Stop Re-Typing Faxed Referrals. We Parse Them.
A purpose-built OCR pipeline for DME intake. Typed referrals, handwritten forms, stamped signatures, multi-page packets — extracted, validated, and posted directly into Brightree, WellSky, or NikoHealth.
Your front office still types every referral by hand
Fax-to-PDF is not data — it's a picture of data. Somebody still reads it and types it into Brightree. That somebody is your intake coordinator, five hours a day.
Doctor's handwriting, nurse-jotted ICD-10, a phone number that's either a 3 or an 8. Re-typed best-guess into your platform.
Patient demographics on page 1, sleep study on page 4, prescription on page 9, insurance card scan on page 12. Nobody is paginating fast.
The "signed" version looks identical to the unsigned version unless you squint. Audit-trail-breaking when missed.
The fax came through at a 3-degree angle. Half the document is gray. Two pages stuck together. Every fix is manual.
From clipboard to chart — automatically
Watch a faxed patient packet become structured chart data — the OCR workflow that hands intake teams 250+ hours a year back.
The pipeline, step by step
Not a single OCR model trying to do everything. A layered pipeline tuned to each input type.
Multi-page faxes split per page, auto de-skewed and contrast-normalized. Stuck pages flagged for review.
Printed text, clinical handwriting, and stamped signatures each get a tuned model. Every field carries a confidence score.
Demographics, RX details, payer ID, ICD-10s, physician, signature — structured fields. Low-confidence fields get one-click human verification.
Medicare LCDs and payer-specific doc rules per product line. Missing-element flags raised before the referral hits your queue.
Clean fields pushed into Brightree, WellSky, or NikoHealth via API or RPA. Source PDF attached; flags become owned tasks.
Outcomes from a working pipeline
From the anonymized DME in the case study, six months in.
See how much your team types every week
Free DME leakage audit. 30 minutes. We quantify the re-typing time in dollars on the call.
Book the audit Read the case study