Automate The Healthcare Document Work That Slows Care

Capture more referrals and revenue
Reclaim staff time
Accelerate patient access

Documo securely receives healthcare documents and automates the manual work that slows care.  Move referrals and other critical work forward faster with automated classification, data extraction, and routing into the right workflows and systems. Your team can do more without adding staff or costly overtime.

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Eye Associates For New Mexico

How a Multi-Location Practice Transformed Its Referral Workflows

How Eye Associates for New Mexico processed 25% more referrals With 50% less manual work
$3.6M
Annual Economic Impact
50%
Less Manual Work
25%
More Referrals Processed
4 Weeks
Typical Deployment
Read Case Study
4.8 on G2
99.9% Uptime
99.8% Delivery Rate
HIPAA + SOC 2
U.S.-Based Support

When Information Stalls, Healthcare Work Stalls

Critical information still arrives across fax, email, portals and other systems — often outside the workflows teams use to get work done. When that information has to be manually found, reviewed and moved, the consequences reach far beyond paperwork.
Every Delayed Document Creates Hidden Costs
  • Referrals that never become appointments.
  • Patients wait longer for care.
  • Revenue gets delayed or lost.
  • Staff burns out from excessive manual work

Before

Arrives across systems.
Someone finds it.
Someone reads it.
Someone re-types it.
Manual
before work can start

With Documo

Information moves on its own. Work starts on arrival.
  • Found instantly.
  • Read on arrival.
  • Filed automatically.
Automated
zero steps in between

Keep Critical Healthcare Work Moving

  • Keep Referrals From Falling Through The Cracks
    Process incoming referrals faster so teams can follow up sooner and capture more patient demand.
  • Keep Prior Authorizations From Stalling
    Identify missing information earlier and reduce the back-and-forth that delays authorization.
  • Reduce Preventable Claims Rework
    Capture critical information accurately and get it into the right workflow faster.
Documo uses AI to classify documents, extract information, match patients and identify what's missing—automatically.
Explore Workflow Automation

What's your biggest workflow priority?

I need to ...

Recover the Referral Revenue You're Already Losing

Referrals reach the right person the morning they arrive, so staff can call patients while intent is still high instead of working a queue that never empties.
25%
More referrals processed - Eye Associates For New Mexico

Unlock New Revenue Through Integration

Expand your offerings with Documo’s APIs—embed fax and document automation into your solutions to unlock new revenue and grow your healthcare reach.
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Get Authorizations Approved Faster

Incomplete packets surface the moment they arrive rather than after a payer sends them back, so the back-and-forth that adds days to a decision happens in minutes instead.
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Grow Volume Without Growing Headcount

Every inbound document type lands where it belongs on arrival, so rising volume adds work for the system rather than for your team.
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Offer Secure Faxing Without Owning the Infrastructure

One API call reaches the organizations your customers already fax. Carriers, transmission, retries, and compliance infrastructure stay on our side.
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Reach Providers on the Direct Network From Day One

Send and receive Direct messages from inside your product, against a provider directory that is already accredited and maintained for you.

Deliver Document Automation Without Building AI

Send an unstructured healthcare document, get back classified, patient-matched, structured fields your application can act on immediately.
Explore Workflow Automation

Healthcare Doesn't Need Another AI Pilot

It needs AI that gets real work done.
  • Start With Work That Matters Most
    Apply automation to high-impact workflows like referrals, intake and prior authorization — where delays affect capacity, revenue and patient care.
  • Work WIth the Systems You Already Have
    Turn information arriving outside the EHR into structured, actionable work without replacing the systems your teams already use.
  • Move From Pilot to Production
    Deploy practical automation across real healthcare workflows without years of transformation or another disconnected point solution.
See Documo In Action

Documo Integrations

Documo connects incoming documents and workflows with the EHRs and healthcare systems your teams already use — helping information move into the right place without another manual handoff.

