AI-Powered Medical Claim Form OCR

Extract patient demographics, ICD-10 codes, CPT codes, charges, and provider details from CMS-1500 and UB-04 forms—without templates or manual keying.

HIPAA compliant BAA available SOC 2 Type 2 certified

See medical claim OCR in action

Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.

What teams are saying

“We process 8,000 CMS-1500 forms per month across our network of 12 clinics. Automating extraction reduced our billing staff requirements by 30 percent and cut our average days in A/R by a full week.”
PW
Patricia W.
Billing Director, Multi-Site Practice
“UB-04 forms with their dozens of fields were always our most error-prone data entry task. The AI reads every field including revenue codes and condition codes that our team frequently miskeyed.”
CM
Carlos M.
Hospital Revenue Cycle Manager
“The confidence scoring is what sold us. We can set different thresholds for financial fields versus demographic fields, which means we only manually verify the data that truly matters.”
AK
Angela K.
Medical Billing Supervisor
Compliance

Healthcare-grade security

SOC 2 Type 2

Audited controls over a sustained period, not a point-in-time check.

AES-256 encryption

Bank-grade encryption at rest and TLS 1.2+ in transit.

24-hour deletion

Documents deleted within 24 hours. No copies retained.

How it works

Three steps from document to structured data

Upload or forward

Drag and drop files, connect a cloud drive, or set up email auto-forwarding. Any file format works—PDF, JPEG, PNG, TIFF, or digital documents.

AI reads and extracts

The AI identifies fields by context and meaning, not fixed coordinates. Names, dates, amounts, and custom fields are extracted automatically.

Export anywhere

Get structured output in Excel, Google Sheets, CSV, or JSON. Use the REST API for direct integration into your systems.

Automating medical claim form processing with AI

Medical claim forms are the backbone of healthcare reimbursement. The CMS-1500 handles professional claims from physicians and outpatient providers, while the UB-04 processes institutional claims from hospitals and facilities. Together, these two forms account for virtually all medical claims submitted in the United States. Despite the push toward electronic claims submission, paper and scanned CMS-1500 and UB-04 forms remain common in many healthcare billing workflows.

Medical claim OCR extracts structured data from these standardized but complex forms. A single CMS-1500 contains over 30 distinct fields including patient demographics, insurance information, diagnosis codes (ICD-10), procedure codes (CPT/HCPCS), dates of service, and charge amounts. The UB-04 is even more complex with revenue codes, condition codes, occurrence codes, and value codes. Manual data entry from these forms is slow, error-prone, and expensive.

Accuracy in medical claim processing has direct financial consequences. A misread diagnosis code can trigger a claim denial. A transposed charge amount creates a payment discrepancy. A wrong date of service violates timely filing requirements. Lido provides field-level confidence scoring on every extracted value, allowing billing teams to set verification thresholds that balance speed with accuracy based on their specific tolerance for rework.

Healthcare billing operations evaluating medical claim OCR should prioritize accuracy on the specific form types they process most, support for both CMS-1500 and UB-04, integration with practice management and clearinghouse systems, and compliance certifications. Lido handles both form types from any source quality with HIPAA-eligible processing and SOC 2 Type 2 compliance.

Frequently asked questions

What medical claim forms does the OCR support?

Medical claim OCR supports CMS-1500 (professional claims) and UB-04 (institutional claims), which together cover virtually all medical claim submissions in the United States. The AI handles both printed and handwritten entries on these forms.

How does medical claim OCR handle ICD-10 and CPT codes?

The AI engine recognizes standard medical coding formats and extracts ICD-10 diagnosis codes and CPT/HCPCS procedure codes as structured data fields. This enables direct mapping to billing system fields without manual code lookup or entry.

Is medical claim OCR accurate enough for billing purposes?

AI-powered medical claim OCR typically achieves 97 to 99 percent accuracy on clearly printed forms. Confidence scoring flags uncertain fields for human verification, which is essential for financial and clinical data where errors have direct reimbursement consequences.

Can medical claim OCR process both paper and electronic claim forms?

Yes. The system processes scanned paper forms, digital PDFs, and photographed documents. It handles varying image quality levels with confidence scoring that identifies fields needing human review.

How does medical claim OCR integrate with billing systems?

Lido provides a REST API returning structured JSON that maps directly to standard billing system fields. Export to Excel, CSV, and Google Sheets is also available for clearinghouse upload or manual import workflows.

Simple, transparent pricing

Start free with 50 pages. Upgrade when you’re ready.

Standard
$29 /month
100 pages per month · 1 user
  • Any file type supported
  • Excel, CSV, JSON export
  • Email auto-forwarding
  • AI columns for custom fields
  • SOC 2 Type 2 compliant

Built on Lido’s OCR engine

Enterprise
Custom
From $30,000/year
  • Everything in Scale
  • Custom ERP integrations
  • Dedicated account manager
  • Live onboarding
  • BAA for HIPAA
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Built on Lido’s OCR engine

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