Ready to streamline your healthcare document journey?

Empowering the evolution of connected​ patient care

zPaper helps organizations immediately streamline today’s patient journeys while preparing them for the future of digital patient acquisition, engagement, and retention.

Click the icons to learn how zPaper extends Salesforce capabilities.

Receive and Capture

Process and Manage

Generate and Send

Security and Governance

Salesforce gives you:

Channels

  • Manual Upload
  • Email to Case (Limited to One Object)
  • API Support for Third-Party Fax Solutions

Data Model

  • Received Document Object

File Storage

  • Files

+

zPaper adds:

Ability to capture documents via multiple channels and associate them to Case, Contacts, Accounts, Person Accounts, or any other standard and custom object in Salesforce:

Channels

  • Manual Upload
  • Auto Capture from Fax (no additional channel integrations needed)
  • Enterprise Fax
  • Secure Email
  • sFTP
  • Scan/zSend (ability to monitor a folder for new documents)

Data Model

  • zStack Object
  • Additional of Transmission Data
  • zStack Object Which Includes Document Metadata

File Storage

  • Envelope Technology Which Serves as a Window Into the Original Document(s)

Salesforce gives you:

Work Assignment

  • Queue Management
  • Manual Case Creation
  • Page DocType Assignment
  • Manual Page DocType Assignment (Enter Page #)
  • Manual New Window Document Checklist
  • Manual Indexing

Manual Indexing

  • Single Record Association
  • Document by Document Record Association
  • Manual Page Rotation

Centralized Patient Document & Data Management

  • Replication of Patient Documents (No Compliance File Management)

Document Annotation

  • NA

Reporting

  • Standard Reports

+

zPaper adds:

Work Assignment

  • Master Intake List - Advanced queue management based on channel attributes.
  • Work Groups - Document work groups for assignment and security management.

Triage Rules Engine - Automated Indexing

  • Split Pages
  • Rotate Pages
  • Automated Case Creation
  • Page DocTyping - Point and click page order verification and rules-based dropdown checklist.
  • Automated Indexing - Hub ready, multiple parameter-driven data entry screens, and multiple record association (e.g. Case, Account, Contact)
  • AutoDrive® Intelligent Indexing - Leverages OCR to automatically recognize, split, index, and capture data and signatures with flexible connections to many vision systems including Textract.

Centralized Patient Document & Data Management

  • Secure Envelope File Management - Non-replication of patient documents
  • Reduction of Document Storage Costs
  • Page-Level Security Tracking - Reject/ignore capability and page-level audit

Document Annotation

  • Page Rotation
  • Standard or Custom Page Stamps
  • Highlight
  • and more..

Reporting

  • Channel Performance Insights - Document acceptance and delivery status reporting
  • Document Engagement and Agent Performance Reporting

Salesforce gives you:

Document Generation

  • Visualforce Pages - Utilize Visualforce pages to create outbound documents based on Salesforce data.

Single-Channel Automated Sending

  • Send Documents by Email

+

zPaper adds:

Document Generation

  • Dynamic Outbound Documents - Generate outbound documents from not only Visualforce pages but also from any interactive pdf form which includes merged data from any standard or custom object in Salesforce.

Multi-Channel Document Sending

  • Send Documents Across Multiple Channels Such as Email, Fax, & sFTP.
  • Mass Send - Securely send large volumes of dynamically generated documents across multiple channels such as email, fax, & sftp.

Intelligent Barcode Technology

  • Automatically generate a barcode in an outgoing document which allows for secure routing to the originating standard or custom record in Salesforce once returned.

Salesforce gives you:

  • Salesforce Shield
  • HIPAA Compliance
  • HITRUST Certified Platform

+

zPaper adds:

  • HITRUST CSF Certified Platform
  • Document Encryption - Advanced encryption of all document-related data at-rest and in-transit.
  • Page-level Security- ​ 1.) Watermarking each page and PDF enabling detailed forensics and usage tracking. ​ 2) Uniquely coding, logging and archiving delivered documents.
  • Hosting- Secure multi-tenant and dedicated AWS hosted cloud environments. ​
  • Envelope Technology- Used to protect the original integrity of the document.
  • HIPAA and PHI Security Standards - Our platform follows HIPAA applicable security and privacy standards. HIPAA Business Associate Agreements (BAA) is signed with each of our healthcare and life sciences clients. We also have an executed BAA with AWS who is our data center provider where the solution is hosted. Lastly, The zPaper Document Automation platform and the infrastructure it operates on, provides a solution which follows best practices for the protection of PHI.