Patient intake that a compliance officer signed off on
- Client
- Kestrel Health
- Sector
- Healthcare
- Year
- 2024
- Services
- AI Systems, Web & Product
82%
of referrals processed without manual entry
12s
median extraction time per document
0
findings at external audit
Challenge
Referrals arrived as scanned faxes. Staff retyped them into the patient record, which was slow and produced transcription errors in exactly the fields that mattered. Any automation had to satisfy a compliance function that had rejected two previous vendors.
Approach
In order, including the steps that changed the plan.
- 01
Design for the audit first
We started with the compliance requirements rather than the model. Every extracted field stores its source region on the page, the confidence, and who confirmed it. That constraint shaped the architecture instead of arriving late to complicate it.
- 02
Extract, then verify
Fields below threshold are presented to staff with the relevant part of the scan highlighted, so confirming is faster than typing. Staff time per referral fell even on documents the system could not fully read.
- 03
Keep humans in the loop by design
Clinical fields always require confirmation regardless of confidence. Removing that check would raise the automation rate and was never on the table.
Outcome
Four referrals in five need no manual entry. The system passed external audit with no findings, largely because the audit trail was a design input rather than a retrofit.
Built with
- Claude
- Next.js
- Postgres
- Temporal
“Two vendors before them told us the audit trail could come later. That answer is why they were previous vendors.”
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