Business Case
Seeking to streamline the assessment workflow, the organization needed an efficient, scalable solution that converted caregiver-patient phone assessments directly into structured, actionable records.
- Call-Based Assessments Caregivers performed patient evaluations via phone, manually entering details into PDFs
- Manual Data Entry Challenges Filling PDFs by hand created bottlenecks, increased risk of errors, and delayed care reporting
- Lost Analytics Value Data trapped in static PDFs made it difficult to analyze patient outcomes and performance trends
- Operational Inefficiency Lack of real-time, structured data restricted rapid decision-making and compliance monitoring
Our Solution
Inferenz implemented an AI-powered system that automatically transcribes assessment calls, generates filled digital PDFs, and extracts all key information into database-ready formats supporting analytics and reporting.
- Discovery & Assessment Mapping Workshops with client teams identified relevant assessment questions and standardized field definitions
- Dynamic PDF Generation System instantly mapped transcribed answers to the correct PDF fields, creating fully filled digital forms with zero manual input
- Integrated Quality Validation Automated checks ensured completeness, consistency, and compliance of all filled forms and corresponding datasets
- Cloud-Based Workflow Entire solution deployed on scalable AWS infrastructure, integrating with downstream reporting and EMR systems
- Automated Call Transcription AI models transcribed caregiver-patient phone conversations, distinguishing speakers for accurate data mapping
- Structured Data Extraction All assessment data extracted from calls and PDFs stored in a normalized database format for real-time analytics
- Review and Edit Step Caregivers could review and update AI-generated PDFs before submission, ensuring clinical accuracy