Enrollment Booster
Our Automated Document Triaging solution revolutionizes how healthcare documents are processed. Powered by advanced Gen AI technologies, our platform automatically ingests, classifies, extracts, and routes documents in real-time—eliminating the need for manual intervention and enabling faster, smarter, and more compliant operations.
We help healthcare stakeholders streamline intake, reduce turnaround time, and ensure the right information reaches the right destination without delay.
Challenges
High Volume of Unstructured Documents
Healthcare organizations receive thousands of documents daily—faxes, scanned forms, handwritten notes—often in inconsistent formats, making manual processing time-consuming and inefficient.
Manual Classification & Routing
Staff spend hours reviewing and categorizing documents, which slows down workflows and increases the risk of delays in patient care or reimbursement.
Data Entry Errors & Incomplete Information
Manual data extraction often leads to errors, missed fields, or inconsistent data, which can cause compliance issues and workflow disruptions.
Delays in Time-Sensitive Workflows
Critical documents like prior authorizations or prescriptions may get stuck in queues due to lack of automation, resulting in delayed treatment or medication delivery.
Lack of Standardized Process
Without a consistent triaging process, teams face duplicate efforts, inconsistent routing, and poor visibility into document status and handling.
Benefits
90%+ Automated Document Processing
Automatically classifies and routes documents such as Enrollment forms, PA forms, and clinical records—reducing manual handling significantly.
Up to 70% Faster Turnaround Time
Accelerates the entire intake and triage process, ensuring time-sensitive documents are acted upon faster—supporting quicker decisions and care delivery.
Accurate Data Extraction
Captures key information and treatment codes with high accuracy using Gen AI
Real-Time Routing to Relevant Teams or Systems
Ensures each document is routed to the correct department or system (EHR, CRM) without delays.
Improved Compliance & Audit Readiness
Validates data for completeness and flags missing fields automatically, helping maintain regulatory compliance and ensuring audit transparency.
Seamless Integration with Existing Systems
Connects easily to EHRs, CRMs, fax servers, and custom workflows—without requiring major IT changes.
Scalable and Configurable
Supports growing document volumes and can be customized to handle unique document types, workflows, and routing logic.
How we do it
Value Health delivers a robust adherence solution that blends smart workflows, gamification, and real-time analytics into one connected ecosystem.
Intelligent Document Ingestion
We ingest documents from multiple intake sources—fax servers, email attachments, scan systems, and digital uploads.
Gen AI-Powered Classification
Using custom-trained machine learning models, the system accurately classifies each document type—e.g., prescription request, lab result, prior authorization or clinical note—within seconds.
Contextual Data Extraction
Key data fields are extracted using our Gen AI model. This includes patient demographics, provider details, diagnosis codes, insurance information, and treatment data.
Validation & Enrichment
Extracted data is validated for completeness, compliance, and accuracy—with any missing fields automatically flagged and triggering the appropriate follow-up actions.
Automated Workflow Routing
Based on the document type and content, the structured data is routed to the appropriate internal team, CRM system, or downstream workflow.
Continuous Monitoring & Feedback
Our system provides real-time performance tracking—measuring document processing time, accuracy, and exception rates. Human-in-the-loop feedback ensures continuous learning and performance optimization.
Case Study
Business Objective
A top-tier French pharmaceutical company launched a specialty drug that quickly gained traction—leading to 50+ patient enrollments per day. The manual enrollment process relied heavily on faxed and emailed forms from healthcare providers and patients, resulting in:
- Delays in patient onboarding
- Frequent data entry errors
- Increased workload for care coordinators
- Poor visibility into incomplete forms or missing data
The client needed a fully automated solution to streamline intake, reduce delays, and scale their program efficiently.
Our Solution
ValuHealth deployed an AI-driven Enrollment Automation Solution with integrated Missing Information Workflow to address these specific challenges.
Key Capabilities:
- Multi-source Document Intake: Pulled forms from emails, fax servers, and portals.
- Real-Time Data Extraction: AI extracted patient demographics, provider info, insurance details, and clinical fields.
- Auto-Validation : System checked for missing/invalid fields and triggered instant alerts to stakeholders.
- Seamless CRM Integration: Structured data was pushed into the Salesforce CRM to trigger next steps automatically.
Business Outcomes
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