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zPaper HIMSS 2022 Walkthrough Experience
Corey Washington
Created on August 18, 2021
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One Platform. Many Possibilities
By Industry
By Salesforce Solution
By ServiceNow Solution
Digital Fax, Direct Message, and Document Generation
Digital Fax & Direct Message
Healthcare Journey
Life Sciences Journey
Document Generation
End-to-End Document Generation Automation
www.zpaper.com
Healthcare Journey Home
zDocument360
Receive and Capture
Connecting healthcare documents to the 360-degree view of patients in Salesforce®.
Process and Manage
Generate and Send
Security and Governance
Begin Your Journey >
Unified Channels
Interoperability
Infrastructure
www.zpaper.com
Receive and Capture
Healthcare Journey Home
Multi-Channel Document Retrieval
Receive documents into Salesforce from multiple channels in a manner that is more convenient to the patients, providers, and others who are part of the patient intake process.
Receive and Capture
Process and Manage
Document and Data Capture
Automatic capture of document identification data can be used for business workflows and association to Salesforce records (e.g. channel identifier, facility, contact, program, drug).
Generate and Send
Security and Governance
Unified Channels
Work Assignment
Work distribution is orchestrated leveraging Salesforce list views and queues based on data automatically captured by zPaper at the time of document retrieval.
Interoperability
Infrastructure
www.zpaper.com
Process and Manage
Healthcare Journey Home
Document Triage
zPaper Triage gives you the ability to split stacks of pages into individual documents, assign document types, classify, and index the individual pages within a single screen. Upon indexing, zPaper's automation sends each page through their own individual process journey in Salesforce.
Receive and Capture
Process and Manage
Centralized Patient Document & Data Management
Generate and Send
Documents are available to access within the zPaper “Document Set” and includes identification information within the attachment label. As each document goes through its' life cycle, a status is displayed to understand where each page is within its' journey.
Security and Governance
Unified Channels
Document Annotation
Utilize annotation features such as markup, rotate, stamp, sign, redact, and pointers without altering the original document.
Interoperability
Infrastructure
Reporting
Access operational reporting dashboards leveraging zPaper data providing information about average acceptance, completion time, and document journey trends by channel, drug, and program.
www.zpaper.com
Generate and Send
Healthcare Journey Home
Dynamic Forms
Generate, preview, and send documents, including Visualforce pages, web forms, and interactive PDFs that include data merged from Salesforce records.
Receive and Capture
Process and Manage
Generate and Send
Multi-Channel Sending
Send documents from channels such as fax, email, and other digital channels.
Security and Governance
Closed-loop Automation with Intelligent Barcode Technology
Intelligent barcode technology allows documents created and/or sent by zPaper to be automatically routed and attached to the appropriate Salesforce object once returned.
Unified Channels
Interoperability
Infrastructure
www.zpaper.com
Security and Governance
Healthcare Journey Home
User Authentication
- Salesforce record access and profile security
- zPaper file access groups
- Documents and tools - Read/Write/Manage access
Receive and Capture
Process and Manage
Page-Level Security
- Documents are encrypted at rest and in transit.
- Secure storage and document envelope technology protects the original document.
- Every document is uniquely password protected.
- Delivered documents are uniquely coded, logged, and archived.
- Pages are watermarked when viewed for tracking and compliance.
- Intelligent barcodes enable automatic route and attach workflows.
Generate and Send
Security and Governance
Unified Channels
Interoperability
Platform Security
- HITRUST CSF Certified platform
- HIPAA compliant platform
- Multi-Tenant & Dedicated AWS hardware
Infrastructure
www.zpaper.com
Unified Channels
Healthcare Journey Home
Bridging the gap between traditional and digital channels while connecting document journeys to the 360-degree view of patients in Salesforce.
Receive and Capture
Process and Manage
Currently Supported Channels
- Fax
- Direct Message
- Scan & Upload
- SFTP
- Web Portal
- Salesforce Communities (Community Cloud)
- Mail Room Printing
- HL7
- FHIR
Generate and Send
Security and Governance
Unified Channels
Interoperability
Infrastructure
www.zpaper.com
Interoperability
Healthcare Journey Home
Challenges
Receive and Capture
Use Case 1 Kno2 EMR Connector + zDocument360 for Salesforce.
