Medical Device manufacturers are required by the FDA to track certain types of devices from manufacture through the distribution chain to patients. The FDA released 21 CFR Part 821, which governs the requirements around the tracking process. Our DocuNECT solution is used by both large and small Medical Companies, in the cloud and on-premise and has the following features:
More and more document management providers are offering cloud-based solutions, but are they offering technology or a solution…and what’s the difference?
Technology Provider vs Solution Provider
Cloud-based offerings can be easy to configure and setup and quickly place the technology in the hands of the business. This is great, but how can you be sure that you are using the solution correctly, utilizing best practices to make sure you are compliant, secure and efficient.
Conceptually a cloud based solution implementation, from a business perspective, has the same challenges as an on premise solution….meeting business requirements, change management, and training to name a few.
Software provides do a great job of providing the technology but are less focused on implementation.
A Complete Solution
At Portford, we started life as a system integrator and became a software company. This gives us the ability to provide a cloud solution to make sure your business gets the support it needs to be successful.
Powered by Our DocuNECT Platform
We not only manage the cloud, the implementation, but also the software to make sure we provide a seamless service:
The stages of digital readiness varies widely among health-care organizations. While some clinics and diagnostics companies started in the digital age and have never had paper files, older practices may have filing cabinets overflowing with paper records. In the middle, there are organizations that have moved new cases and much of their data to computerized systems but still rely on paper for most of their patient interactions. While the EMR/EHR application will always be the central repository of patient data, there is a clear need to house old records and patient-related documents in a digital system. Using modern ECM, you will have a platform to both collect and manage information and act as a HIPAA compliant repository for that content.
Capturing Documents from Different Sources (Scanners, Desktop, Business Apps etc)
Centralize and Secure the Storage and Access of Patient Documents
Automating Patient Information with Document Workflow
Easily Integrate with your existing EMR/EHR system
For customers with several document scanners consisting of possibly different brands and maintenance expiration dates, Portford now offers a program called V-Care that consolidates your scanner service contracts and greatly reduces your cost of administration. V-Care is a cost-effective scanner service and support package that includes scanner repair coverage combined with preventative maintenance and consumable parts (rollers) as well as cleaning supplies. The maintenance program for each scanner is customized based on how each scanner is being used in the scanning operation. The result is maximized scanner up-time and reduced administrative costs by consolidating scanner service contracts and vendors.
Below are some additional advantages and benefits of the V-care scanner service program
IMMEDIATE RESPONSE TO SERVICE ISSUES through the Customer Support Center where experienced technicians answer the phone when a service call is placed. (A technician is dispatched if the problem cannot be resolved quickly over the phone.)
ALL SCANNERS HAVE CO-TERMED SERVICE COVERAGE providing one common expiration date under one contract, regardless of brand or purchase date, minimizing contract administration cost.
PREVENTATIVE MAINTENANCE (PM) VISITS ARE INCLUDED for each production scanner. PM’s are pre-scheduled and dispatched automatically by the Customer Support Center.
CONSUMABLE KITS ARE INCLUDED in the service contract. Rollers in the kit are needed by the technician for the PM’s. The cleaning supplies in the kit are used by scanner operators for routine daily maintenance.
3-YEAR CONTRACTS (PAYABLE ONE YEAR AT A TIME) ease administration and avoid annual price increases. Discounts may be available for 3-year contracts paid in advance.
FLEXIBILITY TO MOVE SCANNERS ON AND OFF THE CONTRACT WITHOUT PENALTY New scanners are prorated to line up with current contract expiration dates. Unused service payments for retired scanners are credited back to the customer.
SCANNER SERVICE HISTORY IS AVAILABLE through the Service Management Portal (only for service calls placed to the Customer Support Center).
LOW COST ADVANCE EXCHANGE ERVICE FOR LOW-VOLUME/DESKTOP (FUJITSU) SCANNERS is available (replacement scanner shipped overnight).
For more information or to schedule an assessment of your scanner fleet, please contact your Portford representative today!
Using the DocuNECT virtual print driver can extend document capture to applications that do not easily expose documents or integrate with document management systems. As long as the application is print enabled, the virtual print will work. Document management systems are structured environments that often store business data (index values) along with the document so it can be classified correctly.
What is a Virtual Printer?
The virtual printer is software that appears as a new printer on your machine. However, when you print a document it initiates an application that allows you to enter indexing information and upload the document to your document management system.
Can I set up Multiple Printers?
Multiple printers can be set up to make it easy for users to print documents for different business processes i.e. Print Invoice,Print Loans, or Print Contracts.
Can I Automate the Indexing Process?
Adding the DocuNECT Discovery module will allow business rules to be defined to automatically extract index information from the content of the document.
What If I need to also Print to a Printer?
There are some use cases where documents still need to be printed to a physical printer. The virtual printer also supports redirecting the document to a physical printer to make the process as seamless as possible.
