Intelligent document processing for healthcare
Claims, EOBs, medical records and eligibility packets, read and checked as one file. Only the exceptions reach your team.
- HIPAA compliant, and we sign a BAA
- 99% field-level accuracy on 250+ document types
- 95%+ of documents processed straight through
A physical therapy claim file for Laura K. Bennett with five documents: the CMS-1500 claim form, the member card, the intake form, the visit note and the prior authorization. The date of service, August 18, 2026, and the three units billed agree across the claim form and the visit note, and the prior authorization covers the visit. The name matches on all five documents. The member ID on the claim form, CVH 4471 2039, differs from the card, CVH 4471 2093, so the file is ready for review with one exception.
Trusted by 10,000+ mid-sized and enterprise teams, including
- Grid Finance
- Hitachi
- PayU
Different teams, the same file problem.
Each team collects different documents. The job is the same: read them, check them against the rest of the file, and send people only what needs a decision.
- Claims and intake
Providers →
Claim forms, cards and intake packets checked before the claim goes out.
- CMS-1500 claims
- Member cards
- Intake forms
- EOBs and remittances
Medical billing →
EOB and remittance lines read row by row, ready to post against the claim.
- EOBs
- Remittance advice
- UB-04 claims
- Medicaid applications
Eligibility →
Applications checked for missing documents, with name and address matched across the packet.
- Bank statements
- IDs and benefit letters
- Proof of address
- Medical records
Records review →
Compiled record PDFs split into their documents, with dates, providers and diagnoses pulled out.
- Visit notes
- Discharge summaries
- Lab reports
- Accounts payable
Provider finance →
Supplier invoices for practices and device makers, read line by line and routed for approval.
- Supplier invoices
- Purchase orders
- Receipts
Healthcare paperwork is a file, not a page.
A claim form, a member card and a visit note can each look fine and still disagree. Intelligent document processing in healthcare catches that. Plain OCR can't.
- OCR
Reads the characters
Turns a faxed page into text. It can't tell a member ID from a claim number, and a new payer layout breaks it.
OCR software → - Extraction
Reads each document
Named fields and tables, from codes to billed amounts, with confidence scores. Comparing documents is still someone's job.
Claim form extraction → - IDP for healthcareDocsumo
Checks the whole file
Every document read, then checked against the rest of the file. Your team gets one file and its exceptions.
See the checks ↓
From fax to your system, in five steps.
- 01
Collect
Scans, faxed pages and PDFs, by email, upload or API.
Collection agent - 02
Classify and split
A 40-page fax packet becomes the documents inside it.
Classification agent - 03
Extract
Every field and table row, codes included, each with a confidence score.
Extraction agent - 04
Verify
Against the rest of the file, your checklist and your rules.
Verification agent - 05
Route
Clean files to your billing or records system, exceptions to your team.
Workflow agent
One claim file. Every document checked against the others.
Pick a document to see what Docsumo reads from it and what it's checked against.
Ready for review · 1 exception
Claim form
CMS-1500 · Laura K. Bennett · Riverbend Physical Therapy⚑ 1 exceptionWhat Docsumo reads
- Patient
- Laura K. Bennett
- Member ID (box 1a)
- CVH 4471 2039
- Date of service (box 24A)
- 2026-08-18
- Diagnosis (box 21)
- M25.511
- Procedures (box 24D, 24G)
- 97110 × 2 · 97140 × 1
- Prior authorization (box 23)
- PA-0418823
- Total charge (box 28)
- 175.00
Checked against
- Member cardMember ID, name and planFlags an ID or name that differs from the card⚑ Member ID differs
- Intake formDate of birth and addressFlags a patient detail that differs✓ Same patient
- Visit noteDate of service, procedures and unitsFlags a billed service the note doesn't document✓ 3 of 3 units
- Prior authAuthorization number, services and datesFlags a service or date it doesn't cover✓ Covered
- Your checklistRequired boxes on the formFlags a blank required box, at intake✓ All filled
Field names and the output schema are configurable.
An exception is a question for your team: here two digits of the member ID were swapped when the claim was keyed. Cross-document checks are on the Enterprise plan, and you choose which ones apply to each workflow.
Your team reviews exceptions, not faxes.