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Regalo Health

For us, the API was the whole story. We needed fax to live inside our own systems - not a separate portal our team had to manage. Documo's API gave us the programmatic control to build fax directly into our workflows, handle thousands of documents a day without touching them manually, and scale without adding infrastructure. Most fax solutions don't offer that depth of API access. That was the deciding factor.

Jason RiddleRegalo Health
Medical Center Barbour

Documo has made my life so much easier. Our old solution never worked well for me and caused all sorts of problems. Documo is easy to use and simple to teach others, even those not computer literate.

Renae FarleyMedical Center Barbour
Skyetel

Out of all the options I had, Documo had the best infrastructure and reliability. Their modern culture and reliability were a perfect fit, allowing us to grow seamlessly alongside them.

Chris BardosSkyetel
MedOne Healthcare Partners

Documo’s all-in-one solution simplified our process immensely. We no longer have to print documents for signing, which has cut down turnaround time significantly. The integration with our EMR system was seamless, allowing faxes and e-signatures all in one place.

Thomas DelidukaMedOne Hospital Physicians
Grafton Integrated Health Network

Documo was the only solution that understood our needs and provided excellent support. We’re a small team, so having reliable customer service matters greatly. From the first call to ongoing support, they've been amazing, making Documo the right choice for us.

Rachel GreenGrafton Integrated Health Network

Healthcare Runs on Documents.
Documo Turns Them Into Action.

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Cloud Fax Built for Healthcare Workflows

Secure, HIPAA-compliant cloud fax that helps healthcare organizations capture every document, improve visibility, and eliminate the limitations of legacy fax systems.

  • Secure document delivery — Protect PHI with enterprise-
grade security and HIPAA compliance.
  • Searchable and accessible — Find documents in seconds
instead of digging through manual queues.
  • Ready for automation — Power document routing, patient
matching, and workflow automation from the moment a fax arrives.
Explore Cloud Fax

Turn Incoming Documents Into Completed Workflows

Incoming referrals, orders, and clinical documents are classified, matched to a patient record, and routed into the correct workflow automatically — so staff spend less time preparing paperwork and more time moving patient care forward.

  • Intelligent document processing and classification.
  • Patient matching and data extraction.
  • Routing into your existing EHR and work queues.
Explore Document Workflows

Complete Document Workflows in One Place

Collect secure electronic signatures without leaving your document workflow. Keep approvals, consent forms, and patient documents moving—without adding more manual steps or switching between systems.

  • HIPAA-compliant electronic signatures.
  • Built into your document workflows.
  • Faster approvals and completed documents.
Explore e-Signature

Embed Healthcare
 Document Workflows

Embed our HIPAA-compliant cloud fax and IDP features into your own software via a robust API and accelerate time to market and revenue opportunities.

  • HIPAA-ready APIs built for healthcare.
  • Reduce engineering effort and time to market.
  • Cloud fax, document processing, and workflow automation.
Explore APIs

Connect to the Systems You Already Use

Documo integrates with your EHR, practice management software, and business applications—so you can modernize document workflows without disrupting the way your teams already work.

  • EHR and practice management integrations.
  • Connect workflows across your technology stack.
  • Improve operations without replacing existing systems.
Explore Integrations

Security and Compliance Comes Standard

Security & Compliance
HIPAA Compliance
Protect sensitive healthcare data with comprehensive administrative, physical, and technical safeguards that meet HIPAA regulations.
Advanced Encryption
Secure your data with AES-256 encryption for at-rest storage and TLS encryption for data in transit.
SOC 2 Type II Certified
Our SOC 2 Type II certification guarantees rigorous security protocols.
PIPEDA Compliance
Protect sensitive healthcare data with specific safeguards that meet strict Canadian regulations.

Trusted Infrastructure. Built for What's Next.

Documo offers robust features, and it had the best fax quality in our testing

Documo built its reputation powering secure, reliable healthcare document exchange via HIPAA-compliant cloud fax. Today, that proven infrastructure powers intelligent workflows that turn incoming information into action.

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Insights for What's Next in Healthcare Document Operations

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Take advantage of these practical strategies to reduce fax burdens, integrate intelligent digital solutions, and enhance patient care.