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Fax & Mailroom Automation

Turn incoming documents into structured work

CoOrdio Capture classifies incoming faxes and documents, extracts key information, and routes work into the right operational workflow—with human review where it matters.

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."

Roger Han

Chief Transformation Officer, KMH Cardiology

Capabilities

From document intake to actionable work

Connect unstructured healthcare documents to the people and processes that need them.

Classify & Extract

Identify incoming document types and extract important patient, payer, clinical, and authorization details into structured fields.

Route Into Workflows

Send structured documents and exceptions to the appropriate worklist, team, or downstream process based on configurable business rules.

Review, Connect & Monitor

Bring fax, email, secure file transfer, and scanned documents into one pipeline with human review, workflow visibility, and integration options.

Inside the Platform

See CoOrdio Capture in action

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

Built for common healthcare documents

ReferralsPrior authorization requestsEOBs and remittancesLab resultsClinical notesPatient forms

How CoOrdio Capture works

A connected workflow for receiving, understanding, and acting on incoming documents.

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 identifies the document type, such as a referral, authorization request, EOB, lab result, clinical note, or demographics update.

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 and extracted data move into the appropriate workflow, with exceptions available for staff review and follow-up.

See CoOrdio Capture in action

See how Capture can classify, structure, review, and route incoming documents within your existing operations.

Capture FAQ

CoOrdio Capture: common questions

What is CoOrdio Capture?
CoOrdio Capture is an AI-assisted document-processing tool that classifies incoming healthcare documents, extracts structured information, and routes work into the appropriate operational workflow.
How does CoOrdio Capture handle inbound faxes?
Capture can classify incoming faxes and documents, extract fields such as patient identifiers, payer details, diagnosis codes, and authorization numbers, and route the result to an appropriate worklist or review queue.
Does CoOrdio Capture support human review?
Yes. Human-in-the-loop review lets staff compare extracted information with the source document and confirm fields that need additional attention.
What types of documents can Capture process?
Capture can support common healthcare documents such as referrals, prior authorization requests, EOBs and remittances, lab results, clinical notes, and patient forms. Supported document types are configured for each organization.
How does CoOrdio Capture integrate with existing systems?
Capture offers integration options for EHR, practice management, and operational workflows. The appropriate approach depends on the systems, intake channels, and processes used by each organization.