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CASE STUDY · HEALTHCARE

DOCUMENT CLASSIFICATION | Structured Data from Inbound Clinical Documents

Turning inbound referral faxes, lab reports, and prior-auth forms into classified, structured data

Client
A healthcare organization processing high clinical document volumes
Industry
Healthcare · Clinical Operations
Engagement
Product build
Services
Full-stack build · AI extraction
Tech & Compliance
AI classification · HIPAA-aligned

BACKGROUND

A clinical-operations team receives referral faxes, lab reports, prior-authorization forms, insurance cards, and intake packets from a wide network of outside providers.

THE OPPORTUNITY

No document could enter the appropriate care workflow until staff identified, keyed, and routed each document. The overnight queue delayed referrals and authorizations, consumed clinical-operations capacity, and forced volume growth to depend on additional staffing.

OUR APPROACH

Ajaia built the engine around the team's actual document stream, in four stages:

1. Learn the document flow. Ajaia mapped the document types arriving each day, their volumes, and the clinical workflows waiting on each one. Referral faxes, lab reports, prior-auth forms, insurance cards, and intake packets each had a downstream process that manual sorting was starving.

THE SOLUTION

An intelligent engine that classifies every inbound clinical document and extracts its data automatically.

Any-Document Classification. Referral faxes, lab reports, prior-auth forms, insurance cards, and intake packets are classified automatically on arrival.
Structured Data Extraction. Patient, provider, and payer details flow into clean, structured data ready for downstream clinical systems.
HIPAA-Aligned by Design. PHI is handled under HIPAA-aligned controls throughout classification, extraction, and delivery downstream.

RESULTS

Referral faxes, lab reports, prior-authorization forms, insurance cards, and intake packets are classified on arrival and their fields extracted as structured data, with PHI under HIPAA-aligned controls. Manual sorting and data entry fell by more than 90%, enabling the same staff to process significantly more document volume while focusing on exceptions. Referrals and authorizations now begin moving as soon as documents arrive instead of waiting in a sorting queue, over 65% faster than before.

65%
faster referral and authorization workflow initiation
90%+
of inbound clinical documents processed without manual triage
10+
hours per day returned to patient coordination and exception handling
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