Document Intelligence health insurance card model

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This content applies to: checkmark v3.1 (GA) | Previous versions: blue-checkmark v3.0

This content applies to: checkmark v3.0 (GA) | Latest versions: purple-checkmark v3.1

The Document Intelligence health insurance card model combines powerful Optical Character Recognition (OCR) capabilities with deep learning models to analyze and extract key information from US health insurance cards. A health insurance card is a key document for care processing and can be digitally analyzed for patient onboarding, financial coverage information, cashless payments, and insurance claim processing. The health insurance card model analyzes health card images; extracts key information such as insurer, member, prescription, and group number; and returns a structured JSON representation. Health insurance cards can be presented in various formats and quality including phone-captured images, scanned documents, and digital PDFs.

Sample health insurance card processed using Document Intelligence Studio

Screenshot of sample health insurance card processed in the Document Intelligence Studio.

Development options

Document Intelligence v3.1 supports the following tools, applications, and libraries:

Feature Resources Model ID
Health insurance card model • Document Intelligence Studio
• REST API
• C# SDK
• Python SDK
• Java SDK
• JavaScript SDK		 prebuilt-healthInsuranceCard.us

Document Intelligence v3.0 supports the following tools, applications, and libraries:

Feature Resources Model ID
Health insurance card model • Document Intelligence Studio
• REST API
• C# SDK
• Python SDK
• Java SDK
• JavaScript SDK		 prebuilt-healthInsuranceCard.us

Input requirements

  • Supported file formats:

    Model PDF Image:
    JPEG/JPG, PNG, BMP, TIFF, HEIF    		 Microsoft Office:
    Word (DOCX), Excel (XLSX), PowerPoint (PPTX), HTML
    Read ✔ ✔ ✔
    Layout ✔ ✔ ✔ (2024-07-31-preview, 2024-02-29-preview, 2023-10-31-preview)
    General Document ✔ ✔
    Prebuilt ✔ ✔
    Custom extraction ✔ ✔
    Custom classification ✔ ✔ ✔ (2024-07-31-preview, 2024-02-29-preview)

  • For best results, provide one clear photo or high-quality scan per document.

  • For PDF and TIFF, up to 2,000 pages can be processed (with a free tier subscription, only the first two pages are processed).

  • The file size for analyzing documents is 500 MB for paid (S0) tier and 4 MB for free (F0) tier.

  • Image dimensions must be between 50 pixels x 50 pixels and 10,000 pixels x 10,000 pixels.

  • If your PDFs are password-locked, you must remove the lock before submission.

  • The minimum height of the text to be extracted is 12 pixels for a 1024 x 768 pixel image. This dimension corresponds to about 8 point text at 150 dots per inch (DPI).

  • For custom model training, the maximum number of pages for training data is 500 for the custom template model and 50,000 for the custom neural model.

    • For custom extraction model training, the total size of training data is 50 MB for template model and 1 GB for the neural model.

    • For custom classification model training, the total size of training data is 1 GB with a maximum of 10,000 pages. For 2024-07-31-preview and later, the total size of training data is 2 GB with a maximum of 10,000 pages.

Try Document Intelligence Studio

See how data is extracted from health insurance cards using the Document Intelligence Studio. You need the following resources:

Screenshot of keys and endpoint location in the Azure portal.

Note

Document Intelligence Studio is available with API version v3.0.

  1. On the Document Intelligence Studio home page, select Health insurance cards.

  2. You can analyze the sample insurance card document or select the ➕ Add button to upload your own sample.

  3. Select the Run analysis button and, if necessary, configure the Analyze options :

    Screenshot of Run analysis and Analyze options buttons in the Document Intelligence Studio.

    Try Document Intelligence Studio.

Supported languages and locales

See our Language Support—prebuilt models page for a complete list of supported languages.

Field extraction

Field Type Description Example
Insurer string Health insurance provider name PREMERA
BLUE CROSS
Member object
Member.Name string Member name ANGEL BROWN
Member.BirthDate date Member date of birth 01/06/1958
Member.Employer string Member name employer Microsoft
Member.Gender string Member gender M
Member.IdNumberSuffix string Identification Number Suffix as it appears on some health insurance cards 01
Dependents array Array holding list of dependents, ordered where possible by membership suffix value
Dependents.* object
Dependents.*.Name string Dependent name 01
IdNumber object
IdNumber.Prefix string Identification Number Prefix as it appears on some health insurance cards ABC
IdNumber.Number string Identification Number 123456789
GroupNumber string Insurance Group Number 1000000
PrescriptionInfo object
PrescriptionInfo.Issuer string ANSI issuer identification number (IIN) (80840) 300-11908-77
PrescriptionInfo.RxBIN string Prescription issued BIN number 987654
PrescriptionInfo.RxPCN string Prescription processor control number 63200305
PrescriptionInfo.RxGrp string Prescription group number BCAAXYZ
PrescriptionInfo.RxId string Prescription identification number. If not present, defaults to membership ID number P97020065
PrescriptionInfo.RxPlan string Prescription Plan number A1
Pbm string Pharmacy Benefit Manager for the plan CVS CAREMARK
EffectiveDate date Date from which the plan is effective 08/12/2012
Copays array Array holding list of Co-Pay Benefits
Copays.* object
Copays.*.Benefit string Co-Pay Benefit name Deductible
Copays.*.Amount currency Co-Pay required amount $1,500
Payer object
Payer.Id string Payer ID Number 89063
Payer.Address address Payer address 123 Service St., Redmond WA, 98052
Payer.PhoneNumber phoneNumber Payer phone number +1 (987) 213-5674
Plan object
Plan.Number string Plan number 456
Plan.Name string Plan name - If Medicaid -> then medicaid (all lower case). HEALTH SAVINGS PLAN
Plan.Type string Plan type PPO
MedicareMedicaidInfo object
MedicareMedicaidInfo.Id string Medicare or Medicaid number 1AB2-CD3-EF45
MedicareMedicaidInfo.PartAEffectiveDate date Effective date of Medicare Part A 01-01-2023
MedicareMedicaidInfo.PartBEffectiveDate date Effective date of Medicare Part B 01-01-2023

Migration guide and REST API v3.1

Next steps