Medical Clinic Saves 15 Hours Monthly With Intake Automation ๐ฅ
Clinic administrator frustrated with new patient intake data entry. Asked if automation could help. Built patient intake processor using PDF Vector. Changed their onboarding. THE CLIENT PROBLEM: Family practice. 35 new patients monthly. Each submits intake form with demographics, insurance, emergency contacts, medications, allergies, medical history. Manual process: Download form. Read through. Type everything into system. Check completeness. Email welcome or request missing info. 15 minutes per patient. 8.75 hours monthly on intake data entry. WHAT I BUILT: Workflow monitoring email for intake forms. PDF Vector extracts patient name, DOB, address, phone, email, insurance provider, policy number, emergency contact with name/phone/relationship, medications, allergies, medical history. Adds to Google Sheets database automatically. Validates required fields. Sends welcome email if complete or requests missing information. Email โ PDF Vector Extract โ Database โ Validate โ Email Patient. Seven nodes powered by PDF Vector extraction. WHY PDF VECTOR: Handles any intake form format. Handwritten forms, typed PDFs, scanned images. PDF Vector extracts consistently. Extracts structured healthcare data: Patient demographics, insurance details, contact information, medical arrays (medications, allergies). Schema-based extraction ensures all fields captured. Critical for healthcare compliance. THE FIRST FORM: Tested with actual form. 30 seconds: Patient name extracted. DOB, address, phone, email captured. Insurance extracted. Emergency contact with relationship captured. 3 medications, 2 allergies extracted. Added to database. Welcome email sent. Administrator: "It read the entire form and added everything to our system? Exactly what we need." PROCESSING MONTHLY: 35 new patients monthly submit forms via email. By month end: All 35 patients extracted, added to database, welcomed or contacted for completion. Review time: 10 minutes monthly spot-checking. Before: 8.75 hours monthly manual data entry.