can solve individual problems, but they also create new silos. Revenue cycle improvement requires a foundation that connects content, workflows, automation and intelligence across the enterprise.

Hyland provides that foundation — helping organizations improve productivity, strengthen visibility and scale automation without disrupting core systems.

Hyland Content Innovation Cloud™

Content Innovation Cloud provides a unified foundation for managing documents, workflows, intelligence and automation across healthcare operations.

Enterprise content management

Hyland connects content across enterprise systems, making information available when and where it’s needed, while reducing reliance on disconnected repositories.

> Explore our ECM solutions

Workflow automation

Process automation helps organizations eliminate manual handoffs, streamline routing and improve consistency across reimbursement processes.

AI and intelligence services

Agent Builder, content intelligence, IDP, automation and workflow technologies work together to help organizations surface information proactively, automate repetitive actions and give staff more context for better decisions.

Improving revenue cycle performance takes more than faster document storage or isolated automation. It requires connecting the people, processes and information that support reimbursement.

From patient access and authorization management to claims processing, correspondence, payment posting and patient financial engagement, Hyland helps healthcare organizations reduce manual effort, improve access to information and support stronger financial outcomes.

By combining enterprise content management, automation, AI and low-code application development, we can help you create a more connected revenue cycle — one that supports better experiences for patients, staff and payers.