Document Workflow
Put your inbound documents and faxes to work with Concord Document Workflow. We make it simple to streamline the way that documents are processed, handled, and routed to their destination.

Put your documents to work with Concord
Concord’s mission is to eliminate the burden of manual document handling. We believe that the documents received by your organization should work for you, not slow you down. With Concord Document Workflow, those documents become easier to process, and your organization can focus on analyzing data to improve outcomes.
Concord gives teams rapid, paperless access to inbound documents.
No More Printing
Concord brings efficiency to time-consuming, document-based workflows. Inbound documents can be received and processed directly within our interface, where users can search, edit, sign, redact, copy, split and merge pages and more.
Effortless Collaboration
Shared queues and folders give teams visibility into every step of a document’s journey. Users can see at-a-glance who is working on a given document, what actions they’ve taken, and how far that document has progressed through a workflow.
Route the Data You Need
Everything needed for paperless document processing
Designed with healthcare processes in mind
How Insurance Providers Use Concord Workflow
Use Document Workflow to process claims digitally, without hunting for info.
STEP ONE
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STEP THREE
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STEP FIVE

No More Printing
A received claim is easily digitized into an editable PDF format.

No More Printing
Pages are split and merged to consolidate all relevant info into the fewest pages possible.

No More Printing
Data within the claim is highlighted, flagged, or copied and pasted to pull out the important info.

The highlighted information within the claim is used to index it to the proper transaction.

No More Printing
How Healthcare Providers Use Concord Workflow
Use Concord Document Workflow to manage inbound referrals.
STEP ONE
STEP TWO
STEP THREE
STEP FOUR
STEP FIVE

No More Printing
Inbound referrals are received into a team’s shared folder.

No More Printing
A team member starts processing the referral immediately, with all changes tracked.

No More Printing
The team member extracts the fields needed to make a data-based decision on the referral.

After approval or denial, the data needed from the referral can be routed to an EHR or other system.

No More Printing
Concord for Healthcare
Learn more about Concord’s solutions for healthcare. We specialize in giving healthcare organizations of all sizes the tools they need to process documents more effectively.
“Overall Concord has been fantastic from the sales and discovery part of this project all the way to the support we are receiving. Their support is fantastic, I usually get a response within minutes or hours. Jason in the Premium Support team has been fantastic and has helped me get cover sheets ready, work with API’s, and get the information that I need.”
Bluebook Services
Do more with your documents from start to finish

Cloud Fax
The most secure and reliable way for organizations to exchange critical documents. No need to worry about fax servers or telephony management; Concord Cloud Fax leads the industry in deliverability for even the highest page volumes.

Document Workflow
Inbound documents are automatically identified, classified, and routed to the right individual or team. Shared queues enable teams to track how documents are being processed, making it simple to collaborate on document processes from anywhere.
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