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Document Management – An Efficient Solution for Every Industry

Moving Mountains with the Click of a Mouse

CTAccess digital document management solutions enable any enterprise to manage the flow of information with unprecedented ease, speed and accuracy. Suddenly, mountains of information become manageable.

Municipal Government

Government offices all deal with immense quantities of information. We provide solutions to managing the flow of paper and electronic information to the public. Clerks can retrieve meeting minutes by any keyword in under 2-3 seconds, fulfilling a public records request with ease. Assessors can effortlessly store and retrieve assessment information.  Building and Planning documents can be tied in with GIS to provide easy access and a single document repository for all documents. CTAccess and Laserfiche allow the government office to do more with less resources, and provides for the preservation of previously-paper documents by backing them up electronically.

Financial Planners

Financial planners and advisors must not only keep an enormous amount of client-specific information, they must meet stringent financial guidelines for how it is kept.  Our Laserfiche solution eases the burden of dealing with SEC, NASD, and broker/dealer compliance requirements.  Client files become totally electronic, which allows for quick retrieval, backup of files to multiple locations, secured access privileges, and automated procedures.  This electronic process saves time, sends office efficiency soaring, and allows staff to focus on client-centric tasks rather than compliance and procedure specific tasks. Integration with Junxure, Goldmine, Act, Advisors Assistant, and other financial packages is available.

Banks and Financial

Banks and Financial Firms are tasked with storing a variety of documents and information.  Meeting compliance requirements, dealing with storage issues, and preserving client data are critical.  Whether the application is residential loans, commercial loans, or storing of client files for wealth management offices, our solution shines.  Instant retrieval, document level security, efficiency of filing, elimination of storage problems, and disaster recovery are all benefits of the CTAccess solution.

Medical Billing

Medical Billing is a paper-intensive process even in today’s world of EMR and electronic billing.  Our solution can transform a medical billing office, eliminating the stacks of paper, boxes, and file cabinets.  With electronic workflow, the billing office no longer has to track what needs to be coded or what needs demographic entry next.  The system will move the super-bill and supporting information through the process automatically, waiting at each stage for the necessary steps to take place.  The CTAccess Laserfiche solution will make formerly cumbersome searching of EOB documents a snap, with 2-3 second retrieval of any EOB by patient name, claim number, or any pertinent information that needs to be found.

Healthcare

Healthcare clinics, surgery centers, and hospitals need to maintain, preserve, and provide patient records.  This was formerly a completely paper task.  With the emergence of EMR, this task has become more electronic.  If your organization already has EMR, you know that EMR does not eliminate paper entirely.  Our solution will handle all of the items not managed by EMR.  Whether it is old patient files, EOB documents, contracts, accounting information, or any other paper document, our solution will enable you to capture it, store it electronically, keep it secure to meet HIPPA compliance, and retrieve it in seconds.

Manufacturing