Fax Chaos and The Burden of Manual Processing Ends Here
Fax bottlenecks slow healthcare teams, cause errors, and increase compliance risk. Intelligent Document Processing automates fax intake, extracts and classifies critical information, and routes it to the right team or system - reducing errors and freeing staff to focus on patient care.
Extract Critical Data
In Seconds
First name, last name, DOB, MRN,
ZIP and more.
Make Every Fax Searchable & Scannable
Powered by OCR, ML and Al.
Cut Manual Processing Time by 50%+
From minutes to seconds.
Built-in HIPAA & SOC 2 Safeguards
Human-in-loop review keeps compliance rock-solid.
Automate the Chaos with Documo
The Legacy Paper Chase
“I spend more time chasing faxes than actually helping patients.”
“We’re constantly worried a critical document will get lost or misfiled.”
“It takes forever to get information from another clinic or provider.”
“Our staff spends hours manually sorting and routing faxed forms.”
“Errors from misread or missing faxes create compliance headaches.”
“We can’t scale without hiring more people just to handle paperwork.”
The Optimized Workflow
“Documents flow directly into the right system automatically.”
“We no longer worry about lost or misplaced patient information.”
“Intake is faster, with fewer errors and less manual work.”
“Staff can focus on patients instead of chasing paperwork.”
“Compliance and audit trails are built-in, giving peace of mind.”
“We can handle more documents without adding staff.”
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.
Easily integrate with your EHR using powerful APIs and custom document classification models tailored to your workflow.
From Fax Clutter to AI-Driven Workflows
Intelligent Classification & Accuracy
Intelligent Classification & Accuracy
Classify documents and data with AI-driven precision, reducing errors while maintaining full audit trails for compliance.
Smart Data Extraction
Automatically capture key information from every document - faxes, referrals, or forms -
so nothing gets missed.
Automated Routing & Integration
Send extracted and classified data seamlessly to the right team, system, or EHR, turning manual workflows into fast, scalable processes.
Reliable, HIPAA-secure Cloud Fax
Count on fast, secure faxing that keeps patient information safe and your workflows moving without disruption.
AI-powered Document Handling
Let AI automatically read, classify, and route documents while extracting critical data – reducing errors and saving your team valuable time.
Seamless EHR and API Integration
Plug directly into your existing workflows, connecting with EHRs and other systems to streamline operations and improve efficiency.
Your Staff Should be Focused on Patients, Not Paperwork
Documo IDP transforms how faxes, referrals, and claims are managed - securely extracting information, ensuring accuracy, and delivering it seamlessly into your EHR. By removing bottlenecks and compliance risks, it enables faster workflows and a more resilient, focused care team.
Healthcare organizations using Documo cut document processing time by up to 50% and save thousands of staff hours each year.
Schedule a 30-Minute Demo
Check Out Our FAQs for Fast, Direct Answers to Common Questions
Our FAQs are organized for easy navigation and cover setup, billing, troubleshooting, and much more. We’ll have you back on track in no time.
Intelligent Document Processing (IDP) is the modern way to eliminate manual document work. Instead of staff re-typing, sorting, and routing inbound documents, IDP uses automation, OCR, and AI to classify, extract, and deliver data directly into your systems of record. It’s a faster, more compliant way to manage mission-critical documents.
IDP is billed per document rather than per page (like fax). The per-document rate depends on the level of automation required. For example, simple OCR versus advanced data extraction and classification. Contact us for a tailored quote.
Absolutely. Pricing depends on your use case, document volume, and the depth of automation needed. Reach out to our team for a custom quote.
Yes. While many customers pair IDP with cloud fax for a complete workflow solution, it can also be purchased as a standalone product.
We assessed several EHRs to identify the standard document categories that are part of their out of the box document categories. This resulted in a listing of the 20 most common healthcare document types, which are included in the Standard Model.
The following document types are included in the Standard Model: Admission report, Advanced Directive, Coordination of Care, Care Plan, Informed Consent/Consent to treat, Discharge Report, Explanation of Benefits (EOB), Privacy/HIPAA Acknowledgement, Immunization Record, Insurance Card, Insurance Claim Forms, Lab Results, Medical History / Continuity of Care Record, Medication Administration Record, Operative Report, Patient Intake, Prior Authorization Request, Radiology Report, Release of Information, Referral Form
Workspaces (in the IDP Package) will also allow for uploading documents from a variety of data sources, not just incoming faxes. What sources?
You can route faxes into Workspaces and upload documents from a local drive or through OneDrive, Box, Google Drive, or Dropbox. We will be adding additional sources over time.
Nope! We offer a month to month plan with a free trial so you can try before you buy. However, scalable pricing is readily available for committed contracts. Contact sales to get a quote on that.
No Problem! Schedule a call with us for free consultation with an Adviser.
Documo offers a US based support team available via live chat, phone or email from 9am – 6 pm EST Mon-Fri. We promise fast response times and helpful support.
Yes! Documo’s proprietary fax network delivers industry leading 99.9% uptime with a 99.8% delivery rate.
Free trial is 14 days. If you have specific questions or need an expert advice, contact sales
Documo offers industry leading APIs that allow for configurable integrations with almost any modern system. Questions about Integration, feel free to connect with our team.
Yes! Documo will work perfectly with any regulated or non regulated industry.
Yes. Contact Sales to learn about our API Partner options.
Developers can access API documentation by clicking here.
Yes! Contact Sales for more information.
Yes, you can pick a new number with your local area code or a Toll Free number. Your Choice!
Start with a Free trial and sign up online, or Contact Sales.
Yes! Documo offers both options. Visit: Resellers and Contact Sales to learn about our Partner options.
Yes. Documo is API-first, and our Intelligent Document Processing API is fully available for developers to integrate IDP directly into their applications, workflows, or EHR systems.
Yes. Optical Character Recognition (OCR) is a core component of Documo IDP, enabling accurate text extraction from scanned or faxed documents.
Yes. Documo IDP combines OCR with advanced AI models, including Large Language Models (LLMs), to deliver intelligent classification, data extraction, and workflow automation.
Documo integrates with many of the most widely used EHR platforms. Developers can also leverage our APIs to build custom EHR or system integrations. See supported EHRs here .