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Operations demo

Rules and Settings

AI-assisted referral triage for inbound medical equipment faxes. Organize every referral, flag missing documents, and recommend the next human-approved action.

Editable-looking rules

These rules are placeholders for the demo. They do not save permanently yet.

Accepted Insurance Plans

  • Medicare
  • Medicaid
  • BCBS PPO
  • Aetna
  • United Healthcare

Not Accepted Insurance Plans

  • Plan X
  • Plan Z
  • Expired or unverifiable coverage

Supported Equipment Categories

  • Mobility equipment
  • Respiratory equipment
  • Hospital beds
  • Walkers
  • Cash-pay equipment

Required Documents by Equipment Type

  • Signed prescription
  • Chart notes
  • Insurance card
  • Face-to-face evaluation when applicable
  • Prior authorization when applicable

Common Denial Reasons

  • Insurance not accepted
  • Equipment not covered
  • Missing medical necessity documentation
  • Low OCR confidence

Priority Referral Sources

  • Hospital discharge teams
  • Oxygen equipment referrals
  • Complex mobility referrals

Example triage rules

  • If insurance is not accepted, status = Likely Not Fillable.
  • If signed prescription is missing, status = Needs Human Review.
  • If accepted insurance + supported equipment + required docs present, status = Ready to Fill.