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EQUIDOX AI HEALTHCARE DEMONSTRATION

Equidox AI automatically remediates PDFs for healthcare use cases like provider
directories.

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[Paul Campbell] Good afternoon everyone. Welcome

to our webinar for Equidox AI, a fully automated

[Paul Campbell] Good afternoon everyone. Welcome

to our webinar for Equidox AI, a fully automated

PDF remediation solution. We're very excited about

this cutting-edge technology that is solving for

PDF remediation solution. We're very excited about

this cutting-edge technology that is solving for

challenges within the healthcare and healthcare

insurance provider Industries. By way of

challenges within the healthcare and healthcare

insurance provider Industries. By way of

introduction, my name is Paul Campbell and I will

be joined by Tim Needles and Dan Tuleta for the

introduction, my name is Paul Campbell and I will

be joined by Tim Needles and Dan Tuleta for the

next 30 minutes. Just some quick logistics. The

live audio Q&A is not available for this webinar;

next 30 minutes. Just some quick logistics. The

live audio Q&A is not available for this webinar;

however, you can drop your questions in

the Q&A chat button at the bottom of the

however, you can drop your questions in

the Q&A chat button at the bottom of the

screen and we'll get back to you shortly after

the webinar with some answers. Additionally,

screen and we'll get back to you shortly after

the webinar with some answers. Additionally,

the webinar will be recorded and will be sent to

everyone after of the meeting in addition to the

the webinar will be recorded and will be sent to

everyone after of the meeting in addition to the

deck that we'll be presenting and a short survey

that we'd appreciate if you take a minute to to

deck that we'll be presenting and a short survey

that we'd appreciate if you take a minute to to

answer for us. We're also very happy to do a

more direct interactive session with you and

answer for us. We're also very happy to do a

more direct interactive session with you and

other team members if they weren't able to join

and, obviously, further conversation as to how

other team members if they weren't able to join

and, obviously, further conversation as to how

Equidox AI may be a fit for your organization

specifically. Overview of the agenda for today

Equidox AI may be a fit for your organization

specifically. Overview of the agenda for today

that we have lined up for the next 29 minutes

now. Who is Equidox Software Company? Our

that we have lined up for the next 29 minutes

now. Who is Equidox Software Company? Our

president and CEO Tim Needles is going to talk

a little bit about who we are where we've been,

president and CEO Tim Needles is going to talk

a little bit about who we are where we've been,

and where we're going. I'll be discussing some of

the challenges that we've seen in the healthcare

and where we're going. I'll be discussing some of

the challenges that we've seen in the healthcare

market specifically and our solution to the

problems that we have seen and then Dan Tuleta,

market specifically and our solution to the

problems that we have seen and then Dan Tuleta,

our Senior Solutions Engineer, will be

talking about why do we make PDF accessible,

our Senior Solutions Engineer, will be

talking about why do we make PDF accessible,

what's really driving this in the market, followed

by an overview of Equidox AI and how it works. And

what's really driving this in the market, followed

by an overview of Equidox AI and how it works. And

then lastly, for the last half of the meeting

is an Equidox AI demonstration that we're very

then lastly, for the last half of the meeting

is an Equidox AI demonstration that we're very

excited to show today. So with that said I'm gonna

hand it over to Tim Needles, our president CEO,

excited to show today. So with that said I'm gonna

hand it over to Tim Needles, our president CEO,

to give an introduction to Equidox. Tim?

[Tim Needles] Well, thank you Paul for the

to give an introduction to Equidox. Tim?

[Tim Needles] Well, thank you Paul for the

introduction. Much appreciated and thank you

all for joining us today. We're exceedingly

introduction. Much appreciated and thank you

all for joining us today. We're exceedingly

excited to be with you here today to showcase

our AI solution. We know that many of you have

excited to be with you here today to showcase

our AI solution. We know that many of you have

been feeling the pain of PDF remediation maybe

for a long time in terms of cost, compliance,

been feeling the pain of PDF remediation maybe

for a long time in terms of cost, compliance,

and risk mitigation. So you'll be pleased to know

that there is a better solution for customers with

and risk mitigation. So you'll be pleased to know

that there is a better solution for customers with

lots of documents like yourselves. And after the

demo I think you will agree that Equidox AI is a

lots of documents like yourselves. And after the

demo I think you will agree that Equidox AI is a

superior solution. So some of you may think that

we're the new kids on the block, but Equidox has

superior solution. So some of you may think that

we're the new kids on the block, but Equidox has

actually been in existence for nearly a decade.

Way back when a Canadian citizen was trying to

actually been in existence for nearly a decade.

Way back when a Canadian citizen was trying to

apply for a government job posted on the internet,

but she was unable to apply for the job because of

apply for a government job posted on the internet,

but she was unable to apply for the job because of

her visual disability. So she sued the government

of Canada and she won her case. So the government

her visual disability. So she sued the government

of Canada and she won her case. So the government

sought out a solution… but they couldn't find one

because there really wasn't one. So they asked the

sought out a solution… but they couldn't find one

because there really wasn't one. So they asked the

marketplace to respond and we started building a

solution. And we haven't really stopped innovating

marketplace to respond and we started building a

solution. And we haven't really stopped innovating

ever since. So we created a robust SaaS solution

and now hundreds of customers are currently using

ever since. So we created a robust SaaS solution

and now hundreds of customers are currently using

our legacy product. The solution is world-class

and is adding tremendous value to the marketplace

our legacy product. The solution is world-class

and is adding tremendous value to the marketplace

of digital accessibility for enterprises,

government agencies, educational Institutions,

of digital accessibility for enterprises,

government agencies, educational Institutions,

and the like. Our customers love our product, and

that's evidenced by the fact that nearly 100% of

and the like. Our customers love our product, and

that's evidenced by the fact that nearly 100% of

our customers renew their subscription every

year. So you know that's all well and good but

our customers renew their subscription every

year. So you know that's all well and good but

we've heard from customers for a while long time

that organizations were really having difficulty.

we've heard from customers for a while long time

that organizations were really having difficulty.

