Government: HHR

Problem

Health and Human Services agencies continually face pressures to serve their mission, address public or legal challenges, and continue to perform under the constraints of budgets that fail to grow as fast as the agency caseload.

Agencies are recognizing that to succeed they must streamline processes. Centralizing control over paper records, automating manual tasks, and applying retention policies are seen as a way to reduce costs while increasing control.

Solution

FileTrail helps agencies create efficient, centralized filing systems, streamline records-handling processes and apply records retention policies. As a result, staff spend less time retrieving and handling paper-based case files. Also, automation of archiving, retention and destruction save time while providing better control over records and their disposition.

FileTrail provides agencies with rapid access to information which enhances decision-making and helps bring them closer to compliance with prevailing laws and regulations such as 21 CFR Part 11, HIPAA and the Sarbanes-Oxley Act. Security rules are automatically applied to control who may search, view, modify, request, browse or check-out paper records.

Benefits

FileTrail saves time for accountants, secretaries and other staff with easy-to-use tools accessible at every desk:

• Search and locate any file, any time
• Request retrieval of active or archived files

FileTrail saves labor and time by helping your staff:

• Save time with search tools at every workstation
• Eliminate manual searches for files
• Stop broadcast emails looking for lost files
• Automate creation and labeling of files
• Prevent creation of duplicate files
• Automate archiving and retrieval from off-site
• Automate file room check-in and check-out

Features

FileTrail provides sophisticated automation for firms with more staff and higher volumes of data to manage:

• Integration with upstream systems synchronizes Client/Engagement data
• Automatic login using Windows security automates login
• Multi-Office architecture accommodates implementation across multiple offices