A Document Workflow Partner. Not Another Vendor.
We configure the document workflow around the way your team already works, connect it to the EHR you already run, and stay accountable for what happens after the documents arrive. No engineering lift. No process rebuild. No headcount.
25% More Referrals Processed
50% Less Manual Work
99.9% Uptime
99.8% Delivery Rate
The Workload Equation
More Documents Should Not Mean More Work
As healthcare organizations grow, the volume of referrals, records, authorizations, and other incoming documents grows with them. Staff capacity rarely does. Without automation, every new document adds another task to someone's queue.
Without Documo
1,000 Documents arriving each month.
200 Staff hours consumed by manual handling.
Waiting in a queue – what the team has to work through.
Manual
Volume up, workload up.
With Documo
The document count keeps climbing. The manual work does not follow it.
- 1,000 Documents arriving each month.
- 50% fewer staff hours.
- Ready for action what the team picks up.
Automated
Volume up, workload flat.
Staff pick up at the exceptions
What Happens to a Document After It Arrives
Same five steps, whether a person does them or the platform does.
Document Arrived
Split and Classified
Data Extracted
Patient Matched
Routed to the Workflow
Turn Incoming Volume Into Operating Capacity
1
Capture More Demand
Process incoming referrals sooner so teams can reach patients while intent is still high and prevent valuable demand from being lost in a queue.
25%
More Referrals Processed
2
Give Staff Time Back
Reduce repetitive work so staff can focus on exceptions, patient communication, scheduling, and the work that requires human judgment.
50% Less
Manual Work
3
Move Critical Work Forward Faster
Get information to the right workflow sooner so referrals, authorizations, records, and other next steps spend less time waiting.
Within 24 hours
Referral Processing, Down From Days
Four Stages. One Platform.
One Team Behind It.
Most vendors own one of these and hand you the rest. This is the only page that walks all four, because each stage has a page of its own that goes deeper than we can here.
- The Information ArrivesReliable exchange and clear transmission visibility, so missing information does not become missed work.
- The Document Gets ReadType identified, data extracted, patient matched, batches separated into the documents inside them.
- The Work Gets RoutedEach document reaches the team that owns the next step. Exceptions surface instead of sitting in a queue.
- The Record Gets UpdatedCertified write-back files the document in the patient record, or routes it your way when there is no integration.4 Certified EHR integrations: NextGen, PointClickCare, ModMed, eClinicalWorks.
Watch it Work
A Morning of Intake, in Fast Forward
This is what arrival looks like when the platform does the preparation. Documents land, get read, get matched to a patient, and get routed. Batches come apart on their own. Staff pick up only what needs judgment.
Pick Your EHR. See Where The Document Ends Up.
The last step is the one most vendors leave to your staff. Choose your system to see how Documo closes it.
Fax Arrives
Any of your numbers.
Read and Matched
Type identified, patient matched.
Filed in NextGen
Mapped to your NextGen document categories.
Certified integration. Inbound documents arrive pre-sorted, matched to the patient, and routed into the right NextGen workflow.
See the NextGen integrationFax Arrives
Any of your numbers.
Read and Matched
Type identified, patient matched.
Filed in PointClickCare
Certified integration, written to the resident record.
Certified integration. Admissions paperwork reaches the resident record without a staff member moving it.
See the PointClickCare integrationFax Arrives
Any of your numbers.
Read and Matched
Type identified, patient matched.
Filed in ModMed
Certified integration, filed to the patient chart.
Certified integration. Referrals and records reach the ModMed chart without a staff member moving them.
See the ModMed integrationFax Arrives
Any of your numbers.
Read and Matched
Type identified, patient matched.
Filed in eClinicalWorks
Published FHIR app, filed to the patient chart.
Published app in the eClinicalWorks FHIR App Gallery. Staff file every document to the chart without leaving Documo.
See the eClinicalWorks integrationFax Arrives
Any of your numbers.
Read and Matched
Type identified, patient matched.
Routed Your Way
To the right team, folder, or system via API.
No certified integration? Documents still arrive read, matched, and routed, and the API connects Documo to the system you run.
Talk to us about your system
One Workflow Changed. The Impact Reached the Entire Organization.
Eye Associates of New Mexico needed to process rising referral volume without allowing manual work to grow at the same rate.
We have a much easier time finding it and getting it processed while the patient is still on the phone than we used to.
