Case Study
Defined Physical Therapy×Nanonets

From 60,000 manual claim entries
to autonomous extraction

Defined Physical Therapy manually extracted data from 60,000+ CMS-1500 insurance claim forms per year received via fax and email. A Nanonets agent now ingests from Gmail and Google Drive, extracts all claim fields via AI OCR, post-processes, and exports to their CRM end-to-end.

85% Faster Processing20x Efficiency$78,000/yr Saved2 FTE Reduction
About the customerDefined PT

Defined Physical Therapy Network is a physical therapy practice based in Kennesaw, Georgia. Founded in 2017, the clinic processes tens of thousands of CMS-1500 insurance claim forms each year across its patient population — making accurate, timely claim submission critical to its revenue cycle.

~25
Employees
2017
Founded
Kennesaw, GA
Location
60K+
Claim pages/yr

The Problem

Defined Physical Therapy receives over 60,000 pages of CMS-1500 (HCFA-1500) insurance claim forms every year via fax and email. Each form required staff to manually download the PDF, read each field, and re-enter the data into the clinic's internal CRM — a repetitive, error-prone process with no automation.

  • 11 minutes per claim — entirely manual field-by-field data entry.
  • ~2 FTEs dedicated to claim processing, consuming significant payroll.
  • Error-prone manual entry led to rejected claims and billing delays.
Gmail / Fax
Claim form arrives
Staff
Download PDF
Staff
Manual field extraction
CRM
Data entry
Staff
Error-check
Insurer
File claim
Manual process · 11 min per claim
60K+
Claim pages per year
11 min
Manual time per claim
Stack
Gmail
Google Drive
Internal CRM

The automation has transformed how we process insurance claims. What used to take our staff hours now happens in minutes.

Jessica Tehas
CEO, Defined Physical Therapy
Defined PT

The solution

One claim agent. From fax to CRM in under two minutes.

Nanonets replaced the manual loop with one autonomous agent. The agent orchestrates four sub-agents which each own one step of the pipeline — monitoring Gmail and Drive, classifying the claim form, extracting all CMS-1500 fields, post-processing and exporting — with no human in the loop.

Receive from Gmail
Classify Form
Extract Fields
Post-Process
Export to CRM

Pipeline overview

Gmail / Google Drive
Claim form received
PDF via fax or email
Nanonets
Ingest claim
Detected & queued
Nanonets
Extract CMS-1500
All claim fields via AI OCR
Nanonets
Post-process
Format, validate, clean
Webhook
Webhook export
Payload sent to CRM
Internal CRM
Claim filed
201 Created · Auto-filed
Nanonets
Flag issue
Low confidence / missing field
Manual review
Staff corrects & resubmits
60,000+ pages/yr automated · 11 min → 1.25 min per claim · Gmail + Google Drive integrated

Impact

85%
processing time reduction
11 min → 1.25 min per claim
20×
efficiency improvement
Fully automated pipeline
$390K
saved over 5 years
$78,000 saved annually
8/10
satisfaction score
Rated by Defined PT
Metric
Before
After
Improvement
Processing time
11 min/claim
1.25 min
85% faster
Annual cost
~$156,000
~$78,000
$78,000 saved/yr
Staff required
~2 FTEs
0 FTEs
Fully automated
Error rate
Manual entry errors
Near-zero
Auto-validated
5-year savings
$390,000
Cumulative ROI

AGENT ANATOMY

Nanonets Agent
Autonomous action-taking
After extraction
Agent decides path and acts
Auto-filed
All fields extracted
Gmail / Drive
Claim received
PDF attachment detected
Source logged ✓
Pipeline triggered ✓
Nanonets
Classify form
CMS-1500 confirmed ✓
Version 02/12 ✓
Template selected ✓
Nanonets
Extract fields
PatientSmith, John
NPI1234567890
Diag.M54.5
Nanonets
Post-process
Date05/08/2024
CodeM54.5 ✓
Webhook
Webhook export
Status201 Created
ClaimPT-2024-0892
Internal CRM
Claim filed
Time1.25 min
StatusFiled ✓
Low confidence
Field unclear
Nanonets
Low confidence read
⚠ Confidence < threshold
Nanonets
listening…
Nanonets
Human review queue
QueueFlagged ⚠
Nanonets
listening…
Human
Field corrected
Field corrected manually
Nanonets
Resume post-process
StatusValidated ✓
Loops to Post-process
Missing field
Required field absent
Nanonets
Required field not found
Field absent ✗
Nanonets
Flag & notify
StatusFlagged ✗
Nanonets
listening…
Human
Manual entry
Missing field entered
Nanonets
Validated & export
StatusValidated ✓
Loops to Webhook

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