THE PROBLEM WITH OCR & MANUAL DOCUMENT PROCESSING
Patient, clinical, and charge data belongs in your systems not trapped in faxes and PDFs
Healthcare providers are overwhelmed by the growing volume of documents across the revenue cycle—faxed orders, scanned authorizations, charge source documents, and handwritten forms.
While many rely on OCR tools to automate document processing or on staff to manually review and update their EMR systems, these workflows often fall short when managing high volumes of complex and unstructured data.
- OCR struggles with multi-document faxes, handwritten forms, and non-standard layouts, leading to incomplete data extraction.
- Manual data entry slows down patient intake, scheduling, and billing workflows.
- Existing workflows fail to fully automate the process, leaving critical patient and charge data disconnected from EMR and billing systems.
Our Document Capture Plus solution was purpose-built to close these gaps.
Powered by our document processing AI agent, it goes beyond OCR by automatically classifying, extracting, and validating data for completeness. Extracted data flows directly from intake into provider systems in real-time and automating next-step actions, such as creating new orders or updating authorizations.
This process significantly reduces manual workloads, eliminates errors, and accelerates critical workflows like prior authorizations and patient scheduling, ensuring faster, more efficient patient care.
POWERED BY GENERATIVE AI & ADVANCED AUTOMATION
Smarter, faster document processing developed specifically for healthcare
Document Capture Plus is built on advanced Generative AI (GenAI), supervised machine learning, automation, and secure APIs that work together to intelligently automate every step of healthcare document processing.
From document intake to accurate EMR/EHR/RIS/LIS data entry or SFTP folder uploads, our system powers workflows by classifying, extracting, validating, integrating and acting on patient data—without relying on outdated templates or legacy OCR systems.
Here’s what our platform does:
Intelligent document classification
- Automatically reviews and classifies a wide range of incoming document types, including orders, authorizations, lab reports, handwritten notes, and more—without needing custom coding or templates to recognize what that document type is.
- Uses continuous supervised machine learning models trained on manual reviews feedback loops and healthcare-specific data to improve accuracy and performance over time.
Context-aware data extraction
- Precisely extracts critical patient data, such as CPT/ICD codes, patient demographics, order, eligibility, authorization and clinical details with precision.
- Intuitively understands document context, identifying the right data to extract based on document type–it does not need to be told where to expect relevant information on that page.
Automated validation, error detection & queue management
- Conducts real-time validation checks to ensure data accuracy and completeness.
- Automatically routes documents with incomplete or ambiguous data to manual human review queues for expert resolution, preventing errors in EMR data entry.
- Employs dynamic workforce queue management to intelligently assign documents to our patient access specialists for review, ensuring timely handling of exceptions.
Direct EMR integration
- Once validated, documents are routed back into our automation pipeline for immediate data entry or file upload to any EMR/EHR/RIS/LIS system or SFTP folder.
- Flexible integration options include APIs, HL7, SFTP folders, and robotic process automation (RPA) bots to fit any healthcare IT environment.
- HIPAA-compliant security with enterprise-grade encryption protects sensitive patient data at every step.
Data is actioned upon in EMR
- Real-time data delivery ensures patient information is securely and accurately entered into your patient record system.
- Next step actions are automated, such as creating new patient records, generating new orders, or updating authorizations, keeping workflows moving without interruption, reducing follow-up manual record updates entries and accelerating care coordination.
Document Capture AI is delivered as a comprehensive solution, combining powerful GenAI-driven automation with Infinx’s expert services for exception handling and complete, accurate document processing.
For organizations that prefer to utilize their own staff, our platform is also available as a software-only solution, allowing internal teams to manage workflows and handle exceptions directly within the platform.
This flexible, scalable platform grows with your organization—streamlining document workflows, improving accuracy, and accelerating patient care.
INTELLIGENT QUEUE & WORKFORCE MANAGEMENT
Smart routing automation ensures patient data accuracy
Document Capture Plus includes built-in queue and workforce management features to optimize document processing across teams and systems.
- Automatically routes documents based on classification, confidence scores, and workflow rules.
- Moves incomplete or low-confidence documents into manual extraction queues by human users.
- Dynamically assigns manual work to users using First-In, First-Out (FIFO) rules and priority-based routing.
- Automatically routes documents to the appropriate EMR data entry workflows.
- Tracks document progress through escalation, audit, and completion queues for full visibility.
- Configurable queues allow customized workflows for different document types and escalation paths.
This intelligent routing guarantees that every document is processed accurately, and every piece of patient data gets sent to your EMR.
INTEGRATION WITH ANY EMR
Proven integration expertise
Document Capture Plus doesn’t just process documents. It ensures that extracted data is automatically and accurately delivered into your system through secure integration.
We know that integration can be a major concern. With over a decade of experience and hundreds of successful integrations across 20+ different EMR and billing systems, our dedicated implementation team knows how to work efficiently by aligning with your unique workflows and IT systems, not disrupting them. This proven expertise sets us apart from other solutions that lack extensive real-world integration experience to ensure interoperability and adoption.