The organizations with tens of thousands, or

hundreds of thousands, or even millions of pages

The organizations with tens of thousands, or

hundreds of thousands, or even millions of pages

that needed to be remediated. And there wasn't an

automated solution for that need. So a few years

that needed to be remediated. And there wasn't an

automated solution for that need. So a few years

ago, through our team and the serious development

effort, we started building an AI solution. So the

ago, through our team and the serious development

effort, we started building an AI solution. So the

traditional service providers were sending their

documents to India and other countries and we

traditional service providers were sending their

documents to India and other countries and we

were one of those service providers. But there was

no real efficient way to scale. And so companies

were one of those service providers. But there was

no real efficient way to scale. And so companies

were forced to settle for a solution that's

time-consuming, as we all know, really expensive,

were forced to settle for a solution that's

time-consuming, as we all know, really expensive,

and doesn't really truly mitigate the risk

of litigation and a lawsuit. So our demo

and doesn't really truly mitigate the risk

of litigation and a lawsuit. So our demo

will prove today that there is a better way to

remediate large amounts of pages and documents,

will prove today that there is a better way to

remediate large amounts of pages and documents,

saving you time money, and all the hassles of

old-school remediation. It's great to accomplish

saving you time money, and all the hassles of

old-school remediation. It's great to accomplish

these benefits, but we are really most pleased

to provide a game-changing solution that assists

these benefits, but we are really most pleased

to provide a game-changing solution that assists

the visually impaired and we're super passionate

about helping these people. It's invigorating to

the visually impaired and we're super passionate

about helping these people. It's invigorating to

work with organizations like yours that share

our commitment and passion. So thank you again

work with organizations like yours that share

our commitment and passion. So thank you again

for taking the time to be with us today. We look

forward to serving you. And back to you. Paul.

for taking the time to be with us today. We look

forward to serving you. And back to you. Paul.

[Paul Campbell] Thanks. Again thank you, Tim. So

as Tim mentioned, Equidox AI is a fully automated

[Paul Campbell] Thanks. Again thank you, Tim. So

as Tim mentioned, Equidox AI is a fully automated

PDF remediation solution that removes the

traditional manual remediation methods,

PDF remediation solution that removes the

traditional manual remediation methods,

and auto-tagging methods, while still increasing

the quality and accuracy and compliance for

and auto-tagging methods, while still increasing

the quality and accuracy and compliance for

organizations. What we've really found most

recently is that the healthcare industry can

organizations. What we've really found most

recently is that the healthcare industry can

get the most value out of Equidox AI and hence

why we had this webinar for this market. And

get the most value out of Equidox AI and hence

why we had this webinar for this market. And

this is really because Section 508 compliance

mandates, number one, and number two, healthcare

this is really because Section 508 compliance

mandates, number one, and number two, healthcare

organizations seem to have large quantities

of templated and reoccurring documents that

organizations seem to have large quantities

of templated and reoccurring documents that

consistently need to be accessible. because of

these compliance requirements. And number three,

consistently need to be accessible. because of

these compliance requirements. And number three,

there's just current challenges that we've seen

with the current processes that organizations

there's just current challenges that we've seen

with the current processes that organizations

have to make their PDFs accessible. And just

the overall quality, speed, and vendor sprawl

have to make their PDFs accessible. And just

the overall quality, speed, and vendor sprawl

within these organizations to accommodate PDF

remediation. The main use cases may include,

within these organizations to accommodate PDF

remediation. The main use cases may include,

but are not limited to necessarily, and some of

ones that you are all probably familiar with:

but are not limited to necessarily, and some of

ones that you are all probably familiar with:

physician directories, explanations of benefits,

digital ID cards, invoices, statements… These are

physician directories, explanations of benefits,

digital ID cards, invoices, statements… These are

all great candidates for Equidox AI because of

the high-volume, repetitive, templated nature of

all great candidates for Equidox AI because of

the high-volume, repetitive, templated nature of

those use cases… and how quickly they need to

be provided to your customers. And with that,

those use cases… and how quickly they need to

be provided to your customers. And with that,

we've really seen three main challenges that

organizations are experiencing to accommodate the

we've really seen three main challenges that

organizations are experiencing to accommodate the

compliance mandates and the accessibility of these

large volumes of documents. Number one challenge

compliance mandates and the accessibility of these

large volumes of documents. Number one challenge

we've seen is the costs. There's multiple

vendors within organizations, there's outsourced

we've seen is the costs. There's multiple

vendors within organizations, there's outsourced

providers, and there's investment internally for

internal personnel, as well. That's very costly,

providers, and there's investment internally for

internal personnel, as well. That's very costly,

and it can really be a runaway train of cost

because of some of the industry standard prices

and it can really be a runaway train of cost

because of some of the industry standard prices

for page components. And it can it can really get

exponential. And the manual work to provide this

for page components. And it can it can really get

exponential. And the manual work to provide this

level of remediation at the capacity and scale

is very expensive. Number two is the quality.

level of remediation at the capacity and scale

is very expensive. Number two is the quality.