- Disconnected documents and data journeys
- Mistakes and loss of time caused by manual consolidation and data retrieval tasks
- Cost and time associated with the adoption of new technologies
- Inability to segment and manage patients based on clinical approval status
Process and Manage
Generate and Send
View
Security and Governance
Opportunities
- Connect the exchange of documents and data (CCD Continuity of Care Documents) between hospitals, Salesforce, and EMRs.
- Leverage existing channels such as fax and direct messaging to quickly, seamlessly, and securely connect the document exchange between the hospital and the post acute care EMR systems.
- Improve operational efficiencies with centralized and automated document workflows and data collection.
- Manage referral documents by stage to ensure that only approved patients are pushed into the EMR.
Use Case 2 zPaper + Kno2 Direct Messaging Connector for Salesforce.
Unified Channels
Interoperability
View
Infrastructure
www.zpaper.com
Interoperability UC1 Overview
Healthcare Journey Home
Use Case 1 - EMR with Kno2 Connector and zPaper zDocument360 for Salesforce.
Receive and Capture
Process and Manage
Rehabilitation
Specialty Health
Generate and Send
Step 1. Referral Sent from Hospital to Post Acute Care Facillity.
Nursing Home and Home Health
Security and Governance
3rd Party Data Enrichment
Unified Channels
EMR
Interoperability
Infrastructure
Go to Step 2
www.zpaper.com
Interoperability UC1 Overview
Healthcare Journey Home
Use Case 1 - EMR with Kno2 Connector and zPaper zDocument360 for Salesforce.
Receive and Capture
Process and Manage
Rehabilitation
Specialty Health
Generate and Send
Step 2. Triage data enrichment by obtaining CCD (Continuity of Care Document).
Nursing Home and Home Health
Security and Governance
3rd Party Data Enrichment
Unified Channels
EMR
Interoperability
Infrastructure
Go to Step 3
www.zpaper.com
Interoperability UC1 Overview
Healthcare Journey Home
Use Case 1 - EMR with Kno2 Connector and zPaper zDocument360 for Salesforce.
Receive and Capture
Process and Manage
Rehabilitation
Specialty Health
Generate and Send
Step 3. Loop back request for missing and/or additional information.
Nursing Home and Home Health
Security and Governance
3rd Party Data Enrichment
Unified Channels
EMR
Interoperability
Infrastructure
Go to Step 4
www.zpaper.com
Interoperability UC1 Overview
Healthcare Journey Home
Use Case 1 - EMR with Kno2 Connector and zPaper zDocument360 for Salesforce.
Receive and Capture
Process and Manage
Rehabilitation
Specialty Health
Generate and Send
Step 4. Acceptance acknowledgement to hospital.
Nursing Home and Home Health
Security and Governance
3rd Party Data Enrichment
Unified Channels
EMR
Interoperability
Infrastructure
Go to Step 5
www.zpaper.com
Interoperability UC1 Overview
Healthcare Journey Home
Use Case 1 - EMR with Kno2 Connector and zPaper zDocument360 for Salesforce.
Receive and Capture
Process and Manage
Rehabilitation
Specialty Health
Generate and Send
Step 5. Patient data sent to EMR solution.
Nursing Home and Home Health
Security and Governance
3rd Party Data Enrichment
Unified Channels
EMR
Interoperability
Infrastructure
Go to Use Case 2
www.zpaper.com
Interoperability UC2 Overview
Healthcare Journey Home
Use Case 2 - Utilization of zPaper's Kno2 connector for direct messaging capabilities.
Receive and Capture
Process and Manage
Generate and Send
Inbound and outbound document exchange using the Kno2 direct messaging connector for zPaper.
Security and Governance
Unified Channels
Interoperability
Infrastructure
www.zpaper.com
Infrastructure
Healthcare Journey Home
Versatile Cloud Solution
Receive and Capture
Companies can choose between a multi-tenant and dedicated cloud solution.
Process and Manage
Compliance and Security
- HITRUST CSF Certified Platform
- HIPAA-compliant application and telephony infrastructure
- Secure network connections
- Multi-region data centers
- Document Encryption
- AES-256 encryption in transit and at rest using HTTPS with TLS connections
Generate and Send
Security and Governance
Unified Channels
Global Fax Infrastructure
Achieve reach, cost reduction & efficiency all while being backed by the highest level of security.
Interoperability
Infrastructure
www.zpaper.com
zDocument360
Life Science Journey Home
Receive and Capture
Connecting healthcare documents to the 360-degree view of patients in Salesforce®.
