Automation Pipeline
The Automation Pipeline is the repository of record for the bots running inside a health system. It answers the questions compliance asks: what is running, who owns it, what does it touch, and where is the paperwork.
Built for the people who have to sign off, not just the people who build.
Every automation in the organization is registered in one place with a name, department, facility, business owner, and technical owner. Nothing runs that is not on the list.
Intake, Discovery, Sizing, PDD, SDD, UAT, Production, Maintenance, Retired. An automation cannot move to Production without the documents behind it.
Each automation carries links to its PDD, SDD, Facilitator Guide, test plan, and approval record, each with a version number, approval date, who attached it, and a system timestamp.
Stage changes, document attachments, and ownership changes are stored with who did them and when. Pull the history for any automation in seconds.
Each automation states which systems it touches, what credentials it uses, and how it handles exceptions. Reviewers see the risk surface before go-live.
Tag an automation to Availity, Epic, or a payer portal. When that system changes, see every bot that depends on it and who owns each one.
This is the table a compliance lead opens. Every row links to the documents and the change history behind it.
| Automation | Stage | PDD | SDD | Last approval | Owner |
|---|---|---|---|---|---|
| Claims Status Bot, Availity | Production | PDD 2.1 | SDD 1.4 | Mar 12, 2026 | A. Pineda |
| Prior Auth Status, UHC | UAT | PDD 1.3 | SDD 1.0 | Aug 28, 2026 | M. Smith |
| Eligibility Bot | Production | PDD 3.0 | SDD 2.2 | Jan 9, 2026 | A. Pineda |
| Denial Rework Bot | PDD Development | PDD 0.9 | pending | pending | T. Barckhoff |
Sample data. Each document entry records the link, type, version, approval date, who attached it, and a system timestamp.
The ones that come up in an audit, a security review, or a board meeting.
Twenty minutes. We will load two of your bots into the pipeline and walk through the audit view together.
Book a walkthrough