Case study 04
draftDocument intake automation
Turning faxed and scanned requisitions into structured orders before a sample reaches the bench. Scope still being confirmed.
Context
Placeholder. Orders still arrive on paper from a long tail of small practices, and the intake queue sets the floor on turnaround time for everything behind it.
The problem
Placeholder. Two staff key requisitions by hand each morning; errors are caught late, at the bench, when the sample is already in process.
Why this and not something else
Placeholder. The strongest argument here is likely against pushing every small practice onto an electronic order form, which shifts the cost onto the client and does not remove the paper.
Decisions and tradeoffs
Placeholder. Expect a human-in-the-loop confirmation step in v1 rather than full automation, with confidence thresholds tuned to favour review over silent error.
Constraints
Placeholder. PHI on every page, no third-party document service without review, and no change to the bench workflow.
Outcome
Placeholder. No outcome to report yet; this page exists to hold the structure while the work is in flight.
Placeholder paragraph for the outcome narrative once numbers exist and can be sourced.
What I'd do differently
Placeholder. To be written honestly after the work ships rather than invented now.
Open to technical product management roles.