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Create claim intake items from new claim files

Create claim intake items from new claim files

You get claim PDFs in a shared folder that sit untriaged and delay reimbursements. It creates intake items so coordinators can triage and assign same day.

Create claim intake items from new claim files

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Overview

Unprocessed claim PDFs create hidden backlog and stall reimbursements; this flow converts each file into a complete intake record automatically. By extracting key metadata and generating a unique intake ID, coordinators can triage and assign work the same day, shortening review cycles.

Create claim intake items from new claim files