Review what needs a person, and nothing else
DocuFlow reads every page, extracts each field with the box it came from, and checks it against your rules and reference data. Documents that clear the bar go straight through. The rest land in an inbox sorted by priority and deadline, one keystroke from done.
Every value, pinned
to the page it came from
Pick a field and the page scrolls to its box. The confidence you see is built from the model, the OCR and how well the two agree, and every flag says why it was raised. Draw a box to read a value again from exactly that spot.
aetna-pa-whitfield.pdf
Needs review18m overdue3 flaggedPrior Authorization Request Form
Medical services · Complete all sections. Incomplete requests will be returned.
FAX 1-888-555-0142
Page 1 of 2
Pt reports R knee pain and locking x 5 months. Failed 8 wks PT and NSAIDs.
MRI 08/22/2026: complex tear, posterior horn medial meniscus. McMurray (+).
Requesting outpatient arthroscopic partial medial meniscectomy.
The inbox works
top down
Documents the rules held back are grouped by queue and sorted by priority, then by how long they have waited. Deadlines count business hours. j and k move, space previews, Enter opens, and the fields of the row under the cursor are one glance away.
Review inbox
Documents the automation rules held back for a person. Work top-down: highest priority, then longest waiting.
- aetna-pa-whitfield.pdf2 pages · Prior authorization18m overdue4 hours ago71%3 flagsDA
- UHC_precert_MRI_lumbar.pdf3 pages · Prior authorizationin 42m2 hours ago84%1 flagPR
- fax_20260918_0912.tif4 pages · Prior authorizationin 1h 50m1 hour ago62%5 flags—
- Cigna PA - infusion - Okafor.pdf2 pages · Prior authorizationin 3h 5m38 minutes ago88%1 flagMW
- Referral: cardiology consult1 page · Referralin 5h22 minutes ago93%1 flag—
- referral_ortho_hendricks.pdf2 pages · Referralin 6h 10m9 minutes ago79%2 flagsJO
jkmovespacepreview↵openuupload
- Not in Payer plans.Use Aetna Choice POS II
- Required for a fax reply. Read it from the page or ask the office.
Near misses come
with the fix
Validation runs on every extraction and on every edit. When a value almost matches a row in your reference data, the reviewer sees the closest real value and applies it with one click.
Rules run after every extraction. Errors block approval; warnings flag the field for the reviewer.
| On | Rule | Kind | Level |
|---|---|---|---|
Member ID format /^[A-Z]\d{10}$/ | Pattern | error | |
Plan is one we contract with payer-plans · fuzzy ≥ 85% | Match data set | warning | |
Ordering provider is in network provider-roster · normalized | Match data set | warning | |
Start date not in the past today → today+180 | Date range | error | |
Units match the CPT code service.units <= lookup("cpt-limits", service.cpt).max | Cross-field check | error | |
Eligibility check https://eligibility.northwindhealth.org/v1/check | External lookup | warning |
| Data set | Key column | Rows | Source |
|---|---|---|---|
| Provider rosterprovider-roster | npi | 48.2k | Synced hourly12 minutes ago |
| Payer planspayer-plans | plan_name | 1,146 | Synced hourly1 hour ago |
| CPT limitscpt-limits | cpt | 10.9k | Upload3 days ago |
| Membersmembers | member_id | 412k | Synced hourly6 hours ago |
Not in Payer plans.Use Aetna Choice POS II
Ask the document,
see the words
A reviewer can ask a question about the pages in front of them. The answer comes only from those pages, with numbered citations that scroll the viewer to the exact words, and a suggested value can be applied to the selected field.
Has the patient tried conservative treatment, and for how long?
Included
Bring the forms your team still retypes
A working session on your own documents: one queue, your fields, your rules, and a count of what would have gone straight through.