
Your All-in-one Platform for Document Management, Version Control, Job Status and Storage:
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User Access Level Security
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Document Creation, Organization and Storage
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Version Control and Access To Document History
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User friendly interface
Web-Based Ordering/Storefront:
Non‐PHI requests (stationery, marketing materials)
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Unique Login Credentials
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Customizable Templates
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On-demand Production
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Shopping Card Functionality
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Image of Items Onsite
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Budgeting and Thresholds
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User Level Access and Approval Steps
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Reporting and Inventory Control
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Tracking


Manage all PHI requests quickly, easily and compliantly:
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Secure Access and Compliant Ordering
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Tool for Member Services to Order Personalized or On‐demand Materials
Report Archival System (RAS):
Provides your team with instant responsiveness to member requests.
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Unique login credentials
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Secure and compliant access to member communications
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Real time connectivity to samples of mailed documents
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Reports for CMS audits and requirements
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Members logs for viewing all communications to any member, at any time
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Confirmation of mail dates
Delivers customization and compliance with a quick turnaround.
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Complete customization includes cover,
introductions, table of contents and index programming -
Data format flexibility
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Multiple directories from one data source
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User-friendly interface tracks all changes through the platform
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Multiple design templates
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Bookmarks and active page links
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Integrated Translation Services
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508 Compliance
Securely access your files 24/7:
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Encrypted connection for uploading files securely
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Individual or Group folder settings for file management
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Simple setup allows immediate access
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Automated file transfers for daily transactions
