Healthcare
Auto-organize patient records, find any document instantly, and keep your practice running without the filing burden. Built for small clinics that need to stay focused on care.
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The Problem
10.5 hrs
per week spent on document handling in small practices
$18,000
annual cost per clinician in administrative overhead
34%
of a practice manager's day spent on filing and retrieval
Files spread across paper charts, email, shared drives, and multiple software systems.
Constant worry about whether documents are stored and shared in a compliant manner.
Stacks of scanned forms, faxes, and handwritten notes that never get properly filed.
A patient is on the phone and you need their lab results from six months ago. Now.
How it works
Drop files in, scan paper documents, or forward from email.
Every document is analyzed, OCR'd if needed, and classified by type.
Records sort into patient folders by date, document type, and provider.
"Find lab results for Maria Garcia from January" — instant results.
Features
Documents automatically sort into patient folders by visit date, document type, and referring provider.
256-bit AES encryption for all stored documents. Your patient data stays private and protected.
AI reads scanned intake forms, lab results, referral letters, and handwritten notes. Makes them fully searchable.
"Show all imaging reports for patient #4821 from the last 6 months" — accurate results in seconds.
Track intake forms, consent documents, and insurance cards per patient. Get alerts for missing items.
Automatically capture referral letters, lab results, and insurance documents arriving by email or fax.
Send intake forms, consent documents, and treatment authorizations for electronic signature. Signed copies auto-file into the patient's folder.
Send clients a secure link to upload insurance cards, lab results, or referral documents. No account required — files organize automatically.
Results
15 min saved per patient
Access any patient document instantly during visits. No more flipping through charts.
“I asked for a patient's last three A1C results and had them in seconds. No chart digging.”
Dr. Rachel K., Family Medicine
Use Cases
"Find all lab results for patient Maria Garcia from 2025"
"Show me unsigned consent forms from this week"
"Which patients are missing their annual physical paperwork?"
"Pull up the referral letter from Dr. Patel for patient #3190"
"Find all insurance EOBs received in the last 30 days"
"Show imaging reports for patients seen by Dr. Chen"
"What documents are missing for tomorrow's appointments?"
"Find the prior authorization for patient Johnson's MRI"
Comparison
Auto-organize by patient
OCR for scanned forms
Natural language search
Missing document alerts
Email attachment capture
Document type classification
Secure file sharing
Encryption at rest
FAQ
Yes. All documents are encrypted with 256-bit AES encryption at rest and in transit. We never share or use your data to train AI models. Your patient information remains completely private.
Everything your practice handles — PDFs, scanned forms, faxes, images, Word documents, spreadsheets, lab reports, referral letters, insurance EOBs, and more. If you can upload or scan it, we can read and organize it.
Our AI reads each document, identifies the patient name or ID, document type, and date, then files it into the correct patient folder organized by date and category. A lab result for Maria Garcia dated March 2025 goes to Garcia, Maria > 2025 > Lab Results.
No. The Drive AI handles document management and retrieval for files that live outside your EHR — scanned forms, email attachments, faxes, insurance documents, and other loose files that every practice accumulates.
Yes. Your entire team can search and access organized files. Role-based permissions let you control who sees what, so front desk staff, clinicians, and billers each have appropriate access.
Join medical practices that have eliminated the document chaos and reclaimed hours every week.
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