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.
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.
Every source, one queue
Faxes, the referring physician portal, EHR orders and patient self-scheduling all land in the same place.Explore CIVIE RISClassified and read
CIVIE AI's vision engine sorts each page (requisition, insurance card, clinical note) and reads it, typed or scanned.The fields that matter, extracted
Patient demographics, referring physician, ordered exam, diagnosis and insurance, pulled into the order.Matched to your records
Each field is checked against your patients, physicians, exam codes and payers, so the order joins the right chart.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.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

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
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.