Because of the cumbersome manual processes,

auto-tagging mishaps, and issues multiplied

Because of the cumbersome manual processes,

auto-tagging mishaps, and issues multiplied

by volumes of pages in scope and complexity leaves

healthcare organizations exposed to non-compliance

by volumes of pages in scope and complexity leaves

healthcare organizations exposed to non-compliance

and unfortunately sometimes lawsuits. Because

of these critical elements. Lastly is the speed.

and unfortunately sometimes lawsuits. Because

of these critical elements. Lastly is the speed.

There's very demanding legal requirements: Section

508, and quick turnaround times with that. To

There's very demanding legal requirements: Section

508, and quick turnaround times with that. To

get accessible information to your customers

consistently is not really a realistic… It's

get accessible information to your customers

consistently is not really a realistic… It's

not really realistic to accommodate with the

traditional manual processes and auto-tagging

not really realistic to accommodate with the

traditional manual processes and auto-tagging

methods because of these volumes that have

to be managed. Again, as Tim had mentioned

methods because of these volumes that have

to be managed. Again, as Tim had mentioned

and alluded to, we wanted to create a better way.

And thanks to Tim and executive leadership, we've

and alluded to, we wanted to create a better way.

And thanks to Tim and executive leadership, we've

done that. And Equidox AI solves for these main

challenges that we've just discussed. Our experts

done that. And Equidox AI solves for these main

challenges that we've just discussed. Our experts

have really found a way to truly automate the PDF

accessibility process of many of the healthcare

have really found a way to truly automate the PDF

accessibility process of many of the healthcare

use cases involving high volumes. Equidox AI

automates… or the Equidox AI automation allows

use cases involving high volumes. Equidox AI

automates… or the Equidox AI automation allows

for good quality usability and compliance every

single time. Because of our unique model creation

for good quality usability and compliance every

single time. Because of our unique model creation

and machine learning and artificial intelligence

model creation. We don't auto-tag, or cut corners,

and machine learning and artificial intelligence

model creation. We don't auto-tag, or cut corners,

or rely on the human element to get the process

done. Now also Equidox AI automation accommodates

or rely on the human element to get the process

done. Now also Equidox AI automation accommodates

aggressive timelines because of relying on the

technology. And we can really dictate how fast

aggressive timelines because of relying on the

technology. And we can really dictate how fast

the solution runs and ultimately turn the dial up

or down. so to speak. to accommodate any timelines

the solution runs and ultimately turn the dial up

or down. so to speak. to accommodate any timelines

that customers have. And lastly, Equidox AI

automation allows for lower costs… process

that customers have. And lastly, Equidox AI

automation allows for lower costs… process

improvements, and also vendor consolidation. So

with those costs, the process improvements that

improvements, and also vendor consolidation. So

with those costs, the process improvements that

we're able to consolidate and streamline and the

vendor consolidation… kind of goes hand-in-hand

we're able to consolidate and streamline and the

vendor consolidation… kind of goes hand-in-hand

with those costs from what we've seen. So with

that I'm going to turn it over to my colleague

with those costs from what we've seen. So with

that I'm going to turn it over to my colleague

Dan to talk about why is it important to make

PDFs accessible and also how Equidox AI works,

Dan to talk about why is it important to make

PDFs accessible and also how Equidox AI works,

and then ultimately a demonstration of this

new bleeding-edge technology, Equidox AI. Dan?

and then ultimately a demonstration of this

new bleeding-edge technology, Equidox AI. Dan?

