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Healthcare
Automate patient intake, referrals and back-office tasks, and give staff grounded answers from policies and procedures — with role-based access and audit throughout.
The challenge
Intake forms, referrals and scheduling consume time that should go to patients.
Policies, procedures and payer rules live across SharePoint sites and PDFs.
Access, retention and audit have to be enforced, not just documented.
What you can build
Start from the Patient Intake template to collect and validate details before the visit.
Staff get cited answers from approved documents, with a no-grounded-answer floor instead of guesses.
Route referrals and correspondence through extraction, checks and approvals.
Example workflow
Referrals are extracted, checked for completeness and routed to the right team, with a person approving exceptions.
Referral received
Inbox
01Doc Extract
Patient + reason
02Completeness check
Rules
03Coordinator review
Exceptions
04Notify team
Teams · email
05Built-in controls
Platform
We'll map it with your team, build a working version on ZeaIQ and set up the approval, governance and ROI views your stakeholders need.
