Documo Reviews & Product Details

Documo is an AI-powered healthcare document automation platform combining HIPAA-compliant cloud fax with Intelligent Document Processing (IDP) to automate the full lifecycle of unstructured clinical document intake, from the moment a document arrives through classification, data extraction, patient matching, and direct delivery into the EHR. Where most cloud fax solutions stop at secure transmission, Documo goes further, treating every inbound document as structured data waiting to be unlocked. Its AI automatically reads, classifies, and extracts field-level information from referrals, prior authorizations, lab results, consent forms, and clinical records, then routes that data directly into PointClickCare, ModMed, NextGen, and other connected EHR and practice management systems with no manual intervention required. Built for mid-to-large health systems, healthcare organizations, and healthtech integrators, Documo eliminates the document processing bottlenecks that slow care coordination, create compliance risk, and consume clinical and administrative staff time every day. Documo customers see dramatic reductions in manual document handling, faster care coordination, and measurable ROI from day one. If your team is still manually processing faxed referrals, prior authorizations, or clinical records, Documo can help. Schedule a demo today and see how leading healthcare organizations are turning document chaos into automated, EHR-ready workflows.

Seller

Documo

Discussions

Documo Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Jack Hoover

Used by Mindtree and 2 others

Beta

Pricing

Pricing provided by Documo.

Free Trial

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Documo Integrations

(16)

Verified by Documo

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G2 reviews are authentic and verified.

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Joe S.

Systems Engineer

Small-Business (50 or fewer emp.)

4/8/2025

"Game changing product"

5/5

What do you like best about Documo?

Best part of mFax is the print to fax feature. Many of our customers prefer this method for sending and still receive paper faxes. Many options for getting and sending faxes for our customers to be picky with really helps. Our business is based on making things work the way our customers want things to work. Review collected by and hosted on G2.com.

What do you dislike about Documo?

Don't like how they are forcing the old fax bridges out but can not complain, the new ones are definitely better. Review collected by and hosted on G2.com.

Response from Documo Support of Documo

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Thank you for sharing your positive experience with the print to fax feature. We appreciate your feedback and are continuously working to enhance our services to meet the needs of our customers.

Justin R.

IT Technician

Mid-Market (51-1000 emp.)

Originally submitted 4/29/2025

"Good Company - Easy to Use Interface"

5/5

What do you like best about Documo?

The app works great, has a nice layout, and we rarely have problems with it. Review collected by and hosted on G2.com.

What do you dislike about Documo?

Using fax bridges and wanting them to save the outgoing history is a little complicated Review collected by and hosted on G2.com.

Response from Documo Support of Documo

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We're happy to hear that our app is solving your faxing needs and allowing for proper distribution. We'd love to hear more about the issues you're facing with outbound FaxBridge activity showing up in the history - please reach out to our support team directly for further assistance regarding this. Thank you for choosing Documo!

Orlando P.

CX Tooling Manager

Enterprise (> 1000 emp.)

4/8/2025

"Reliable digital fax service at scale"

4/5

What do you like best about Documo?

Documo is easier to configure and use. It's a reliable digital fax service out of the box. Review collected by and hosted on G2.com.

What do you dislike about Documo?

I wish the tool came with an open AI package and/or an improved ability to tag inbound faxes in a way that can be passed through to a support platform such as zendesk Review collected by and hosted on G2.com.

Response from Documo Support of Documo

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Thank you for sharing your positive experience with Documo as a reliable digital fax service. We understand your feedback about the open AI package and the ability to tag inbound faxes for integration with Zendesk, and we will take that into account for potential enhancements in the future.

Ashley V.

Owner/ CEO/ Director of Outpatient Srvs.

Small-Business (50 or fewer emp.)

5/30/2025

"Amazing Product for Women owned business"

5/5

What do you like best about Documo?

Platform is easy to navigate and is very affordable Review collected by and hosted on G2.com.

What do you dislike about Documo?

Multiple Document Sending- would like to be able to send more items at a time. I would like to have an app on my phone. I would also like to have more notifications. Review collected by and hosted on G2.com.

Response from Documo Support of Documo

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Thank you for your positive feedback about our platform. We understand your request for the ability to send multiple items at a time and are happy to inform you that we have these capabilities. We also have a live mobile app! Please reach out to our support team at support@documo.com for further assistance. Thanks for choosing Documo!

Elizabeth B.

Nurse Manager

Small-Business (50 or fewer emp.)

5/27/2025

"HIPAA Compliant"

5/5

What do you like best about Documo?

Easy to send and receive secure faxes online (without a fax machine!). Review collected by and hosted on G2.com.

What do you dislike about Documo?

