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Case Study · Healthcare

Healthcare Document Intelligence

Extracting and organising administrative healthcare documents for faster processing.

Industry
Healthcare
Category
Document Intelligence
Capabilities
Document Intelligence, Workflow Automation

The problem

Administrative staff manually processed referrals, intake forms and payer documents arriving by fax, email and portal.

Existing manual process

Staff sorted faxes and emails, re-typed referral and intake data and routed packets by hand.

Agent / workflow deployed

Agents that classify incoming documents, extract required data, validate it and route complete packets to the right queue.

Systems touched

Fax / email intakeEHRPractice managementPayer portals

The workflow

What the agent does, step by step.

  1. 01

    Document intake

  2. 02

    Classification

  3. 03

    Data extraction

  4. 04

    Validation

  5. 05

    Routing

Staff resolve exceptions; clinicians retain all clinical decisions.

Operating model

Before and after.

Before

Manual sorting and re-keying of every inbound document.

After

Documents classified, extracted and routed; staff resolve exceptions only.

Measured results

Verified before published.

Metrics pending verification

No metrics are published for this case yet. Once the customer confirms the measured change against their baseline (turnaround, cost per transaction, accuracy), we will add it here.

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