Document Management System for Medical Firm

Just as any other industry today, the Healthcare sector is being transformed with the implementation of so many software options built to make lives easier while improving efficiency effortlessly. Document management systems are among a must-have software now as it facilitates the workflow of any practice trivializing the complexities of manually organized records by automation and the...

Document Management System for Medical Firm

Just as any other industry today, the Healthcare sector is being transformed with the implementation of so many software options built to make lives easier while improving efficiency effortlessly. Document management systems are among a must-have software now as it facilitates the workflow of any practice trivializing the complexities of manually organized records by automation and the easy to follow framework for storing and retrieving documents. It’s obvious that companies that make use of the technology for automating the daily chores are significantly more productive than the ones that don’t. With more and more companies realizing this, we take this a step further by combining the benefits and ease of a regular Document management system and integrating it with other automation software’s, thus reducing the duplication of work and further reducing not only the workload of the staff but also saving time and eliminating the chances of clerical error that occur in maintaining multiple records of the same client or case.

We have worked with several medical firms to analyze the general workflow and are inculcating it in our system. Our highly flexible structure and customizing options make it easy to reconfigure the system to suit the needs of various types firms. The following are some of the features we find will give you an edge over a regular Document management system:

1) Easy record saving: One of the primary features of a DMS system is to facilitate easy to understand structure and method of saving records and retrieving it. We let clients customize their filing structure and so it feels natural to index documents as they have been working with that structure already.  Also, the documents can be loaded into the system through several options making it further easier and reducing having to work a single mode of saving documents. For instance, you can browse to documents to feed it in the system and we give you that and also let you scan files directly, save documents using add-ins, right-click to send the document, use our Docusoft printer to upload, etc.

2) Document processing: Our Automated workflow and Task manager lets you organize and share documents to internally with the ability to add notes about the required changes and our check out and inbuilt PDF editor to make those changes easily. Moreover, document sharing and allocation can be automated!

3) Document Sharing: Documents can be shared with external users or clients with our share feature that provides you with a direct link to the document. This share is secure and you control what the client can do with the document. Our Audit feature also keeps a record of when the client accessed or downloaded the sheared document.

4)  Secure Portal and E-Signature: Docusoft Portal is designed to share documents with clients using our secure end to end encryption. You can use the portal to send the document to a client or receive documents from them. The access is password protected and can only be accessed by users you choose. These documents can be shared for getting an approval certificate from the user or the user’s signature or even multiple users’ signature. Our powerful signature template tool makes it even easier to do this on a regular basis.

5) Newsletters and SMS: Keep your clients updated to with our email template tool to send out bulk emails and SMS. Templates can be created as required without restrictions and the emails can be customized to auto-fill information from our CRM.

6) Data export: All data saved in the system can be exported to excel easily, not just the documents but also the indexing information. You could also customize this export and choose what you would like to export. Document security is crucial to us and we ensured that only the authorized users can export information.