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OCR technology captures data from patient insurance cards and automatically updates chart files. This feature is available through our practice management, intake, online scheduling, telehealth, and patient portal technologies. Enhancements to the insurance card worklist let you review the card image, verify and edit fields, select the carrier, and approve or deny coverage.
Front office staff can quickly manage patient insurance coverage approvals. You can reduce manual entry errors with AI-powered OCR technology to populate card data. Stay on top of patient submissions through a dedicated insurance card worklist.
Reduces data entry time. Tracks real time uploads through a dedicated worklist. Approved cards automatically update Chart Files.
Easy image upload or photograph via a smartphone. Accessible through major patient workflows. Speeds up coverage review and determination process.
Practice Management
Inside the chart files, select scan or import. If an insurance card is selected the OCR process runs automatically and populates the corresponding fields. The insurance card image is visible, helping you verify accuracy.
Patient Portal
Patients upload insurance cards through the intake, online scheduling, telehealth workflows as well as inside the patient portal. Patients are prompted to choose the type of insurance card coverage (primary, secondary, or tertiary) and then upload front and back images of the card. After cards are uploaded, patients confirm subscriber information.
Insurance Card Worklist
After insurance cards are uploaded, they can be managed on the worklist. Single or bulk actions can be taken to approve or deny coverage.
Choose a record, enter the correct carrier, verify all data mapped correctly, and save.
| Feature | Description | Expected Availability |
| Patient Intake: Insurance Card Automation | OCR technology captures data from patient insurance cards and automation updates chart files. | Q4 2025 |
| PM Import or Scan | OCR available through the import or scan workflows. | Q4 2025 |
| Insurance Card Worklist | New card uploads are tracked and approved or denied. | Q4 2025 |
| Patient Facing Uploads | Available in the intake, online scheduling, telehealth workflows and the patient portal. | Q4 2025 |
| Prior Authorization | You can now request if an authorization is needed and verify status of those prior authorizations. | Q4 2025 |
| Computer-assisted Coding | Harness the power of AI and automation to optimize your medical coding process with ease. AI-driven automation can help improve coding accuracy and speed. | Q4 2025 |
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The Insurance Card Worklist shows all new patient insurance card uploads. From here you can review, choose carrier, and approve or deny coverage.
While the AI model can pull in data with high accuracy, it is recommended to verify the fields map correctly.
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