[Dan Tuleta] Great, thanks, Paul. And thanks,

Tim for kicking it off this afternoon. So let's

[Dan Tuleta] Great, thanks, Paul. And thanks,

Tim for kicking it off this afternoon. So let's

talk a little bit about why we're doing all of

this. I assume that many people on this call

talk a little bit about why we're doing all of

this. I assume that many people on this call

have some at least high-level familiarity with the

various accessibility laws like ADA, Section 508,

have some at least high-level familiarity with the

various accessibility laws like ADA, Section 508,

and the Affordable Care Act. I don't want to

bore everyone with a bunch of legalese because

and the Affordable Care Act. I don't want to

bore everyone with a bunch of legalese because

I'm not a lawyer. But at a high level, just

as there are requirements to provide physical

I'm not a lawyer. But at a high level, just

as there are requirements to provide physical

access like wheelchair ramps, or elevators, or

Braille signage in your buildings, organizations

access like wheelchair ramps, or elevators, or

Braille signage in your buildings, organizations

also need to ensure that their public-facing

digital content, including your PDF documents,

also need to ensure that their public-facing

digital content, including your PDF documents,

are accessible to everyone, including people

with disabilities. Of course, ignoring the

are accessible to everyone, including people

with disabilities. Of course, ignoring the

accessibility of your digital content opens your

organization up to legal risks. There have been

accessibility of your digital content opens your

organization up to legal risks. There have been

thousands of organizations who have learned

the hard way when they were sued for exactly

thousands of organizations who have learned

the hard way when they were sued for exactly

this type of problem. And there are thousands more

who are forced to pay large settlements and fines,

this type of problem. And there are thousands more

who are forced to pay large settlements and fines,

and yet they still have to go back and fix their

accessibility deficiencies. So long story short,

and yet they still have to go back and fix their

accessibility deficiencies. So long story short,

we live in a very digital world and we rely

so heavily on digital information. So digital

we live in a very digital world and we rely

so heavily on digital information. So digital

accessibility is not a fad and it's not going

away. So it's always good to be aware of it

accessibility is not a fad and it's not going

away. So it's always good to be aware of it

and to address it in a proactive way. Just so

everyone's aware, these are links to Section

and to address it in a proactive way. Just so

everyone's aware, these are links to Section

508 and WCAG Guidelines. We will be sharing the

deck with everyone who's on the webinar today,

508 and WCAG Guidelines. We will be sharing the

deck with everyone who's on the webinar today,

so if you're interested in reading a little

bit more about these specific standards and

so if you're interested in reading a little

bit more about these specific standards and

g. Basically what I wanted to talk about a little

bit here is for anyone that's unsure of why this

g. Basically what I wanted to talk about a little

bit here is for anyone that's unsure of why this

digital accessibility stuff matters, people with

disabilities use various types of what's called

digital accessibility stuff matters, people with

disabilities use various types of what's called

assistive technologies to interact with digital

content like a PDF document. A very common type

assistive technologies to interact with digital

content like a PDF document. A very common type

of assist of technology is called a screen reader,

which is capable of reading digital content like

of assist of technology is called a screen reader,

which is capable of reading digital content like

websites, or applications, and of course PDF

documents. Screen readers use what are called

websites, or applications, and of course PDF

documents. Screen readers use what are called

digital tags to navigate documents. And these tags

need to be properly encoded into the document to

digital tags to navigate documents. And these tags

need to be properly encoded into the document to

organize the content and make it compatible

with a screen reader. So think of the tag as

organize the content and make it compatible

with a screen reader. So think of the tag as

like a framework of the document which gives the

screen reader and the user the ability to navigate

like a framework of the document which gives the

screen reader and the user the ability to navigate

and interact with all the various elements in the

PDF. So Equidox, in cooperation with the National

and interact with all the various elements in the

PDF. So Equidox, in cooperation with the National

Federation of the Blind, surveyed about 250 blind

and low-vision individuals who rely every day on

Federation of the Blind, surveyed about 250 blind

and low-vision individuals who rely every day on

their screen reader to interact with PDFs. And

based on this survey, we found that at least

their screen reader to interact with PDFs. And

based on this survey, we found that at least

two-thirds of PDF documents are inaccessible

to people with disabilities. So if you just put

two-thirds of PDF documents are inaccessible

to people with disabilities. So if you just put

yourself in the shoes of a blind person, you can

quickly imagine how frustrated you would be if you

yourself in the shoes of a blind person, you can

quickly imagine how frustrated you would be if you

could not read two-thirds of the documents that

you came in contact with on a daily basis. On top

could not read two-thirds of the documents that

you came in contact with on a daily basis. On top

of that, imagine the potential privacy issues if

you were to go and ask your neighbor if they could

of that, imagine the potential privacy issues if

you were to go and ask your neighbor if they could

read you your medical test results, or if they

could read your credit card charges on a bank

read you your medical test results, or if they

could read your credit card charges on a bank

statement, or something like that. It would be

very intrusive and kind of embarrassing thing to

statement, or something like that. It would be

very intrusive and kind of embarrassing thing to

have to do. So that's what people that are blind

face every single day and that's where really

have to do. So that's what people that are blind

face every single day and that's where really

what we're trying to solve for. So let's talk a

little bit about the human element of AI. One of

what we're trying to solve for. So let's talk a

little bit about the human element of AI. One of

the main challenges around PDF accessibility

is that each PDF document is unique. We have

the main challenges around PDF accessibility

is that each PDF document is unique. We have

heard a lot of empty promises of fully automating

PDF accessibility but the devil is really in the

heard a lot of empty promises of fully automating

PDF accessibility but the devil is really in the

details. There are so many things about PDFs that

require human interpretation to decide how to tag

details. There are so many things about PDFs that

require human interpretation to decide how to tag

specific elements within the content. I've been

working in the PDF accessibility space for about

specific elements within the content. I've been

working in the PDF accessibility space for about

seven years, and I've seen a lot of organizations

that come to us and they assume that they have

seven years, and I've seen a lot of organizations

that come to us and they assume that they have

accessible documents because their documents

have some tags. But they quickly learn that

accessible documents because their documents

have some tags. But they quickly learn that

those tags are not usable and they're certainly

not compliant and they're still open to litigation

those tags are not usable and they're certainly

not compliant and they're still open to litigation

of course. So just be aware of auto-tagging

technology masking itself as a solution to

of course. So just be aware of auto-tagging

technology masking itself as a solution to

fully automated PDF accessibility. Auto-taggers,

we'll call them, are capable of putting tags on a

fully automated PDF accessibility. Auto-taggers,

we'll call them, are capable of putting tags on a

page. But these will always be applied in a sloppy

and heavy-handed way and the inaccuracy of those

page. But these will always be applied in a sloppy

and heavy-handed way and the inaccuracy of those

tags leads to a lot of confusion and frustration

for a screen reader user. And they're definitely

tags leads to a lot of confusion and frustration

for a screen reader user. And they're definitely

not compliant. So in addition to the accuracy

and usability issues, auto-taggers will leave

not compliant. So in addition to the accuracy

and usability issues, auto-taggers will leave

you open to further litigation because there's no

guarantee of any compliance with WCAG standards.

you open to further litigation because there's no

guarantee of any compliance with WCAG standards.

Even paying to outsource your huge batches of

documents to auto-taggers, you're still not

Even paying to outsource your huge batches of

documents to auto-taggers, you're still not

mitigating your risk of litigation because

the auto-tagging falls well short of true

mitigating your risk of litigation because

the auto-tagging falls well short of true

compliance with the accessibility standards.

So incorporating artificial intelligence,

compliance with the accessibility standards.

