Workflows
Healthcare
How Halcyon cleared a three-week intake backlog
Patient intake forms arrived by email and were transcribed by hand. We automated extraction and validation while keeping a human approval step.

Client
Halcyon Health
Industry
Healthcare
Engagement
4 weeks
3 wks
Backlog cleared
91%
Auto-validated
Challenge
Halcyon received patient intake forms as email attachments and transcribed them by hand into the practice system. A three-week backlog had built up, and transcription errors were being discovered at appointments rather than before them.
Approach
We automated extraction and validation of every submitted form, flagged anything ambiguous for review, and kept a human approval step before any record was written. Nothing reaches the patient record without a person confirming it.
Outcome
The backlog cleared in four weeks and 91% of forms now validate without intervention. The remaining 9% land in a review queue with the uncertain field already highlighted.
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