Documents and intake
How do I stop typing information from PDFs into another system?
Use document extraction to read the fields you repeatedly enter by hand, then validate those fields before writing them into the destination system. Keep the original PDF linked to the record so staff can verify uncertain values. Send low-confidence or missing fields to a person instead of guessing.
What to check
- Which fields are retyped from the PDF?
- Which values must be verified before use?
- Where should uncertain results go for review?