📄 0 Records 🏦 0 Warehouse 🤖 AI-Powered

AI Document Intelligence Platform

OCR + AI extraction with document classification, ICR learning, KFI review, and full data warehousing. Processes checks, EOBs, remittance advice, and claim letters.

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Drop scanned PDFs here

Checks · EOBs · Remittance · Claim Letters

⚙️ Processing Options
🗂️ Fields to Extract
Upload PDFs to begin

Key From Image Review

Side-by-side PDF and form for QA corrections. Low-confidence fields are flagged automatically.

No records need review
Run extraction to generate records. Low-confidence fields are automatically flagged.

Data Warehouse

Persistent record store across all sessions. Search, filter, sort, and export your full history.

Analytics Dashboard

Insights across all extracted and warehoused records.

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No data yet
Extract and warehouse records to see analytics.

ICR Learning

Intelligent Character Recognition — the system learns from your corrections to improve future extractions.

🧠 Learned Corrections
No corrections learned yet. Edit records in KFI Review to teach the system.
📈 Learning Stats
📐 Check Layout Templates MEMORY

When you draw a region on the PDF and label it, the system remembers where each field is located for that insurer's documents. Future extractions get these location hints.

No layout templates yet. Open a record in KFI Review, use the drawing tools (⬜ Rectangle / ✏ Freehand) on the PDF to circle a field, then label it.
📋 Correction History
No correction history yet.

User Guide

Everything MedCheck Pro does, in plain English.

🚀 Quick Start 🔄 The Workflow ⚡ Extract 🎯 Confidence Colors 🔍 KFI Review 🧠 ICR Learning 🏦 Data Warehouse ⚠ Duplicates 📊 Analytics 👤 Login & Sync ❓ FAQ

🚀 Quick Start

From scanned PDF to clean data in three steps.
Drop your PDFs onto the Extract tab — checks, EOBs, remittance advice, or claim letters. Multi-page files with several patients are fine; MedCheck figures out which pages belong together.
Pick the fields you need (patient name, amounts, check numbers, dates…) and hit Extract. The AI reads every page, classifies it, and pulls your fields.
Review anything flagged in KFI Review, then Save Session to store the batch permanently in your Data Warehouse.
💡 You can minimize the window or switch tabs during extraction — processing continues in the background.

🔄 The Workflow

How the tabs fit together.
⚡ ExtractAI reads your PDFs
🔍 KFI ReviewYou verify & correct
🏦 WarehousePermanent record store
📊 AnalyticsTotals & insights

Along the way, 🧠 ICR Learning watches your corrections and remembers them, so the same mistake doesn't need fixing twice.

⚡ Extract

The engine room.

Extraction runs in phases: first every page is OCR-scanned and classified (is it a check? an EOB? a letter?), then pages are grouped into per-patient records, and finally the AI pulls your selected fields from each group.

The results table shows one row per payment record. Any cell can be edited inline — just click it. The Pause button halts between pages if you need to step away mid-batch.

When a check combines multiple payments or includes interest (e.g. principal + INT $15.12), the breakdown is captured in the Payment Breakdown column so the total on the check is always explainable.

🎯 Confidence Colors

How sure the AI is about each value.

Certain — read directly from machine text or MICR line.   High — clearly printed, high OCR quality.   Medium — legible but worth a glance.   Low — smudged, handwritten, or ambiguous. Always review these.

Records with any low-confidence field are automatically added to the KFI Review queue — the count appears as a badge on the KFI Review tab.

🔍 KFI Review (Key From Image)

Side-by-side QA: the scanned page next to the extracted form.

Open any record to see the original PDF page beside the extracted fields. Fix any value and hit ✓ Save Corrections — or ✓ Approve as-is if it all checks out. Arrow keys flip between pages; Esc closes.

Teach it layouts: use the drawing tools (▪ Rectangle / ✏ Freehand) to circle where a field lives on that insurer's documents, then label it. Future extractions from the same insurer get those location hints — this is what the "Check Layout Templates" memory on the ICR tab stores.

🧠 ICR Learning

Your corrections become rules.

Every correction you make in KFI Review is remembered as a rule: "when the AI reads X for this field at this insurer, it actually means Y." The next extraction applies your rules automatically. The ICR tab lists every learned rule, how often it has been applied, and lets you delete ones you no longer want.

