Automate document and fax management using AI

How many hours a week does your team spend scanning, filing, and managing documents? What if you could get 80% of that time back and see it spent on patient calls, scheduling, and helping the doctor instead?

Add the fully integrated CGM INDEX.AI to your toolbox, and let AI do the heavy lifting:

Intelligent document matching and routing
Comprehensive data extraction to automatically identify patients, name files, classify documents, and summarize content
Direct links between results and pending tasks
Smart orientation (no upside-down scans)
Customizable approval routing based on your clinic’s specific rules
Seamless integration with CGM APRIMA (coming in 2026 to CGM eMDs)
Compatibility with your current fax integration and document management systems, including the Kno2 solution

CGM INDEX.AI streamlines your operations, saving your practice valuable time and money while enhancing efficiency. Focus on delivering better patient care, and let CGM INDEX.AI manage your documents automatically in the background.

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Integrations

Benefits

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Harness AI to manage documents and re-focus administrative staff

Even the most efficient workflows require significant manpower to handle non-standard documents, extracting patient information, discerning document types, matching them accurately to patient charts, and ensuring they reach the appropriate staff for review and approval. This process can demand the full attention of dedicated team members.

Imagine if you could automate these tasks through artificial intelligence, allowing your team to focus on high-value operations that directly impact patient care.

Turn your attention from faxes to faces.

CGM INDEX.AI is the transformative solution designed to revolutionize your document management processes. Seamlessly integrated with CGM APRIMA—and coming soon for CGM eMDs—this tool streamlines operations, saving your practice valuable time and money while enhancing efficiency.

Create a stronger human connection, and rediscover the joy of practicing medicine.

CGM INDEX.AI for CGM APRIMA

When a document is received, like the example lab result on the right, CGM INDEX.AI links it to the outstanding order, adds a note with a summary of the document, and assigns it to a provider for approval.

The AI correctly orients the document, gives it an intelligent filename based on the content and date, and stores the file according to an unseen, user-defined mapping table.

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Key benefits of CGM INDEX.AI Document Linking Solution

Reduce staff workload and burnout

Minimize the burden of manual documentation management and maximize productivity with AI automation. Alleviate the strain on your staff, and free providers and staff to spend more time face-to-face with patients.

Automate document management

With CGM INDEX.AI, your practice uses artificial intelligence to manage routine tasks, which your team focuses its attention on critical clinical work. Our technology automatically receives, interprets, names, stores, summarizes, and distributes incoming faxes, scans, and other documents.

Enhance clinical approval workflows

Ensure seamless document routing aligned with clinical protocols. Flexible setup options let you specify how documents are handled and where they are stored. Easily train the AI to manage documents, faxes, and approvals per your practice's own, established workflows.

CGM’s mission-driven purpose is to help practices focus on their patients. AI-driven document automation streamlines practice operations, enabling a renewed focus on patient-centered clinical tasks.

Benedikt Brueckle, CEO, CompuGroup Medical, Inc.