Lido splits chart bundles into individual records, classifies each section, and files them by patient and document type.
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Scanned records arrive as large, undifferentiated PDFs. Lido finds split points and names output files automatically.
Medical records arrive as large multi-page PDFs from scanners, ROI vendors, transferring providers, or chart digitization projects. A single file may contain multiple patients or encounters. Lido begins processing immediately.
Page-level analysis identifies document boundaries. Headers like "Discharge Summary," "Progress Note," and "Lab Results" signal new documents. Patient name and date-of-service changes signal new encounters. Separator sheets are detected as split points.
Each split document is classified: progress note, discharge summary, radiology report, operative report, lab results, medication list, consultation note, or other. Unclassified documents are labeled "Unknown" and flagged for review.
Lido extracts patient name, MRN, date of service, physician, and document type. Metadata generates structured file names (e.g., Smith_John_MRN12345_2026-03-14_DischargeSummary.pdf) and routes files to the correct patient folder.
Split documents are saved to structured output folders organized by patient, encounter date, and document type. A processing manifest lists every split document, its source page range, metadata, and destination path for audit.
Upload a batch and get structured output in minutes.
Multi-patient or multi-encounter chart bundles from digitization projects. Split by patient and encounter, classified by document type.
ROI PDFs containing records for a date range across all document types for one patient.
Records from a prior provider, scanned in bulk or exported as a single PDF from a different EHR.
Hospital records including H&P, progress notes, orders, nursing notes, labs, and discharge summary, often dozens of pages per admission.
Record packets for payer audit, RAC review, or accreditation. Split and labeled for quick document location during audit.
Charts from closed practices or conversion projects. Same splitting and classification logic regardless of record age.
| Feature | Lido | Manual splitting |
|---|---|---|
| Detect document boundaries from page content automatically | ✓ | ✗ |
| Classify each split document by type (progress note, lab, imaging, etc.) | ✓ | ✗ |
| Extract patient and encounter metadata for structured file naming | ✓ | ✗ |
| Route split files to the correct patient folder automatically | ✓ | ✗ |
| Generate a processing manifest for audit and reconciliation | ✓ | ✗ |
| Scroll through the PDF and manually cut-and-save each section | ✗ | ✓ |
Split, classify, and file chart bundles automatically. Your HIM team handles exceptions, not page counts.
A regional hospital receives transferred records from referring facilities for 25 new admissions per week. Chart bundles from 12 different EHR systems arrive in varying formats. Lido splits each bundle by document type, extracts encounter metadata, and routes individual files to the correct inpatient chart in the hospital's EHR within minutes of receipt.
An HIM team is digitizing a warehouse of legacy paper charts from a practice acquisition. 180,000 pages of scanned records need to be split, classified, and filed to patient charts. Lido processes the batch continuously, classifying each document and flagging records that cannot be matched to an active patient for manual review.
A billing company receives record requests from payers for audit review. Each request covers 10–40 claims, each requiring specific document types. Lido splits the record packets by claim and document type so the audit response binder can be assembled without manually locating each document.
A practice group with 8 locations acquired three practices over 5 years. Two locations still use a legacy EHR that exports records as single-patient PDF bundles. Lido splits and classifies these bundles and delivers structured files compatible with the group's primary EHR import format.
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