Problem
New patients filled in paper and PDF forms that staff re-typed into the practice system. Handwriting, missing fields, and insurance details made it slow and caused avoidable rework.
Case studies / Healthcare
Patient intake that arrives structured, checked, and already in the system
Healthcare · Clinic Manager
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People
DwgWhat we built
SheetHealthcare
Steps04
What we built
Build
- A digital intake flow with validation at the point of entry, document parsing for uploaded insurance cards and referrals, and a structured write into the practice system.
- Anything ambiguous is queued for a human rather than written automatically.
- Access is scoped and every write is logged.
Stack
- Document AI
- Web forms
- REST integration
- Audit logging
Result
Intake data lands complete and structured on the first pass, and staff review exceptions instead of re-typing every form.
Before and after
Outcome
Manual re-typing
Replaced by intake flow
Incomplete forms
Caught at entry
Ambiguous cases
Queued for review
Track record
6+
Years building automation
500+
Client reviews (4.9 avg)
650+
Projects delivered
A pattern we build often. Outcomes describe the system and how it changes the work, de-identified for privacy. Named references for your industry are available on request under a mutual NDA.
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