Document Management System

Every document you receive, captured, indexed and searchable

Mail, fax, email and scanned paper become one searchable record — with role-based access, a full audit trail and retention rules your compliance team can stand behind.

Get a custom proposal All payer services

How the system works

Capture, retrieval and governance run as one service, so nothing arrives without a record of where it went.

Capture & Indexing

Mail, fax, email and scanned documents captured centrally and indexed against the fields your teams actually search on.

Mailroom support, including P.O. Box pickup and nationwide scanning
Documents indexed by member, provider, claim, date and document type
Attachments kept linked to the claim or form they arrived with
Quality checks on image legibility before a batch is released

24×7 Search & Retrieval

A secure web interface so your staff can find any document received, without calling the mailroom or waiting for a scan.

Web-based search and retrieval available around the clock
Role-based access so users only see what their job requires
Bulk export and download for audits and legal requests
Version history on documents that are re-received or corrected

Workflow, Audit Trail & Retention

Every document is accounted for from receipt to disposition, with reporting your compliance team can rely on.

Work queues and routing rules by document type and priority
Full audit trail of who viewed, edited or exported a document
Retention and disposal schedules applied per document class
Daily email status reports and workflow management reporting

What this changes for your team

No file rooms, no chasing scans, no gaps when an auditor or a member appeal asks what you received and when.

No paper file rooms and no lost documents
One searchable record of everything received
Faster responses to audits and member appeals
No upfront hardware, software or IT investment

Built for health plans, TPAs and MCOs

Get a custom proposal for your plan operations

Tell us your payer type, membership and the work you want to hand off. We come back with a scoped proposal covering turnaround, accuracy standards, staffing and pricing.

Scope and turnaround commitments for your claim and document volumes
Dedicated, trained teams that scale through enrollment peaks
Accuracy, audit and HIPAA-minded controls documented up front
Transparent pricing tied to the volumes you actually process

Prefer to talk first? Call 630-430-1040

Get a custom proposal

Tell us about your plan and volumes. We'll come back with scope, staffing and pricing built for your operation.