🏦 Data Warehouse

Your permanent record store, across all sessions.

Hitting Save Session after an extraction stores the batch here, grouped by save date. Search by name, insurer, claim or check number; filter by date, insurer, doc type, or status; and export any slice to CSV.

Re-saving is safe. If you correct a record in KFI Review and save again, the warehouse copy is updated — not duplicated. Each record carries a permanent internal ID for exactly this reason.

🗑 Clear Warehouse permanently deletes everything. Export a CSV first if you might need the history.

⚠ Duplicates — how detection works

Flagged, never silently deleted. You always make the final call.

Two records are treated as the same payment when all three of these match: the check number (ignoring formatting — "N 255397352" and "255397352" are the same check), the patient name, and the amount. If a record has no check number, the check date is used instead, so unrelated payments are never merged.

Re-running the same file never creates duplicates. If you extract the same PDF again, matching records simply update the existing warehouse rows. A duplicate flag only appears when the same payment arrives from a different file — e.g. a check that was scanned into two separate batches.

Flagged a pile of them from earlier testing? 🧹 Remove Duplicates in the warehouse toolbar clears every flagged copy at once — the original of each payment always stays.

When a duplicate is detected, it stays visible in the warehouse with an orange ⚠ Duplicate badge and is excluded from every total — the stats tell you exactly how many were excluded, so the numbers always add up.

🔍 Compare opens a side-by-side review: every field of the duplicate next to the original, with differences highlighted, plus an image of the duplicate's source page so you can see the actual document.
Keep tells MedCheck this genuinely is a separate payment — it starts counting in totals and will never be re-flagged.
✕ Delete removes the duplicate. If you delete the original instead, the duplicate is automatically promoted and counted.
💡 Why do duplicates happen? Usually the same check appears on multiple pages of a scan, the same PDF gets extracted twice, or a record edited in review was saved alongside its earlier version. The Compare view shows which case you're looking at.

📊 Analytics

One consistent set of numbers.

Analytics combines your warehouse with the current unsaved session, counting each unique payment exactly once. Flagged duplicates are excluded (until you Keep them), so the Total Records and Total Amount here always agree with the Data Warehouse stats.

You get amounts by insurer, document type counts, a recent-activity feed, and your ICR correction rate at a glance.

👤 Login & Sync (optional)

Use it anonymously, or sign in to take your data anywhere.

MedCheck works fully without an account — your warehouse and learned rules live in this browser. Signing in (when available via the Sign In button in the header) syncs everything to the cloud so it follows you across devices. Anything you did as a guest is merged in on first sign-in, never lost. The header indicator shows Local only, Syncing…, or Synced.

❓ FAQ

Quick answers.

Why don't my warehouse totals match my last extraction?
The warehouse holds all sessions, not just the last one — and excludes flagged duplicates. Check the orange duplicates card in the warehouse stats: it states exactly how many records aren't counted and each one can be reviewed with Compare.

Can I close the tab during extraction?
Minimizing or switching tabs is fine — processing continues. Fully closing the tab stops the run; use Pause first if you need to.

Where is my data stored?
In your browser (localStorage) by default; in your private cloud space as well if you sign in. Export CSV any time for a portable copy.

A field keeps extracting wrong for one insurer.
Fix it once in KFI Review — ICR learns the correction. For stubborn layouts, draw a region template on the PDF so future extractions know exactly where to look.

Simple, Transparent Pricing

Pay once per batch. No subscriptions, no surprises.

Checks scanned this period — / —
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FREE TRIAL
$0
one time
Starter
  • 50 checks included
  • ✔ All extraction fields
  • ✔ KFI review & ICR learning
  • ✔ Data warehouse
  • ✔ CSV export
  • ✗ No cloud data sync
HIGH VOLUME
$500
per 10,000 checks
Enterprise
  • 10,000 checks
  • ✔ All extraction fields
  • ✔ KFI review & ICR learning
  • ✔ Data warehouse
  • ✔ CSV export
  • ✔ Cloud data sync
  • ✔ Priority support

Payments processed securely by Stripe. Credits never expire. Questions? support@medcheckpro.com