Concord Connectâ„¢ Intelligent Document Processing

Tools to streamline document, data, and fax workflow automation.

Automate document-based workflow across your entire enterprise

Concord Connect™ enables healthcare organizations to streamline high-volume, document-driven workflows—such as referrals, prior authorizations, physician orders, claims, billing, and other health information—through intelligent document processing. The platform delivers a robust AI-enabled toolkit for achieving Straight-Through processing, reducing manual effort, improving data accuracy, and accelerating enterprise-wide efficiency. To support successful adoption, Concord offers a dedicated AI Implementation Program that helps healthcare teams tailor their automation to existing processes with speed and confidence.

Document Processing Services

Document Processing

Concord NEXTSTEP Document Processing

Combining healthcare-trained AI, Human-in-the-Loop controls, and workflow automation to ensure confident staff adoption, accurate processing, and seamless system integration.
Concord’s Practical AI™

Concord’s Practical AI™

Delivering low-risk, high-reward healthcare AI innovation to achieve measurable, scalable workflow improvements from day one and beyond.
Concord Connect Ignition Program

Concord Connect Ignition Program

Driving Scalable Healthcare Transformation through White-Glove AI-Implementation
Concord Referral Management

Concord Referral Management

Equipping teams with the tools they need for rapid patient referral evaluation and disposition.

Technology Partner Integrations

Concord partners with top tech leaders to streamline document workflows and improve interoperability in healthcare.

Custom Integration

Have custom integration requirements? We’re up for the challenge. Let’s talk about it.

Frequently Asked Questions

How does document automation help with staffing shortages?

Healthcare organizations everywhere are struggling to find and retain administrative staff. Document automation doesn’t replace people, but it eliminates the tedious sorting, filing, and data entry work that leads to burnout. When staff can focus on complex decision-making and patient interactions rather than moving papers around, jobs become more satisfying and productive. Automation also means your team can handle higher document volumes without adding headcount, which is critical when hiring is difficult or budgets are tight.

Most healthcare information arrives as unstructured data locked in documents like PDFs or faxes. A referral might contain patient demographics, insurance details, clinical history, and requested services, but it’s just text and images on a page. Structured data means those specific elements are extracted into labeled fields that systems can actually use. Without structured data, staff manually re-enter information into EHRs, practice management systems, or billing platforms. This double-handling wastes time and introduces errors that impact billing, reporting, and care coordination.
Most healthcare organizations deal with a mix of referrals, lab results, prior authorization requests, patient intake forms, insurance verification documents, discharge summaries, operative reports, and general correspondence. Manual sorting of these document types creates bottlenecks and delays care. Automated classification recognizes document types based on layout and content patterns, routing them to appropriate teams without staff needing to open and review each one individually.
Healthcare still relies heavily on handwritten forms and faxed documents that arrive with varying quality. While printed text and standard forms extract with high accuracy, handwritten content remains challenging for any automated system. The key is having extraction technology that knows when it’s uncertain. Systems should flag low-confidence extractions for human verification on critical fields like patient identifiers, rather than guessing and risking patient safety issues.
In healthcare, automation should never sacrifice accuracy for speed. When document classification or data extraction confidence is low, those items need human review. This creates a quality control layer where staff only handle exceptions rather than every single document. Over time, as staff verify and correct flagged items, systems learn from these corrections and become more accurate with your specific document variations.
Healthcare organizations receive hundreds or thousands of documents daily through multiple channels. Without intelligent routing, staff spend significant time just figuring out where each document should go. Referrals need to reach schedulers, lab results need to get to ordering providers, prior authorizations need approval teams. Manual routing creates delays that directly impact patient care timelines and staff productivity. Automated routing based on document type and content gets information moving to the right place immediately.
In traditional document handling, papers or files disappear into individual staff member’s queues with no transparency. When a critical referral sits unprocessed, nobody knows until a patient calls asking about their appointment. Real-time workflow visibility shows exactly where documents are, who’s working on them, and which ones are stalled. This allows managers to identify bottlenecks, redistribute workload, and ensure time-sensitive documents don’t fall through the cracks.
Manual document processing doesn’t scale with growing patient volumes, regulatory requirements, or staffing challenges. Staff spend hours sorting, filing, and manually entering data from documents instead of focusing on patient care activities. Manual processes also create more errors, whether it’s misfiled documents, data entry mistakes, or delays in getting information to providers. As value-based care and population health become more important, organizations need document data flowing into systems where it can actually drive decisions.

What can your organization achieve with Concord Connectâ„¢?

Tell us a little bit about your organization’s document processing, and in under five minutes we’ll auto-generate your savings estimate.
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