Document uploaded
A referral form or PDF is received as part of the workflow.
AI Extraction
AI Document Extraction for Referral Forms and PDFs
Careful Use
AI as an admin assistant.
AI-assisted extraction can help prefill information from documents, but it may not always be complete or correct. Extracted information should be reviewed before use.
Details extracted
Key fields are prepared for review, such as contact details, referrer details or claim numbers.
Admin reviews
A person checks the extracted information before it is used.
Where It Fits
Best used inside referral intake.
AI extraction is strongest when it supports a broader workflow for capture, document storage, status tracking and notifications. Read more about referral intake automation for allied health practices.