Document Capture Plus

Built for revenue work across payers, service lines, and sites. Document Capture Plus connects document-based workflows across patient access, payer correspondence, charge integrity, and billing.

Data stays clean in your system of record and downstream work gets easier.

Accelerate Referral Document Processing With Document Capture AI - Website Graphic

Agentic AI platform + Human-in-the-loop services

Clean data in, faster revenue out

Reduce manual document work, prevent downstream rework, and keep your system of record clean across patient access, billing, charge integrity, and pharmacy workflows.

Processing Time Document Capture Gen AI Platform & Referral Management | Infinx Healthcare 85% • Manual Work Document Capture Gen AI Platform & Referral Management | Infinx Healthcare 70% Document Errors Document Capture Gen AI Platform & Referral Management | Infinx Healthcare 60%

Results vary by workflow and baseline. We validate targets during discovery.

We are proudly SOC2 Type2, HITRUST certified and HIPAA compliant

Why it’s different

Why this works at enterprise scale

Plenty of tools can read documents. The hard part is keeping work moving across teams, systems, and exceptions without creating more cleanup downstream.

 

System-of-record integrity

Data is validated before it lands in your EHR, PM, or billing system, reducing downstream corrections and rework.

Agentic connectors across workflows

Platform-native agents structure the data; workflow-specific entry agents place it into the correct fields and records, so teams aren’t stuck copy/pasting.

Governed execution

Exception handling, QA, audit trails, and telemetry are built into the operating model so performance stays reliable as volumes and variability scale.

Value Drivers

Where the value comes from

Plenty of tools can read documents. The hard part is keeping work moving across teams, systems, and exceptions without creating more cleanup downstream.

 

01

Reduced manual document handling and routing time

Intake, classification, and extraction remove the busywork of sorting and rekeying so teams get capacity back.

02

Fewer missing-document holds

Routing and validation catch missing or inconsistent information earlier, so cases don’t sit in limbo waiting for the next piece of paper.

03

Improved downstream throughput

Cleaner data in the system of record helps authorization, scheduling, billing, charge entry, and payer follow-up move faster with fewer stalls..

Document Capture AI platform

the real problem

It isn’t fax. It’s interoperability.

Revenue cycle work depends on information moving between parties that do not share systems:

Front-desk patient intake

Scanned insurance cards and IDs as photos, and uploads.

Referring providers

Process orders and clinicals via fax and PDF.

Payers

Process determination letters, charge documents, and correspondence via fax or static files.

Even when your internal systems are modern, the “edges” of the revenue cycle still run on documents. That’s where work slows down, data errors happen, and teams lose visibility. Document Capture Plus is built to make those handoffs clean, trackable, and easier to automate.

POWERED BY GENERATIVE AI & ADVANCED AUTOMATION

Runs on the Infinx Healthcare Revenue OS

Document Capture Plus is a part of our broader operating system. Our operating system coordinates AI agents, workflow automation, integrations, and human-in-the-loop revenue cycle specialists inside governed workflows.

That’s what makes it reliable at enterprise scale: clear exception routing, quality controls, audit trails, and real-time telemetry, so you can see what’s automated, what required human expertise, and what’s still waiting.

performance snapshot

Thousands of documents processed daily

500+

documents processed per hour

7-10sec

processing time per page

70%+

reduction in manual document handling

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.

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Infinx Document Capture AI platform manual review by Infinx human agents

our workforce

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.

Case studies

How we help our clients

Learn how we work with our clients to solve their document processing challenges.

Document Processing Scaled for a Large Imaging Network with High Daily Volumes

A large imaging network faced significant challenges managing over 65% of daily faxes containing high-priority orders. With a referral backlog of 10,000 cases per month, manual processes caused delays in workflows like patient scheduling and order creation. To address these issues, the imaging center implemented Document Capture Plus to automate their document workflows from intake to EMR integration.

Our AI agent’s classification and data extraction capabilities effectively managed both structured and handwritten forms, while dynamic queue management ensured that urgent documents were prioritized, and exceptions were routed for manual review. Real-time data delivery into their RIS reduced delays and improved turnaround times for document processing. By leveraging this technology, the imaging center cleared its 10,000-referral backlog while keeping up with ongoing document inflow. Manual intervention was reduced by 85%, enabling staff to focus on higher-value tasks and driving faster patient care.

Document capture AI platform update to EMR Infinx

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.

Faq

You asked, we answered

Curious if our document capture solution will meet your needs? Here are the most common questions your peers ask during evaluation.

Yes. We can integrate with any fax software that supports APIs to directly feed the documents to our platform. The fax software supported will depend on whether they have API-connectivity to connect with external systems and this can be ascertained during onboarding. Our platform can also connect to FTP folders to extract documents.

There are multiple ways that our platform can receive documents.

  • Our solution can connect to your existing fax service using APIs
  • Load all your documents in an FTP folder – and our solution can copy them
  • Upload documents in bulk on our Document Capture AI platform

No, you do not need a new set of fax numbers. We can either work with your existing fax service implementing their APIs.