- Transfers data directly into EHR/EMR/LIS/RIS, practice management, or billing system via APIs, HL7, SFTP, FHIR, X12, EMR developer programs, and RPA bots.
- Updates patient records in real-time, eliminating manual entry delays.
- Integrations can be customized to fit your unique proprietary EMR and system workflows by our implementation team.
- Protects sensitive data with HIPAA-compliant security.
- Go live in weeks, not months.
Bottom line, we make sure your patients’ data gets into your system.
HUMAN AGENTS
Built-in managed services for exception handling
Our solution offers more than automated workflows. Our scalable, specialist services are human agents built-in to our workflow to manage exceptions and complex data streams.
- Patient access specialists review flagged or incomplete documents assigned to them in manual queues and input missing data to ensure accuracy.
- Expert auditors handle errors and escalations without disrupting workflows.
- Global workforce of 6,000+ onshore and offshore specialists ensures round-the-clock coverage.
- Over 10 years of experience supporting enterprise healthcare organizations across specialties.
Our specialists understand healthcare documents and processes, ensuring accurate, timely results.
If you would like your team to handle manual reviews, you can subscribe to the Document Capture Plus solution and we’ll train your team on how to use it.
ANY DOCUMENT. EVERY DETAIL.
Automatically classifies and processes 13+ healthcare document types
Document Capture Plus intelligently adapts to a wide range of healthcare documents—no training templates required. Our AI agent intuitively recognizes, classifies, and extracts the right data from structured, unstructured, and handwritten documents, ensuring that critical patient information is accurately delivered into your EMR.
Examples of documents AI agent can process
- Cover Letters
- Physician Orders
- Insurance Authorizations
- Driver’s Licenses
- Insurance Cards
- Insurance Eligibility Forms
- Patient Medical Histories
- Laboratory Reports
- Pathology Reports
- Medical Records Request Forms
- Medical Legal Documents (Liens)
- General Patient Forms
- Discards Non-Essential Documents (e.g., marketing material, spam faxes)
- Faxed Charge Documents
- Superbill-style Forms
- Charge Tickets / Encounter Forms
Template-free document intelligence
- Adapts to any document format without the need for manual templates, coding or predefined layouts.
- Automatically separates and classifies multiple document types within a single fax or upload.
- Filters out irrelevant documents to eliminate data clutter and reduce manual sorting.
- Continuously improves accuracy by learning from new document types and user feedback.
Document Capture AI eliminates the need for time-consuming template creation, offering a smarter, faster, and more scalable way to process all incoming documents and instantly route the right data to your EMR.
ALL-IN-ONE SOLUTION
Comprehensive document automation that drives action
Unlike solutions that piece together multiple systems for document processing, Document Capture Plus is a fully integrated, end-to-end platform designed to support both intake-to-EMR workflows and charge capture workflows. Every feature—from fax-based document intake to AI-driven classification, data extraction, manual expert review, and next-step actions—is designed to work together. This eliminates the need for third-party tools, disconnected systems, spreadsheet-based trackers, and costly add-ons often required to manage document-driven intake and charge processes.
Why it matters
Intelligent handoffs between AI and human review ensure accuracy while eliminating workflow gaps.
Fully integrated system enables faster deployment, avoiding cobbled-together document tools, custom integrations, or manual workarounds across intake and charge capture workflows.
Lower operational costs, reducing manual document sorting, rework, audit overhead, and reliance on third-party project management or tracking tools.
Scales with volume, handling high volumes of inbound faxed documents—whether intake-related or charge-related—without sacrificing speed, accuracy, or control.
Contact center support for scheduling or missing details
We don’t just stop there. To further streamline intake document workflows, we offer a dedicated, scalable onshore and offshore healthcare contact center that proactively schedules appointments or get missing details from your referring providers.
- Our contact center teams reach out to patients for scheduling or referring providers to request missing clinical documents or incomplete patient information.
- Once obtained, these documents are immediately uploaded and processed by Document Capture Plus and routed into your EMR.
- From contacting patients or providers to document processing to EMR data entry and action, we ensure every step is covered and monitored for accuracy.
This service ensures that no referral or order is delayed due to missing information, accelerating patient care and reducing administrative backlogs.
HIGH VOLUME THROUGHOUT
Thousands of documents processed daily
Document Capture Plus is designed to handle high document volumes with speed and accuracy, automating referrals, authorizations, and other critical workflows.
500+
documents processed per hour
95+%
accuracy in document classification and data extraction
70%+
reduction in manual document handling
EDUCATION
Helpful resources for your team
We create educational materials frequently in the form of virtual office hours, articles, white papers, webinars and podcast episodes which help our clients and peers with common patient access and revenue cycle challenges they face. If you would like us to address a specific topic, feel free to reach out to us.
