AI-Powered Patient Intake

Transform Paper Into Perfect Digital Records

Eliminate manual data entry forever with our 99% accurate AI-powered OCR system that instantly captures prescriptions, insurance cards, and patient information while validating against payer requirements in real-time.

Measurable Impact on Your Bottom Line

See the immediate ROI of automated patient intake with these proven metrics

95%
Reduction in data entry time
Save 38 hours per week
30%
Fewer billing denials
$47,000 annual savings
99%
OCR accuracy rate
Eliminate transcription errors
2x
Faster patient processing
Double patient throughput

Intelligent Intake Workflow

From document capture to billing-ready records in seconds

1
Capture
Scan, photo, or upload documents directly into the system
  • Mobile app scanning
  • Desktop upload
  • Fax integration
  • Email forwarding
2
Extract
AI-powered OCR extracts all relevant data fields automatically
  • 99% accurate OCR
  • Multi-language support
  • Handwriting recognition
  • Form field detection
3
Validate
Real-time validation against payer requirements and eligibility
  • Payer-specific rules
  • Eligibility verification
  • Duplicate detection
  • Missing field alerts
4
Complete
Perfect digital record ready for authorization and billing
  • HIPAA compliance
  • Audit trail
  • Auto-documentation
  • Billing integration

Advanced AI Features

Purpose-built for complex DME workflows and payer requirements

Intelligent Document Recognition
Our AI automatically identifies document types and extracts relevant data fields without manual configuration.
  • Auto-detect prescription forms, insurance cards, and referrals
  • Extract patient demographics, insurance details, and physician info
  • Recognize DME-specific HCPCS codes and quantities
  • Handle multiple document types in a single upload
Real-Time Validation Engine
Validate extracted data against payer-specific requirements and eligibility in real-time to prevent denials.
  • Payer-specific authorization requirements
  • Real-time eligibility verification
  • Duplicate patient detection and merging
  • Missing documentation alerts
Smart Data Enhancement
Automatically enrich patient records with additional information and standardize data formats.
  • Address standardization and validation
  • Physician NPI lookup and verification
  • Insurance plan details and coverage verification
  • ICD-10 and HCPCS code validation
Quality Assurance Workflows
Built-in quality checks and human review workflows for complex cases and edge scenarios.
  • Confidence scoring for extracted data
  • Flagging for human review when needed
  • Audit trails for all data changes
  • Batch processing with exception handling

See the Platform in Action

Real screenshots showing how our AI transforms documents into structured data

Document Upload Interface

Simple drag-and-drop interface supports batch uploads, mobile scanning, and direct integration with fax and email systems.

Upload Interface

Drag & drop document upload

AI Data Extraction Results

Watch as our AI instantly extracts and validates all relevant data fields, highlighting any issues that need attention.

Extraction Results

Parsed data with validation

Validation Dashboard

Real-time validation shows eligibility status, payer requirements, and any missing documentation before processing.

Validation Dashboard

Real-time requirement checks

Complete Patient Record

Final structured record ready for authorization workflows and billing, with full audit trail and HIPAA compliance.

Complete Record

Billing-ready patient data

Seamless Integration Capabilities

Connect with your existing systems and workflows for a unified experience

Document Sources
Multiple ways to capture and import documents
  • Email forwarding with auto-processing
  • Fax integration with digital routing
  • Mobile app with camera scanning
  • Web portal for patient uploads
  • API for custom integrations
Validation Services
Real-time data validation and verification
  • Real-time eligibility verification
  • Physician NPI database lookup
  • Address validation services
  • Insurance plan verification
  • Payer portal integration
Workflow Systems
Send processed data to your existing systems
  • Practice management systems
  • Electronic health records (EHR)
  • Billing and RCM platforms
  • CRM and patient management
  • Custom API endpoints

Watch the AI in Action

See how our AI transforms a handwritten prescription into a complete digital record in under 30 seconds

Patient Intake Demo

3 min walkthrough

Ready to Eliminate Manual Data Entry?

See how our AI can transform your patient intake process in a personalized demo