For MSOs & Multi-Site Healthcare
Standardize Document Workflows Across Every Site
HIPAA-compliant cloud fax and AI-powered document automation built for healthcare workflows. Eliminate manual intake, reduce bottlenecks, and ensure critical information moves securely and on time — so teams can focus on patients, not paperwork.
HIPAA-Compliant and SOC 2 Type II
Enterprise-grade security across every site.
Save 50%+ on Document Processing
Free your team to focus on patient care.
Built for Multi-Site Networks
Workspaces and routing for every location.
The Complete Healthcare Document Platform
Cloud fax, Direct Secure Messaging, and Intelligent Document Processing - three connected capabilities purpose-built for healthcare.
Cloud Fax
The Foundation
The HIPAA-compliant fax platform
every other capability runs on.
HIPAA-compliant & SOC 2 Type |I|
Multi-site number management
No on-prem hardware required
Direct Secure Messaging
The Foundation
HISP-certified messaging for provider-to-provider clinical exchange.
HISP-certified
Provider-to-provider
Built-in interoperability
Intelligent Document Processing
The Intelligence
Al that reads, classifies, and routes
every document into your EHR.
Al classification & extraction
Direct EHR routing
Custom-trained models
Direct Secure Messaging
The Connection
HISP-certified messaging for provider-to-provider
clinical exchange.
HISP-certified messaging
Provider-to-provider exchange
Built-in interoperability
Growth Shouldn't Break Your Workflows
As you add locations, document workflows become inconsistent and manual processes multiply. What worked at three sites doesn't scale to thirty.
Manual Routing Slows Intake
Staff at every site is sorting, classifying, and re-keying documents by hand - creating bottlenecks that compound with scale.
Documents Get Lost or Delayed
Without centralized tracking, faxes and referrals fall through the cracks - and the patient on the other end is the one waiting.
Each Site Operates Differently
Different intake processes, different file naming, different routing rules — making centralized oversight nearly impossible.
Admin Workload Scales With You
Every new location adds more manual document handling — turning your growth strategy into a hiring problem.
One Platform. Every Site. Fully Standardized.
Documo becomes your centralized workflow layer - capturing documents from every fax line and source, processing them with Al, and routing them where they need to go.
The Solution
Capture From Every Site
Cloud fax brings every inbound document into one centralized platform.
Extract Data Automatically
Patient name, DOB, insurance, document type - pulled by Al.
Route Instantly
Documents flow into your EHR, billing system, or task queue.
Reduce Manual Handling
Your staff spends less time sorting documents and operations finally scale.
Three Steps. Every Document.
1
Capture
Cloud fax pulls documents from every site
into one centralized platform.
2
Process
Al reads, classifies, and extracts patient data - reducing manual entry and exceptions.
3
Route
Documents land in the correct EHR, queue, or destination - automatically.
Stop Fax Bottlenecks Before They Start.
Faster Intake
Documents move from receipt to action - from minutes to seconds.
Less Admin Work
Your staff spends less time sorting documents and more time on higher-value work.
Standardization
One process across every location — visible, auditable, and consistent.
The Outcome
Drive Measurable Operational Improvements
Fewer Errors
Al-driven classification reduces misrouted documents and the costly rework that follows.
Better Throughput
Process more documents with the same headcount - and free your team to grow with the business.
Scalable Operations
Add new locations without adding new manual processes. Your platform scales with your network.
See How Documo Standardizes Workflows Across Your Organization.
Get a personalized walkthrough tailored to your network.