We’re excited to share that we’ve simplified document category management with our new Global AI category catalog!

You can now:

• Enable the AI categories your organization uses
• See which categories are currently in use
• Add classification hints to provide additional context when documents are misclassified
• Map each AI category to the exact category name used in your EMR for auto-upload

You can choose from a standardized list of document types, including:

• Discharge Summary
• Orders
• Clinical Notes
• Biologics
• Prior Auth Medication
• Prior Auth Procedure
• Treatment Consent
• Therapy
• Clearance
• Medical Records Request
• Pathology Report
• Billing
• FMLA / Disability
• Workers Comp

Each category includes a description to help your team understand which documents belong there.

Classification hints are helpful when a recurring document type needs additional context for automatic categorization. For example:

“TriWest referral authorizations are referrals.”

When you add a hint, Medsender uses that guidance when classifying incoming documents into the selected category.

Nothing about your existing documents or labels is changed automatically. This update gives administrators a more consistent way to manage AI categories while preserving custom categories for manual workflows.

To try it:

1. Go to Settings → Categories
2. Review the available AI categories
3. Enable the categories your team uses
4. Expand a category to add optional classification hints or update its EMR mapping

Global AI Categories may not be enabled on every account yet. If you’d like to use this feature, reach out to our team and we can help enable it for your organization!

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