Snap (OCR)

Snap is SnapBill’s AI-powered document scanning feature. It uses your device’s camera or uploaded images to extract patient and claim information automatically — no manual data entry required.

How It Works

1. Capture — take a photo or upload an image of a health card, patient sheet, or billing document
2. Process — SnapBill’s AI extracts text, identifies fields, and maps them to the correct data points
3. Review — verify the extracted information and correct anything the AI missed
4. Create — save the extracted data as a new patient and/or claim

Using Snap

On Desktop

1. Navigate to Snap in the sidebar
2. Drag and drop images into the upload zone, or click to select files
3. You can add multiple images in one session
4. Click Process to start extraction

On Mobile

1. Tap Snap in the bottom navigation
2. Use the camera viewfinder to take a photo — you can switch between front and back cameras
3. Or tap the gallery icon to select existing photos
4. Add as many images as needed, then tap Process

What Snap Can Extract

From Health Cards

• Patient first and last name
• Health card number and version code
• Date of birth
• Gender

From Billing Documents

• Service dates
• Billing codes
• Diagnostic codes
• Facility information
• Referring physician details

Confidence Scores

Each extracted field includes a confidence score indicating how certain the AI is about the result. Fields are colour-coded:

• Green — high confidence, likely correct
• Yellow — moderate confidence, review recommended
• Red — low confidence, manual verification needed

Always review yellow and red fields before saving.

Creating Records from Snap

After reviewing the extracted data:

• New patient — click Create Patient to add them to your directory with the extracted details
• New claim — click Create Claim to open the claim form pre-filled with the scanned data
• Both — create the patient first, then create a claim linked to them

Patients created via Snap display a lightning bolt badge in the Patients list, indicating they were created via OCR.

Tips

• Good lighting — ensure the document is well-lit and in focus for best results
• Flat surface — lay documents flat to avoid distortion
• Crop tightly — the less background noise, the better the extraction
• Multiple images — you can batch multiple documents in a single Snap session
• Health cards — position the card to fill most of the frame, ensuring all text is visible