Inbound Document Intelligence Transforms Document Management into Proactive Workflows

Streamlines inbound document management, helps close gaps in care, and enhances quality reporting for optimized reimbursements.

When Processing Lags, Care Gaps Arise and Quality Suffers

When documents are misfiled, missing, or backlogged, the process slows – resulting in delayed care, incomplete patient information, lost revenue, noncompliance with regulatory standards, and staff burnout.

Documents Filed Annually

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A Better Way to Manage Inbound Documents

Verisma Inbound Document Intelligence (IDI) helps healthcare organizations centralize and standardize how incoming documents are received, indexed, routed, and filed within the EHR.

But the workflow doesn’t stop there. Verisma’s AI agent enables next steps such as ordering screenings, lab tests, and referral appointments. When reports come back, results are extracted so data for comprehensive quality reporting can be compiled – often resulting in better reimbursement.

Throughout, exceptions that deviate from client-defined standard operating procedures are redirected to Verisma’s human-in-the-loop experts for review and appropriate action.

How Inbound Document Intelligence Works

Review, Patient-match Incoming Documents

Using the organization’s defined rules, protocols, and standard operating procedures (SOP), IDI identifies the document type and matches it with the correct patient chart. Exceptions or deviations from the client’s SOP are redirected to Verisma’s “human-in-the-loop” experts for appropriate action.

Update the Chart and Notify Staff

Verisma attaches documents to the chart, sends EHR notifications where required, and maintains the work queue so information is available to the care team within the agreed turnaround time.

Orders and Referrals to Close Gaps

Verisma IDI sends action items to appropriate providers, nurses, or staff members as needed. Our AI agent enables next steps (like ordering screenings, lab tests, referral appointments) to help close gaps in care and advance patients along the care continuum.

Extract data for quality scoring

We extract data from the resulting clinical documents to support efforts in satisfying quality measures for incentive programs such as HEDIS, MA Star Rating, MIPS, and FQHC UDS – often resulting in higher payments and bonuses.

What Verisma Inbound Document Intelligence Does for You

File Documents Continuously Throughout the Day

Processes documents from all intake sources, including fax, scanning, paper, and digital, while continuously managing high volumes across multiple channels
Accelerates delivery of critical information into the patient chart while reducing backlogs and administrative burden
Improves chart completeness, information accessibility, and timely clinical and operational decision-making

Support Client-Specific Routing and Chart Actions

Supports the creation of orders, attaches documents to existing patient records, and routes information to the appropriate providers and staff
Supports the processing of consult notes, referrals, lab orders, and related documentation, including required follow-up workflow actions
Aligns workflows to client-specific requirements, improving coordination, provider readiness, and follow-up efficiency

Provide Reporting, Quality Data Extraction, and Scale

Delivers comprehensive reporting, productivity tracking, and operational visibility across all document management workflows
Enhances quality reporting by extracting data from results and reports, so they can be compiled to ensure quality scores capture all the care provided
Scales across ambulatory groups, health systems, FQHCs, and specialty practices with compatibility across major EHR platforms and intake methods

“At OrthoEast, Verisma’s inbound document management workflows delivered same-day turnaround, helping ensure vital information was available at the point of care without backlogs and improving staffing efficiency for the practice.”

Orthopaedics East & Sports Medicine Center

FAQs

Common Questions About Inbound Document Management

How does Verisma work within our existing systems

Verisma IDI is designed to work within the client’s existing EHR and intake workflows, including fax, scan, paper, and interface-based document intake. The solution supports major platforms such as Epic, Cerner, Greenway, athenahealth, eClinicalWorks, Allscripts, and NextGen, among others, and can be tailored to ambulatory, inpatient, community health, and specialty environments.

How quickly will documents appear in the patient chart?

Typical turnaround occurs in near-real time, helping ensure critical information is available to providers and staff to fully support care, scheduling, and follow-up workflows.

Can Verisma do more than file documents?

Yes. In addition to processing, indexing, and filing documents, Verisma can support the creation of orders, attach documents to existing records, and route them to the appropriate provider or staff member based on the client’s defined workflow. Plus, our AI agent extracts information from reports and clinical results documentation, allowing it to be counted for quality performance incentives.

How does Verisma maintain accuracy and quality?

Verisma uses standardized workflows, client-specific filing objectives, and routine quality audits to help maintain filing accuracy and consistency. The solution delivers dual audit trails: the user’s EHR audit plus Verisma processing logs with confidence scores, classification results, and filing actions.

What changes do we need to make to our IT infrastructure?

Verisma’s secure, HIPAA-compliant technology can be implemented with no demands on the organization’s IT infrastructure and operates within familiar EHR and document management screens for ease of access and use.