Supported formats
Scanned or native PDFs of EOBs, denial letters, remittance advice.
Image
PNG, JPG, TIFF — OCR runs automatically.
X12 835 / 837
EDI files from clearinghouses and payer portals.
Upload methods
- Drag & drop
- Bulk upload
- Scan-to-email
- EHR integration
- API
From any page in the app, drag a file onto the upload zone in the sidebar. Multi-file drops are supported — up to 50 files at once.
File-size and rate limits
| Limit | Value |
|---|---|
| Single file size | 50 MB |
| Bulk upload batch | 500 files or 2 GB, whichever first |
| Files per practice per day (trial) | 100 |
| Files per practice per day (paid) | Unlimited (fair-use) |
| API upload rate | 30 req/min per user |
What happens after upload
Virus scan
Every file is scanned by ClamAV before any human or AI system touches it. Infected files are quarantined; you’ll be notified.
OCR and text extraction
For scanned PDFs and images, we run OCR and extract the text. Native PDFs skip OCR.
Classification
The LLM classifies the document as EOB, denial letter, remittance advice, medical record, or other, and routes accordingly.
Denial detection
For denial-bearing documents, we extract the claim ID, denial reason, CARC/RARC codes, and deadline, and surface the result in the Denials inbox.
Troubleshooting
The upload got stuck at 'Processing'
The upload got stuck at 'Processing'
Large files or low-quality scans can take up to 2 minutes. If it’s been more than 5 minutes, check Settings → Documents → Processing queue and retry from there.
OCR is missing fields
OCR is missing fields
Low-DPI scans (< 200 DPI) hurt OCR quality. Re-scan at 300 DPI or upload the native PDF if available. You can also manually edit fields in the denial detail view.
My document was marked 'Low confidence'
My document was marked 'Low confidence'
It’s been queued for Human-in-the-loop review. You’ll see it in the review inbox; our reviewers typically clear low-confidence items within an hour.
The scan-to-email address isn't accepting my email
The scan-to-email address isn't accepting my email
Forwarding addresses only accept emails from verified sender domains (your practice’s MX records). Add the address to Settings → Integrations → Scan-to-email → Allowed senders.