Document Capture AI can process a wide range of healthcare documents, including:

Orders (lab, imaging, etc.)
Authorizations
Lab Reports
Pathology Reports
Patient Demographics
Insurance Documents
Handwritten Notes
Multi-document Faxes

It can also automatically detect and discard irrelevant documents like marketing materials

It depends. Turnaround times range from 30 seconds if fully automated to 5 minutes if manual review by our specialists is required.

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.

Document Capture AI is delivered as a full-service solution with built-in exception handling by Infinx’s expert teams. However, it’s also available as a software-only solution for organizations that prefer their own teams to manage workflows and manual reviews.

Document Capture AI platform is a fully secure web-based solution that can run on Google Chrome, Microsoft Edge and Apple Safari. There are no additional hardware requirements.

The platform is designed to be quick, seamless, and minimally disruptive to your existing workflows. Our experienced implementation team manages the entire process, ensuring a smooth transition from manual or legacy systems to intelligent automation.

Setup Process Overview:
1. Initial Consultation and Workflow Assessment

We begin with a discovery session to understand your existing document workflows, integration needs, and operational goals.
Our team evaluates the types of documents you process and identifies opportunities to streamline workflows.

2. Integration Planning and Configuration

We configure Document Capture AI to work with your existing systems, customizing workflows to align with your operational processes.
Integration with EMR/EHR/LIS/RIS systems is set up through APIs, HL7, FHIR, SFTP, or RPA bots to ensure seamless data flow.

3. Testing and Quality Assurance

We conduct rigorous system testing to validate document classification, data extraction, and EMR integration.
User acceptance testing (UAT) is performed to ensure the solution meets your organization’s standards and compliance requirements.

4. Go-Live and Staff Training

Document Capture AI is deployed in a live environment, with real-time monitoring during the initial rollout.
Training is provided for your staff to navigate the platform, manage manual reviews, and monitor workflows.

5. Ongoing Support and Optimization

After deployment, our team provides continuous support and workflow optimization.
The platform continuously improves over time through machine learning and feedback from human review processes.

Yes, secure access to your EMR/EHR system is typically required during the implementation of Document Capture AI to ensure seamless integration and real-time data transfer. However, the level of access needed depends on the type of integration method chosen and your organization’s security policies.

Why EMR access is needed:

1. Seamless data integration:

  • Access allows our team to configure direct data delivery into your EMR through APIs, HL7, FHIR, SFTP, or RPA workflows.
  • Enables real-time updates to patient records and automation of next steps like order creation and authorization updates.

2. Workflow alignment

  • Understanding how your EMR is structured helps us customize workflows to align with your existing processes.
  • Prevents workflow disruption by ensuring the automation fits naturally into your system.

3. Integration Testing and Validation:

  • Access is needed for testing and validating data flows to ensure patient data is accurately classified, extracted, and entered into the correct fields in your EMR.
  • Allows for user acceptance testing (UAT) to confirm the solution performs as expected.

How we protect your EMR access:

  • Limited and controlled access: We only request the minimum level of access required for integration and testing.
  • HIPAA-compliant security: All data handling and system access follow HIPAA and industry-standard security protocols.
  • Role-based permissions: Access can be restricted to specific environments (e.g., test environments) to avoid disruptions in your live system.
  • Data encryption: All data transmitted between Document Capture AI and your EMR is protected by end-to-end encryption.

Alternative integration options without direct EMR access:

If your organization prefers not to grant direct EMR access, we can integrate using secure delivery methods, such as:

  • SFTP folders: Data can be securely exported to a folder that your EMR system automatically ingests.
  • RPA bots: Robotic process automation can interact with your EMR interface without requiring back-end access.
  • Manual file transfers: Extracted data can be exported in structured formats (CSV, Excel) for manual uploads.

Tailored to your security requirements:
Our team will work closely with your IT and compliance teams to choose an integration method that balances security and workflow efficiency.

Yes, Document Capture AI is fully equipped to automatically sort documents by location and route them to the appropriate workflows or teams for processing. Whether documents come from multiple physical sites, departments, or service lines, our solution can intelligently classify and manage them based on location-specific rules.

Our document solution reduces you total cost of ownership (TCO) by only charging your organization for what you use. We also give you the flexibility of saving costs on higher volumes. There is a nominal monthly subscription fee to support the setup created for you, which would also provide a specified number of documents per month. For pricing, please schedule a demo with our team to learn more.

Yes. Our solution can serve various specialty providers, accounting for specialty-specific document and procedure types and integration needs.

This is, in part, because our AI is multi-modal, meaning it adapts to different specialties, unlike technology that uses a single-model.

AI automatically separates, classifies, and routes documents to the right workflow.​ For example, a fax with lab orders, prior authorizations, and insurance info is broken down and processed accurately.

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.

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.

WEBINAR

Extracting Value From Unstructured Data In Healthcare

WEBINAR

Deep Dive Into EHR Integrations For Patient Access

WEBINAR

Leveraging AI To Streamline The Fax Intake Process

WEBINAR

Manual Mayhem: How Outdated Document Capture Hurts Your Bottom Line

WEBINAR

Transforming Document Processing In Healthcare Referrals With AI And OCR

Accelerate Referral Document Processing With Document Capture AI - Website Graphic

Ready to transform document processing?

Automate document processing workflows, reduce manual workloads, and accelerate patient care with Document Capture Plus. Contact us to see it in action.