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Case Study: Automating Patient Report Management

How automation streamlined patient file handling for Dr. Cordera

Meet Dr. Cordera

Dr. Cordera is a dedicated medical professional managing hundreds of
patient files across his practice. his commitment to comprehensive patient
care meant maintaining detailed documentation for every patient
interaction.

The challenge? Seamlessly integrating incoming lab reports from multiple
sources into existing patient documentation while maintaining accuracy
and efficiency.

The Challenge

Multiple laboratories were sending PDF reports in inconsistent formats,
creating a administrative nightmare:

Format Chaos

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Format Chaos

Extracting patient names consistently across varying report formats

File Management

Updating correct patient Word files in OneDrive without errors

Technical Issues

Handling case sensitivity and accented characters in patient names

The Automation Solution

We designed a comprehensive automated workflow integrating Gmail, OCR technology, and OneDrive to eliminate manual processing:

Email Detection

Automatically detect new emails containing PDF lab reports

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