Mind the Gap: What Happens Before Documents Reach the EHR

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Nov 10, 2026, 4:32 PM

The EHR can only act on the information that reaches it.

Healthcare organizations are investing heavily in AI and automation inside the EHR. But referrals, lab results, prior authorizations, medical records and other critical information still often arrive through fax and require staff to manually identify, match, file and route them before anyone can act. That creates an action gap between receiving information and putting it to work.

New research from Documo shows just how significant that gap has become. Among 139 healthcare operational leaders surveyed, 62% report that more than a quarter of document-related work happens outside the EHR. And 45% estimate that more than 1 in 5 referrals never becomes a completed appointment. Meanwhile, 66% are already piloting, deploying or scaling AI for document processing.

Download Mind the Gap: What Happens Before Documents Reach the EHR to explore:

  • Where manual document workflows create delays between intake and action
  • How the action gap affects patient care, referrals and revenue
  • Why referrals can get lost before they become appointments
  • Where healthcare leaders want AI to help with document processing
  • How organizations can automate document intake while keeping staff in the loop

Register to download the report today!

Complementary Content

See what closing the gap looks like in practice.

The benchmark data sizes the problem. Now see how one multi-location practice addressed the same document workflow challenges.

Read Closing the Action Gap-How a 15-Location Eye Care Practice Turned Fax Intake into Scheduled Care to learn how Eye Associates For New Mexico cut document handling time from about four minutes to 1–2 minutes and processed 3,700 referrals in one month without adding staff.

Explore the case study.


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