We’ve made automatic labels more flexible with AI-powered instructions!

Instead of maintaining a long list of keywords, you can now describe in plain language which documents should receive a label.

For example, you could create a label for:

• All Referral documents
• Prescription refill requests that need provider review
• Prior authorization requests requiring follow up

Medsender reviews incoming documents and applies the label when the document matches your description.

You can also add optional exceptions:

• Describe documents that should not receive the label
• Exclude specific document categories
• Keep similar-looking documents from being mislabeled

Existing keyword-based labels will continue to work as they do today. You can keep using keyword matching or upgrade an existing automatic label to AI instructions when available.

To try it:

1. Go to Settings → Labels
2. Create or open an automatic label
3. Choose AI instructions
4. Describe which documents should receive the label
5. Add exceptions if needed

Questions? Our team is ready to help at support@medsender.com