Terminology & Glossary
Core Platform Concepts
Agent — A task-focused automation capability used inside XY workflows.
Workflow — A repeatable process that combines steps, systems, files, and decisions to complete a business outcome.
Integration — A connection between XY and another system, such as an EHR, inbox, or cloud storage app.
Files — Documents and other content used as workflow inputs, knowledge sources, or outputs.
Human-in-the-Loop — A point where a person reviews, approves, or corrects work before the process continues.
Browser Agent — The XY Chrome extension used to record browser work and replay it as automation.
Recorded Workflow — A workflow that starts from a browser recording captured with the Browser Agent.
Step — One action or decision inside a workflow.
Workspace — Your organization’s area in XY for managing users, workflows, agents, integrations, and files.
Capability — A supported action an integration can perform, such as accessing files or sending email.
Execution Modes
Co-pilot — A mode where people stay closely involved while the workflow helps with execution.
Supervised — A mode where the workflow handles routine work and sends exceptions to people.
Automated — A mode where a workflow handles a known process with minimal day-to-day intervention.
Browser Agent & Automation
Record — Capture a real browser task so it can be saved and reused.
Parameterize — Replace hard-coded values with inputs that can change from run to run.
Replay — Run a saved browser workflow again.
Task Execution — The active run of a recorded browser workflow.
Data & Variables
Variable — A value a workflow stores and reuses later.
Input — Information provided when a workflow starts, such as a file, a name, or an account.
Output — The result produced by a workflow step or by the workflow as a whole.
Workflow Execution
Run — One execution of a workflow.
Retry — A second attempt after a temporary problem.
Exception — A case that needs review because the normal path could not continue cleanly.
Queue — A place where work waits for review or action.
AI & Agents
XY Assistant — XY’s built-in assistant for helping users find information and work with automations.
Knowledge Base Agent — An agent that answers questions using the files and folders your team chooses.
Healthcare Terminology
EHR (Electronic Health Record) — Digital version of a patient's medical history maintained by healthcare providers.
PM (Practice Management) — Software system for managing day-to-day operations of a medical practice.
RCM (Revenue Cycle Management) — The financial process of managing claims, payments, and revenue from patient registration to final payment.
EOB (Explanation of Benefits) — Statement from insurance explaining what was paid, denied, or requires patient payment.
ERA (Electronic Remittance Advice) — Electronic version of EOB sent by payers to providers.
EDI (Electronic Data Interchange) — Standard format for electronic exchange of healthcare data.
837 — EDI transaction set for healthcare claims (837P for professional, 837I for institutional).
ICD-10 — International classification system for diagnosis codes used in healthcare claims.
CPT (Current Procedural Terminology) — Standardized medical code set for procedures and services.
HCPCS (Healthcare Common Procedure Coding System) — Code set for medical procedures, supplies, and services.
NPI (National Provider Identifier) — Unique 10-digit identifier for healthcare providers.
Clearinghouse — Service that validates, formats, and routes healthcare claims between providers and payers.
Denial — Claim rejection by a payer requiring correction, appeal, or write-off.
Appeal — Process of challenging a claim denial to seek payment.
PHI (Protected Health Information) — Individually identifiable health information protected under HIPAA.
HIPAA (Health Insurance Portability and Accountability Act) — Federal law protecting patient health information privacy and security.
Security & Compliance
Encryption — Process of encoding data to protect it from unauthorized access.
At Rest — Protection for stored data.
In Transit — Protection for data moving between systems.
Password Store — The shared area in organization settings for storing credentials securely for approved use cases.
OAuth — A common sign-in method used when connecting cloud apps.
RBAC (Role-Based Access Control) — Access control method where permissions are assigned based on user roles.
Least Privilege — Security principle of granting users minimum necessary permissions.
Audit Trail — A record of who did what and when.
SOC 2 — Security compliance standard for service organizations handling customer data.
Compliance — Adherence to regulatory requirements such as HIPAA, SOC 2, and other healthcare regulations.
Integrations & APIs
Credential — The information needed to connect XY to another system.
Sync — Keeping information or files aligned between XY and another system.
Webhook — A way for one system to notify another when something happens.
Files & Documents
OCR (Optical Character Recognition) — Technology that extracts text from scanned documents, images, and PDFs.
Document Classification — Sorting a file into the right type or workflow.
Document Routing — Sending a file to the right next step.
User Management
User Role — Access level assigned to users (Viewer, Editor, Admin) determining permissions.
Viewer — Read-only role that can see workflows and data but cannot make changes.
Member — Role that can work with the parts of XY they have been given access to.
Admin — Administrative role with full access including user management and system configuration.
Agent Types
Data Entry & Transcription Agent — Extracts data from files, emails, and faxes, then populates systems.
Claims Management Agent — Assembles, optimizes, and submits claims with fewer denials.
Scheduling Agent — Manages appointments, reduces no-shows, and optimizes schedules.
Knowledge Base Agent — Enables teams to search and chat with organizational knowledge and files.
Missing Information Agent — Ensures accurate and complete data through cross-system reconciliation.