Document Processing
Key details pulled from PDFs, scanned forms and faxes received by email, and prepared for your staff to check before they’re saved.
Scanned registration form
Patient name
A. Khan
Date of birth
12 / 04 / 1986
Insurance ID
Unclear on scan
Prepared for review
- Patient name
- Date of birth
- Insurance IDCheck
Overview
Healthcare teams receive referral letters, insurance forms, consent forms and reports as faxes, scans and PDFs. Someone has to read each one and type the details into the right system. Indite sets up an AI agent that reads these documents and prepares the key details, and your staff checks them before anything is saved.
Challenges
Documents arrive in many formats
Faxes, scans, emailed PDFs and photos all have different layouts, so each one has to be read by a person.
Typing takes staff time
Names, dates, identifiers and other details are typed into one or more systems by hand.
Small errors cause later problems
A wrong digit in an ID or date can affect billing, scheduling or records further down the line.
Files are hard to find later
Documents saved in shared folders or inboxes without clear labels take time to locate.
Solution
Pick up documents as they arrive
The agent collects documents from email, shared folders or uploads, including faxes received as PDFs.
Extract the key details
Names, dates, identifiers and other fields you choose are pulled out into a structured form.
Staff check before saving
Your staff reviews the extracted details, corrects anything needed and approves them before they’re saved.
File each document correctly
Approved details and the original file are saved to the right system and labeled for search.
Connects with: email (including faxes received as PDFs), file storage (such as SharePoint), your EHR or HIS through FHIR or APIs, and secure file transfer.
Business Impact
Review instead of typing
Your staff checks prepared details rather than typing each document from scratch.
A check on every document
Nothing is saved to your systems without a staff member reviewing it first.
Originals kept with the data
The source file stays linked to the details taken from it, so anyone can verify them.
Documents easy to find
Labeled files can be searched by patient, date or document type.
See how this would work for your team
Tell us how it works today. We’ll show you how an AI agent could handle it, where your staff stays in control and what it would cost.