- Document AI reads phone photos, scans and PDFs with intelligent character recognition and returns structured data that matches the schema you define.
- Key fields such as name, document type, date, result as written and expiry are checked, and the rest of the document is captured.
- The extractor never interprets a test result; a credentialing specialist decides every file.
- Staff health documents can stay inside your environment throughout, in any of four deployment options.
Every shift waits on a stack of photos
A nurse or clinician cannot start until the file is complete. That file holds a TB test result, a current licence, life support certifications and immunization records, and each one arrives in a different form: a phone photo of a paper card, a scan from a clinic, a PDF from a lab.
Your credentialing specialists open every document, find the name, the date and the result, and compare them with the record by hand. Most documents are fine, so the review feels like overhead, but the ones that are not fine are why it exists: an expired certification, a test outside the required window, a name that does not match. Phone photos are tilted, cropped or glared, and handwriting varies, so the queue grows with every new hire and every renewal.
How clinical credentialing document review works
Step 1: Bring the documents in
Photos, scans and PDFs from your onboarding portal, email or staffing system enter a collection by upload, connector or API.
Step 2: Read every image
Intelligent character recognition reads printed text, handwriting and stamps on a photo or scan and understands what each value means, so different labels for the same field land in the same place.
Step 3: Extract to your schema
You define the fields once as a schema, such as person, document type, issuing body, test type, date, result as written and expiry. The extractor returns structured output that matches the schema for every document.
Step 4: Check against the credentialing record
Each value is joined to the credentialing or HR record on the person and the requirement. Complete, current items are marked as checked; missing, expired or mismatched items become exceptions.
Step 5: Act on the exceptions
H2O AI Super Agent can list what each file still needs and draft the request to the clinician. A credentialing specialist approves every message and every change.
What gets checked, and what does not
This is partial validation: key fields are checked, and the rest of the document is captured for the file. The extractor never reads a result as a diagnosis; it records what the document says, and your employee health team decides what it means.