Receive and Capture
Process and Manage
Generate and Send
Security and Governance
Salesforce gives you:
- Manual Upload
- Email to Case (Limited to One Object)
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zPaper adds:
Ability to capture and associate documents to Cases, Contacts, Accounts, Person Accounts, or any other standard and custom object in Salesforce via multiple channels such as:
- Manual Upload
- Fax
- Salesforce Community Portal
- sFTP
- Scan/zSend (ability to monitor a folder for new documents. For example a Microsoft Office folder for emails with specific parameters including attached documents; once those parameters are met, documents are pulled from the received email and attached to a record in Salesforce).
- HL7 & FHIR (Pilot Phase)
- Direct Messaging (Pilot Phase)
- AutoDrive (Pilot Phase)
Salesforce gives you:
- Process Builder - Automate the data journey within Salesforce.
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zPaper adds:
- Page-Level Management - Ability to split, collate, classify, associate, index, create tasks and attach individual pages to one or more standard or custom records in Salesforce within a single user experience using the zPaper Triage tool set.
- Document Collaboration - Ability to markup, rotate, and perform additional annotation tasks on specific pages while protecting the integrity of the original document.
- Action Rules - Expand the capabilities of Process Builder by using zPaper action rules to automate the inbound and outbound document journey.
- AutoDrive (Pilot Phase) - Automatically transform, assign doc types, split, extract text, detect signatures, and route large volumes of inbound documents using OCR/ICR technology.
Salesforce gives you:
- Use Visual Force pages to Create outbound documents based on Salesforce data.
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zPaper adds:
- Dynamic Outbound Documents - Generate outbound documents from not only Visual Force pages but also from any interactive pdf form and merge data from any standard or custom object in Salesforce.
- Intelligent Barcode Technology - Automatically generate a barcode in an outgoing document which allows for secure routing the originating standard or custom record in Salesforce once returned.
- Mass Send - Ability to securely send large volumes of dynamically generated documents across multiple channels such as email, fax, sftp, FHIR, and postal.
Salesforce gives you:
- Salesforce Shield
- HIPAA Compliance
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zPaper adds:
- HITRUST CSF Certified Platform - Aligning a HITRUST certified document automation platform with Salesforce's current certification.
- Document Encryption - Encryption of all document related data at-rest and in-transit using application-level Advanced Encryption Standard (AES) 256-bit encryption.
- Page-level Security - zPaper provides page-level security with the use of 1.) Watermarking each page and PDF enabling detailed forensics and usage tracking and 2) Uniquely coding, logging and archiving delivered documents.
- Hosting - Secure multi-tenant dedicated AWS hosted cloud environment.
- 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.
