> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voxhealth.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Portal automation

> Scheduled runs against payer portals.

**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.

## 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.

<Warning>
  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.
</Warning>

## 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](/revenue/remittances) for matching.

## When runs fail

<AccordionGroup>
  <Accordion title="Login rejected">
    Usually a password change or a locked account. Portals lock accounts aggressively after failed attempts.
  </Accordion>

  <Accordion title="Extra verification">
    A portal that has added multi-factor authentication or a security question needs its credential updated to match.
  </Accordion>

  <Accordion title="The portal changed">
    Payer portals get redesigned without notice. A run that used to work and now returns nothing usually means the site moved.
  </Accordion>
</AccordionGroup>

## Related

* [Remittances](/revenue/remittances): where the retrieved data goes