Document Capture Plus

Document Capture Plus turns incoming faxes and healthcare documents into clean, structured patient data, then places it into the right record and workflow.

Your teams get fewer documents to sort, fewer fields to rekey, and fewer errors to fix downstream.

Document Capture AI platform classifies, extracts, and validates relevant patient data then updates EMR, like new patient record, order entry and authorization update.
Manual referring document processing challenge

The problem

Your teams have better things to do than retype faxes

Healthcare information still arrives through disconnected channels: e-faxes, scanned PDFs, handwritten orders, referral forms, insurance cards, and clinical documents.

Someone has to open each file, identify what it is, find the relevant information, and enter that information into the correct system. When volumes rise, the backlog grows. Errors follow. Scheduling, authorizations, billing, and patient care can all slow down.

Document Capture Plus takes that repetitive work off your staff’s plate while keeping review and control where they matter.

How it works

From incoming document to usable data

1. Documents are received and sorted

Document Capture Plus processes incoming healthcare documents from your existing intake channels, classifies the document type and routes it to the right person or AI agent depending on the business rules you have set up.

2. The right information is captured

AI agents split multi-document packets and extract configured fields such as patient demographics, insurance details, order information, diagnosis codes, procedure codes, and authorization data.

3. Data is checked before it moves forward

Validation rules flag missing, inconsistent, or low-confidence information before it reaches your system of record.

4. Clean data goes where your teams need it

The information is routed to the appropriate patient record and workflow, reducing manual copy-and-paste work across patient access and revenue cycle operations

THE RESULTS

Performance at a glance

70–75%

Straight-through processing

7–10s

Processing time per page

85%

Less manual intervention

500+

Faxes processed per hour

These figures are presented as performance examples and may vary by document mix, workflow, and implementation.

Trust & control

Automation handles the routine work. Specialists handle the exceptions

Most document workflows contain a mix of clean, predictable files and difficult edge cases. Document Capture Plus treats them differently.

Platform + Agents

High-confidence documents move automatically

The platform can handle:

  • Multi-patient packet splitting
  • Document classification
  • Field extraction and normalization
  • Rule-based validation
  • Routing and data entry
  • Insurance card processing
  • Clear handwritten information

Human-In-the-loop

Complex documents go to specialist review

Specialists will review documents for:

  • Messy or incomplete scans
  • Unclear handwritten information
  • Missing patient identifiers
  • Documents containing multiple patients
  • Low-confidence fields
  • Quality rules and escalations defined during onboarding

Documents are routed to our team or your team for manual review based on the criteria and business rules we help you set.

With this approach, your organization can get the benefits of automation without forcing uncertain information into patient records.

Give staff capacity back

Document Capture Plus reduces the hours spent opening files, sorting documents, copying data, and correcting entry errors.

That means your teams can focus on the work that needs judgment, follow-up, and patient interaction.

Keep referrals and orders moving

Missing or inconsistent information can leave a referral sitting in a queue while staff track down answers.

Document Capture Plus checks documents earlier in the process, helping teams identify gaps before they delay scheduling, authorization, or care.

Improve workflows that depend on the data

Cleaner intake creates a stronger starting point for:

  • Referral management
  • Patient scheduling
  • Eligibility and benefits verification
  • Prior authorization

When the right information reaches the right record sooner, downstream teams spend less time fixing what happened upstream.

Quality intake at Enterprise Scale

Built for real healthcare document workflows

Document Capture Plus transforms incoming healthcare documents into structured, usable data, eliminating manual entry and enabling faster, more accurate patient access and revenue cycle operations.

Protect the patient record

Configured validation checks help prevent incomplete or inaccurate information from entering your EHR or practice management system.

Work across systems

Document Capture Plus can support workflow-specific integrations and data-entry processes using methods such as APIs, HL7, SFTP, and RPA, depending on the customer environment.

Stay in control

Quality checks, exception routing, audit trails, and performance monitoring give teams visibility into what moved automatically, what required review, and what still needs attention.

Improve over time: Every exception reveals something useful. Recurring issues can become new routing rules, validation checks, or review criteria. Over time, your workflow becomes more consistent and requires less manual intervention.

The platform

Runs on the Infinx Healthcare Revenue OS

Document Capture Plus works within the Infinx Healthcare Revenue OS, which coordinates AI agents, workflow automation, system integrations, analytics, and human specialists across healthcare revenue workflows.

The broader operating model provides the controls needed to scale document automation across teams, locations, and document types.

Start with one high-impact document workflow

Choose a document-heavy workflow where manual work, delays, or data-entry errors are creating the most friction.

Infinx will help map the current process, define which work can move automatically, identify where specialist review belongs, and agree on the measures used to evaluate impact during the first 60–90 days.