MSO
Patient intake begins with forms, PDFs, and faxes that need to be processed and structured before entering your systems.
We use AI to process intake documents, extract and validate data, and trigger downstream workflows automatically—so patients move faster and teams don’t re-enter data.
40% less manual work
Faster intake
Fewer intake errors
Trusted by 15K+ Businesses
Impact: Slower patient throughput and operational bottlenecks
- Intake packets arrive in multiple formats across locations
- Staff manually read and enter data into systems
- Missing or incorrect information delays scheduling
- Intake, referrals, and eligibility checks fall out of sync
Processes Intake Documents
Reads forms, PDFs, scanned documents, and faxes
Extracts and Structures Data
Patient demographics, insurance, and clinical details
Validates at the Source
Flags missing or inconsistent information before entry
Triggers Workflows Automatically
Populates systems and initiates scheduling, eligibility, and follow-ups
Before
Manual data entry across systems
Delays due to incomplete intake
High coordination effort
After
Automated document processing
Clean, structured data entering systems
Faster, synchronized workflows
Faster resolutions, better cash flow, higher recoveries
- Faster intake and onboarding
- Reduced manual effort
- Improved throughput across locations
