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
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