Process and Manage
Generate and Send
Security and Governance
Begin Your Journey >
Unified Channels
Infrastructure
www.zpaper.com
Receive and Capture
Life Science Journey Home
Multi-Channel Document Retrieval
Receive documents into Salesforce from multiple channels in a manner that is more convenient to the patients, providers, and others who are part of the patient intake process.
Receive and Capture
Process and Manage
Document and Data Capture
Automatic capture of document identification data can be used for business workflows and association to Salesforce records (e.g. channel identifier, facility, contact, program, drug).
Generate and Send
Security and Governance
Unified Channels
Work Assignment
Work distribution is orchestrated leveraging Salesforce list views and queues based on data automatically captured by zPaper at the time of document retrieval.
Infrastructure
www.zpaper.com
Process and Manage
Life Science Journey Home
Document Triage
zPaper Triage gives you the ability to split stacks of pages into individual documents, assign document types, classify, and index the individual pages within a single screen. Upon indexing, zPaper's automation sends each page through their own individual process journey in Salesforce.
Receive and Capture
Process and Manage
Centralized Patient Document & Data Management
Generate and Send
Documents are available to access within the zPaper “Document Set” and includes identification information within the attachment label. As each document goes through its' life cycle, a status is displayed to understand where each page is within its' journey.
Security and Governance
Unified Channels
Document Annotation
Utilize annotation features such as markup, rotate, stamp, sign, redact, and pointers without altering the original document.
Infrastructure
Reporting
Access operational reporting dashboards leveraging zPaper data providing information about average acceptance, completion time, and document journey trends by channel, drug, and program.
www.zpaper.com
Generate and Send
Life Science Journey Home
Dynamic Forms
Generate, preview, and send documents, including Visualforce pages, web forms, and interactive PDFs that include data merged from Salesforce records.
Receive and Capture
Process and Manage
Generate and Send
Multi-Channel Sending
Send documents from channels such as fax, email, and other digital channels.
Security and Governance
Closed-loop Automation with Intelligent Barcode Technology
Intelligent barcode technology allows documents created and/or sent by zPaper to be automatically routed and attached to the appropriate Salesforce object once returned.
Unified Channels
Infrastructure
www.zpaper.com
Security and Governance
Life Science Journey Home
User Authentication
- Salesforce record access and profile security
- zPaper file access groups
- Documents and tools - Read/Write/Manage access
Receive and Capture
Process and Manage
Page-Level Security
- Documents are encrypted at rest and in transit.
- Secure storage and document envelope technology protects the original document.
- Every document is uniquely password protected.
- Delivered documents are uniquely coded, logged, and archived.
- Pages are watermarked when viewed for tracking and compliance.
- Intelligent barcodes enable automatic route and attach workflows.
Generate and Send
Security and Governance
Unified Channels
Infrastructure
Platform Security
- HITRUST CSF Certified platform
- HIPAA compliant platform
- Multi-Tenant & Dedicated AWS hardware
www.zpaper.com
Unified Channels
Life Science Journey Home
Bridging the gap between traditional and digital channels while connecting document journeys to the 360-degree view of patients in Salesforce.
Receive and Capture
Process and Manage
Currently Supported Channels
- Fax
- Direct Message
- Scan & Upload
- SFTP
- Web Portal
- Salesforce Communities (Community Cloud)
- Mail Room Printing
- HL7
- FHIR
Generate and Send
Security and Governance
Unified Channels
Infrastructure
www.zpaper.com
Infrastructure
Life Science Journey Home
Versatile Cloud Solution
Receive and Capture
Companies can choose between a multi-tenant and dedicated cloud solution.
Process and Manage
Compliance and Security
- HITRUST CSF Certified Platform
- HIPAA-compliant application and telephony infrastructure
- Secure network connections
- Multi-region data centers
- Document Encryption - AES-256 encryption in transit and at rest using HTTPS with TLS connections
Generate and Send
Security and Governance
Unified Channels
Global Fax Infrastructure
Achieve reach, cost reduction & efficiency all while being backed by the highest level of security.
Infrastructure
www.zpaper.com
zPaper:Transport Home
zPaper:Transport
Receive
Digital Fax, Direct Message, and Document Generation for Salesforce. Simplified
Generate
Send
zPaper:Transport is a simplified, HITRUST Certified and HIPAA compliant solution that allows organizations to receive, send, and generate documents within Salesforce.
