Practice Management Software Insights :: May-2025 :: Automatic Document Processing, Voice Notes and Transcriptions and Bank Statement Imports
This article covers some of the key software updates that we’ve made to our practice management software, along with our related products and work we’ve been busy with.
If you’re starting your private practice, looking for a practice management software, doing the admin yourself, if you have your own outsourced team, and even if you have a dedicated team, please consider contacting us for a demo and chat. This can be simply done by completing your details below.
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Document Processing using our Client Intake Functionality
This is one of our first AI related features that we introduced in the software. We now have the functionality to automatically import certain types of documents automatically and get a client created for you. The first two supported documents are the ones from Netcare and Evexia. The importing functionality will use the same pricing concept as the EDI claim processing, but it will save lots of time in terms of manual capturing. If there are any other document types that you wish to get imported, please send an email to info@kitrin.com and our development team will schedule this to be done for you.
Audit Trailing Enhancements to Ensure More Visibility of User Actions
We have introduced changes to allow you to see more actions that were taken by any user and on more items that occurred in the software.
Importing of Bank Statements and Medical Aid Remittances
We have finalised the functionality to import bank statements and medical aid remittances. We support the following medical aid schemes (even if the PDF is password protected) – Discovery, GEMS, Medscheme, Momentum, Umvuso, Optimum and Platinum Health. With the bank statements, we support the PDF bank statements of ABSA, FNB, Nedbank and Standard Bank. The first evaluations and reviews of the functionality are good. If you need any information related to this, please setup time with our team or send your query to info@kitrin.com.
Current Features Being Worked On – Voice Notes and Voice Note Transcriptions
We’re currently busy working on allowing you to save voice notes on the software, and then getting these transcribed automatically into a note. You can also upload an audio file and have this automatically transcribed into a note which you can then update.
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