Casa Dental Ops Invoice Automation
Casa Dental Ops provides a wide range of dental treatments that focus on dental services such as dental implants, porcelain veneers, and Invisalign.
About Company
At Casa Dental Ops, they are dedicated to bringing dental clinics, practitioners, and patients closer together by making dental care more seamless, efficient, and patient-centric, while ensuring comfort, trust, and excellence at every stage of the treatment journey. Their vision for the project is to revolutionize healthcare by creating compassionate, accessible, and technology-driven solutions. To lead the future of dental care by combining clinical expertise with smart, automated systems that simplify operations and enhance patient care. Their mission is to empower Casa Dental’s staff and patients by simplifying dental care operations through smart automation, accurate financial management, and seamless document handling, while ensuring efficiency, reliability, and trust in every process.
Quick info
Industry
Dental Care
Project Type
Company Project
Service Type
Workflow automation agent
Technology Stack
N8N, Python, JS, Postgres, GCP
Project Requirements
Casa Dental required a WhatsApp-based chatbot that allows their team to upload invoices, master data, and other account-related documents directly through chat. The system needed to automatically classify these files into predefined categories and extract key information. All processed data would then be stored in their database to streamline financial workflows and reduce manual effort.
They reached out to us because of our proven expertise in building human-centered healthcare solutions. The client was looking for a partner who could translate their vision of compassionate care into a scalable, secure, and user-friendly product. Simplify document submission by enabling uploads directly through WhatsApp.
Automate classification and data extraction to ensure accuracy and consistency. Support staff with an effortless, organized workflow for financial documentation. Establish a smart, scalable, and tech-driven foundation for their accounting processes.
Challenges for the client
Complex Document Classification
Handling and categorizing large volumes of diverse documents required a precise, automated system to avoid errors and maintain processing accuracy.
Varied Category Requirements
Each document type had unique rules and data expectations, making it difficult to standardize extraction and maintain consistent interpretation across categories.
OCR Accuracy Limitations
Ensuring OCR consistently captured exact fields—despite different formats, fonts, and image quality—was a major technical and operational challenge.
Data Mapping to Settlement Sheet
Correctly mapping extracted values into the settlement sheet required accurate linking, validation, and formatting to prevent discrepancies and ensure reliable output.
Key Features we integrated
Interactive WhatsApp Chatbot
The bot guides users through uploading documents by selecting from predefined categories aligned with Casa Dental’s settlement sheet structure.
Dynamic Workflow Routing
Based on whether the user selects a manual entry or a document upload, the system automatically triggers the appropriate processing flow.
Dual Processing Pipelines
Once a document is submitted, two parallel workflows begin—one storing the file in the correct Google Drive folder structure, and the other running AI-powered OCR to extract key invoice data.
Automated Data Mapping & Storage
Extracted information is cleaned, mapped, and saved into the SQL database, ensuring only relevant financial data is captured.
Direct Settlement Sheet Integration
All validated data is automatically calculated and populated into Casa Dental’s settlement sheet, eliminating manual work and ensuring accuracy.
Product Development Cycle
Requirement Gathering
Collaborated with the client to capture their vision and define the real needs of patients, caregivers, and providers.
Analysis
Requirements into clear workflows, ensuring a balance of simplicity, security, and future scalability.
Development
Adopted agile sprints to build core features with precision, focusing on performance, accessibility, and seamless user experience.
Testing
Applied rigorous testing at every level to guarantee functionality, reliability, and trust in healthcare delivery.
Deployment
Successfully launched a secure and scalable solution, ensuring smooth adoption and readiness for future enhancements.
Looking to transform your healthcare services?
Let us turn your vision into compassionate, tech-enabled care. Our specialists offer personalized consultations to help you design scalable healthcare solutions aligned with your goals. With proven expertise in digital health, nursing platforms, and patient engagement systems, we craft strategies that enhance care delivery, improve coordination, and drive better outcomes.