Access
Billing

Send Good Faith Estimates

Extracts PDF data via OCR to send personalized digital outreach regarding patient financial responsibility.

Est. ROI

2x

Go-live

2-3 weeks

Value overview

This flow improves collections and increases revenue by interpreting estimate PDFs to clarify patient responsibility and delivers financial transparency prior to arrival.

How it works

This flow utilizes OCR to read a patient estimate PDF, extracting relevant patient financial benefit details and estimated responsibility. This information is then used to compose and send a personalized digital outreach, proactively informing the patient of their financial obligation (generating official good faith estimates) for an upcoming appointment.

Canvas view

Go to flow

EHR Compatibility

Epic
Oracle
Athena

Integrations required

SFTP
Trigger & Data Ingest
AI Processing
Output / Action