Hi Timothy,
A couple comments kind of backing things up a bit here. I honestly think that the best option is to budget for more QuickFields licenses with Zone OCR. I have trust issues with OCR in general. Unless your users are quality controlling every single document, eventually you will have some inaccuracies with the OCR. So, using QF's is the safest bet imo.
Next best thing (if possible) is to avoid the OCR altogether. Does the data on the document exist somewhere else in a database? If it does, have the entry name include a unique ID like record number, patient number, etc.. Extract the unique ID with Workflow and run a query where you ping the database for what you need. Cut OCR out of the conversation entirely. Actually, this should be the first thing you try lol. Rely on QF as next best. Less margin of error.
Last thing to consider is if you have to use OCR, be sure to bake into the ReqEx any exceptions you could possibly encounter. What if the OCR doesn't read things correctly, how will Workflow handle that? Maybe move all entries that yield no results to a separate folder where users can run a more enhanced setting for Generate Text. Such docs would need to be manually reviewed and learn what went wrong. Any errors you come across, modify your RegEx with so that it gets improved. This should be an ongoing process where you keep enhancing your RegEx or process. You will need all the help you can get with OCR.
Just keep in mind, its not 'if' something goes wrong with the OCR, it's 'when' something goes wrong with it. Try to prepare for that and have a mitigation plan in place.