Case study

Laboratory Intake & Document Processing

Turning customer documents into structured, reviewable laboratory work.

The challenge

A business process, not just a screen.

Incoming Chain of Custody documents contained important sample and testing information, but a manual intake process created repetitive capture and made downstream integration difficult.

The solution

The workflow combined customer submission, document intake, OCR-assisted extraction, master-data matching, human review, approval and integration with an existing laboratory system.

  • Customer-facing submission portal
  • Document upload and template selection
  • OCR-assisted extraction
  • Human review and correction
  • Master-data validation
  • Legacy-system integration queue

Why the approach matters

OCR was treated as an assisted capture step inside a controlled workflow. This keeps human validation where accuracy matters while still reducing repetitive administrative work.

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