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Empower your Business with Self-Service Portals


Information is power. Businesses often have to account for stakeholders needing information and access to their systems and data. Whether external vendors submit documentation to get paid or internal personnel assist in your process, more and more people are looking to innovate with self-service portals. Portals fulfill important functions and close gaps in your business. 


External portals can allow outside users to submit invoices, making your accounts receivable more efficient and allowing direct communication with your vendors. This leads to a better customer experience and faster invoice processing. 


Customer portals allow users to submit important data and documents, like applications, that can start your business process. Applications are inefficient to fill out by hand, so allowing your customers to submit them online improves their experience and reaches more of them. 


Internal portals allow your users to update data and resolve processing issues. An insurance company may need to know the status of processing claims and claim payments. Portals allow claim representatives to look into the claim payment process, review documentation, determine what is needed, and communicate that. This boosts visibility and, in turn, allows for more efficient claims processing. 


Tromba Technologies has built many portals that fit our customers' needs. Our experience with portals has allowed our customers to gain efficiency and compete in today’s markets. We have built vendor portals, which include user self-service maintenance and the ability to submit documentation and invoices. We have also built customer portals that allow external customers to submit applications. We also have internal portals that allow for internal maintenance of vendor information and mailroom departments. If you can think of it, we can build it. 


Self-service portals allow for more engagement with your stakeholders and close gaps in your business. Tromba Technologies has the experience and the tools to help you identify your portal needs and add them to your portfolio. 


Featured Content

TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit www.tromba-ai.com or contact Tromba at sales@trombatech.com.


Are you a Upland FileBound customer?


Are you a Kofax TotalAgility customer?


Are you a Parascript customer?


Are you interested in a Cloud or on-Premise automation platform? We can help you with all of this as well. For more information, contact us at www.trombatech.com or sales@trombatech.com.


Revolutionize Your Medical Mailroom: Unleash Operational Excellence with TrombaAI



In the dynamic world of healthcare, efficiency and compliance are paramount. Traditional mailrooms need help to keep up with the influx of patient information, medical records, and regulatory documents. It's time to embrace digital transformation and revolutionize your mailroom operations with the TrombaAI Digital Mailroom Platform.


Here are three reasons why healthcare executives should consider implementing a digital mailroom:


  1. Streamlined Clinical Workflows and Increased Productivity: Bid farewell to manually sorting and routing physical medical documents. TrombaAI's intelligent capture and automation capabilities ensure seamless processing of incoming patient information, regardless of format or channel. By eliminating time-consuming manual tasks, your clinical staff can focus on delivering superior patient care, boosting productivity, and operational efficiency.

  2. Enhanced Patient Experience and HIPAA Compliance: Rapid response times are critical for maintaining strong patient relationships and ensuring their satisfaction. With a digital mailroom, you can instantly distribute incoming medical records, requests, or correspondence to the appropriate healthcare professionals or workflows, enabling faster turnaround times and improved patient experiences. Additionally, TrombaAI's solution offers robust security features, ensuring HIPAA compliance and mitigating risks associated with sensitive patient data.

  3. Improved Operational Visibility and Regulatory Adherence: Regulatory compliance is a top priority in the healthcare industry. TrombaAI's digital mailroom solution provides a complete audit trail, automatic application of retention policies, and secure access controls, helping you easily maintain compliance and ensure adherence to industry regulations.


Now, let's explore two ideas that could revolutionize your medical mailroom operations:


  1. Envision a seamless integration of incoming medical documents and patient information into your existing Electronic Health Records (EHR) systems, practice management software, and other healthcare applications. TrombaAI's open architecture and seamless integration capabilities make this a reality, enabling you to leverage the full potential of your data and drive better-informed clinical decisions.

  2. Harness the power of intelligent automation and machine learning. TrombaAI's advanced capabilities can extract relevant data from unstructured medical documents, classify information, and route it to the appropriate clinical workflows, reducing errors and ensuring accuracy at every step of the patient journey.


Are you ready to revolutionize your medical mailroom and unlock operational excellence? Reach out to me today to learn more about how the TrombaAI Digital Mailroom Platform can transform your healthcare organization's mailroom into a digital workflow powerhouse.


Featured Content

TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit www.tromba-ai.com or contact Tromba at sales@trombatech.com.


Are you a Upland FileBound customer?


Are you a Kofax TotalAgility customer?


Are you a Parascript customer?


Are you interested in a Cloud or on-Premise automation platform? We can help you with all of this as well. For more information, contact us at www.trombatech.com or sales@trombatech.com.


FileBound 8.2 Features 



 

Updates to Project Settings 

There are some updates to the project settings section of FileBound. Most notably, you can now configure 100 index fields in your project. This is helpful for documents like medical records, loan applications, or any other data-intensive project that you will need to be able to index. These fields are non-searchable and can be date fields, option lists, numbers, or text fields.   


Updates to Web Viewer 

The web viewer now allows users to modify PDFs within the viewer. You can rotate, reorder, and delete the pdf pages. You can even drag and drop to add pages to existing PDFs.  


Updates to Workflow 

You can now evaluate blank values for date or numeric fields in the workflow. This adds value to the workflow when key dates or numbers are missing. You can elevate those documents to different users if appropriate.   


FileBound 8.2 also allows for disabling task buttons on the assignments page. What this means is that your users will have to open and review each document before moving it along in the process. It allows for accountability among the users.  


Upland has also added a “Rights” option to the workflow Process Settings tab. This option allows you to select which users can submit documents down the workflow process, giving you more control over your workflows. 


Updates to Forms 

GroupBox control has been added to the Forms Designer. Using this control, you can create a box and then move multiple controls into it to create a group. Groups can be helpful in address fields or anything else that share a commonality with it. This also allows for single-condition rules to be applied to a group rather than having to be applied individually.  


Users can now delete rows in a table when using the forms.   


The FileBound logo on the Forms Portal can now be clicked to take you back to the main portal page. 


Other Key Features 

  • FileBound Drive, Microsoft Word, and the Excel Reporting Add-In have all been updated to work with SSO authentication. 

  • All functionality that existed in Integration Platform has been moved to Importer. 

  • OAuth authentication in the DocuSign integration is supported. 

  • Secure password requirements are now displayed when a user is forced to change their password. 

  • Nine preconfigured widgets will now be added for users with a blank Workspace by default. 

  • Users are now able to sort items on the Assignments page differently for workflows from the same project.

  • Added a User Name column to the System Errors report. 

  • Increased the maximum export size from the Search page to 5,000 lines or 200 pages. 

  • Added a My Orphaned Documents widget to the Workspace—this allows you to manage documents that are abandoned over the course of a workflow and never assigned to a user.


Tromba Technologies is a proud FileBound reseller. For more information about these features or to schedule a demo, please visit our website at www.trombatech.com or call us at (303) 680-2146. 



Featured Content   


TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit www.tromba-ai.com or contact Tromba at sales@trombatech.com.    


Are you an Upland FileBound customer?   


Are you a Kofax TotalAgility customer?    

www.kofax.com    


Are you a Parascript customer?    

  

Are you interested in Cloud or OnPremise automation platform? We can help you with all of this as well. Contact us by visiting www.trombatech.com or at sales@trombatech.com for more information.  

 

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