Automatic document analysis scans the file and extracts key information—such as patient name, service dates, and clinic—so you do not have to enter the information manually.
Review the extracted information and correct any missing or incorrect information before submitting the document.
By default, the Automatic document analysis feature is turned on.
Note: If your uploaded document is hard to read, you can: upload the document again, enter the document details manually, or contact customer support.
- In Documents, select Add document
.
- Do one of these actions:
- Drag a file from your folder to the Add file page.
- Select Browse to open File Explorer. Select your file and then select Open.
- Select Next.
The document is in the process queue.
In the process queue, each document is analyzed in order of upload. You can stop the analysis, open the document, and enter information manually instead. - Select Open process queue
to see documents that are awaiting data analysis.
You can add more files to the queue by uploading another file. - Open the document.
- Review the document information.
- Select Submit document. The document appears in Documents.