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Inferenz

AI-Driven Assessment Automation
for US-Based Home Care Organization

67,000+ 
homecare patients

58,000+
caregivers

72 million+
hours served
annually

190+
locations nationwide

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

Impact Delivered

8–10 Weeks

Rapid deployment and training of caregivers on automated assessment processing

>99%
Data Integrity

AI-driven extraction ensured accuracy and audit-ready, compliant patient records

50%+ Faster Documentation

Drastic reduction in time spent on form filling and post-call paperwork

Seamless Integration

Structured records instantly available for compliance, analytics, and operational decision support

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

Automated Call Transcription

AI models transcribed caregiver-patient phone conversations, distinguishing speakers for accurate data mapping

Dynamic PDF Generation

System instantly mapped transcribed answers to the correct PDF fields, creating fully filled digital forms with zero manual input

Structured Data Extraction

All assessment data extracted from calls and PDFs stored in a normalized database format for real-time analytics

Integrated Quality Validation

Automated checks ensured completeness, consistency, and compliance of all filled forms and corresponding datasets

Review and Edit Step

Caregivers could review and update AI-generated PDFs before submission, ensuring clinical accuracy

Cloud-Based Workflow

Entire solution deployed on scalable AWS infrastructure, integrating with downstream reporting and EMR systems