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An intelligent document classification agent specifically designed for healthcare businesses processing high-volume lockbox documents. This ready-to-use agentic template leverages AI-powered natural language processing to automatically categorize documents with precision and confidence scoring, eliminating manual sorting and reducing processing errors in healthcare workflows.
This agent categorizes documents into 15 distinct types relevant to healthcare insurance processing:

1. **AuthorizationApproval** – Prior authorization requests that have been approved
2. **AuthorizationDenial** – Authorization requests that have been rejected
3. **CMN** – Certificate of Medical Necessity documents
4. **ClaimsDenial** – Claims for benefits/services that have been denied
5. **ClaimStatusLetters** – Current claim status notifications without final determinations
6. **ClaimsReturned** – Claims returned for resubmission
7. **Dispatch** – Traffic violation and enforcement notices
8. **EOB** – Explanation of Benefits and remittance advice
9. **AOB** – Assignment of Benefits forms
10. **PatientMedicalRecords** – Clinical notes and medical records
11. **CredentialingRequest** – Provider credentialing notifications
12. **CreditCardPayments** – Payment receipts with credit card information
13. **AppealResponse** – Appeal decisions with final verdicts
14. **AuditsOverpaymentRecoupRefundLetter** – Audit findings and overpayment notices
15. **PrePaymentRecordsRequest** – Requests for medical records for payment determination

**Who should use it**

- Health companies processing claims, authorizations, and appeals
- Healthcare providers managing patient documents and credentialing
- Document processing teams automating lockbox sorting and routing
- RPA developers building intelligent healthcare document workflows
- Business process automation specialists handling high-volume healthcare document intake

Analyze healthcare lockbox documents and classify them into predefined categories—such as Appeal Responses, CMNs, or Authorization Approvals or Denials—to support accurate routing and automated processing. Configure the template by choosing the lockbox input location and mapping each category to the appropriate workflow or destination system.

Classify lockbox documents