Solution - IntakeIQ
IntellERA’s IntakeIQ uses a set of AI agents to handle the messy reality of document intake. One agent classifies the document type, another extracts the relevant fields, and a third validates and structures the output all automatically. Whether it's a scanned form, a photographed ID, or a multi-page PDF, IntakeIQ converts it into clean, structured data that's ready to plug into your existing systems, with no manual data entry and with HITL (Human In the Loop) Touchpoint for verification.
Classification agent identifies each document type (insurance card, ID, referral letter)
Extraction agent pulls patient name, date of birth, insurance ID, policy number, group number, and referring physician details
Validation agent cross-checks extracted fields for consistency and flags anything unclear
A typical CMN (Certificate of Medical Nesscessity) processing flow requires information reterival from a bunch of scanned documents, consists of medical records of a patients, demo graphics, invoices etc, a scanned insurance card, a government ID, and a referral letter all as photos taken on a phone. IntakeIQ's agents fleet get to work:
Within seconds, the IDP system gets a structured record ready to feed directly into the EHR or practice management system no retyping, no transcription errors, and patients move through intake faster.
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