Document Intake & Reconciliation
IntakeFaxes, scans, and referrals extracted and matched to the right patient — confirm and it files itself.
Overview
Inbound faxes, scans, and referrals are read, the key fields extracted, and each document matched to a patient in the registry. You confirm the match and it files automatically — no manual indexing.
The closed loop
- Ingest — a fax/scan/referral arrives.
- Extract — key fields are pulled from the document.
- Reconcile — the document is matched to a patient in the registry.
- Confirm — staff confirm the match.
- File — the document is filed to the chart.
The human gate
The patient match is confirmed by a person before filing, so nothing lands on the wrong chart.
Who acts here
Front-desk / records staff confirm matches.