Our Core Products

1. Setting Up Your Account

1. Log in with the credentials provided by your administrator.
2. Update your password and contact information.
3. Review the available features based on your subscription plan.
4. Set your notification preferences.

2. Navigating the Dashboard

• The dashboard shows your recent activity and key metrics.
• Use the sidebar to navigate to different sections.
• The top navigation bar includes search and user settings.
• Check the notifications icon for important updates.

3. Your First Referral Upload

1. Click Upload Document on the dashboard.
2. Select or drag and drop your referral document.
3. Wait for the AI to extract and process the information.
4. Review the extracted information for accuracy.
5. The summary will show as completed in the dashboard.

Supported File Types

• PDF documents are the recommended format.

Document Quality Tips

• Ensure documents are clearly readable.
• Scan at 300 DPI or higher for best results.
• Make sure documents are properly oriented.
• Remove any password protection before upload.
• Keep file sizes under 25MB per document.

Batch Upload Process

1. Click Upload Documents from the dashboard.
2. Select multiple files or drag and drop them into the upload area.
3. Wait for all documents to upload.
4. The system will automatically process and group related documents.
5. Review the extracted information for accuracy.
6. The summary will show as completed in the dashboard.

Supported File Types

• PDF documents are the recommended format.

Document Quality Tips

• Ensure documents are clearly readable.
• Scan at 300 DPI or higher for best results.
• Make sure documents are properly oriented.
• Remove any password protection before uploading.
• Keep file sizes under 25MB per document.

Batch Upload Process

1. Click Upload Documents from the dashboard.
2. Select multiple files or drag and drop them into the upload area.
3. Wait for all documents to upload.
4. The system will automatically process and group related documents.
5. Review the extracted information for accuracy.
6. The summary will show as completed in the dashboard.

Security & Compliance Features

Clinical Exclusion Criteria

1. Go to Settings → Validation → Clinical Criteria.

2. Add conditions your organization cannot service:

• Enter ICD-10 codes for excluded conditions.
• Add descriptions for each code.
• Specify exclusion reasons, if needed.

3. Set additional clinical parameters:

• Weight limitations.
• Care complexity levels.
• Required equipment availability.

4. Save your clinical criteria.

Service Area Configuration

1. Go to Settings → Validation → Service Areas.

2. Define your service areas:

• Add ZIP codes you service.
• Import ZIP codes from a CSV file.
• Set a service radius around your location.

3. Configure distance parameters:

• Maximum travel distance.
• Travel time considerations.

4. Save your service area settings.

Testing Your Validation Rules

1. Go to Settings → Validation → Test.
2. Enter test data, including diagnosis codes and ZIP code.
3. Click Run Test Validation.
4. Review the results to ensure rules are working as expected.
5. Adjust your criteria, if needed.

Enhanced AI Features Setup

Maggie AI™ Smart Processing

• Configure organization-aware routing for automated email processing.
• Set up patient-scoped chatbot parameters for contextual assistance.
• Enable intelligent field mapping for improved data extraction accuracy.

Maggie QA™ Quality Assurance

• Configure AI OASIS assistance for comprehensive chart validation.
• Set quality scoring thresholds for automated compliance checking.
• Enable interactive Q&A system for clinical decision support.

PCH™ Communication Hub

• Configure masked calling settings for staff privacy protection.
• Set up real-time alerts and notification preferences.
• Enable cross-organization staff coordination features.