How to Extract Health Insurance Card Data and Send It to Any Target

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Workflow Name:

Extract Health Insurance Card and Send It to Any Target
AI Model Type:

Vision / LLM
Model Provider:

Goldfinch AI / OpenAI
Task Type:

Insurance Data Extraction
Input Type:

Image / PDF
Output Format:

JSON / CSV
Who Uses It:

Healthcare Ops; Insurance Teams
Category:

Description

Problem Before:

Manual insurance card processing
AI Solution:

OCR + insurance entity extraction
Validation (HITL):

Sampled QA review
Accuracy Metric:

Field-level accuracy %
Time Savings:

85% faster intake
Cost Impact:

Reduced admin overhead

Extract Health Insurance Card and Send It to Any Target

This workflow enables Health Insurance Card Extraction from scanned cards or PDFs using vision and LLM models.

Automated Insurance Data Processing

The system captures member details, policy numbers, and insurer information, converts them into structured JSON or CSV, and sends the data to any target system. It helps healthcare operations and insurance teams reduce manual entry, improve accuracy, and accelerate downstream processes.

Watch Demo

Video Title:

Insurance Industry Document Automation Use Cases, Data Flow
Duration:

5:06

Outcome & Benefits

Accuracy:

97%
Touchless Rate:

82%
Time Saved:

From 4m to 40s/card
Cost Saved:

$0.45 per card

Functional Details

Business Tasks:

Insurance verification
KPI Improved:

Intake speed; accuracy
Scheduling:

Batch / Real-time
Downstream Use:

Datalake / Claims Systems

Technical Details

Model Name/Version:

GPT-4o-mini Vision
Hosting Type:

Secure Cloud API
Prompt Strategy:

Insurance schema-guided prompts
Guardrails:

PHI masking; access controls
Throughput:

70 cards/min
Latency:

~2s/card
Data Governance:

HIPAA-aligned handling

FAQ

1. What is the Extract Health Insurance Card and Send It to Any Target workflow?

It is an AI-powered workflow that uses vision and LLM models to extract structured insurance information from health insurance cards and send it to any target system.

2. How does the workflow work?

The workflow ingests health insurance card images or PDFs, applies vision and LLM models to extract key insurance data, and exports it in JSON or CSV format to the configured target system.

3. What information can be extracted from health insurance cards?

It can extract details such as patient name, policy number, plan type, insurer name, group number, effective dates, and other relevant insurance metadata.

4. How is sensitive insurance data handled?

The workflow applies privacy and security measures, including access controls, encryption, and compliance with healthcare regulations, to ensure secure handling of sensitive insurance data.

5. What is the output of the workflow?

The extracted insurance card data is output in JSON or CSV format and can be sent to EHRs, insurance platforms, Datalakes, or other authorized systems.

6. Who uses this workflow?

Healthcare Operations Teams and Insurance Teams use this workflow to automate insurance card processing, improve accuracy, and accelerate patient verification and claims processing.

7. What are the benefits of automating health insurance card extraction?

Automation reduces manual data entry, ensures accurate insurance data capture, speeds up verification processes, and supports seamless integration with downstream healthcare and insurance systems.

Case Study

Industry:

Healthcare / Insurance
Problem:

Slow eligibility checks
Solution:

AI insurance card extraction
Outcome:

Faster patient onboarding
ROI:

2-month payback

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