So incorporating artificial intelligence,

and more specifically, computer vision and machine

learning, into high-volume PDF remediation allows

and more specifically, computer vision and machine

learning, into high-volume PDF remediation allows

our accessibility experts to train an AI model to

accurately identify and tag all of the elements in

our accessibility experts to train an AI model to

accurately identify and tag all of the elements in

the document template. The use of AI developed by

our data scientists, paired with the human element

the document template. The use of AI developed by

our data scientists, paired with the human element

of our trained accessibility experts, allows for

incredibly accurate, usable, and compliant PDFs

of our trained accessibility experts, allows for

incredibly accurate, usable, and compliant PDFs

to be returned to their customers in a fraction

of the time because AI works exponentially faster

to be returned to their customers in a fraction

of the time because AI works exponentially faster

than humans manually tagging each element on a

page. AI of course doesn't take vacations, it can

than humans manually tagging each element on a

page. AI of course doesn't take vacations, it can

work 24/7 365 without any breaks, and it doesn't

need to cut corners to meet a deadline. So the AI

work 24/7 365 without any breaks, and it doesn't

need to cut corners to meet a deadline. So the AI

just has a huge advantage when you're dealing with

high volumes of documents. Okay so let's talk a

just has a huge advantage when you're dealing with

high volumes of documents. Okay so let's talk a

little bit about training these AI models and how

this works. Our accessibility experts use example

little bit about training these AI models and how

this works. Our accessibility experts use example

documents of customer templates to properly

identify the various elements on the page.

documents of customer templates to properly

identify the various elements on the page.

These elements might include things like text and

paragraph structure, various levels of headings

These elements might include things like text and

paragraph structure, various levels of headings

that are used for navigation purposes, lists and

tables, graphs and images, even the reading order

that are used for navigation purposes, lists and

tables, graphs and images, even the reading order

of the content, which is crucial if you're dealing

with documents that don't have just a standard top

of the content, which is crucial if you're dealing

with documents that don't have just a standard top

to bottom reading order. This training data that

our experts feed to the AI models is what the AI

to bottom reading order. This training data that

our experts feed to the AI models is what the AI

uses to learn and apply the appropriate tags en

mass to many thousands, or tens of thousands,

uses to learn and apply the appropriate tags en

mass to many thousands, or tens of thousands,

or millions of pages that have similar templates

and formatting. Although the mechanics of how AI

or millions of pages that have similar templates

and formatting. Although the mechanics of how AI

technology works is rather abstract, so it's hard

to kind of visualize what's going on behind the

technology works is rather abstract, so it's hard

to kind of visualize what's going on behind the

curtain, in the next couple of slides I'm just

going to show you a few examples of how we can

curtain, in the next couple of slides I'm just

going to show you a few examples of how we can

visualize the AI at work. So in this scatter plot

that we see on the right side of the slide here,

visualize the AI at work. So in this scatter plot

that we see on the right side of the slide here,

we'll see these green dots. These green dots,

each one of them represents a page in a PD. And

we'll see these green dots. These green dots,

each one of them represents a page in a PD. And

they are grouped together based on similarities

that the computer vision finds. So in this cluster

they are grouped together based on similarities

that the computer vision finds. So in this cluster

we see a dot representing all of the pages in

these documents that contain pie charts. In

we see a dot representing all of the pages in

these documents that contain pie charts. In

this example you'll see that there are different

multi-column text layouts that the AI will also

this example you'll see that there are different

multi-column text layouts that the AI will also

use to recognize different pages and group them

together appropriately. So sometimes there's

use to recognize different pages and group them

together appropriately. So sometimes there's

a single column sometimes it's two, three, or

four. Sometimes there's a mixture of multiple

a single column sometimes it's two, three, or

four. Sometimes there's a mixture of multiple

options. The AI is able to use that information to

group together the pages. The AI can also pick up

options. The AI is able to use that information to

group together the pages. The AI can also pick up

on font styles like the size and the color to

help it establish the appropriate tags on the

on font styles like the size and the color to

help it establish the appropriate tags on the

page. We can even train AI to identify the many

potential variations in tables such as the number

page. We can even train AI to identify the many

potential variations in tables such as the number

of columns and rows which can always be dynamic.

The table headers versus the table data, and even

of columns and rows which can always be dynamic.

The table headers versus the table data, and even

tables of different sizes that might span across

multiple pages. All of that can be accounted for

tables of different sizes that might span across

multiple pages. All of that can be accounted for

in the AI model. Training the results of all of

this extensive document analysis and training

in the AI model. Training the results of all of

this extensive document analysis and training

and feeding that training data to the AI model to

digest and learn from is creating fully compliant

and feeding that training data to the AI model to

digest and learn from is creating fully compliant

PDF documents without any human remediators

involved. Those human remediators, keep in mind,

PDF documents without any human remediators

involved. Those human remediators, keep in mind,

are very expensive to employ or outsource to

and they are of course liable to make a lot

are very expensive to employ or outsource to

and they are of course liable to make a lot

of errors. Or they might be forced to just cut

corners because they have to meet an unattainable

of errors. Or they might be forced to just cut

corners because they have to meet an unattainable

deadline due to the massive demands in volume. So

we're able to reach full compliance because this

deadline due to the massive demands in volume. So

we're able to reach full compliance because this

is not am auto-tagger just throwing sloppy tags

on a page and saying quote-unquote “good enough.”

is not am auto-tagger just throwing sloppy tags

on a page and saying quote-unquote “good enough.”

