New! Documo Now Integrates with PointClickCare to Transform Healthcare Document Workflows

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.

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Extract Critical Data 
In Seconds
First name, last name, DOB, MRN, 
ZIP and more.
Search
Make Every Fax Searchable & Scannable
Powered by OCR, ML and Al.
Rocket
Cut Manual Processing Time by 50%+
From minutes to seconds.
Security
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.

From Fax Clutter to AI-Driven Workflows

Intelligent classification and accuracy

Intelligent Classification & Accuracy

Classify documents and data with AI-driven precision, reducing errors while maintaining full audit trails for compliance.
Smart data extraction

Smart Data Extraction

Automatically capture key information from every document - faxes, referrals, or forms - 
so nothing gets missed.
Automated Routing and Integration

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

Calculate Your Fax Burden

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.

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Reliable, HIPAA-secure 
Cloud Fax

Count on fast, secure faxing that keeps patient information safe and your workflows moving without disruption.

Doctor and patient each holding their hand up, joining them together to create a heart shape

AI-powered Document Handling

Let AI automatically read, classify, and route documents while extracting critical data – reducing errors and saving your team valuable time.

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Seamless EHR and API Integration

Plug directly into your existing workflows, connecting with EHRs and other systems to streamline operations and improve efficiency.

Nurse on the computer, troubleshooting why their fax failed to send

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.

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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.

Help CenterSend an email

    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.

    Yes. Documo’s IDP integrates with downstream healthcare systems, enabling structured data to flow directly into EHRs, billing platforms, and other operational tools.

    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.

    Intelligent Document Processing supports document workflow automation for patient intake, referrals, medical records management, claims processing, and prior authorizations.

    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.

    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.

    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.