Introducing Full Support for Document Classification and Indexing

With our 10.5 software release we formally introduced a lot of the features we've been humming about for the last several months in regards to document classification and indexing. We are really excited about what these features will do to assist our existing departmental customers to expand the Extract platform outside of lab, orders, and pathology workflows. And we are really excited when we think of how these workflows will improve EMR workflows, adoption, and patient care when they are rolled out across the healthcare enterprise. So what's so special? Keep reading to find out.

The platform leverages machine learning and our other proven algorithms to process all faxed or scanned documents across your organization to determine the type of document, extract the relevant information from the document, and route it to the correct location within the EMR. This includes EMR integration to facilitate linking the documents to existing encounters and orders or even choosing the appropriate encounter type or procedure to create on the fly when an existing record isn't present.

This decreases the time and effort required to triage documents, improves accuracy, and, most importantly, makes finding information in patients’ charts far easier for clinicians. Many of our existing lab customers work in transplant or a single department. This functionality was designed with these workflows in mind as well. While the platform has already automated much of the process of extracting meaningful data from lab documents, these departments are still burdened with the many other documents that arrive by fax and are scanned each day. This solution, in combination with the lab workflows, will add another layer of automation to recognizing, classifying, indexing, and routing those documents with other valuable data to the EMR or other location.

Key features:

  • Using our flexible rules engine and machine learning, Extract can auto-determine document type, patient, date of service, and more.
  • Intuitive and fully customizable user interface to support quick and painless verification prior to filing
  • Fully customizable set of document types and routing logic
  • Bidirectional interfaces with your EMR and/or Document Management System to support easy patient, order, and encounter selection prior to filing
  • Support for ad-hoc procedure or encounter type selection to facilitate creating orders and encounters on the fly in your EMR
  • Manual and automatically proposed page breaks to facilitate easy document separation

Want to see this in action? Sign up for our monthly demo:


Rob Fea leads the Professional Services and Data Capture teams at Extract. Rob plays a large role in software implementation, customer success, process improvement, and product design. Rob’s primary focus is on the healthcare suite of products. Prior to Extract, Rob spent 12 years partnering with IT teams and clinicians at major hospitals and clinics worldwide during his tenure on the technical services team at Epic. Rob supported Epic's Phoenix product, playing a major role in project kickoffs, installation, data conversions, ongoing support, and optimization. Rob watched the Phoenix customer base expand from zero to 55. This experience gave Rob expansive insight into the healthcare world, especially the solid organ transplant industry. Rob has spent countless hours on the floor in transplant departments observing multidisciplinary visits, committee review meetings, data entry, data trending, reporting, medication dosing, and more.