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Fax & Mailroom Automation

Your fax machine is costing you millions

CoOrdio Capture transforms every inbound fax, email attachment, and scanned document into structured, actionable data in under 60 seconds — automatically classified, extracted, and routed to the right workflow without a single staff member touching it.

Trusted by leading healthcare organizations

Mountain Park Health Center
KMH Cardiology Centres
Borland Groover
Schweiger Dermatology Group
Burrell Behavioral Health
Preferred Family Healthcare
Compass Health Center
ARS Treatment Centers
Brightli
InfuSystem
Valley Oaks Health
Landmark Hospitals
Centerstone
Chapters Health System
Neighborhood Health
Family & Children's Services

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RH

"We deal with 55,000 pages of fax per month. Being comfortable with referral-based organizations like ours, that's really what stuck with me about OpenBots, and of course the platform itself. It makes the human component even easier."

Roger Han

Chief Transformation Officer, KMH Cardiology

20+ hrs

Staff hours saved weekly

< 60 sec

End-to-end processing time

99.5%

Classification accuracy

0

Manual indexing steps

The Problem

Healthcare still runs on fax — your staff shouldn't have to

Despite all the advances in healthcare technology, 75% of all medical communication still arrives as unstructured fax. Every page needs to be received, printed, sorted, read, re-keyed, and filed — consuming thousands of staff hours per year and creating critical delays in patient care.

Staff spending hours each day sorting and manually indexing fax queues

Documents misfiled or routed to the wrong team, delaying care and authorizations

Referral packets arriving incomplete with no automated follow-up

Prior auth requests sitting in a fax stack while patients wait for approvals

No visibility into inbound document volumes, types, or processing status

Without CoOrdio Capture

Fax processingManual, 10–20 min/doc
ClassificationHuman reading each page
Data extractionStaff re-keying by hand
RoutingPhysical sorting, often wrong
Document visibilityNone until processed

With CoOrdio Capture

Fax processing< 60 seconds, automated
ClassificationAI, 99.5% accuracy
Data extractionMapped to EHR fields
RoutingRight workflow, instantly
Document visibilityReal-time dashboard

Inside the Platform

See CoOrdio Capture in action

CoOrdio Capture — Email & SFTP Connector

Built-in intake account configuration for IMAP email and SFTP connections — including Microsoft 365 via Graph API — with scheduled polling and SSL support.

CoOrdio Capture — Indexing AI Agent

The AI Agent automatically classifies, indexes, and routes incoming documents in real time — processing faxes, mail, and uploads without manual intervention.

CoOrdio Capture — Human-in-the-Loop Review

Reviewers validate AI-extracted fields side-by-side with the source document, with confidence scoring to flag fields that need human confirmation.

CoOrdio Capture — Customized Templates

Build and manage document templates — like Referral Authorization — with fully configurable field definitions, data types, and page mappings.

What Capture Handles

Every document type your mailroom receives

📋Referrals
🔐Prior Auth Requests
💳EOB / Remittances
🧪Lab Results
📝Clinical Notes
👤Demographics Updates
🪪Insurance Cards
✍️Consent Forms
💊Prescriptions
+And many more

Capabilities

Everything your mailroom needs to run itself

CoOrdio Capture eliminates every manual step between document receipt and actionable workflow — so your staff can focus on patients, not paper.

AI Document Classification

Every incoming fax, image, or document is automatically classified — referrals, prior auth requests, EOBs, lab results, clinical notes — with no human sorting required.

99.5%

Classification accuracy

Intelligent Data Extraction

Capture reads and extracts key fields — patient name, DOB, NPI, diagnosis codes, authorization numbers — and maps them directly to your EHR or PM system without manual entry.

< 60s

Time to structured data

Automated Routing & Workflow

Once classified and extracted, documents are automatically routed to the right worklist, team, or workflow — referral docs to referral management, auth requests to prior auth, and so on.

100%

Routed without manual triage

Multi-Channel Document Intake

Accept inbound documents from fax lines, email inboxes, secure messaging platforms, and scanned physical mail — all processed through a single unified pipeline.

4+

Intake channels supported

HIPAA-Compliant Audit Trail

Every document received, classified, and routed is logged with a full tamper-proof audit trail. Meet HIPAA requirements and gain complete visibility into your mailroom operations.

100%

Audit trail coverage

EHR & PM Integration

Native integrations with Epic, Athenahealth, eClinicalWorks, Meditech, and 40+ other systems via FHIR API or Surface Automation — no custom development needed.

40+

EHR integrations

How CoOrdio Capture works

From fax line to structured workflow in under 60 seconds.

1

Receive

CoOrdio Capture ingests documents from every channel — fax lines, email, secure portals, and scanned physical mail — into a unified document queue.

2

Classify

The AI model instantly identifies the document type from hundreds of categories: referral, auth request, EOB, lab, clinical note, demographics update, and more.

3

Extract

Key fields are extracted and validated automatically — patient identifiers, payer details, authorization numbers, diagnosis codes — and mapped to your EHR fields.

4

Route & Act

The document lands in the right workflow instantly. Staff receive it fully indexed and actionable — no printing, no sorting, no re-keying.

See CoOrdio Capture in action

Schedule a 30-minute demo and watch live as unstructured faxes become structured, routed, actionable data in real time.

Capture FAQ

CoOrdio Capture: common questions

What is CoOrdio Capture?
CoOrdio Capture is an AI document-processing tool that turns every inbound fax, email attachment, and scanned document into structured, actionable data in under 60 seconds — automatically classifying, extracting, and routing each document without manual sorting.
How does CoOrdio Capture handle inbound faxes?
Capture automatically classifies every incoming fax, image, or document — referrals, prior auth requests, EOBs, lab results, clinical notes — and extracts key fields such as patient name, DOB, NPI, diagnosis codes, and authorization numbers, then routes them to the right worklist.
How accurate and fast is CoOrdio Capture?
Capture classifies documents with 99.5% accuracy and completes end-to-end processing in under 60 seconds, with zero manual indexing steps.
How much staff time does CoOrdio Capture save?
Provider organizations using Capture save 20+ staff hours per week that would otherwise be spent sorting and indexing documents by hand.
Why does fax automation matter in healthcare?
An estimated 75% of all medical communication still arrives as unstructured fax, which makes manual document handling one of the largest hidden costs in provider operations — exactly the workload Capture automates.
Which systems does CoOrdio Capture integrate with?
Capture integrates natively with Epic, Athenahealth, eClinicalWorks, Meditech, and 40+ other EHR and practice management systems, and includes a HIPAA-compliant, tamper-proof audit trail.