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
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.
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.
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.
Push Data to your 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 neede
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
step one
step two
step three
step four
step five
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
step one
step two
step three
step four
step five
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.
Ready to Learn More?
SOLUTIONS
Enterprise Cloud Fax
Document Automation
Intelligent Data Extraction
GET STARTED
Build an Enterprise Quote
Integrate with Us
Speak to SalesÂ
Sign-up for Fax Pro
SUPPORT
Open a Ticket
Cloud Fax Videos
Cloud Fax Downloads
Cloud Fax User Guides
NEXTSTEP Downloads and Docs
NEXTSTEP Videos
LEGAL
Terms of Use
Privacy Policy
Product names, logos, brands, and other trademarks featured or referred to within this site are the property of their respective trademark holders.