PointClickCare and Aetna CVS Health Integration for Senior Care Insurance Processing
Automate eligibility verification and claims management in seconds with Magical's AI agent platform
Connect your apps with ease
How to Integrate BeSmartee POS with Finicity: A Step-by-Step Guide
Magical connects PointClickCare and Aetna CVS Health to help senior care administrators streamline eligibility verification and claims management. The AI agent platform eliminates manual data entry between your EHR system and insurance portal, reducing errors and saving hours each week – no coding or complex integrations required.
More BeSmartee POS integrations with Magical
What BeSmartee POS Data Can You Transfer
Magical enables you to transfer a wide array of data from BeSmartee POS to Finicity. Here are some examples of the information you can extract:
And move more types of information by creating your own custom labels.
How to integrate PointClickCare and Aetna CVS Health for senior care insurance processing
Connect your systems: Your AI Deployment Engineer begins by connecting PointClickCare and Aetna CVS Health to Magical's platform, establishing secure data pathways between your healthcare management system and insurance provider portal. Define the workflow: You describe your eligibility verification and claims management needs in plain language – from patient eligibility verification to claim submission and status tracking. AI Employees take over: Magical's AI Employees autonomously execute the workflow, extracting patient demographics, insurance details, and service information from PointClickCare and transferring them to Aetna CVS Health for verification and claims processing. AI Judges continuously monitor data quality, flagging discrepancies in patient information, coverage details, or claim status. Monitor performance transparently: Your AI Deployment Engineer provides real-time dashboards showing verification completion rates, claim submission status, and any exceptions requiring human review. Scale to more workflows: Once your insurance workflow is running smoothly, expand to prior authorizations, payment posting, or multi-payer eligibility checks across your patient base.
About BeSmartee POS and Finicity
Efficient lending operations are crucial to maintaining smooth workflows. BeSmartee POS is a comprehensive mortgage point of sale platform and Finicity is a robust open banking solution. By leveraging Magical, you can easily move information from BeSmartee POS to Finicity, allowing you to focus on improving customer experience and operational efficiency.
Other ways to connect and
Using Integration Platforms like Redox or Mulesoft for automatic data transfer
Using APIs by directly utilizing their respective APIs for real-time insights
Using HL7 Interface for automated workflows between financial systems
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
