By Chad Tillman, Vice President and General Manager, Care Coordination Solutions at Verisma
August 31, 2026
It’s not unusual for patient care to “get stuck” when orders or other follow-up steps lag or get overlooked. Those care-gap delays affect the well-being of patients, can impact providers’ quality scores and, consequently, reimbursement they’re eligible for.
Inbound document management workflows processing referrals, screenings, test or radiology orders, and subsequent results have traditionally been handled manually – essentially a labor-intensive filing activity. Documents in various formats are received via a multitude of channels. They must then be matched to the correct patient and added to the medical record.
But when documents aren’t managed in an efficient manner, patient and provider are adversely affected.
Consider the impact on Emily, a fictional patient with an abnormal EKG who has been referred to a cardiologist. If her referral order isn’t acted upon…her appointment not scheduled…and preliminary results not forwarded…Emily might be misdiagnosed and treatment delayed. And if results from any tests or procedures the cardiologist performs aren’t added to Emily’s chart in a timely manner, follow-up care might be inadequate.
Providers participating in programs like Medicare MIPS, Medicare Advantage STAR Ratings, and HEDIS may consequently see their quality scores suffer and reimbursement drop. FQHCs reporting through UDS may find this a particularly important consideration with increased funding available through a recent expansion of the HRSA grant program.
Verisma Inbound Document Intelligence (IDI) automates inbound document management for efficiency and accuracy. But we take document management a step further and add an action layer. Leveraging AI-powered automation, IDI supports the creation of orders for follow-up care and extracts data from subsequent clinical results to satisfy quality measures for incentive programs.
We’re also aware healthcare professionals like you are hesitant to add new solutions to your IT infrastructure and, especially, to blindly trust AI technologies. We’ve taken steps to ensure IDI doesn’t burden your existing systems or introduce vulnerabilities.
- Verisma IDI is a secure, HIPAA-compliant technology implemented without demands on your established IT infrastructure.
- It operates completely within familiar electronic health record (EHR) and document management screens.
- IDI automation is built according to your defined rules, protocols, and standard operating procedures (SOP). Any deviations from your SOP are redirected to Verisma’s “human-in-the-loop” experts for review and appropriate action.
- Your patients’ privacy is protected since no PHI is used to train the AI agent. PHI isn’t stored, copied or transmitted to Verisma systems.
- The solution delivers dual audit trails: the user’s EHR audit plus Verisma processing logs with confidence scores, classification results, and filing actions.
Verisma IDI represents a genuine win/win/win scenario. It streamlines your inbound document management, helps close gaps in care, and extracts clinical data for quality reporting to optimize your payments.
We’re also sensitive to the fact your organization’s needs might be different than those of the provider up the road. We’re offering IDI via two distinct packages:
IDI Essentials automates inbound document management for improved efficiency and accuracy. It delivers a standardized, secure option serving as the document-handling backbone for any provider, regardless of EHR or document type.
IDI Select adds the action layer, recognizing that filing inbound documents properly doesn’t move a quality score. Advanced workflows support the creation of orders and subsequently extract screening and outcomes data from clinical documentation – contributing significantly to better quality scores and higher incentive payments.
The Verisma team would love to have a deeper conversation with you about the value IDI, a critical component of our Care Coordination Solutions platform, can bring to your organization. Learn more on our website or complete this form to request a call.