Beyond the compliance, we're just also passing

automated checkers as well as manual reviews using

Beyond the compliance, we're just also passing

automated checkers as well as manual reviews using

screen readers. So the bonus of the AI for high

volume and hyper-fast remediation is that it's

screen readers. So the bonus of the AI for high

volume and hyper-fast remediation is that it's

going to produce incredibly accurate and very much

usable documents for people with disabilities. So

going to produce incredibly accurate and very much

usable documents for people with disabilities. So

your customers who rely on assistive technology…

they're not going to be filing complaints or

your customers who rely on assistive technology…

they're not going to be filing complaints or

lawsuits or calling your headquarters to complain

that they have documents that they cannot navigate

lawsuits or calling your headquarters to complain

that they have documents that they cannot navigate

or understand because they simply haven't

been tagged properly. Now I'm gonna… we're

or understand because they simply haven't

been tagged properly. Now I'm gonna… we're

just about ready to jump into the demo. So I

promise the slide deck is going to end soon.

just about ready to jump into the demo. So I

promise the slide deck is going to end soon.

But just before we do that I just want to make

it clear that the underlying technology that's

But just before we do that I just want to make

it clear that the underlying technology that's

operating this AI can be deployed in several

ways with your organization's requirements. We've

operating this AI can be deployed in several

ways with your organization's requirements. We've

built an interface which you will see during the

demo that could allow your employees to run the

built an interface which you will see during the

demo that could allow your employees to run the

process from start to finish with just a couple

of clicks by uploading the document or documents,

process from start to finish with just a couple

of clicks by uploading the document or documents,

running the batch, and then downloading the

finished PDFs. We can also embed the AI models

running the batch, and then downloading the

finished PDFs. We can also embed the AI models

into an existing document creation and delivery

system through the use of APIs. So this might be

into an existing document creation and delivery

system through the use of APIs. So this might be

more critical for customers needing to download

private documents like a monthly statement,

more critical for customers needing to download

private documents like a monthly statement,

or an explanation of benefits, or medical test

results, etc. Lastly, Equidox can operate this

or an explanation of benefits, or medical test

results, etc. Lastly, Equidox can operate this

process on your behalf as a managed service. So

we can take care of the remediation as well as

process on your behalf as a managed service. So

we can take care of the remediation as well as

the validation of those documents to ensure that

everything exceeds all accessibility requirements

the validation of those documents to ensure that

everything exceeds all accessibility requirements

and deliver fully compliant PDFs back to your

organization to be posted and distributed. Just

and deliver fully compliant PDFs back to your

organization to be posted and distributed. Just

one more thing to note about Equidox AI is that

we're applying these tags at the post-processing

one more thing to note about Equidox AI is that

we're applying these tags at the post-processing

stage which you'll see during the demonstration.

So these PDFs are already created and we are

stage which you'll see during the demonstration.

So these PDFs are already created and we are

applying the accessibility as a final step before

they are publicly distributed. The advantage of

applying the accessibility as a final step before

they are publicly distributed. The advantage of

tagging PDFs post-processing is that we're not

having to come into your organization and disrupt,

tagging PDFs post-processing is that we're not

having to come into your organization and disrupt,

or in many cases rebuild, a document creation

process. So your designers and producers of mass

or in many cases rebuild, a document creation

process. So your designers and producers of mass

documentation… they can continue their process

as they currently do it and we will handle the

documentation… they can continue their process

as they currently do it and we will handle the

accessibility component at the very end right

before the document reaches your customers in

accessibility component at the very end right

before the document reaches your customers in

the public forum. So with that said I'm gonna get

out of the slide deck and we're going to jump into

the public forum. So with that said I'm gonna get

out of the slide deck and we're going to jump into

the demonstration. I'm going to just switch tabs

here on my on my browser and this is Equidox AI.

the demonstration. I'm going to just switch tabs

here on my on my browser and this is Equidox AI.

