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Patient access

Orders that
read themselves.

CIVIE AI reads faxed referrals, insurance cards and clinical documents, matches them to the right patient, physician, exam and payer, and starts patient outreach, so your team only handles the gaps.

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Incoming fax · 2 pages

Matched
Patient
Ana Ruiz · DOB 07/22/1979
Exam
MR knee right w/o contrast · 73721
Ordering
Dr. William Smith · Rockwall Family Medicine
Insurance
UnitedHealthcare PPO · member ID read
Order reason
M25.561 Pain in right knee

Matched to Ana's chart, Dr. Smith and the payer. Prior auth is requested from UHC and a booking text goes out now.

Illustrative

The challenge

The fax queue
runs the morning.

  • A queue that's always behind

    Faxes arrive all night and pile up, so the first hours of every day go to typing instead of patients.

  • Typos that turn into denials

    A mistyped date of birth or member ID becomes a failed eligibility check, a rescheduled patient or a denied claim.

  • Orders that never get booked

    When nobody calls the patient the day the order arrives, many book somewhere else.

How CIVIE helps

Read, matched
and moving.

From the fax machine to a patient invited to book, without anyone retyping the order.

  1. Every source, one queue

    Faxes, the referring physician portal, EHR orders and patient self-scheduling all land in the same place.
    Explore CIVIE RIS

  2. Classified and read

    CIVIE AI's vision engine sorts each page (requisition, insurance card, clinical note) and reads it, typed or scanned.

  3. The fields that matter, extracted

    Patient demographics, referring physician, ordered exam, diagnosis and insurance, pulled into the order.

  4. Matched to your records

    Each field is checked against your patients, physicians, exam codes and payers, so the order joins the right chart.

  5. Ready, or clearly not

    Every order shows what's ready and what's missing (documents, insurance, authorization), so staff work the gaps, not the queue.

  6. Outreach starts on its own

    A text, an email or a voice agent call invites the patient to book as soon as the order is created.
    CIVIE Voice

Watch it work

One fax,
read into an order.

A real run of CIVIE's document AI on a sample fax: it classifies the page, then pulls out the patient, insurance, exam and ordering physician, ready to match against your RIS.

Faxed imaging order, read into an order

Recorded run · synthetic patient data · Oct 11, 2026

Incoming fax
Synthetic faxed outpatient imaging order from Maple Ridge Family Medicine for CT abdomen and pelvis with contrast
Reading the page…

Patient

Name
Date of birth
Sex
Phone
Address

Insurance

Carrier
Member ID
Group
Subscriber

Exam

Procedure
Modality
Priority
Diagnosis
Reason

Ordering provider

Physician
NPI
Practice
Fax
Real output from CIVIE's document AI (order classification and extraction), on invented patient data. The replay is paced for reading; the response times shown are the real ones. Not for clinical use.
What we changed in this recording
  • Shows a subset of the returned fields. The response also proposed a prior-authorization line for every exam printed on the form, including the unticked ones; that block is not shown.

Solutions involved

What it runs on.

FAQ

Questions,
answered.

  • Imaging requisitions and referrals, insurance cards and clinical documents that arrive by fax, scan or upload. Orders from the physician portal or an EHR interface arrive already structured.

Next steps

Take the morning back
from the fax queue.

Send us a week of your faxes and see them read.

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