Files that pass every check move on. The rest arrive with the reason, the source line and the values that disagree.
Review queue 3 of 12 files
✓ 9 passed every check and moved on
- Member card
- CVH 4471 2093
- Claim form, box 1a
- CVH 4471 2039
The last two digits are swapped on the claim form. Every other check passed.
- BENNETT, LAURA K
- ID CVH 4471 2093
- GROUP 88120
- PPO
- Exceptions onlyFiles that pass every check don't wait for a person.
- The source, highlightedClick a field to see the line it came from.
- Thresholds you setConfidence thresholds per field decide what goes to review.
- On the recordEvery correction and approval is logged, and corrections improve the model.
What changes when files stop waiting on people.
Clean data out, under a BAA.
Docsumo is HIPAA compliant for protected health information. Checked data goes to the system your team works in.
SOC 2 Type 2Independently audited controls- ISO 27001Certified security management
HIPAAFor protected health data
GDPRFor EU personal data
Encrypted with TLS in transit and AES-256 at rest. Your documents are not used to train shared or third-party models.
How Docsumo protects your data →REST API and webhooks
Files in by email, upload or API; every field back as JSON with its confidence score.
Business Associate Agreement
Docsumo signs a BAA with customers who process protected health information.
A test environment
Your engineers validate changes before they reach production.
Audit log and permissions
Access by role, team and document type; every review and approval recorded.
What healthcare teams ask about intelligent document processing.
What is intelligent document processing in healthcare?
Intelligent document processing (IDP) in healthcare is software that collects, classifies and extracts data from healthcare documents such as claim forms, EOBs, medical records, intake forms and eligibility packets, then checks it against the rest of the file and your rules. It replaces manual keying and re-checking with structured data and a short list of exceptions. Docsumo is an intelligent document processing (IDP) platform that does this for providers, medical billing teams, eligibility services and records reviewers.
Which healthcare documents can Docsumo process?
CMS-1500 and UB-04 claim forms, EOBs and remittance advice, medical records such as visit notes, discharge summaries and lab reports, referral and prior authorization forms, patient intake forms, member cards, and Medicaid applications with the bank statements, IDs and proof of address inside them. Docsumo has pre-trained models for 250+ document types and reads other document types too, including handwritten text.
Is Docsumo HIPAA compliant, and will it sign a BAA?
Yes. Docsumo is HIPAA compliant for protected health information and signs a Business Associate Agreement (BAA) with customers who process protected health information; ask your account team for it. Docsumo is also SOC 2 Type 2 audited and ISO/IEC 27001:2022 certified, and your documents are not used to train shared or third-party models. Access is set by role, team and document type, and every review, correction and approval is recorded in an audit log.
How is IDP different from OCR for healthcare documents?
OCR turns a scan into text. It doesn't know which number is the member ID and which is the claim number, it breaks when a payer changes a layout, and it can't tell that one fax holds six documents. IDP classifies and splits the packet, extracts named fields and tables with confidence scores, reads handwritten text, and checks the values against the rest of the file, so the output is data your billing or records system can use.
Can Docsumo process Medicaid applications?
Yes. Eligibility teams use it for Medicaid applications and the bank statements, pay stubs, IDs and proof of address inside them. Each document is read, missing documents are flagged when the packet arrives, and name and address are matched across the packet before a caseworker opens it.
Does Docsumo replace our billing or coding team?
No. Docsumo is software, not an outsourced review team. It reads the codes, dates and amounts on each document and checks them against the rest of the file, and your staff review what it flags, so coding and clinical decisions and the review itself stay in-house.
Can Docsumo connect to our EHR or billing system?
Yes. Documents come in by email, upload or REST API, and checked data goes to your EHR, practice management or billing system as JSON by webhook, with a confidence score on every field. A separate test environment lets your engineers validate the integration before it reaches production.
How long does it take to get started?
You can start the same day with a free trial: 1,000 pages for 14 days, using pre-trained models. Cross-document validation and case management, which check a whole file, are on the Enterprise plan. Ask your account team for the BAA before you send protected health information, and for a production rollout, book a demo and bring a sample file.
Bring a sample file to the demo.
A claim, an EOB, a record packet or an eligibility application, scanned or faxed. We run it live and show every field, every check and every exception.