Agent 08

Document Intake Agent

Paperwork into your systems without the retyping. The Document Intake Agent reads forms, PDFs and scans as they arrive, pulls out the fields you need, and has each record ready for a quick review, flagging anything it isn't sure of.

The problem

Intake packets, referrals and applications arrive as PDFs, faxes and phone photos, and someone retypes them field by field. It's slow, and typos end up in the record.

How it works

1. Collects documentsFrom email, an upload folder or fax-to-email, as they arrive.
2. Reads themPrinted text and clear handwriting. Each field gets a confidence mark.
3. Checks themRequired fields, dates and matching names. Anything unclear is flagged for a person instead of guessed.
4. Saves the record needs approvalA person reviews the extracted fields beside the original before the record is saved to your CRM or EHR.
5. Files the originalNamed and filed where you keep them, linked to the record.