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

With Concord, image-based documents become searchable and interactive, so that it’s easy for users to quickly identify and copy the data that’s needed. Once users have captured the right data, it can be pushed into the EHR or system where it belongs.

Everything needed for paperless document processing

Share and Collaborate

Concord’s secure, cloud-based document inbox gives users access to only their relevant documents. Create shared inboxes to organize your teams around the inbound documents that need their attention. All inboxes can be organized using an easy to understand folder system, making collaboration that much simpler.

View and Edit

Concord transforms your team’s faxes and other image-based documents into searchable, editable text. Sign documents, copy and paste the data you need, redact info, and more within the Concord interface. All actions are logged, so teams maintain complete visibility.

Split and Merge

The ability to split and merge received documents enables users to eliminate the excess information that isn’t relevant to processing a given document. All vital data can be consolidated in one place, making it simpler for users to interpret.

Push Data to EHR

Once a user has identified the data that’s needed from within a document, that data can be routed automatically to the patient chart and encounter in your EHR, or to any system where it’s needed.

Designed with healthcare processes in mind

How Insurance Providers Use Concord Workflow

Use Document Workflow to process claims digitally, without hunting for info.






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

A team member pushes the notes and data from the claim to the proper system.

How Healthcare Providers Use Concord Workflow

Use Concord Document Workflow to manage inbound referrals.






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

A workflow triggers a Cloud Fax confirmation to be sent to the referring provider.

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.

Intelligent Data Extraction

The data that arrives trapped inside faxes and other documents is automatically identified and extracted from the document via Artificial Intelligence. No combing through documents, no manual entry; just data that’s ready to use.


Enterprise Cloud Fax

Document Automation

Intelligent Data Extraction


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