Document Manager

TriMed’s Document Manager offers an extremely versatile solution for storing, importing, organizing, parsing, scanning, routing, editing and messaging documents – just to name a few options. Categorizing and efficiently getting documents into the electronic health record represents a significant challenge for many practices. The Document Manager was built to meet that challenge by offering significant efficiency gains. Whether retrieving faxes from a fax server, importing transcription documents, storing EOBs, or storing the practice utility bills – Document Manager is your solution.

Import and Upload Documents

• Monitor a fax server folder
• Monitor email accounts and import attachments
• Scan large documents and separate into multiple files
• Import directly into e-Medsys electronic health record
• Parse documents and automatically upload to EHR
• Convert files into pdf for standardization
• Rotate, flip and delete pages after scanning
• Route documents through the document manager application

Store and Retrieve Documents

• Store practice documents such as utility bills or insurance contracts
• Create custom categories and ‘tag elements’
• Store and search documents based on categories and tag elements
• Full permissions for each document category
• Archive files to external media or hard drive with auto compression
• View full messaging and user history on file
• Store EOBs with the EOB Manager
• EOB Manager links to payment data allowing for extensive search options