Built for healthcare and other highly regulated industries
Cloud Workflow is designed for environments where policies, compliance and regulations directly shape day-to-day business operations.
Healthcare, insurance, financial services and lending firms all benefit from managing document processes within Cloud Workflow’s secure, HIPAA, PCI-DSS and SOC 2 compliant cloud environment.
Cloud Workflow can be set up in minutes and immediately improve team visibility into shared queues of documents and optimize time-sensitive routing and responses.
Reduce the time to action
Increase process visibility
Track team performance
Audit every step in the process
Cloud Workflow Highlights
Automatically route inbound documents to the right teams
Track documents at every stage of the process
Digitally sign electronic documents
Rapidly identify problem and priority items
Protect confidential and sensitive information
Seamlessly support scanned, faxed, emailed documents
How does Cloud Workflow work?
Cloud Workflow makes it very simple to create, operate and track highly visible, document-driven processes.
Each process is represented as a “shared document queue”. Document queues provide team-level transparency.
Each step in the process is represented as a folder.
You can view documents at both the Shared Queue and Folder level.
As members of the team complete their own work, they are able to send documents to another step in the process or another process, entirely.
Cloud Workflow: A powerful suite of online document tools
Move documents to shared queues or your own folders.
Scanning and Document Import
Documents can be imported directly into document queues via Cloud Workflow Scanning and Document Import.
Scanning application for TWAIN supported scanners. No tools or plugins to download.
Drop images into a folder and Cloud Workflow will automatically import them into the right document queue.
Scan from your Multi-Function Print Device without needed a proprietary connector.
Cloud Workflow captures the WHO, WHEN and WHAT of every document interaction.
Each interaction is recorded in the time line providing an unbroken record of document custody. The Document Timeline is an invaluable tool for maintaining process transparency and quickly pint-pointing quality or efficiency challenges.
Cloud Workflow Digital Signatures allow users to securely sign and digitally lock critical documents.
Image rendition of signature
Users sign and time-stamp documents using their Cloud Workflow account credentials.
Documents can also be locked, preventing unauthorized changes from occurring after the signature has been applied. Cloud Workflow’s Digital Signatures is a simple yet highly secure solution for permanently tracking document authorizations.
Tags provide a flexible way to identify and categorize documents.
Unlike traditional keywords, tags are less limited in their implementation and can be used to describe almost anything.
Many firms use tags to describe:
- Status (e.g. new, pending, in-progress, complete, exception…)
- Source (where the document came from)
- Priority (standard, urgent, critical etc…)
New tags can be implemented at any time without relying an I.T. Administrator to set them up in the system.
Redact and Erase
Cloud Workflow Redaction and Erase protect information by enabling users to black-out or remove areas of a document.
Example: Health care providers are required to redact mental health information when a patient’s medical records are requested as psychotherapy notes cannot be disclosed without explicit authorization.
Documents can be delivered to any fax or email recipient directly from Cloud Workflow’s Dashboard or Document Viewer.
Audits, legal discovery and internal reviews mean that documents often need to be accessed long after a process is completed.
Cloud Workflow archives all your documents using secure, HIPAA compliant storage. Archived documents are as quick and easy to locate as active documents. Each document archived with Cloud Workflow is also stored in more than one data center, providing teams with secure, business-critical redundancy.