Upload Provider Paperwork. AI Reads Every Page.
AI Document Intake lets case managers upload paper records, assessments, and prior plans from providers, clinics, and schools. AI reads every page, extracts diagnoses, medications, goals, and risk factors, and automatically links them into the individual's record so nothing gets missed when the next plan is generated.
Last updated July 2026
AI Document Intake lets case managers upload paper records, assessments, and prior plans from providers, clinics, and schools. AI reads every page, extracts diagnoses, medications, goals, and risk factors, and automatically links them into the individual's record so nothing gets missed when the next plan is generated.
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Upload
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AI Reads Every Page
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Index Against Record
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Link Into the PCP
Every page reviewed by AI, not skimmed under time pressure
Diagnoses, medications, goals, and risks auto-extracted
Every extraction cited to its source page
Auto-linked into the Person-Centered Plan draft
Every page reviewed by AI, not skimmed under time pressure
Diagnoses, medications, goals, and risks auto-extracted
Every extraction cited to its source page
Auto-linked into the Person-Centered Plan draft
What this fixes
Case managers receive hundreds of pages of provider paperwork per individual — psych evaluations, school records, medical histories, prior service plans. Reading and manually transcribing the relevant details into a case record is hours of work per file, and it is exactly the kind of task where a fatigued reviewer misses something that matters.
How AI Document Intake Works
Upload
Upload scanned or digital provider documents directly into the individual's record.
AI Reads Every Page
AI reads every page and extracts structured data: diagnosis codes, medications and dosages, goals, and flagged risks.
Index Against Record
Extracted data is indexed against the individual's existing record — no duplicate entry.
Link Into the PCP
Every extracted item is automatically linked into the Person-Centered Plan draft, cited back to its source page.
Why Teams Switch
Less time spent on documentation
From conversation to draft note
Typical implementation timeline
States supported today
Implementation timeline reflects onboarding with current workflows.
A missed medication interaction or an unflagged fall risk is not just a compliance gap — it is a real safety issue for the person being served. AI Document Intake exists so that volume of paperwork stops being the reason something gets missed.
Related Capabilities
Questions About AI Document Intake
What file types does AI Document Intake accept?
AI Document Intake accepts uploaded provider paperwork including scanned PDFs, images, and digital documents such as assessments, psych evaluations, medical records, and prior service plans.
What information does the AI extract from uploaded documents?
The AI extracts diagnoses (with codes where present), medications and dosages, stated goals, and flagged risks (such as fall risk or behavioral risk), then indexes each one to the individual's record.
Does AI Document Intake replace human review of provider records?
No. AI Document Intake surfaces and organizes what is in the documents so nothing gets missed — a case manager or supervisor still reviews the extracted information before it is used in a plan.
How does AI Document Intake connect to the Person-Centered Plan?
Every extracted item — a diagnosis, a medication, a goal, a risk — is automatically linked into the individual's Person-Centered Plan draft and cited back to the specific page it came from, so the source is always traceable.