The problem
Referral packets bury demographics, history, and test results in long PDFs. Staff retype the header into a chart while the rest of the packet waits, and the source file is stored somewhere else.
How the workflow runs
Submit the packet
The records desk collects the medical packet and patient details. The submit starts the run.
Extract clinical fields
An extract agent reads demographics, history, and results that are present in the packet and places them on the results table.
Hold release for a person
The starter extracts and shows the fields beside the source. Add a human review step on the canvas when a clinician must confirm the extract before it is released.
What the hosted app shows
Staff upload a packet and review extracted fields next to the original documents. The hosted desk is the working surface. The canvas is where you add the confirmation step your policy requires.
Who it is for
Clinics and health operations teams that receive medical packets and need demographics, history, and results in fields a reviewer can confirm.
Questions
No. It extracts information already written in the packet. Clinical judgment stays with your staff.
The starter extracts and displays the fields. Add a human review node on the canvas when someone must confirm demographics, history, and results before release.
Claims intake extracts insurance claim fields and runs policy checks. This starter reads clinical packets.