MES Automate
A guided tool that prepares Medicare Entitlement Statements for a client from uploaded details, with a preview before it is sent.
The problem it solves
Preparing Medicare Entitlement Statements by hand for each client is repetitive and easy to get wrong.
How it works
- Open MES Automate and select the client.
- Upload the details and review the prepared statement in the preview.
- Complete the workflow and send the result.
What your practice gets
- Less retyping when preparing a statement.
- A preview before anything is sent.
- Works from the client record.
Questions accountants ask
What is it for?
Preparing Medicare Entitlement Statements for clients.
Do I get to review the result?
Yes. There is a PDF preview before the workflow is completed.
Does it send the statement for me?
You complete the workflow yourself after reviewing the preview.
Related features
Features that work alongside mes automate.
Document templates and AI generation
A template library with categories, AI help to enhance template content and generate documents from templates.
VideoLetterhead themes
Practice letterhead themes, with ready-made defaults, so letters carry your branding.
Ask questions of a client's documents
Chat with a client's documents to find answers without opening every PDF.
Client documents
Upload client documents one at a time or in batches, organise them, rename and move them, control visibility and re-run AI classification, with sync to your cloud storage.
VideoClient upload links
Send clients a link to upload documents without logging in, and collect what they submit.
VideoDocument collection and chasing
AI-drafted document checklists per client, sent in batches, with chasing (including bulk chasing), templates and a daily digest.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.