Modernizing Quality Data Capture for Ambulatory Surgery Centers

Replacing a failing legacy process with automated, validated data capture built to scale.

Highlights

  • Replaced a legacy ReadSoft-based data capture process that was no longer supportable
  • Implemented ABBYY Vantage as the new intelligent document processing platform
  • Configured automated fixed-form recognition and extraction for anesthesiology quality forms
  • Designed business-rule-driven validation and exception handling workflows
  • Delivered comments and notes as editable text instead of image snippets
  • Established secure SFTP-based delivery of extracted data for downstream analytics
  • Had a working solution ready for testing within two weeks of kickoff

Customer Background

This healthcare organization operates a large network of ambulatory surgery centers and outpatient care facilities across multiple locations. The organization supports a significant volume of surgical procedures each year and relies on rigorous quality reporting programs to monitor patient safety, regulatory compliance, and clinical outcomes.

As part of these efforts, anesthesia quality and patient safety data were collected using paper-based forms completed during clinical workflows. While many administrative and clinical systems had been modernized over time, this process remained dependent on paper documents and a legacy data capture platform.

The existing system had successfully supported quality reporting for years, but increasing maintenance challenges and limited long-term viability created the need for a modern replacement. The organization sought a solution capable of preserving established reporting processes while improving scalability, maintainability, and operational efficiency.

Project Details

The Problem To Be Solved

The healthcare organization needed to replace a failing legacy ReadSoft solution used to capture and extract data from paper anesthesiology quality forms. The organization required a platform that could accurately extract structured data, apply business validation rules, support exception-based review, and securely deliver results to downstream reporting and analytics systems. 

Why Solving The Problem Was Important

The data captured through this process feeds the organization's quality reporting and analytics programs for ambulatory surgery centers that continue to rely on paper documentation. Our customer needed a supportable, reliable replacement that would let it keep collecting and reporting quality metrics without depending on an aging platform. 

How TEAM IM Got Involved

TEAM IM was selected to evaluate the organization's existing process and design an ABBYY Vantage solution that could replicate and improve on what ReadSoft had provided. The team worked closely with the customer's Quality Data Analytics and IT groups to document business rules, review form layouts, and design validation requirements. 

The Method

TEAM IM implemented ABBYY Vantage and configured:

  • Fixed-form document recognition and extraction skills 
  • Automated document classification and processing workflows
  • Business-rule-driven validation logic
  • Manual review workflows for exception handling
  • Scanner integration and image optimization
  • Secure SFTP-based data delivery
  • Custom output formats built around the customer's reporting and analytics needs

Throughout the project, TEAM IM worked with the customer to refine extraction accuracy, tune scanner settings, adjust business rules, and improve output formats for downstream processing. 

The End Result

The customer's business and technical teams were actively involved in testing and validation from early in the project, which let TEAM IM refine business rules and extraction logic quickly. The solution met operational requirements and was ready for production deployment. The customer is now running the solution in production, and TEAM IM delivered the engagement under budget, leaving remaining hours available for post-production support.  

Conclusion

TEAM IM continues to support this customer with solution optimization and consultation on ABBYY Vantage, including extraction accuracy improvements and workflow enhancements as reporting requirements evolve. 

From kickoff through go-live, this amazing customer approached the project as a true partner. Their business and technical teams were actively involved in workshops, testing, and validation, which allowed TEAM IM to rapidly replace a legacy process with a modern ABBYY Vantage solution tailored to their reporting and analytics needs.
Nicole Lunberg
Delivery Lead, TEAM IM

Value Added

  • Replaced an aging, increasingly unsupportable ReadSoft platform with a modern IDP solution
  • Automated extraction of structured data from anesthesiology quality forms
  • Reduced manual review through targeted validation rules and exception handling
  • Converted comments and notes from image snippets into editable text
  • Enabled secure SFTP delivery of extracted data to reporting and analytics systems
  • Built a platform that can scale as forms and reporting requirements change

Software and Cloud Services Involved

  • ABBYY Vantage — intelligent document processing platform used for document ingestion, classification, extraction, validation, and workflow automation
  • TEAM IM Professional Services