Customer Story · Financial Institution

Turning mixed healthcare claim batches into adjudication-ready data in seconds

A financial institution supporting healthcare claims operations uses Itemize to automate mixed scanner intake—separating documents, identifying claim forms, capturing line-item data, and delivering clean structured output into existing adjudication workflows.

98%+Field-level extraction accuracyAccurate capture across key claim fields and line-item service data.
99%+Classification & split accuracyClaim forms are separated correctly from non-claim attachments and multipage documents.
SecondsProcessing time per documentDocuments move from scanner intake to structured output in seconds instead of manual sort-and-key.
One PassMixed-batch automationEntire scanner batches are split, classified, filtered, and captured in a single automated workflow.

Healthcare claim intake was manual, document-heavy, and difficult to scale

Healthcare claim forms arrived through scanners in mixed, unsorted batches. Professional and institutional claims were intermingled with cover sheets, correspondence, EOBs, and supporting documents, while individual claims could span multiple pages. Staff had to manually separate, identify, and key documents before adjudication could begin.

For the bank, the challenge was not simply OCR. Intake automation had to preserve multipage claim integrity, keep non-claim attachments out of the claim stream, capture structured healthcare data accurately, and fit the downstream adjudication process already in place.

01 · MIXED BATCHES

Claims and attachments arrived together

CMS-1500 and CMS-1450 forms could appear alongside cover sheets, correspondence, EOBs, and supporting documents in the same scanner batch.

02 · DOCUMENT BOUNDARIES

Multipage claims had to stay intact

Page boundaries were not always obvious, creating risk that claim pages could be split incorrectly or attachments could enter downstream processing.

03 · MANUAL KEYING

Manual sort-and-key slowed adjudication

Teams spent time identifying forms and keying patient, provider, coding, date-of-service, charge, and line-item data before the claims workflow could continue.

Split the batch, isolate the claims, and capture adjudication-ready data automatically

Itemize ingests the complete scanner batch and applies intelligent document splitting to identify page boundaries and reassemble multipage claims. It then classifies each document, isolates CMS-1500 and CMS-1450 claim forms, filters non-claim attachments from the adjudication stream, and captures structured claim data—including line-item service and revenue details.

01 · Split

Separate mixed scanner batches

Intelligent document splitting detects document boundaries across the full batch and keeps pages belonging to the same claim together as a complete unit.

02 · Classify

Identify claims and filter attachments

Itemize identifies CMS-1500 and CMS-1450 forms and separates cover sheets, correspondence, EOBs, and other supporting documents so non-claim content does not enter the adjudication workflow.

03 · Capture

Extract claim and line-item data

Automated data capture structures patient, provider, date-of-service, diagnosis, procedure, charge, and line-item service or revenue data for downstream claims processing.

Healthcare documents Itemize can identify and process
CMS-1500 / HCFACMS-1450 / UB-04COVER SHEETSCORRESPONDENCEEOBsSUPPORTING DOCS
01ReceiveMixed healthcare document batches enter through the existing scanner intake process.
02StructureItemize detects document boundaries and reassembles multipage claims into complete units.
03ClassifyCMS-1500 and CMS-1450 claims are identified while non-claim attachments are separated from the claim stream.
04DeliverStructured claim and line-item data moves into the existing adjudication workflow.

Touchless claim intake without changing the bank’s downstream environment

The bank can turn raw scanner batches into structured healthcare claim data in a single automated pass, reducing manual sorting and keying while improving the quality and consistency of data entering adjudication.

Touchless batch intake

Mixed scanner batches are separated, classified, filtered, and captured with minimal manual handling.

Faster claim turnaround

Claims reach downstream processing faster because manual document sorting and repetitive data entry are removed from the front end.

Less downstream rework

Cleaner, structured claim data reduces avoidable downstream corrections while preserving the institution’s existing adjudication environment.

Performance metrics shown are illustrative and should be confirmed against customer production results before publication. Actual results vary by document mix, scan quality, workflow configuration, and deployment conditions.

For Banks

Modernize healthcare claim intake without replacing downstream systems

See how Itemize can help banks automate healthcare document intake, capture claim-level and line-item data, and deliver cleaner structured information into existing adjudication operations.