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.
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
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.
Find Out How Much Time You Could Save by Using Intelligent Document Processing
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
A Few Things You Might Want to Know About Intelligent Document Processing
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Intelligent Document Processing (IDP) is AI-powered document automation software that extracts, classifies, and validates data from unstructured documents. In healthcare, IDP transforms documents like referrals, intake forms, and medical records into structured, actionable data—without manual data entry.
Healthcare documents are ingested digitally, analyzed using AI models, and automatically routed into downstream systems. IDP identifies document types, extracts relevant data fields, and validates accuracy, enabling faster and more reliable document workflows.
Healthcare generates massive volumes of unstructured documents. Intelligent Document Processing reduces administrative burden, accelerates patient care, and improves data accuracy by automating document workflows that would otherwise require manual review.
OCR converts images into text. Intelligent Document Processing goes further by understanding document structure, context, and data relationships—making it true AI document processing rather than simple text recognition.
IDP can process referrals, patient intake forms, insurance documents, prior authorizations, lab results, discharge summaries, and other healthcare paperwork commonly received via fax, email, or uploads.
Yes. Documo’s Intelligent Document Processing platform is designed for regulated healthcare environments, with security controls that support HIPAA-compliant handling of sensitive patient information.
Yes. IDP can operate as a standalone document automation solution, processing documents from multiple sources including uploads, email, or existing systems—without requiring cloud fax.
When paired with Documo’s HIPAA-compliant cloud fax, IDP automatically processes inbound faxed documents, extracting data and routing it into healthcare systems—eliminating manual fax handling entirely.
Intelligent Document Processing supports document workflow automation for patient intake, referrals, medical records management, claims processing, and prior authorizations.
IDP uses AI models combined with validation rules and human-in-the-loop review to ensure extracted data meets healthcare accuracy requirements, significantly reducing errors compared to manual data entry.
Yes. Documo’s IDP integrates with downstream healthcare systems, enabling structured data to flow directly into EHRs, billing platforms, and other operational tools.
By automating data extraction, classification, and routing, IDP removes time-consuming administrative tasks, allowing staff to focus on patient care instead of paperwork.
Yes. Human-in-the-loop validation allows healthcare teams to review exceptions, ensuring accuracy while maintaining automation at scale.
IDP scales effortlessly to handle growing document volumes without increasing staffing levels, making it ideal for hospitals, health systems, and high-growth healthcare organizations.