Smart Document Classification & Data Extraction – Feature Focus

Articles Product Resources Nov 12, 2024

Handling incoming clinical documents like referrals, prescriptions, and insurance authorizations can be overwhelming for healthcare staff. With thousands of pages to review and categorize, manual sorting is not only time-consuming but prone to errors. Phelix’s Inbox Agent simplifies this process with powerful Document Classification and Data Extraction features, turning a labor-intensive task into an efficient, automated workflow.

Document Classification: Organizing Chaos into Order

Efficient document management starts with accurate classification. Phelix’s Inbox Agent offers two layers of classification to meet diverse clinic needs:

• Standard Classification: The system comes with 14 pre-defined classes of commonly encountered documents, including consult notes, referral letters, prescriptions, and insurance authorizations. This out-of-the-box functionality ensures quick deployment and immediate results.
• Custom Classification: Clinics can tailor the system to their unique workflows, training models on their own data. This flexibility allows for the creation of hundreds of specialized document classes, ensuring that even niche categories are accurately classified.

Phelix also excels at processing documents at both the page and fax levels:

• Cover Page Detection: The system identifies and skips unnecessary cover pages, reducing manual review.
• Segmentation and Page Splitting: Multi-page documents are intelligently split into their respective sections, ensuring every detail is properly categorized and processed.

Data Extraction: Turning Documents into Actionable Insights

Beyond classification, Phelix extracts vital information from incoming documents, making critical details readily accessible:

• Patient Details: Information like name, date of birth, contact details, and health card or insurance numbers is captured with precision.
• Provider and Recipient Information: The system identifies both the sending and receiving healthcare providers, extracting key details such as provider ID, specialty, and facility information.
• Insurance Details: Essential data on primary and secondary insurance plans, guarantor details, and subscriber information are extracted for seamless processing.
• Referral and Diagnosis Information: From demographics and referral reasons to diagnoses and treatment plans, Phelix ensures comprehensive data coverage.
• Priority Detection: The system identifies urgent requests, such as STAT or priority faxes, allowing clinics to address them promptly.

Real-World Impact

Imagine receiving a multi-page referral with critical patient details buried deep within. With Phelix, the document is automatically classified, patient details extracted, and the referral prioritized—all without manual intervention. This means faster patient care, fewer administrative errors, and more time for staff to focus on high-value tasks.

Conclusion

Document Classification and Data Extraction are at the heart of Phelix’s Inbox Agent, enabling clinics to manage incoming documents with speed and accuracy. Ready to see how it can work for your clinic? Book a demo and experience the efficiency of automated document management.