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Questions a person answers in a second

Plenty of real decisions are not comparisons. Is this urgent? Which of our queues does it belong to? What is the referring NPI? Anywhere a rule can compare a field, it can also ask a model, in your own words.

Classify, fill,
summarise

Three actions put a question to a model: pick one of your answers and route or tag by it, write the answer into a field, or leave a short summary for the reviewer. Each has a confidence floor. Below it the answer is recorded with the model's reason, and nothing changes.

Rule · Sort the fax lineDocument received · Every queue
  1. Ask AI to classifyPut a question to a model with a list of answers, then route or tag by the one it picks.
    AskWhat kind of request is this fax? Look at the form title and who it is addressed to.The model reads the file name, where it came from and everything already extracted.
    Answers
    Prior authorization→ stay putpa
    Referral→ Referralsreferral
    Medical records request→ Records requestsroi
    Something else→ stay puttriage
    One row per answer. Each can send the document to a queue and tag it.
    Only if
    75% sure or more
    Below this the model's answer is recorded in the run log but nothing is changed.
  2. Ask AI for a valuePut a question to a model and write its answer into a field.
    FieldReferring provider NPI
    AskWhat is the referring provider's NPI?
Askaetna-pa-whitfield.pdf
1 questionNew conversation

Has the patient tried conservative treatment, and for how long?

Read 2 pages, located all 2 citations · 3.8s
Yes. The clinical notes say the patient completed eight weeks of physical therapy and took NSAIDs without relief1, and that the knee has been locking for five months2.
1p1Failed 8 wks PT and NSAIDs.2p1R knee pain and locking x 5 months
Clinical summary
Ask about this document…

The same question,
at the front door

Intake rules can ask too. A mailbox that carries referrals also carries everything else, and a condition like "is this about a referral?" is the practical way to say which is which. Try it shows what the rule would take from the real folder before anything is imported.

Source · Intake mailboxOutlook · priorauth@northwindhealth.org

Which emails to pull

Leave empty to take every email in the folder. Conditions read the subject, sender, body and what is attached; a model can answer anything the fields cannot.

AllAnyof these must be true
  • Has attachmentsis yes
  • and
    From addressdoes not containnoreply@
  • and
    Ask a modelanswer is yes
    Is this a prior authorization request, or a reply to one we sent?
    Only when at least70% sure, otherwise the answer counts as no.

Which attachments to keep

Applied to each attachment of an email that got through above. Inline images, like signature logos and pasted screenshots, are never pulled.

When several attachments match

Every attachment that matchesOnly the first matchOnly the largest match
Try itnothing is imported

Try it

Reads the most recent items and shows what these rules would take. Nothing is imported.

Of the last 15 emails, this source would bring in 6 documents.

  1. PA request: MRI lumbar spine, member W5521093847Lakeside Orthopedics <intake@lakesideortho.example>PA_MRI_Lumbar.pdf · 412 KBimage001.png · 6 KBmatches
  2. RE: Additional clinicals for case 88213Dr. Priya Shah <pshah@valleycardio.example>clinical_notes_0912.pdf · 1,204 KBmatches
  3. Your September statement is readyBilling <noreply@officevendor.example>skipped
  4. Lunch and learn ThursdayMarcus Webb <mwebb@northwindhealth.org>skipped
  5. Fax from 12145550199 (4 pages)Fax gateway <fax@northwindhealth.org>fax_20260918_0912.tif · 880 KBmatches

Included

Text onlythe model reads the file name, where it came from and what was extracted
One call per questionabout a second, and a hundredth of a cent
House rulestell the model how your team uses a term
Explainableevery answer carries its own sentence into the log

Bring the forms your team still retypes

A working session on your own documents: one queue, your fields, your rules, and a count of what would have gone straight through.

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