Portal
Review documents, correct fields, and manage exceptions.
Referral intake and healthcare document automation
Match referral documents to the right record and work queue.
Many document sources. One matched referral record.
- 01 / Receive
- Referral fax
- Portal PDF or download
- Scanned or uploaded form
- Clinical and supporting documents
- 02 / Match and triage
Correct patient, referral, or account record
Healthcare fax automation uses OCR and intelligent document processing to extract fields. Matching and triage determine where the intake belongs and what happens next.
- 03 / Correct work queue
- Scheduling
- Eligibility
- Prior authorization
- Missing-item follow-up
- Human review
Documents supported
- Referrals
- Orders
- Clinical notes
- Prior authorization packets
- EOBs and ERAs
- Appeals
- Lab and imaging results
- Insurance cards
What we do
- 01
Receive documents
Collect referral faxes, portal PDFs, scanned forms, uploads, and supporting documents.
- 02
Separate packets
Separate mixed patient packets and group the documents that belong together.
- 03
Extract fields
Identify the patient and referring provider. Extract referral date, diagnosis, specialty, priority, and supporting information.
- 04
Match the record
Use configured identifiers and confidence rules to match documents to a patient, referral, or account record.
- 05
Route the work
Triage missing or ambiguous data, then route the intake to the correct work queue.
- 06
Review exceptions
Hold uncertain matches for a person with the original source and extracted evidence attached.
What you get
- Structured data
- Original source pages
- Match and confidence details
- Document type and priority
- Full audit trail
- Next action or review reason
Portal or API
API
Send files and receive structured JSON output in your systems.
Product facts
See what stays with each processed document from intake through review.
- VoiceAdmin™ models were trained on millions of healthcare documents.
- Our proprietary healthcare document model separates mixed patient packets before processing.
- Patient and referring provider information can be identified, along with referral date, diagnosis, specialty, priority, and supporting information.
- High-confidence matches connect an item to the patient, referral, or account record. Uncertain matches go to review.
- Triage identifies missing or ambiguous data before routing.
- The original source, extracted evidence, confidence, and audit trail stay with the result.
- Structured output includes extracted fields, routing status, and the next work queue.
- Human review receives ambiguous matches or fields with the source attached.
Human control, built in
AI handles the repetitive work. Your billing experts keep judgment and control.
Exceptions have an owner. Your team can review, approve, or take over before the workflow continues.