From fax line to
visit-ready chart
Workflow gets every incoming document into the right chart in your EMR. Intelligence reads the chart for your clinicians before the visit.
DOCUMENTS INBOX
01
Incoming faxes perfectly sorted
Every fax named and linked to the right patient.
Document
Type
Patient
Document Date
Status
PSA Lab Result
Lab Results
Michael Branner
May 12
Needs PatientPre-op Lithotripsy Clearance
Clinical Note
Sarah Linfield
May 27
Needs PatientMRI Pelvis Prostate Report
Imaging Report
David Norwick
May 13
Needs PatientPrior Authorization Approval
Prior Auth
Karen Maywell
May 13
Needs PatientUrology Referral Letter
Referral
Robert Marbeck
May 11
Needs PatientPSA Lab Result
Lab Results
Michael Branner
May 12
Needs PatientPre-op Lithotripsy Clearance
Clinical Note
Sarah Linfield
May 27
Needs PatientMRI Pelvis Prostate Report
Imaging Report
David Norwick
May 13
Needs PatientPrior Authorization Approval
Prior Auth
Karen Maywell
May 13
Needs PatientUrology Referral Letter
Referral
Robert Marbeck
May 11
Needs PatientPSA Lab Result
Lab Results
Michael Branner
May 12
Needs PatientPre-op Lithotripsy Clearance
Clinical Note
Sarah Linfield
May 27
Needs PatientMRI Pelvis Prostate Report
Imaging Report
David Norwick
May 13
Needs Patient
SOURCE FILES
02
Matched & uploaded to EMR
Multi-page faxes split into separate, typed documents.
Andrew Kellard
DOB: 12/10/1989 | male
Linked to NextGen
Encounters
Appointments
Upload to NextGen
Done
Document Type
Lab Results
Submit Upload
QUEUES
03
Routed to your teams
Sorted into the right work list: triage, billing, referrals.
Andrew Kellard
DOB: 12/10/1989 | male
Linked to NextGen
Encounters
Appointments
Upload to NextGen
Done
Assign to queue
Billing Authorizations
Emily
Medical Records Requests
Needs Review
New Referrals/Scheduling
OP Notes
Surgery Scheduling
Triage paperwork
Assign to Queue
Queues
Work Queue
Review and process assigned documents in your queues.
Search by patient name or docum...
All Queues (9)
Sort
Manage Queues
Include completed tasks
Document
Type
Patient
Document Status
Queue
Created At
Prostate Biopsy Patho...
Pathology
Unmatched
Done
15 days ago
Oncology Follow-Up Vi...
Clinical Note
Robert Marbeck
Done
about 1 month a...
Comprehensive Blood...
Lab Results
Jonathan Reyfel...
Done
2 months ago
Prostate biopsy pathol...
Pathology
John Kelbrook
2 months ago
PATIENTS
04
Gathered on the chart
Documents, summary, and timeline, ready before the visit.
Documents
Queues
Source Files
Patients
Activity
Paige Williamson
Merge Patient
Delete Patient
Patient Information
Edit
Paige Williamson
Female: 22 years
DOB: 6/10/2004
EMR Links
Link EMR
Live EMR
Summary
Copy
Short Summary
20F with PMH noncontributory referred for recurrent UTIs. Recurrent dysuria, severe urgency with urge incontinence and inability to delay; lower pelvic/R flank pain radiating to back, relieved by voiding and worse with retention; associated N/V, 10 lb weight loss and dyspareunia. Pelvic exam: purulent cervical discharge, cervical friability, CMT and marked R adnexal tenderness-concern for PID/ruptured ovarian cyst. POC UA: trace-small leukocytes, intermittent trace protein, high SC, episodic hematuria. Clean-catch UCx: mixed flora (one >10K CFU, one 20K CFU), others negative - possible contamination; catheterized UCx recommended. Multiple abx trials (nitrofurantoin, TMP-SMX, cephalexin, IM ceftriaxone + doxycycline + metronidazole, ciprofloxacin) with only transient improvement. Sexually active monogamous, on OCPs, nonsmoker.
Long Summary
Paige Williamson is a 20-year-old female with no significant past medical history who presents with a chief complaint of recurrent urinary tract infections and pelvic pain. She reports multiple episodes of dysuria, urinary urgency, urge incontinence, lower pelvic pain, and right flank pain radiating to the back over the past several months. Symptoms are partially relieved with voiding but worsen with urinary retention. She also endorses associated nausea, vomiting, a 10-pound unintentional weight loss, and dyspareunia...
Show Long Summary
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Difference between tiers
Matched to the right patient, and read before the visit
Workflow
Accurate matching
Every document
reaches the right patient
When uncertain, a person picks the patient. Nothing files to the wrong chart.
Lab results
Paige Williamson
Referral
Marcus Helding
Imaging report
Dana Corwell
Clinical note
Robert Marbeck
Lab results
Sarah Linfield
Imaging report
Michael Branner
$
350
/month
Intelligence
Accurate matching
Visit summary
The chart arrives ready
before every visit
Built on a physician’s prompt.
Every fact links to its source.
Paige W.
referred for recurrent UTI
Recurrent UTIs with intermittent pelvic pain. Multiple episodes of dysuria and urgency over six months, partially relieved with voiding. Prior antibiotic courses gave short-term relief; imaging shows no abnormality.
May 2026
Urology referral
Mar 2026
Positive urine culture
Nov 2025
First UTI episode
$
400
/month
Customers
Our clients know that when intake works, everything downstream works better
"It gave our physicians confidence in knowing that what they were reading in the patient's chart was actually the patient's information."
Jenna Stratman
Practice Administrator
"I enjoy the summaries and timelines the most. Super helpful… when I have a new patient, I am always relieved when I am able to see the docology summary."
Andrew Arther
MD, Urologist
"The ability to automate charting and data entry allows me to focus more on direct patient care."
Brianne M. Kling
MD, Obstetrician-Gynecologist
"Our onboarding with docology was seamless. Honestly, it was the smoothest process that we have been through in terms of onboarding any new software or process."
Jenna Stratman
Practice Administrator
"docology turns complex referral packets into clear, structured summaries so I can understand a patient's history at a glance."
Blaine A. Knox
MD, Medical Oncologist and Hematologist
"With docology, the bottlenecks that we had previously seen in our practice have really diminished. It's automated almost everything from the clinical standpoint, and we obviously love that."
Megan Robinson
Clinical Director
"The beauty of AI is it reads everything, and I don't have time to read everything, and so it catches things I possibly would have missed."
AJ Pomajzl
MD, Urologist
See docology running on your own EMR
Nothing for your team to prepare:
your workflows stay, docology learns them.
Most practices are live in just 24 days.
Days 1–5
docology suggests, you approve
Days 5–10
High-confidence tasks automate
Days 10+
You handle only exceptions
FAQ
The questions practices
ask at the demo
It detects each document’s boundary and type in a multi-page fax, then splits it into separate documents and files each in the right place: referral, labs, notes.
No. Before go-live, docology maps your routing rules per document type and builds around them. Your team keeps working the way it does today; the manual steps fall away as your team approves the automation.
High-confidence items file automatically; anything uncertain waits for a person. Every summary line links to its source, so a clinician can confirm it in one click.
The summary prompts were built by a practicing urologist and trained per specialty, so a urology summary reads like a urologist wrote it. Urology and oncology today, OBGYN next.
Six EMRs are live today; upcoming ones are labeled honestly, not sold as the roadmap. Ask any vendor which EMRs are live, not planned.
Our customers call docology a partner. While a vendor might stick strictly to a contract or standard business hours, our team is there to solve critical issues whenever they arise.