Intelligent Document Processing

Give your team time back by automating manual data entry and streamlining data enrichment with Plenful's AI document processing solution. Send your documents to Plenful, specify your rules, and reclaim valuable time otherwise spent on manual data entry.

Overcoming challenges

Automate Document Data Entry at Scale

Challenge #1

Referrals, Orders, New Facility Onboarding, Patient Intake

Healthcare teams still receive documents and faxes today. They may not always own the fax lines. Their teams must manually review each document to identify its type. The document is then placed in a specific downstream folder where another team, typically a centralized order entry or technician team, manually enters the necessary information. Because different documents have varying data entry requirements, this constant switching between tasks becomes burdensome and leads to errors. Validation of data and filling in missing information often requires navigating through multiple tabs.

Our solution

End-to-end Intelligent Document Processing & Reconciliation

Plenful's IDP solution automates pharmacy operations' document data entry by streamlining text extraction, file triage and classification, data validation, and relevant crosswalks across unlimited document types. The platform's human-in-the-loop interface allows for proactive flagging of human review when needed, supported by Plenful's proprietary 1-click workflow confirmations. Additional features include split file capabilities, Plenful's dedicated Fax Solution, and automated data ingest and export messaging.

Challenge #2

Manual Management of Financial Data (e.g. Wholesaler Rates & Invoicing)

Critical financial data is often trapped within unstructured data types, such as payer contracting rates, wholesaler rates, invoices, and other documents. Finance and operations teams are required to manually transcribe this information into Excel sheets for analysis and planning purposes. This process is highly manual and ad hoc, leading to reliance on stale, non-real-time information.

Our solution

Real-time Financial Data Reconciliation

Plenful’s IDP Solution can extract large volumes of diverse data, capturing over 100 data fields per page. Harness Plenful’s machine learning capabilities to search through various document types, extract relevant information, and perform reconciliation matches with your other data sources, customizing your workflow to meet specific requirements. Applicable to payer rates contracts, other contracts, wholesaler invoices, checks, and other financial documents.

Challenge #3

Patient Support Documentation Requires Significant Manual Work

Manual document processing for obtaining the latest statuses and next steps continues to be a challenge for healthcare operations teams, especially for pharmacy operations support teams dedicated to providing optimal care for specialty patients and others. Each team member must individually open documents, extract relevant information, reconcile it with existing patient data, and update next steps through manual data entry. This repetitive and error-prone process leads to inefficiencies and delays in patient care.

Our solution

Financial Assistance, Prior Authorization Document Data Entry Automation

Work with Plenful to proactively identify and extract your specified text, triggering the next workflow step associated with patient support document-based workflows, such as financial assistance and prior authorization updates from external entities. Remove this workload from your team's responsibilities, allowing them to concentrate on higher-value tasks related to direct patient care and follow-up. Proactively flag missing information and maintain a single source of truth for end-to-end document-based workflows, with the ability to send and receive data as required.

Solutions

Your Team’s Robust Tool to Eliminate Manual Data Entry

AI Document Identification, Triage, Extraction, and Processing

Explain your data enrichment needs to Plenful and provide sample documents that you have processed manually. Plenful will train custom ML models to extract the data you need, set up manual review workflows in our dedicated and searchable user interface when appropriate, and establish further automations to relevant connected systems

Referrals, Orders, Onboarding, Intake

Reduce manual data entry to support your expanding organization. Minimize human error with customizable flags, crosswalks that normalize data to expected values, text extraction and review capabilities, and automated workflow orchestration.

Patient Support & Financial Document Processing

One hub for all your document data, including financial assistance, prior authorization, wholesaler invoices, payer contracts, and other critical business information. Unlock insights from unstructured data and implement fully configurable validation points at the data element level.

“Integrating Plenful into our operations team’s workflow has unlocked our team’s potential by freeing them up to focus on more meaningful aspects of their work. Through complementing the systems we already use in our operations and utilizing Plenful’s intuitive automation platform, Plenful has been a seamless adoption process and we are excited about the direct value add of the platform.”

Dr. Peter Chang, Vice President of Healthcare Design

Tampa General Hospital

Resources