AI Agent for Document/Fax Indexing & Classification
Including incoming Faxes and/or any other structured or unstructured Patient Data
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OpenBots AI agent for healthcare fax indexing and classification combines Intelligent Document Processing (IDP) with LLM-based understanding to automate the high-volume, repetitive task of sorting and routing clinical documents received via fax.
What It Does
- Extracts content OCR + image cleanup
- Classifies the document e.g., referral, prior auth, lab, discharge summary, etc.
- Extracts metadata patient name, DOB, MRN, provider, date of service, etc.
- Routes or indexes it to the right system or queue (e.g., Epic inbox, prior auth queue, care team)
Impact
- 90%+ reduction in manual indexing effort
- Faster patient care coordination
- Higher accuracy in document classification
- FTE savings + faster TAT in prior auth/clinical review workflows
What It Does
- Extracts content OCR + image cleanup
- Classifies the document e.g., referral, prior auth, lab, discharge summary, etc.
- Extracts metadata patient name, DOB, MRN, provider, date of service, etc.
- Routes or indexes it to the right system or queue (e.g., Epic inbox, prior auth queue, care team)
Document Types OB AI Agent Can Handle
- Prior Autahorization Request
- Referral Form
- Lab Report
- Discharge Summary
- Denial Letter
Type
- Route to PA queue + extract patient/insurance
- Match to specialist + update care coordination
- Attach to chart + flag abnormal values
- Route to PCP + trigger follow-up task
- Route to appeals team + tag denial reason
Action
Impact
- 90%+ reduction in manual indexing effort
- Faster patient care coordination
- Higher accuracy in document classification
- FTE savings + faster TAT in prior auth/clinical review workflows
Since implementing the Automated Patient Intake & Referral Management system, our administrative workload has dropped significantly. It’s fast, accurate, and integrates seamlessly with our existing workflow.
Sarah MClinic Operations Manager
Since implementing the Automated Patient Intake & Referral Management system, our administrative workload has dropped significantly. It’s fast, accurate, and integrates seamlessly with our existing workflow.
Sarah MClinic Operations Manager
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