So just keep in mind that this is an interface

that we have built to demonstrate and visualize

So just keep in mind that this is an interface

that we have built to demonstrate and visualize

how this technology works but it can be deployed

in other ways as I just previously mentioned. What

how this technology works but it can be deployed

in other ways as I just previously mentioned. What

I'm going to do first, is I'm going to upload a

document to run through this process. So if I just

I'm going to do first, is I'm going to upload a

document to run through this process. So if I just

open up the folders here in my hard drive, I'm

going to grab this document right here and just

open up the folders here in my hard drive, I'm

going to grab this document right here and just

do a simple drag and drop of it. Once it renders

in this little rectangle here, the Upload button

do a simple drag and drop of it. Once it renders

in this little rectangle here, the Upload button

appears. When I press the Upload button, this

is going to start the process where Equidox is

appears. When I press the Upload button, this

is going to start the process where Equidox is

going to bring it up into the cloud and get it

ready for this batch process. The next step is,

going to bring it up into the cloud and get it

ready for this batch process. The next step is,

I'm going to go to the Create/Run Batch tab on the

left-hand side. And I will select the appropriate

I'm going to go to the Create/Run Batch tab on the

left-hand side. And I will select the appropriate

machine learning model that I would like to apply

to this document I just uploaded. So when I hit

machine learning model that I would like to apply

to this document I just uploaded. So when I hit

the dropdown menu, I will select the Example

Provider Directory and we'll take a look at what

the dropdown menu, I will select the Example

Provider Directory and we'll take a look at what

this document looks like in just a second. Once

I select the model I want to apply, I then select

this document looks like in just a second. Once

I select the model I want to apply, I then select

this document right here, which is the one I just

uploaded, and I hit Run Batch. Now once I press

this document right here, which is the one I just

uploaded, and I hit Run Batch. Now once I press

Run Batch, the view of this screen changes and I

can see some basic information and properties of

Run Batch, the view of this screen changes and I

can see some basic information and properties of

the document, and down below we'll see the actual

process kind of work. So it's not much to look at,

the document, and down below we'll see the actual

process kind of work. So it's not much to look at,

we just have these green dots that kind of light

up as it goes through the different phases of the

we just have these green dots that kind of light

up as it goes through the different phases of the

process. Right now Equidox is applying the machine

learning zones, it's analyzing each page for the

process. Right now Equidox is applying the machine

learning zones, it's analyzing each page for the

various differences and slight changes throughout,

and it's going to recognize all those different

various differences and slight changes throughout,

and it's going to recognize all those different

elements and appropriately tag it based on

the model training that we have fed the AI,

elements and appropriately tag it based on

the model training that we have fed the AI,

based on this type of template for this particular

customer. So while that's running, I'm going

based on this type of template for this particular

customer. So while that's running, I'm going

to open up this document and we'll just take a

quick look at the content. So this is actually

to open up this document and we'll just take a

quick look at the content. So this is actually

a 100-page excerpt of a much longer… like I think

it's 1200-page physicians directory. We have seen

a 100-page excerpt of a much longer… like I think

it's 1200-page physicians directory. We have seen

examples of similar directories that exceed like

10,000 pages because it lists literally every

examples of similar directories that exceed like

10,000 pages because it lists literally every

doctor, hospital, physical therapist, dentist, you

name it within that provider network. And these

doctor, hospital, physical therapist, dentist, you

name it within that provider network. And these

lists always need to be maintained and updated

because providers come and go from a network,

lists always need to be maintained and updated

because providers come and go from a network,

or they change locations. And their contact

information needs to be updated. So many

or they change locations. And their contact

information needs to be updated. So many

networks are updating their provider directories

on a monthly, or quarterly, or at least an annual

networks are updating their provider directories

on a monthly, or quarterly, or at least an annual

basis. So the volume of these pages and the

recurring nature of these documents being updated

basis. So the volume of these pages and the

recurring nature of these documents being updated

monthly or quarterly is really overwhelming for

a team of human remediators. And it's also very

monthly or quarterly is really overwhelming for

a team of human remediators. And it's also very

expensive to outsource to third parties who

are typically charging you know upwards of $5

expensive to outsource to third parties who

are typically charging you know upwards of $5

per page. The level of complexity of this type of

document makes it impossible for auto-taggers to

per page. The level of complexity of this type of

document makes it impossible for auto-taggers to

accurately define all of the different content

groups, the complicated heading structure,

accurately define all of the different content

groups, the complicated heading structure,

there's complicated reading orders. Of course, we

have multiple column layouts, we have cross-page

there's complicated reading orders. Of course, we

have multiple column layouts, we have cross-page

merges where you have information that breaks from

one page to the next. And also really importantly

merges where you have information that breaks from

one page to the next. And also really importantly

is applying alt-text to these small images here

which are indicating things like the doctor's

is applying alt-text to these small images here

which are indicating things like the doctor's

office is located nearby public transportation,

it's wheelchair accessible, or if the doctor is

office is located nearby public transportation,

it's wheelchair accessible, or if the doctor is

board certified. On top of the length of these

documents, many of these providers are having to

board certified. On top of the length of these

documents, many of these providers are having to

create these documents in multiple languages. So

if the all of the accessibility work that we would

create these documents in multiple languages. So

if the all of the accessibility work that we would

do to this English version of the document

would then have to be repeated for Spanish,

do to this English version of the document

would then have to be repeated for Spanish,

or French, or Mandarin Chinese, or Arabic, or

whatever language that that provider needs to,

or French, or Mandarin Chinese, or Arabic, or

whatever language that that provider needs to,

or that network needs to provide their information

in. So it's an overwhelming volume of pages and

or that network needs to provide their information

in. So it's an overwhelming volume of pages and

the complexity to deal with. Using traditional

methods is just not sustainable. So you can see

the complexity to deal with. Using traditional

methods is just not sustainable. So you can see

that this is just a small excerpt of about a

hundred pages of one of these documents. But

that this is just a small excerpt of about a

hundred pages of one of these documents. But

all of these pages are somewhat unique. They're

similar, but all different and they all need to

all of these pages are somewhat unique. They're

similar, but all different and they all need to

be accounted for appropriately so that someone

could find the doctor that they're looking for

be accounted for appropriately so that someone

could find the doctor that they're looking for

and get in touch with them. Now if we just go

back to the Equidox AI interface here, everything

and get in touch with them. Now if we just go

back to the Equidox AI interface here, everything

is finished running while we were talking there.

And I have a link now to download this completed

is finished running while we were talking there.

And I have a link now to download this completed

file. If I go and download this file… and I'll

open it up in my Adobe Acrobat desktop view,

file. If I go and download this file… and I'll

open it up in my Adobe Acrobat desktop view,

we will see that this document (if the if acrobat

will wake up… that's part of the problem here,

we will see that this document (if the if acrobat

will wake up… that's part of the problem here,

rendering larger documents can sometimes be

tedious just to get them to cooperate) But when

rendering larger documents can sometimes be

tedious just to get them to cooperate) But when

I click on the document tag you'll see that all

of this information has been tagged. Now if you

I click on the document tag you'll see that all

of this information has been tagged. Now if you

don't really know much about the tag structure

these purple rectangles that we see around all

don't really know much about the tag structure

these purple rectangles that we see around all

of the content… this is just an indication

that all of this content is accounted for.

of the content… this is just an indication

that all of this content is accounted for.

