INTAKE

IntakeOCR

Turn a photo of a document into structured fields

Extracts structured data from photos — insurance cards, prescriptions, lab reports — so patients can upload images instead of retyping fields, and the clinic receives clean, typed data.

  • 3+ Document types out of the box
  • Typed Output, validated per field
  • PHI -minded handling end-to-end

IntakeOCR lets the patient point their phone at a document and move on. The service detects the document type, extracts the right fields (member id, payer, prescriptions, lab values), and feeds them into the intake form as structured data.

Output is typed and validated — numbers look like numbers, dates like dates, insurance ids match payer formats. That saves minutes per patient and eliminates the transcription errors that cause rework later.

Capabilities

Everything IntakeOCR handles for you

  • Multi-document

    Insurance cards, prescriptions, and lab reports — recognised, routed, and parsed.

  • Typed output

    Numbers, dates, and ids are validated against their formats before hitting the form.

  • Correction UI

    When confidence is low, the patient confirms the field in a quick review screen.

  • PHI-minded

    Images are processed in-region, not cached beyond the session, and never logged raw.

Integrations

How IntakeOCR plugs into the clinic stack

IntakeOCR is a capture specialist. It turns images into fields and hands them to the rest of the stack for storage and routing.

  • PatientPortal exposes the capture UI and the quick review step.
  • PHIVault stores the extracted fields and the original image under encryption.
  • SymptomRouter reads the prescription data to inform routing decisions.
  • AgentBuilder pipes extracted data into the pre-visit agent's context.

Wire IntakeOCR into your product today

Book a consultation with our founders and we'll walk you through the whole microservice stack — not just this one — live on your domain.