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MetaSource Document Management Software & Workflow Automation Solutions

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Healthcare Workflow Automation & HIPAA Compliance

Healthcare Workflow Automation & HIPAA Compliance

MetaSource streamlines back-office processes and helps to optimize patient care for hospitals and healthcare providers with workflow automation and HIPAA compliance solutions.

Content Ingestion

We will help you ingest all of your invoices, employee tax forms, patient medical backgrounds, HIPAA release forms, claims, explanations of benefits (EOBs).

We then integrate this business and patient content with your electronic medical/health record (EMR/EHR) system, including EPIC, Cerner, NextGen, and more. We handle any media, including paper, email, fax, x-rays, and existing electronic documents in legacy and homegrown systems.

Workflow Automation

Once captured, we can ensure all incoming documents are automatically routed to the right members of your team for expedient processing with whatever combination of technology and services is right for you.

HIPAA Compliance

We implement document management software that integrates with your EMR/EHR and ensures HIPAA compliance in numerous ways:

  • Ensures only authorized parties have access to patient information
  • Includes audit trails, data integrity, identity authentication, and secure data transmission
  • All patient information is backed up and available following a disaster
  • Has the appropriate physical safeguards, including power conditioning, backup power, redundant network connections, etc.

Medical Banking & Lockbox

We offer an end-to-end solution for all paper EOBs with payments, including centralized options for the following:

  • Full lockbox services with same day Check21 deposits of funds
  • Paper EOB conversion to 835 for upload of auto postable transactions to PMS
  • Aggregation and normalization of all inbound paper correspondence

We also provide re-association with the originating 837 with patient responsibility determination and workflow automation for exception processing.


Contact MetaSource to learn more about our Healthcare Workflow Automation and Compliance Solutions

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