Lido reads a source document, an invoice, a denial letter, a patient record, a shipping document, extracts the fields you need, and fills your target form or template automatically. No copy-paste. No re-keying. No manual review of source files.
.png)
.png)
Incoming PDFs, scanned documents, or spreadsheet data are picked up from a watched folder, email inbox, or connected drive. Lido queues them for processing automatically.
Lido reads each source document and pulls the values that belong on your target form: names, dates, reference numbers, amounts, codes, addresses, any field on any document type.
Extracted values populate your target form or template. Completed forms are saved as PDFs, routed to your delivery destination, or submitted directly.
Upload a batch and get structured output in minutes.
Someone opens the source document. They read the patient name, the claim number, the date of service, the CPT codes. They type each one into the target form. They save it. They move to the next one. This is how authorization forms, arbitration requests, payment forms, and compliance filings get done, one at a time, entirely by hand, with errors accumulating at every keystroke.
Configure the mapping once: which fields from the source document fill which fields on the target form. Lido runs the pipeline on every new document that arrives. Output forms are completed, named, and delivered without anyone reading the source or typing into the target. Your team reviews exceptions, not routine fills.
| Feature | Lido | Manual / copy-paste |
|---|---|---|
| Read source document and fill target form automatically | ✓ | ✗ |
| Batch-fill hundreds of forms at once | ✓ | ✗ |
| Handle non-fillable PDFs with positioned text placement | ✓ | ✗ |
| Deliver completed forms to destination automatically | ✓ | ✗ |
| Support multiple source-to-target mappings | ✓ | ✗ |
| Fill one form at a time from visible data | ✓ | ✓ |
If your team reads from one document and types into another, Lido can run that workflow automatically.
Read patient demographics, diagnosis codes, and procedure codes from clinical notes or referral PDFs. Auto-populate payer-specific PA request forms, different form per payer, same pipeline.
Read denial reason, claim number, date of service, and billed amount from payer denial letters. Fill AR-1 arbitration forms or demand letters automatically for each denial.
Read vendor, invoice number, amount, and GL code from approved invoice PDFs. Auto-populate your payment request or wire transfer form for each vendor.
Read shipment details from bills of lading or packing lists. Auto-fill proof of delivery forms or customs entry documents for each shipment.
%20(1).svg)
