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Data Entry & Transcription Agent

Make paperwork painless.The Data Entry & Transcription Agent transcribes documents like invoices, referrals, and records, then places the right details where they belong—so your team doesn't have to retype a thing.

Who It's For

Front office and administration

Billing and back‑office teams

Supply chain and inventory managers

Any team buried in PDFs, scans, or faxes

What It Does

Document Collection

Collects documents from shared folders, inboxes, and fax queues automatically

Intelligent Reading

Reads the content and pulls out the key details you care about

System Integration

Puts information into the right fields in the systems you already use

Smart Organization

Labels and organizes files so they're easy to find later

Human In The Loop

Reviews accuracy of extracted data

Team Support

Works consistently across locations and teams

See It In Action

Watch how the Data Entry & Transcription Agent transforms documents into structured data

Step 1: Document Collection

See how documents are automatically collected and organized

Step 2: Data Extraction

Watch as data is extracted and populated into your systems

Step 3: Data Delivered Back to You

Structured data flows back into your system — exactly how your team is used to working with it.

Saving hours and reducing costs.

Outcomes & ROI

Measurable impact on your operations and bottom line

Less Paperwork

Fewer backlogs and faster document processing

Fewer Errors

Reduced mistakes and missing details in data entry

More Time

Free up your team to help patients and providers

More Revenue

Decrease spend on inefficient workflows

How It Helps

Eliminates manual data entry

Fewer mistakes and missing details

A clear queue for items that need staff review

Works the same way across locations and teams

Popular Use Cases

See how teams are using the Data Entry & Transcription Agent

Patient Paperwork

New patient forms and referrals processed automatically

Invoices & Receipts

Invoices and packing slips captured and organized

Medical Records

Lab results and clinical notes extracted and filed

Insurance Documents

Insurance cards and ID documents digitized instantly

Getting Started

Pick one high‑volume document type to start—like referrals or invoices.