Discover zPaper:Transport for Salesforce >
www.zpaper.com
zPaper:Transport Home
zPaper:Transport
Receive
Generate
Send
Creation of Received Document Record
Queue/Owner Assignment
Unified Document Retrieval
Automatic assignment of incoming documents to a queue or owner based on channel (e.g. fax line or email address).
Inbound documents are associated with a Received Document record that has been automatically created once received.
Automatically receive documents into Salesforce from fax, direct message, and secure email.
www.zpaper.com
zPaper:Transport Home
zPaper:Transport
Receive
Security
Centralized Template Storage
Data Merge with Docx Files
Generate
Ensure compliance and process standards are met with the ability to limit which file sources templates can be selected from.
Store templates within Salesforce for easy accessibility and version control.
Quickly and easily add Salesforce data fields into Docx files.
Send
Dynamic Length Fields
File Naming
Rich Text Field Support
Document fields can flex with new pages being added when necessary to ensure all merged data is cleanly represented on the document.
Assign specific naming to documents to ensure teams are using the right template at the right time.
Maintain style or brand standards with the ability to generate documents with the required bold, italic, font colors.
Document Bundling
PDF Lightning File Attachment
Users can easily create document bundles from a single experience.
Generated documents are attached on the originating record as a Salesforce lightning file.
www.zpaper.com
zPaper:Transport Home
zPaper:Transport
Receive
Intelligent Barcode
Validations
Generate
Outbound Sending
Automatically route and attach outbound documents to their orginating record once returned utilizing zPaper's barcode feature.
Customize zPaper:Send validations to control which documents can be selected by a user. Ability to pre-populate destinations.
Send outbound fax or direct message documents from any standard or custom object.
Send
Channel Scalability
Security and Governance
Fax Performance Reporting
zPaper solution upgrade paths allow organizations to add additional channels within zPaper such as Salesforce Communities, web portals, sFTP, and soon HL7, FHIR, and direct messaging.
Compliance - HIPAA compliant and HITRUST CSF Certified solution. Additionally, zPaper is able to include a BAA if requested by the customer.
Access reporting around document destination, failure reasons, objective, send-to-delivery time, and inbound/outbound call status.
www.zpaper.com
zPaper:Transport Home
zPaper:Transport
Receive
Digital Fax, Direct Message, and Document Generation for ServiceNow. Simplified
Generate
Send
zPaper:Transport is a simplified, HITRUST Certified and HIPAA compliant solution that allows organizations to receive, send, and generate documents within ServiceNow.
Discover zPaper:Transport for ServiceNow >
www.zpaper.com
zPaper:Transport Home
zPaper:Transport
Receive
Digital Fax, Direct Message, and Document Generation for ServiceNow. Simplified
Generate
Send
zPaper:Transport is a simplified, HITRUST Certified and HIPAA compliant solution that allows organizations to receive, send, and generate documents within ServiceNow.
Discover zPaper:Transport for ServiceNow >
www.zpaper.com
zPaper:Transport Home
zPaper:Transport
Receive
Generate
Send
zStack Association to Ticket or Case
zStack Creation
Unified Document Retrieval
Inbound documents are automatically associated to a zStack which has been created once the document is received.
Newly created zStacks along with the interaction details are associated to a ServiceNow Ticket or Case which has been automatically created once received.
Automatically receive documents into ServiceNow from fax, direct message, and secure email.
www.zpaper.com
zPaper:Transport Home
zPaper:Transport
Receive
Dynamic Length Fields
PDF File Attachment
Data Merge with Docx Files
Generate
Generated documents are attached on the originating record as an attachment and interaction.
Document fields can flex with new pages being added when necessary to ensure all merged data is cleanly represented on the document.
Quickly and easily map ServiceNow ticket or case data fields into Docx files.
Send
Document Bundling
Users can easily create document bundles from a single experience.
www.zpaper.com
zPaper:Transport Home
zPaper:Transport
Receive
Activity Reporting
Intelligent Barcode
Generate
Outbound Sending
Access reporting around document destination, failure reasons, objective, send-to-delivery time, and inbound/outbound call status.
Send outbound fax or direct message documents from any standard or custom object.
Automatically route and attach outbound documents to their orginating record once returned utilizing zPaper's barcode feature.
Send
Channel Scalability
Security and Governance
zPaper solution upgrade paths allow organizations to add additional channels within zPaper such as Salesforce Communities, web portals, sFTP, and soon HL7, FHIR, and direct messaging.
Compliance - HIPAA compliant and HITRUST CSF Certified solution. Additionally, zPaper is able to include a BAA if requested by the customer.