Samantha Contreras
Eye Associates For New Mexico
Referral Processed
While the patient is still on the phone.
Patient Reached Sooner
Before intent fades or they call elsewhere.
More Appointments Captured
Demand converts instead of sitting in a queue.
More Existing Capacity Used
The same schedule, filled more completely.
Greater Economic Impact
$3.6M estimated annual economic impact.
$3.6M
Annual Economic Impact
50%
Less Manual Work
3,700
Referrals Processed In The First Month
$3.6M
Estimated Annual Economic Impact
Scale The Work, Not The Complexity
Four things that stay true when volume doubles.
Handle More Without Hiring Around The Problem
Automation absorbs repetitive document work so growing volume does not automatically require growing the administrative team.
- 1Document volume keeps rising.
- 2Manual workload stays flat.
- 3Headcount stays flat.
Modernize Without Disrupting Daily Operations
The workflow is configured around the process your team already runs, so people keep working the way they know while the handling underneath changes.
- 1Process change is minimal.
- 2Training load stays low.
- 3Go-live disruption is contained.
Know What Happened To Every Document
Every document event is recorded with a timestamp, so nobody has to reconstruct what happened to a fax from memory.
- 1Every document event is logged.
- 2The audit trail is complete.
- 3Exceptions get surfaced, not buried.
Get Support Beyond Implementation
A U.S.-based team stays with the account after go-live, so configuration changes do not wait in a ticket queue.
- 1Support team is U.S.-based.
- 2The same team stays on after go-live.
- 3Config changes get handled, not queued.
More Capacity, However You Deliver It
Healthcare Organizations
Process more incoming work, reduce staff burden, and move patients forward sooner.
Healthtech Companies
Embed document exchange and processing inside your own product, with the API and the support to run it at your customers' volume.
Channel Partners
White label the platform under your own brand, or refer and earn, with a team that supports your customers alongside you.
99.9%
Platform Uptime
99.8%
Delivery Rate
Every Tier
BAA Included, No Upcharge
U.S. Based
Support Team
Customer Results
The Platform Should Prove Its Value In The Work
Hover or tap any result to read the customer's words.
25%
More Capacity
More referrals processed.
We have a much easier time finding it and getting it processed while the patient is still on the phone than we used to.
50%
Less Manual Work
Less manual handling per document.
This is what an actual partnership looks like.
3,000 to 4,000
Volume at Scale
Inbound faxes per day, on an API-first integration.
For us, the API was the whole story. We needed fax to live inside our own systems - not a separate portal our team had to manage.
Security and compliance
Compliance Is the Floor, Not the Upgrade
Everything below applies to every account, including the entry tier. None of it is priced separately or held back for enterprise.
Handling protected health information is the whole job, so the controls are not a differentiator we charge for.
See the full security and compliance detailHIPAA Compliant
HIPAA
With a BAA on every plan. Signed at every tier. You do not move up a plan to become compliant.
SOC 2 Type II Certified
SOC 2
Independently audited controls across the platform, not a single product line.
Encrypted In Transit And At Rest
AES
Every document, every transmission, every stored copy.
Complete Audit Trail
LOG
Every document event recorded with a timestamp, ready when someone asks.
See How Much More Your Team Could Handle
Process more incoming work. Reclaim staff capacity.
Grow without growing the administrative burden.
Grow without growing the administrative burden.
The Comparison Questions, Answered Here
Do we need both cloud fax and document processing, or can we start with one?
You can start with either. Cloud fax and document processing run on the same platform, so teams often begin with the workflow that hurts most and add the other when they are ready, without a second implementation.
How is this different from a fax vendor that also offers OCR?
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.
What if our EHR is not one of the certified integrations?
Documents are still read, matched, and routed. Without a certified write-back, Documo delivers each processed document to the team, folder, or system you choose, and the API connects Documo to the system you run.
Can we keep our existing fax numbers?
Yes. Documo handles porting your existing fax numbers into the platform.
What happens to a document the system is not confident about?
It goes to a person. Human-in-the-loop review lets your team check exceptions before anything is filed, so accuracy holds while everything else stays automated.
Is a BAA included, or is HIPAA compliance an add-on?
A BAA is included. All Documo plans are HIPAA compliant with no added fees, and Documo signs a Business Associate Agreement (BAA) at every tier. Documo also maintains SOC 2 Type II compliance, with encryption in transit and at rest.