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Clinical / Document inbox

Faxes and scans, matched to the right patient and filed by a person.

Results and letters arrive, their text is read, and the patients they might belong to are suggested with the reason for each. A person files every one — and the filed document goes into the patient’s chart in the EMR.

An incoming discharge summary with the text read from it, two suggested patients each saying what it matched on, and a choice of EMR folder.
It suggests who a document is about and why; a person decides where it is filed. Shown with sample data.

What it does

Document inbox, in practice

PDFs, images and text

The file type is checked from the file itself, and a document already received is not stored twice.

Read here, suggested with reasons

Text in PDFs is read on the server, with no outside service, and up to five patients are suggested — each with its reason, such as a phone number matched exactly or a date of birth backed by the surname.

Never files itself

A result in the wrong chart is a safety incident, so a person files every document.

Into the EMR chart

With OpenEMR connected, filing puts the document in the patient’s Documents under the folder chosen — Medical Record, Lab Report or Patient Information — with the reason and a retry if it does not arrive.

Set aside, not deleted

Anything not for the practice is set aside with a reason, and every download is permission-checked and audited.

How it works

From the first step to the last

  1. 1

    Arrives

    Uploaded at the desk, or received from a fax service.

  2. 2

    Suggests

    Its text is read and the likely patients proposed, with reasons.

  3. 3

    Filed

    A person confirms the patient and the folder, and it goes to the chart.

What it needs

Before you switch it on

Every module switches on and off by itself, per clinic, with its own screens, permissions and audit trail.

Worth knowing

Scanned images are not read — there is no OCR — so faxes saved as pictures arrive with no suggestion and a person chooses the patient. Files over 5 MB are uploaded to the EMR by hand.

See Document inbox working on a real system.

The demo runs every module against an unmodified OpenEMR, with invented patients. Nothing to install and no sales call.