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Revenue Cycle → Portal Automation. Available when the PORTAL_AUTOMATION feature is enabled. Some payers do not send you anything. The remittance advice, the claim status, the eligibility detail: it is all sitting behind a login on their website. Portal automation signs in and fetches it.

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Credentials

Store one credential per portal: the portal domain, the username or email, the password, an optional login URL, and a label so a human can tell two logins for the same payer apart.
Portal credentials are real credentials to a system holding patient and financial data. Use an account created for this purpose, not a staff member’s personal login. A shared personal login breaks when that person changes their password or leaves, and it makes the payer’s audit trail unreadable.

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Runs

A run is one visit to one portal. Start one with New Run, or let a scheduled run do it. The list shows what is in progress and what each run retrieved. Open a run to see what it did and what it brought back. What it retrieves flows into Remittances for matching.

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When runs fail

Usually a password change or a locked account. Portals lock accounts aggressively after failed attempts.
A portal that has added multi-factor authentication or a security question needs its credential updated to match.
Payer portals get redesigned without notice. A run that used to work and now returns nothing usually means the site moved.