These first handful of pages of the document are

rather straightforward from a tagging standpoint,

These first handful of pages of the document are

rather straightforward from a tagging standpoint,

but when you get into the actual directories down

here we have these complicated reading orders with

but when you get into the actual directories down

here we have these complicated reading orders with

the three columns. We have complicated heading

structure, we have images that require alt text,

the three columns. We have complicated heading

structure, we have images that require alt text,

and you can see if you hover your mouse all

of those alt texts have been applied so all

and you can see if you hover your mouse all

of those alt texts have been applied so all

of the content in this document has been

accurately tagged in about a second per

of the content in this document has been

accurately tagged in about a second per

page. And we can apply more resources to go

exponentially faster. It's just a matter of

page. And we can apply more resources to go

exponentially faster. It's just a matter of

the demand and the volume and the throughput

that's required. But the main the main point

the demand and the volume and the throughput

that's required. But the main the main point

is that every single element in this document

has now been accurately tagged because of the

is that every single element in this document

has now been accurately tagged because of the

use of AI. We have other use cases that we can

demonstrate as wel. So if I were to go back to

use of AI. We have other use cases that we can

demonstrate as wel. So if I were to go back to

the Upload Document screen. I can also take like

a .zip folder, in this case it will have a bunch

the Upload Document screen. I can also take like

a .zip folder, in this case it will have a bunch

of insurance ID cards. So it's the same process

of uploading this document. We then would go to

of insurance ID cards. So it's the same process

of uploading this document. We then would go to

the Create and Run Batch tab. I would just select

a different model and choose the ID card model

the Create and Run Batch tab. I would just select

a different model and choose the ID card model

this time. I would select the .zip folder that I

just uploaded and simply hit RunBatch. Now this is

this time. I would select the .zip folder that I

just uploaded and simply hit RunBatch. Now this is

the similar concept of automatically tagging

all of that content through the AI, but this

the similar concept of automatically tagging

all of that content through the AI, but this

time it's applying that model to many different

documents that are smaller in terms of their page

time it's applying that model to many different

documents that are smaller in terms of their page

count. So this is a slightly different process

where if you're providing tens of thousands,

count. So this is a slightly different process

where if you're providing tens of thousands,

hundreds of thousands of statements to your to

your customers on a weekly or monthly basis they

hundreds of thousands of statements to your to

your customers on a weekly or monthly basis they

would be able to receive those documents in a

fully automated way without any of your staff

would be able to receive those documents in a

fully automated way without any of your staff

having to tag them. So these documents are already

finishing up and the same thing if I were to open

having to tag them. So these documents are already

finishing up and the same thing if I were to open

one of them up and look at the document in the

Adobe desktop view, you'll see that again all

one of them up and look at the document in the

Adobe desktop view, you'll see that again all

of this content has been automatically tagged,

whereas the original was completely void of tags

of this content has been automatically tagged,

whereas the original was completely void of tags

rendering this whole document completely unusable.

So with that said I'm going to jump back to the

rendering this whole document completely unusable.

So with that said I'm going to jump back to the

slide deck here just to wrap things up. We do have

some relevant articles so if anyone wants to share

slide deck here just to wrap things up. We do have

some relevant articles so if anyone wants to share

this this slide deck with other people in your

organization. There's a lot to learn about PDF

this this slide deck with other people in your

organization. There's a lot to learn about PDF

accessibility and we kind of organize and provide

that to you in these different articles. So feel

accessibility and we kind of organize and provide

that to you in these different articles. So feel

free to browse through them at your leisure. And

also just in conclusion, I just want to thank

free to browse through them at your leisure. And

also just in conclusion, I just want to thank

everyone for joining us here today, We hope that

you all see the value and the capabilities of this

everyone for joining us here today, We hope that

you all see the value and the capabilities of this

technology. Please don't hesitate to reach out to

us for more of a one-on-one consultation so that

technology. Please don't hesitate to reach out to

us for more of a one-on-one consultation so that

we can discuss your organization's unique use case

and how Equidox AI can be applied to it. Also we

we can discuss your organization's unique use case

and how Equidox AI can be applied to it. Also we

will be sending a recording of this webinar as we

mentioned before so feel free to share this with

will be sending a recording of this webinar as we

mentioned before so feel free to share this with

anyone in your organization who would benefit

from learning more about Equidox AI. And we'll

anyone in your organization who would benefit

from learning more about Equidox AI. And we'll

include a link to the slide deck. And for anyone

that asked a question through the Q&A feature,

include a link to the slide deck. And for anyone

that asked a question through the Q&A feature,

we will get back to you as soon as we can. And

lastly, there will be a short survey that goes

we will get back to you as soon as we can. And

lastly, there will be a short survey that goes

around so if you don't mind just taking a quick

minute to fill out that survey. We would greatly

around so if you don't mind just taking a quick

minute to fill out that survey. We would greatly

appreciate it. So thanks again everyone for

joining and have a great rest of your day!

appreciate it. So thanks again everyone for

joining and have a great rest of your day!

[Paul Campbell] Thank you.

[Tim Needles] Thanks everyone.

[Paul Campbell] Thank you.

[Tim Needles] Thanks everyone.

End of transcript.


EQUIDOX AI HEALTHCARE DEMONSTRATION

Learn how Equidox AI automates PDF accessibility and simplifies the process of
digital compliance to a few clicks.


WEBINAR AGENDA

 * Briefly review legal requirements
   * Section 508 of the Rehabilitation Act
   * Section 1557 of the Affordable Care Act
 * Learn how automated PDF accessibility works
 * View a live demonstration of Equidox AI, an automated PDF remediation
   solution
   * Before and after results of the automated tagging process
   * Example use cases: physicians directories and healthcare ID cards

Presentation Deck


LET’S TALK!

Speak with an expert to learn how Equidox solutions make PDF accessibility easy.

Contact Us
Equidox Software Company
18519 Detroit Avenue
Lakewood, Ohio 44107
Phone USA: 216.529.3030
Fax: 216.529.3020
Contact Us (This link opens in a new tab)
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