Documo Workflow Automation
Automated Prior Authorization Software That Keeps Auths Moving
Classify every payer response on arrival, route it to the team that owns the next action, and file it to the patient record.
4.8 on G2
99.9% Uptime
99.8% Delivery Rate
HIPAA + SOC 2
U.S.-Based Support
Does This Sound Familiar?
Staff monitor a shared fax line for payer responses
Approvals sit unopened while procedures wait to be scheduled
Appeal windows close before anyone notices a denial
Authorization numbers get retyped into the chart by hand
Nobody knows which responses still need action
Staff open every fax just to figure out what it is
Denials and approvals pile up in the same queue
Tracking auth deadlines is a manual, practice-wide effort
Checked even one? You're exactly who Documo was built for.
You are exactly the type of practice Documo authorization automation was built for. Most teams recognize five or more of these.
13%
Prioritize PA When ≤25% Seems Automatable
24%
Prioritize PA at 26-50% Automatable
50%
Prioritize PA When >50% Seems Automatable
Industry Research
Belief In Automation Potential Predicts Where Investment Goes
Organizations that believe most of their manual document review could be automated are far more likely to prioritize prior authorization specifically – not just automation in general.
Source: Documo 2026 Healthcare Research
Manual Monitoring vs. Automatic Classification
The difference isn't how fast a payer responds. It's how fast your team finds out what they said.
Today
Nothing is classified until a person looks at it.
- Response arrives by fax.
- Waits in shared queue.
- Staff opens and reads.
- Staff decides routing.
With Documo
Approval, denial, or info-needed - known and routed the moment it lands.
- Response arrives.
- Classified instantly.
- Routed to owner.
Outcomes
What Prior Authorization Automation Changes
The determination stays with the payer. The paperwork stops being manual.
Know Every Decision Immediately
Classified on arrival as an approval, denial, or information request.
Appeal Windows Stop Closing Quietly
Denials are routed to the appeals owner the day they land.
Procedures Book the Day the Auth Clears
Approvals are routed straight to scheduling.
Authorization Details File Automatically
Number, dates, payer and procedure codes extracted and filed.
Every Response Routed to the Right Team
Every response is classified before anyone opens it, then sent to the team that owns the next action.
Payer Response Arrives
Fax, into a Documo workspace.
Straight to Scheduling
Approved
The procedure books the day the approval lands.
Straight to Appeals
Denied
Surfaced same day, so the window stays open.
Straight to the Owner
More Info Needed
Routed to whoever has to answer it.
How a Payer Response Moves Through Documo
Six steps from arrival to record, running straight through without staff involvement.
Response Arrives
AI Reads It
Classify Type
Extract Auth Detail
Route by Outcome
File to Record
Every step runs automatically - responses go straight to the right destination the moment they're classified.
See Prior Authorization Automation in Your Environment.
Book a personalized walkthrough with a Documo specialist.
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 Prior Authorization Automation
No. It transmits the packet you assembled and handles the response when it comes back. It does not log into payer portals or connect to payer systems on your behalf.
No, deliberately. Nothing determines medical necessity, predicts an outcome, or recommends a denial. Six in ten physicians told the AMA they worry AI could increase denial rates.
No. If you run one, Documo sits underneath it and handles the document traffic it was never built for.
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.
Patient Intake
Returned packets read, extracted, and signed.
Claims Correspondence
Denials, appeal packets, and payer letters handled.
Your Documents, Your Workflow.
Needing a Custom Authorization Workflow?
For payer-specific routing, extraction, or response handling beyond the standard templates, Documo builds custom workflows purpose-built for your environment.
See All Documo Workflow Automations