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Customer File Management System - DocVue.Customerfile
Insurance companies, medical offices, dental practices and others organize their information by customer. Whether they call them a customer, client or patient, these organizations categorize and store files, records and documents in this way. Although easy to organize, these files are not easy to access making it difficult to provide the real-time customer service that is expected today.
- Customer file documents are now captured on a variety of media, i.e. paper, email, word, spreadsheets, CD's, floppies...etc.
- It is difficult to share information easily throughout organizations, both in the office and in the field.
- Companies struggle with the length of time it takes to retrieve customer documents and satisfy requests and inquiries in real-time.
- Staff tend to hang on to files, inadvertently creating hard to track, disparate pools of information within the company.
- Paper deteriorates and documents contained in customer files go missing over time.
- Storage costs are ever increasing as well as the level of effort required to store and access the files.
- Documents are being produced in overwhelming volumes and the challenge to manage documents (both digital and paper) is escalating in every organization.
In response to the above challenges, Full Circle has developed a total solution for managing customer file content.
The following are just some of the results that will be realized with the introduction of the Customer File Management Solution:
- Digital storage of customer documents and records
- Multi-user access to documents (improves speed and quality of decision making)
- Fast access to documents (less time wasted looking for documents and better customer service)
- Efficient practices surrounding filing and storage of business critical information
- Elimination of lost documents within the customer files
- Elimination of lost customer files
What's Included
Software
- DocVue Document Manager - Full Circle's Electronic Document Management repository software for managing documents and security
- DocVue Imaging module for scanning and indexing paper documents and publishing them in the DocVue repository.
- DocVue Clients for publishing electronic documents and searching documents in the DocVue repository.
- DocVue Fileroom - a Web Interface that provides easy navigation through the customer files
System Design
- Interview key people to determine Customer File Index, Scanning and Security Models
- Document data load model including document scanning, indexing and backfile load strategy
- Design security access model (both documents and users)
- Design Imaging system
Services
- Complete system design including document taxonomy, security model, integration specifications, imaging and backfile conversion strategy
- System configuration and installation
- Backfile conversion of customer files (optional component)
- System testing
- Training - users and administrators
- Documentation
- Technical support
- Maintenance upgrades
Request A Demo
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