Auto-Save is the simplest and most widely used automation.
It files a document directly into the patient’s chart when all your chosen rules are met.
How it works
When a new document arrives:
- The system classifies it (e.g., “Consult Note”).
- It looks for a patient match based on the rule you selected (name, DOB, ID, or all demographics).
- If classification and patient match both meet or exceed your confidence thresholds, the document is filed automatically.
- Optional filters (provider or location inclusion) can narrow where auto-save applies.
📸 Screenshot Reference: Auto-Save Details configuration modal
Key parameters
- Patient Match By – Choose how the system determines a match:
All demographics is most flexible, using name, date of birth, and any unique patient identifiers. - Minimum Confidence for Document Classification – The lowest confidence percentage required before the document can be filed automatically.
- Assigned Provider Inclusion – Restrict auto-save to specific providers (optional).
- Location Inclusion – Restrict to specific locations (optional).
Example
A clinic receives dozens of lab reports daily.
Phelix recognizes “Lab Report,” finds a matching patient using date of birth and name, and meets your 85% confidence threshold.
Auto-Save immediately files the document into that patient’s chart.
Documents that fall below the threshold remain in the worklist for staff confirmation.
Common reasons Auto-Save holds back
- Patient not found or multiple possible matches
- Low confidence on document type
- Provider or location not permitted under inclusion rules
- Duplicate already filed in the EMR
Each holdback represents feedback — not an error.
The system records these outcomes and improves as more examples pass through.