What about Server Printing?
DocuNECT Virtual Printer can be used as a server printer to capture document print streams be redirected from business applications.
DocuNECT manages the complete lifecycle of a document from capture through to retention and easily integrates with third-party document management systems. The lifecycle can be mapped to capture the documents, extract/review data from documents, present issues in a workflow and then release to your document management system.
This model can be applied to many different business scenarios, such as loan verification, accounts payable, human resource on-boarding and many more.
Templates and Enhanced Business Rules
Use business rules to classify documents into different categories, such invoice vendors or loan document types
Define document type specific business rules to automatically extract index values, or redact Personally Identifiable Information (PII)
Assign contextual rules. For example, if you receive an invoice from a vendor that is significantly greater than the historical average then flag it for review by an operator
Document Classification and Indexing Verification
Web-based review module to review automatic classification
Re-organize pages and documents within the module
Web-based indexing/verification visually indicates where business rules fell below the defined confidence threshold and requires review
Calculates business rule effectiveness by analyzing user intervention
Analyzes user intervention to recommend adjustments to business rules
Use document type history to adjust business rules
Use business rules to review or approve data elements extracted from documents
Utilize user or role based work queues
Dashboard for monitoring progress
See a DocuNECT Lifecycle Application in Action
The following video shows an example of an Accounts Payable lifecycle application.
We’re excited to announce ApplicationXtender 16.3 will be generally available on December 15th 2017.
First, let’s address the obvious question…Why did the version jump from 8.1 to 16.3??? Well, the answer is actually pretty simple. The current release for ALL OpenText products is release 16. ApplicationXtender has completely shifted all of its processes, technologies and management over to align with OpenText’s internal product and marketing.
OpenText is investing heavily in ApplicationXtender, and all of the products from the ECD acquisition. ApplicationXtender’s multi-year road map and strategy is exciting and fully endorsed by OpenText’s leadership.
The goal of this release is ease of use and a view towards an information management platform rather than just a bucket for content.
Web Access Features
This release is focused on ensuring that ApplicationXtender is a modern multi-platform experience. Web access is now the first choice of customers and AX 16.3 has expanded the features that are browser first.
Full feature, responsive mobile experience that includes:
Ability to “Pan” the image within the viewer
Multi-touch support so that users can take advantage of not only tablets but touchscreen monitors.
Navigate page by flicker, zoom in/out by pinch with two fingers, switch viewer to full-screen mode, hide/show application list and thumbnails, draw/move/delete annotations, pan page images.
In addition to the new touch and mobile-focused features there are also some basic upgrades that are part of this release:
Higher quality thumbnail rendering
Ability to save layout of pages as new version (when rotating/adjusting pages)
Hot-keys to move to next/previous document or next/previous page
Ad-hoc text searches:
From the result set, users can select multiple items and search within them
From the document view, users can perform a search of all pages within the document
As many of ApplicationXtender customers have made strategic decisions to reduce their IT footprint due to the evolving cloud technologies and a greater alignment of information management with business users. With that in mind, ApplicationXtender is now even easier to maintain:
Eased system management including:
Storage management- logical way to choose the location of actual files
Support for member pagination in admin group setting
Support for Single Sign-On for Active Directory users
Greater focus on information security
Support TLS 1.2 (AX-6236, WX-9625)
Expanded AES encryption includes Encrypt256 by default but with additional options
People love ApplicationXtender because it aligns with their work processes rather in a simple, flexible way. So, with a focus on practical usability, the following features have been added.
Contextual Landing Pages
Initial Login Landing page is different for each user, administrative users see global elements whereas users see specific elements to their security
Recently viewed documents
Documents currently checked out
Application Name and Description
New documents for application
Application Landing Page is focused on getting people back to where they left off
Further on the point of practical usability, the scanning tools have been expanded to add robust web-based scanning
Single and batch document scanning directly into ApplicationXtender without add-ons
Moved scanning, printing and export to back-end tasks so as not to interrupt actual work
Scanning interface has out-of-the-box connector for the Captiva Cloud Capture Toolkit
Since its primary customers are trust companies, VeriComply acts as a sub-verification agent or document custodian. Basically, on getting the loan documents, it extracts data and compares it with loan/data tapes. Outcomes are then discussed with originators and trust company partners to remove any discrepancies. The report is then sent to the client notifying approval status. Loans are verified on various parameters and cover all characteristics of a loan: term, rates, state of origination, APR, etc. It also incorporates the borrower’s information for better analysis.
Considering this is an important cog in the selling of loans in secondary markets and securitization, automating the process gives credibility as well as integrity to the entire portfolio when it sells.
The state-of-art technology used to build the platform means it can quickly configure for multiple originators, loan types, documents, and various field verifications. Fees are charged for the configuration set up, per loan process, and for monthly storage.