Cloud Fax and AI for Clinic Workflows
Documo and Jane
Clinics using Jane send and receive critical documents every week: referrals, imaging reports, insurer correspondence and records requests. Documo streamlines both directions by combining cloud fax with intelligent document processing (IDP), helping teams automatically extract key information, organize documents, and ensure they reach the right practitioner while maintaining security and compliance.
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Discover Our Intelligent Document Processing
AI-enabled workspaces streamline document management by automatically identifying patients, classifying document types, and converting faxes or uploaded scans into searchable text.
Easily integrate with your EHR using powerful APIs and custom document classification models tailored to your workflow.
Why Documo and Jane Matters
Fax Remains a Key Channel in Clinic Care
Referring providers, insurers and imaging centres still fax. Documo makes sure fax does not slow your team down.
Send and Receive Faxes Without Leaving Your Workflow
Fax a single chart entry, a date range, or a full treatment plan with a cover page, without switching between systems.
Automated Processing with IDP
Incoming documents are scanned, classified, and sent to the right practitioner, record or workflow, reducing delays and errors. IDP is included in every Documo account, not a paid add-on.
Secure, HIPAA-Aligned Handling
All documents are encrypted, logged and fully auditable, keeping sensitive patient information protected under both HIPAA and PIPEDA.
Reduce Manual
 Steps
Document processing eliminates repetitive tasks like reviewing, sorting and re-uploading, freeing staff to focus on patient care.
Built For Clinic Operations
Built for Multidisciplinary Clinic Operations
Jane clinics handle sensitive documents across multiple practitioners and systems, and every one of them has to reach the right person. Documo's Intelligent Document Processing (IDP) with integrations helps streamline these workflows by:
Automatically Extracting Key Information
Pull patient details, referring provider, insurer information, results and other critical data from incoming documents.
Intelligent Routing for Jane Workflows
IDP identifies document types and routes them to the correct practitioner and patient record, reducing manual sorting and making sure information reaches the right person quickly.
Ensuring Full Auditability and Compliance
Maintain detailed logs for every document, meeting HIPAA, PIPEDA and professional college record-keeping requirements.
Connecting Your Entire Tech Stack
IDP works alongside cloud fax and other integrations, allowing documents to flow between Jane and the other systems your clinic relies on.
What Changes
Keep Fax From Slowing Down Your Workflow
By combining cloud fax with IDP, Documo helps Jane users streamline document workflows.
Accelerate Referrals, Intake and Care Coordination
Automatically process inbound faxes and route them to the right practitioner or workflow, helping critical information move quickly so new patients can be booked while intent is still high.
Reduce Lost or Misfiled Documents
Every document is converted to searchable text and matched to a patient, so nothing sits unidentified in a shared inbox that nobody owns.
Free Staff From Repetitive Manual Tasks
Your front desk stops acting as the sorting layer between the fax line and the chart, and handles only the documents that genuinely need a person.
The hands-down greatest advantage we see is that Documo is a lab equalizer. Any telehealth provider working at national volume deals with dozens of reporting labs, each with its own portal, its own credentials, and its own two-factor setup. Pulling results from every one of them is a complex affair and a heavy staff training burden. This solution lets us set a preference that all labs arrive by fax, which reduces the problem to the simplest possible standard, and Documo then elegantly finishes the job by pinpointing the chart and filing to it.
Daniel Lalonde, Chief Operating OfficerRed Leaf Wellness Inc.