Feature Spotlight: Advanced Dynamic Name Tagging | Inbox Agent

Articles Product Resources Mar 21, 2025

Managing clinical documents efficiently isn’t just about storing them – it’s about finding the right document, fast. Generic file names like “Report” or “Diagnostic Imaging” make it harder to retrieve important information.

With Advanced Dynamic Name Tagging, Inbox Agent now automatically pulls key details from incoming documents and applies them to the file name. Instead of relying on broad classifications, AI dynamically tags:

• Physician Name – Extracts the referring or reporting physician’s name from the document.
• Encounter Date – Captures the date of the patient’s visit, ensuring accurate chronological sorting.
• Specialty – Identifies the medical specialty related to the document (e.g., Cardiology, Radiology, Pathology).
• Modality – Recognizes imaging types such as MRI, CT, or X-ray for precise categorization of diagnostic reports.
• Prescription (Rx) Type – Differentiates between new prescriptions, refills, or prior authorizations.
• Body Part – Extracts anatomical regions referenced in diagnostic imaging or procedure reports.
• Lab Test Name – Identifies specific lab tests performed (e.g., CBC, Prothrombin Time, Lipid Panel).
• Appointment Details – Captures key scheduling information, such as the appointment type and date.

Why This Matters for Your Clinic

✅ No more vague file names – AI-generated names provide clear identification.
✅ Faster search & retrieval – Locate documents instantly without manual review.
✅ More automation, less manual work – No need to rename files or sort through folders.

Want to see how this works for your clinic? Book a demo and let us show you.