Not much, customer service was great when I tried to figure out how to see inbound faxes, by changing the filters in the history. Review collected by and hosted on G2.com.

Response from Documo Support of Documo

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Thank you so much for your review! We're thrilled to hear that Documo makes it easy for you to send and receive secure faxes online—especially without the need for a physical fax machine. It's also great to know that our customer service team was able to assist you quickly with viewing inbound faxes.

We’re especially proud to support healthcare workflows that require secure, HIPAA-compliant communication, and we’re glad Documo is helping you send patient orders and receive lab results confidentially.

Alexandrea B.

Office Manager

Small-Business (50 or fewer emp.)

6/12/2025

Guest users or non-business users of the software, not included in G2 scores.

"HIPPA compliant but at a cost"

3.5/5

What do you like best about Documo?

Documo is great because it’s HIPPA compliant and secure. The free trial is great and I appreciate the customizable cover templates. Review collected by and hosted on G2.com.

What do you dislike about Documo?

Documo is more expensive than other platforms and my attachments can’t be edited after they’re uploaded for sending Review collected by and hosted on G2.com.

Response from Documo Support of Documo

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We're glad to hear that you appreciate our HIPAA compliance and secure features. We understand that cost is an important factor, and we're constantly working to provide the best value for our customers. We'll take your feedback about attachment editing into consideration for future improvements.

Samuel B.

Director of Business Operations

Mid-Market (51-1000 emp.)

3/20/2025

"Easy to use - takes the hassle out of the process"

4.5/5

What do you like best about Documo?

Documo is user friendly and allows you to get rid of the old archaic system of sending faxes. It's super easy to drag and drop PDFs to send and it's cut down on the time it takes by a ton. Would definitely recommend this product for any business, small or large! We made the switch and it was super easy for everyone. If I have an issue they have support available. Review collected by and hosted on G2.com.

What do you dislike about Documo?

Sometimes it takes a little bit to send but I've rarely had an issue with it eventually going through. Could be an internet issue on our end though! Review collected by and hosted on G2.com.

Response from Documo Support of Documo

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Thank you for your feedback! We're glad to hear that Documo has simplified the process of sending faxes for your business. We appreciate your support and are here to assist you with any issues that may arise.

Todd O.

IT Operations Manager

Mid-Market (51-1000 emp.)

4/8/2025

"Easy to use, lots of options and overall user friendly!"

5/5

What do you like best about Documo?

Easy to setup and use from an Administrator standpoint. We use it with Drivve to handle faxing via the MFP's to Documo. Removing the need for SIP lines, etc. Review collected by and hosted on G2.com.

What do you dislike about Documo?

I was not the original installer of it, so overall I cannot say of any downsides. Review collected by and hosted on G2.com.

Response from Documo Support of Documo

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We're glad to hear that you find Documo easy to use and user-friendly. It's great to know that it's helping you handle faxing efficiently and removing the need for SIP lines. Thank you for sharing your positive experience!

Amy M.

CEO/Psychologist

Small-Business (50 or fewer emp.)

3/20/2025

"Works for what I need"

4.5/5

What do you like best about Documo?

Great for my small business

Affordable

Secure and HIPAA compliant

Very responsive customer services

User-friendly

Saves numbers so I remember who has reached out to me

Faxes come to my email which is very convenient

Paperless Review collected by and hosted on G2.com.

What do you dislike about Documo?

Sometimes the service goes down.

Page limit before added cost; I don't control who sends me faxes! Review collected by and hosted on G2.com.

Response from Documo Support of Documo

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We're glad to hear that Documo is meeting your small business needs and that you find our service user-friendly and convenient. We apologize for any inconvenience caused by service downtime and the page limit. We are constantly working to improve our service and appreciate your feedback.

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

4/8/2025

"Documo is a great tool!"

4.5/5

What do you like best about Documo?

Documo is very reliable and allows us to check the status of faxes sent using the service. Having the ability to track each outgoing or incoming fax through the stages of delivery allows us to be very transparent with our clients. Review collected by and hosted on G2.com.

What do you dislike about Documo?

Some of the UI features could be more user-friendly; for instance, populating the user filter on the search page without having to click through to more filters. Review collected by and hosted on G2.com.

Response from Documo Support of Documo

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Thank you for your positive feedback on Documo! We're thrilled to hear that you find our service reliable and appreciate the ability to track fax status for transparent client communication. We value your input on the user interface and will take your suggestion into consideration for future improvements. It's great to hear how Documo is benefiting your daily operations by seamlessly integrating fax functionality and providing visibility into fax progress. If you have any further suggestions or feedback, please feel free to reach out to us. We're here to help and support your faxing needs!