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

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

From a technical requirements and scoping perspective, it’s been excellent working with the team. I appreciate how detail-oriented they are and how clearly they define what they want to achieve. Overall, it’s been such a positive experience working with OpenBots!

Theresa Jackson Director of Technology, Complete Care Centers