Billing & Insurance ProcessingPurpose
1.2. Instantly route extracted data to billing, authorization, and patient management systems to minimize manual entry, reduce errors, and accelerate verification.
1.3. Enable secure, compliant storage of card images and extracted data for audits, appeals, and regulatory needs.
1.4. Integrate with ABA therapy provider platforms to automate insurance verification and claims initiation, reducing administrative burden for therapists and office staff.
Trigger Conditions
2.2. Submission of an electronic or paperless registration form containing attached insurance documentation.
2.3. Reception of insurance card image by email, SMS/MMS, API endpoint, or cloud folder.
2.4. Scheduled daily, weekly, or real-time folder/file monitoring.
Platform Variants
• Feature/Setting: AI Builder Form Processing Model; configure to extract card fields from image triggers in Outlook, Teams, or SharePoint.
3.2. Zapier
• Feature/Setting: Filter + Google Vision OCR step; configure upload (Google Drive/Dropbox) > OCR extraction > webhook forwarding.
3.3. UiPath
• Feature/Setting: Document Understanding Framework; set up taxonomy and Data Extraction Scope for card fields.
3.4. ABBYY FlexiCapture Cloud
• Feature/Setting: Document processing API; configure template for insurance cards, deploy API endpoint for intake.
3.5. Google Cloud Vision API
• Feature/Setting: OCR endpoint; POST card image, receive JSON data with extracted fields.
3.6. Amazon Textract
• Feature/Setting: AnalyzeDocument API; S3 trigger uploads, Lambda for parsing and downstream delivery.
3.7. Adobe Document Services
• Feature/Setting: PDF Services Extract API; automate ingestion from Adobe PDF scan, extract card regions.
3.8. Docparser
• Feature/Setting: Zonal OCR template; configure zones for name, number, group, export parsed data to EHR.
3.9. Klippa
• Feature/Setting: OCR engine/API; upload insurance card, parse fields, send to webhook or EMR connector.
3.10. Veryfi
• Feature/Setting: OCR API for Health Insurance Cards; mobile app capture direct to practice system via webhook.
3.11. Parseur
• Feature/Setting: Field parsing templates; auto-process insurance emails with attached card images.
3.12. MuleSoft
• Feature/Setting: OCR/ID Extraction Connector; orchestrate intake, recognition, and EHR sync.
3.13. Workato
• Feature/Setting: Computer Vision Action; chain card image extraction to eligibility verification API.
3.14. Integromat (Make)
• Feature/Setting: Image module > Google Vision; trigger on file add to cloud storage, route structured results.
3.15. Blue Prism
• Feature/Setting: Decipher Document Automation; classify documents and extract structured card data.
3.16. Kofax
• Feature/Setting: Transformation Module; insurance card templates, learn extraction parameters, validate.
3.17. Hyperscience
• Feature/Setting: Data extraction pipeline; train model for insurance card layouts, output to CSV/API.
3.18. OnBase by Hyland
• Feature/Setting: Advanced Capture; configure pattern matching for policy numbers, synchronize with EMR.
3.19. FormX.ai
• Feature/Setting: Insurance Card Extraction API; upload through HTTPS or SDK, map returned JSON to practice software.
3.20. Ephesoft Transact
• Feature/Setting: Document Classification + Extraction; batch process insurance cards, export to healthcare RCM systems.
3.21. OpenText Magellan
• Feature/Setting: Processed Document Analytics; insurance card image intake, map fields to data models, automate downstream tasks.
3.22. Smartsheet
• Feature/Setting: Image Attachments + Document Builder; trigger custom workflow on uploaded insurance card, merge metadata into patient profile.
Benefits
4.2. Accelerates patient onboarding and claim eligibility checks for ABA therapy practices.
4.3. Ensures regulatory compliance (HIPAA/HITECH) with encrypted, auditable data flows.
4.4. Enables real-time policy validation, increasing clean-claim rates and faster reimbursement.
4.5. Frees clinical and admin staff for core patient-facing and therapeutic responsibilities.