Documo Workflow Automation
Automated Patient Intake Software: Packets to Structured Records
Read, split, extract, and sign returned intake packets before your front desk handles them.
4.8 on G2
99.9% Uptime
99.8% Delivery Rate
HIPAA + SOC 2
U.S.-Based Support
Does This Sound Familiar?
Staff retype intake forms into the EHR.
Charts are incomplete when the patient arrives.
Handwritten forms get set aside for later.
Nobody knows which packets came back.
Signatures are collected in a separate system.
Staff print and rescan packets.
Insurance details are caught at billing, not check-in.
Reporting on outstanding forms is manual.
Checked even one? You're exactly who Documo was built for.
You are exactly the type of practice Documo intake automation was built for. Most teams recognize five or more of these.
52%
Rank Patient Intake a Top-3 Investment Priority
47%
Rank Claims a Top-3 Priority
43%
Rank Medical Records a Top-3 Priority
Industry Research
Patient Intake Is The Single Highest AI Investment Priority In Healthcare Today
When asked which administrative workflows are receiving the greatest AI investment, patient intake ranked first – ahead of claims, medical records, referral management, and prior authorization.
Source: Documo 2026 Healthcare Research
What Automated Patient Intake Changes
The bottleneck isn't collecting the form. It's everything that happens to it after.
Today
- Packet returned.
- Staff open each form.
- Retype fields into EHR.
- Sort and split by hand.
1 page at a time
Everything waits in the same queue.
With Documo
Only what truly needs a person gets one.
- Packet arrives.
- Fields extract automatically.
- Forms sorted by type.
- Exceptions flagged for review.
Outcomes
What Automated Intake Changes
Four points where intake currently slows down, and what happens instead.
No More Manual
Data Entry
Fields are extracted, handwriting included.
Packets Break Down
By Form Type
Intake packets can be broken down by form type for better chart organization.
Gaps Surface Before
The Visit
Incomplete and unclear fields are held for review rather than filed.
Consent Closes Out
In One Place
Signatures are collected inside the document workflow.
How the Patient Intake Workflow Processes a Packet
Six steps from arrival to chart, running straight through without staff involvement.
Packet Arrives
AI Reads It
Split Forms
Extract Fields
Collect Signature
File to Record
Every step runs automatically - packets go straight to the chart, with only flagged exceptions ever needing a person.
How to Launch
Three Easy Steps
Documo handles configuration end to end. No engineering lift required.
1
Send Us Your Forms
Your actual intake packet, handwriting and all.
2
We Configure to Your Process
We build around your form types, fields, signature flow, and EHR.
3
Go Live
Packets process automatically, with your front desk staying in their existing workflow.
Signatures Collected in the Same Place
Consent and authorization are signed inside the document workflow, so nobody switches systems to close out a packet.
See Intake Automation in Your Environment.
Send us a real intake form and we will show you exactly what gets extracted.
The hands-down greatest advantage we see is that Documo is a lab equalizer. Any telehealth provider working at national volume deals with dozens of reporting labs, each with its own portal, its own credentials, and its own two-factor setup. Pulling results from every one of them is a complex affair and a heavy staff training burden. This solution lets us set a preference that all labs arrive by fax, which reduces the problem to the simplest possible standard, and Documo then elegantly finishes the job by pinpointing the chart and filing to it.
Daniel Lalonde, Chief Operating OfficerRed Leaf Wellness Inc.
The answer used to always be "I can't find it." Even if we hadn't processed it yet, 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, Product ManagerEye Associates For New Mexico
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. Documo's API gave us the programmatic control to build fax directly into our workflows, handle thousands of documents a day without touching them manually, and scale without adding infrastructure. Most fax solutions don't offer that depth of API access. That was the deciding factor.
Jason Riddle, Chief Technology OfficerRegalo Health
Common Questions About Patient Intake
Yes, and it tells you when it is unsure. Accuracy depends on document quality, so blanks and low-confidence readings are flagged rather than filed.
No. It extracts the insurance details from the form and delivers them to the chart. Checking coverage with the payer is a separate function it does not perform.
It varies with what you feed it. Rather than quote one number, we will run your actual forms and show you the result.
Keep Going
Common Healthcare Workflows
Documo automates the document work across the whole administrative chain, not one step of it.
Referral Management
Inbound referrals classified, matched, and filed.
Prior Authorization
Payer responses classified and routed by outcome.
Claims Correspondence
Denials, appeal packets, and payer letters handled.
Your Documents, Your Workflow.
Needing a Custom Intake Workflow?
For form types, extraction fields, or signature flows beyond the standard intake templates, Documo builds custom workflows purpose-built for your environment.
See All Documo Workflow Automations