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A practical referral automation system should combine document processing, workflow rules, secure communications, practice-management integration, and human review. It should not simply extract text from a document and place that text into a database.

The safest approach is to use AI for extraction and workflow coordination, with validation rules and human approval for uncertain or sensitive cases.

AI can process many scanned and faxed documents, but quality varies. Low-confidence fields, handwriting, cut-off pages, and conflicting identifiers should be routed to staff for verification rather than accepted automatically.