See an example
What a reviewed automation looks like.
Interactive example
SampleIllustrative example, synthetic data. Not a deployed clinical product.
A faxed referral becomes a scheduling queue item, with one smudged field checked by a coordinator.
Input
What arrives
Faxed referralExample Family Practice (synthetic)
- REFERRAL pls schedule ortho eval
- Pt: SAMPLE, Alex DOB 01/01/1901
- Reason: R knee pain x 6 wks, worse w/ stairs, no injury
- Ins: ExampleCare PPO Member # EX-00042-7 (last digit smudged)
- Ref by: Dr. P. Placeholder, Example Family Practice
- Ph: 555-0100 Fax 555-0199
- notes: pt prefers mornings. imaging attached? (nothing attached)
Automation steps
What the software does
Read the fax
Text is extracted from the scanned page, including the handwritten note at the bottom.
Pull out the fields
Patient, date of birth, reason, insurer, member number, referring clinician and phone are identified.
Check against known records
The referring practice is matched to the synthetic provider list. The patient is not found, so a new intake is proposed.
Score each field
Every field gets a confidence mark. The member number falls below the line because one digit is unclear.
Hold for review
Nothing is scheduled or sent. The item waits in the queue until a person decides the flagged field.
Human review
What a person decides
Flagged for the referral coordinator
- Field
- Insurance member number
- Read as
- EX-00042-7
- Why it is flagged
- The last digit is smudged on the fax. It could be a 7 or a 1. A wrong member number would fail eligibility later.
Output
What comes out
Scheduling queue itemWaiting for review
Orthopedics referral, routine
- Patient
- Alex Sample (new patient), DOB 01/01/1901
- Reason
- Right knee pain, six weeks, no injury
- Insurance
- ExampleCare PPO
- Member number
- EX-00042-7Held for review
- Referred by
- Dr. P. Placeholder, Example Family Practice, 555-0100
- Preference
- Mornings
- Missing
- Imaging mentioned but not attached
Next step: Scheduler calls the patient and requests imaging from the referring practice.
The software never decides the uncertain part
Anything below the confidence line is held for a named person. Approving or correcting it is their call, and the record shows who made it.
Nothing leaves the building on its own
No message is sent to a patient, no record is released and no appointment is booked until a person has reviewed the item.
Everything here is synthetic
Names, dates, numbers and sites are invented so they cannot match a real person. This page shows the shape of a reviewed workflow, not a product.
Next step
See it on one of your workflows.
Bring one messy, repetitive task to a thirty-minute call. We will tell you honestly whether it is a good first candidate, and what the review step would look like for your team.