Documo and ModMed
Modern Cloud Fax and AI for ModMed Workflows
Practices using ModMed handle a high volume of documents every day – referrals, lab results, patient records, authorizations, and more. Managing these efficiently is critical for patient care and smooth operations.
Documo integrates cloud fax and intelligent document processing (IDP) directly with ModMed, helping teams process documents automatically, route them accurately, and keep workflows running seamlessly – without leaving the ModMed platform they rely on.
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Why Documo and ModMed Matters
Even in specialty practices, fax remains a key part of communication.
Documo ensures fax doesn’t slow your team down:
Send and Receive Faxes Without Leaving ModMed
All fax communication stays embedded in your existing ModMed workflow, so staff don’t have to switch between systems.
Automated Routing
with IDP
Incoming documents are scanned, classified, and sent to the right department, patient record, or workflow, reducing delays and errors.
Secure, HIPAA-Aligned Handling
All documents are encrypted, logged, and fully auditable, keeping sensitive patient information protected.
Reduce Manual
Steps
Document Processing eliminates repetitive tasks like reviewing, sorting, and re-uploading documents, freeing staff to focus on patient care.
Built for Specialty Practice Operations
Post-acute care organizations handle large volumes of sensitive documents across multiple systems. Documo’s Intelligent Document Processing (IDP) with integrations helps streamline these workflows by:
Automatically Extracting Key Information
Pull patient details, referral information, lab results, and other critical data from incoming documents.
Intelligent Routing Within ModMed
IDP automatically identifies document types and routes them to the correct patient record, reducing manual sorting and ensuring information reaches the right team quickly.
Ensuring Full Auditability and Compliance
Maintain detailed logs for every document, meeting HIPAA and regulatory requirements.
Connecting Your Entire Tech Stack
IDP works alongside cloud fax and other integrations, allowing documents to flow seamlessly between PointClickCare and other systems your team relies on.
Discover Our Intelligent Document Processing
AI-enabled workspaces streamline document management by automatically identifying patients, classifying document types, and converting faxes or uploaded scans into searchable text.
Easily integrate with your EHR using powerful APIs and custom document classification models tailored to your workflow.
Keep Fax From Slowing Down Your Workflow
By combining cloud fax with IDP, Documo helps ModMed users streamline document workflows.
Accelerate Admissions, Referrals, and Care Transitions
Automatically process inbound faxes and route them to the right team or workflow in your PointClickCare environment, helping critical information move quickly.
Reduce Lost or Misfiled Documents
IDP extracts key details and ensures documents reach the correct staff, department, or patient record every time.
Free Staff From Repetitive Manual Tasks
Eliminate printing, scanning, and re-uploading. Staff can spend less time on paperwork and more time on patient care.
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
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
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.