Automate Your Document Workflows with Intelligent Document Processing
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.
Automate the Chaos with Documo
The Legacy Paper Chase
The Optimized Workflow
Discover Our Intelligent Document Processing
Easily integrate with your EHR using powerful APIs and custom document classification models tailored to your workflow.
How it Works
IDP Features
Find Out How Much Time You Could Save by Using Intelligent Document Processing
import requests
response = requests.post(
"https://api.documo.com/v2/extract",
headers={"Authorization": "Bearer YOUR_API_KEY"},
files={"file": open("referral.pdf", "rb")},
data={
"field_labels": '["Patient First Name","Patient Last Name","Patient Date of Birth","Patient MRN"]',
"custom_fields": '[{"label":"diagnosis_code","name":"Diagnosis Code","field_type":"TEXT","description":"Primary ICD-10 diagnosis code"},{"label":"referring_provider","name":"Referring Provider","field_type":"TEXT","description":"Name of the referring physician"}]',
},
)
print(response.json())
import requests
workspace_id = "ws_14d7cf"
document_id = "doc_8f3a92bc"
response = requests.post(
f"https://api.documo.com/v2/workspaces/{workspace_id}/documents/{document_id}/classify",
headers={"Authorization": "Bearer YOUR_API_KEY"},
)
print(response.json())
import requests
workflow = {
"name": "Referral Intake",
"description": "Classify, extract, and route incoming referral faxes",
"trigger": {
"type": "documo-fax-inbound-completed",
"filter": {},
},
"spec": {
"start": "classify",
"nodes": [
{
"id": "classify",
"type": "task",
"action": "classify_document",
"next": ["extract"]
},
{
"id": "extract",
"type": "task",
"action": "extract_fields",
"parameters": {
"field_labels": [
"Patient First Name",
"Patient Last Name",
"Patient Date of Birth",
"Patient MRN"
]
},
"next": ["route"]
},
{
"id": "route",
"type": "condition",
"condition": "extraction.fields.diagnosis_code != null",
"then": ["send_to_ehr"],
"else": ["flag_for_review"]
},
{
"id": "send_to_ehr",
"type": "task",
"action": "send_document",
"handler": "nextgen_api"
},
{
"id": "flag_for_review",
"type": "task",
"action": "assign_to_queue",
"parameters": {"queue": "manual_review"}
},
],
},
}
response = requests.post(
"https://api.documo.com/v2/workflows",
headers={
"Authorization": "Bearer YOUR_API_KEY",
"Content-Type": "application/json"
},
json=workflow,
)
print(response.json())
Build Intelligent Document Workflows Directly Into Your Systems
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.
Automation that Understands Healthcare Documents
Unlike generic automation tools, Documo IDP is purpose-built for healthcare - with direct EHR integrations, operational transparency, and healthcare-grade audit trails that competitors simply can’t match without costly upgrades.
Your Staff Should be Focused on Patients, Not Paperwork
Schedule a 30-Minute Demo
A Few Things You Might Want to Know About Automating Your Document Workflows
Can’t find an answer? Check our Help Center or email us.
Yes. Documo is API-first, and the Intelligent Document Processing API is fully available for developers to integrate IDP directly into applications, workflows, or EHR systems.
Documo’s IDP combines AI models with validation rules and human-in-the-loop review, so extracted data meets healthcare accuracy requirements before it flows into your systems.
Documo’s IDP automatically extracts core patient identifiers — first name, last name, date of birth, medical record number (MRN), and ZIP code — to match documents to patient records. Custom extraction fields are available for specific workflows.
Documo’s Standard Model is pre-trained on 20 of the most common healthcare document types: Admission Report, Advanced Directive, Coordination of Care, Care Plan, Informed Consent, 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, and Referral Form. Custom document classification models are available as an add-on.
OCR is one component of Documo’s IDP, not the whole product. Documo combines OCR with advanced AI models, including large language models, to classify document types, extract patient data, generate searchable PDFs, and route results into your systems of record.
Documo uniquely combines Intelligent Document Processing, HIPAA-compliant cloud fax, and APIs into a single healthcare-ready platform—enabling end-to-end document workflow automation from intake to integration.
IDP scales effortlessly to handle growing document volumes without increasing staffing levels, making it ideal for hospitals, health systems, and high-growth healthcare organizations.
Yes. Human-in-the-loop validation allows healthcare teams to review exceptions, ensuring accuracy while maintaining automation at scale.
By automating data extraction, classification, and routing, IDP removes time-consuming administrative tasks, allowing staff to focus on patient care instead of paperwork.