The Complete Healthcare
Document Platform

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.

Documo is a HIPAA-compliant cloud fax and intelligent document processing platform built for healthcare. It delivers 99.9% uptime and a 99.8% delivery rate, combining secure fax, AI-powered document automation, and EHR integrations in one platform — so teams can send, receive, and process documents without manual handling.

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’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.

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 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.

Yes. All Documo plans are HIPAA compliant with no added fees, and Documo signs a Business Associate Agreement (BAA) for healthcare customers. Documo also maintains SOC and PIPEDA compliance, with bank-grade encryption in transit and at rest. For a full overview of our security posture, visit our security and compliance page.

Documo protects PHI through encrypted transmission and storage, controlled access, detailed audit trails, and cloud infrastructure designed for sensitive data. Confirm with your team: any specific policy on whether PHI is used in model training.

Documo offers direct EHR integrations with Open EMR, ModMed, NextGen Enterprise, and PointClickCare. Developers can also use Documo’s APIs to build custom integrations with virtually any modern EHR or system of record.

Yes. Documo is API-first, with configurable integrations into CRMs, document management systems, and custom applications. IDP output is structured data that can flow into any downstream system.

Documo offers three Cloud Fax plans plus a Custom Platform, with monthly or annual billing (save up to 20% annually). Solo is $25/mo (300 pages, 1 user, 1 number). Business is $100/mo (1,500 pages, 10 users, 5 numbers, API access). Enterprise is $250/mo (6,000 pages, 50 users, 10 numbers, SSO). All plans include HIPAA compliance and Workspaces. The Custom Platform adds AI document processing, EHR integration, and unlimited users with custom pricing.

IDP is billed per document rather than per page, with the rate depending on the level of automation required. Contact Documo for a tailored quote.

Yes. The Custom tier includes volume and term discounts plus dedicated account management for organizations processing thousands to millions of pages.

Yes. Documo offers a 14-day free trial with no credit card required, and you can also start on a paid plan immediately.

Trial extensions are available — contact sales to discuss your evaluation needs.

Implementation is fast and fully supported. A dedicated onboarding consultant partners with you from kickoff through go-live, scoping fax, Workspaces, IDP, and EHR integrations to your environment. Most teams are operational sooner than they expect.

Start a free trial and sign up online, or contact sales for a guided setup including IDP and EHR integration.

Yes. Documo handles porting your existing fax number into the platform.

Yes. Choose a new number in your local area code, or select a toll-free number.

Documo’s proprietary fax network delivers 99.9% uptime and a 99.8% delivery rate, with US-based customer support.

Yes. API access is included on Business and Enterprise plans, and dedicated API Partner options are available — contact sales for details.

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.

Full API documentation is available at docs.documo.com.

Yes. Documo offers both white-label and reseller programs — visit the Partners page or contact sales to learn about partner options.

Yes. Documo works across regulated and non-regulated industries — legal, financial services, insurance, and government workflows are all supported.

Documo offers US-based support via live chat, phone, and email from 9am–6pm EST, Monday through Friday, with fast response times.