Workflow

Workflow & FileBound

Advantages of Implementing Workflow:

Allows companies to define, study and document their business processes

Automatically distributes work or tasks to specified users or groups for action or decision-making

Reduces time and costs associated with manual steps or inactivity

Complete reporting and process audit trail

Promotes responsibility and accountability

Typical applications that benefit from the FileBound workflow include:

Vendor Invoice processing

HR hiring processes

Medical Transcription approvals

Lab Results routing

Remote Coding applications

Loan Approval processes

In each of these applications routing rules are configured which include the route each document takes upon entering the workflow based on index data. At each step in the workflow, decisions are made which determine the next step in the process. At each step users have the ability to create notes that travel with the document as it is processed. Users are assigned tasks that need to be completed and are notified of the task via email and with an entry in their task list. Documents can enter a workflow either as a result of scanning the document, importing of application documents, the creation of an electronic form or through manual assignment.

Features:

Automatically distributes work to specific users or groups

Forwards documents through successive work steps without delay

Allows document to be prioritized based on certain criteria

Route by index value

Voting privileges

Automatically update index values

Allows tasks to be completed and authorized by specific users

Provides a process for load balancing work

Provides a quality control process

Unlimited number of users

Integration with other systems

FileBound workflow allows you to control operational costs, create employee accountability and increase your organization’s scalability.

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