Classify & Extract
Identify incoming document types and extract important patient, payer, clinical, and authorization details into structured fields.
CoOrdio Capture classifies incoming faxes and documents, extracts key information, and routes work into the right operational workflow—with human review where it matters.
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"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."
Chief Transformation Officer, KMH Cardiology
Capabilities
Connect unstructured healthcare documents to the people and processes that need them.
Identify incoming document types and extract important patient, payer, clinical, and authorization details into structured fields.
Send structured documents and exceptions to the appropriate worklist, team, or downstream process based on configurable business rules.
Bring fax, email, secure file transfer, and scanned documents into one pipeline with human review, workflow visibility, and integration options.
Inside the Platform

The AI Agent automatically classifies, indexes, and routes incoming documents in real time — processing faxes, mail, and uploads without manual intervention.
What Capture Handles
A connected workflow for receiving, understanding, and acting on incoming documents.
CoOrdio Capture ingests documents from every channel — fax lines, email, secure portals, and scanned physical mail — into a unified document queue.
The AI model identifies the document type, such as a referral, authorization request, EOB, lab result, clinical note, or demographics update.
Key fields are extracted and validated automatically — patient identifiers, payer details, authorization numbers, diagnosis codes — and mapped to your EHR fields.
The document and extracted data move into the appropriate workflow, with exceptions available for staff review and follow-up.
See how Capture can classify, structure, review, and route incoming documents within your existing operations.
Capture FAQ