Policy ingestion transforms unstructured documents into searchable, structured content. Upload a PDF and the platform extracts sections automatically—coverage criteria, prior authorization requirements, CPT codes, and metadata—then populates them into your standardized templates.
How AI-assisted ingestion works
Policy Studio learns your organization's policy format first. During initial setup, the system trains on your templates and existing documents to recognize your specific patterns. Once trained, it knows how your policies are organized and maps content to the correct fields automatically.
Headers become structured headings. Bulleted criteria maintain their hierarchy. Code tables populate as searchable tables rather than flattened text. Cross-references link to source documents. The system processes each policy in minutes, not hours.
What ingestion preserves
The process maintains the clinical and operational elements that matter:
Section hierarchies and heading structure
Bulleted and numbered list formatting
Tables with CPT/HCPCS codes as structured data
Cross-references to clinical guidelines and source documents
Effective dates and version history for audit trails
Prepare your source documents
Before ingesting your policy library, ensure each document includes:
Clear, consistent section headers
CPT/HCPCS codes identified in tables or lists