Posts Tagged ‘Audit Trail’
February 6th, 2012
by Meghann Wooster
Founded in 1973 to serve the residents of California’s North San Diego County, Tri City Emergency Medical Group has a long history of enhancing patient care through the development and use of state-of-the-art technology. Full story »
Tags: Audit Trail, compliance, Healthcare, HIPAA, Import Agent, MED/FM integration, medical billing, Quick Fields, Snapshot
Posted in Healthcare, Healthcare Newsletter, Newsletters | Be the first to comment »
January 6th, 2012
by katie
United Road Towing doesn’t bat an eye at hauling 100,000 pounds of equipment or recovering off-road vehicles, yet the company hit numerous roadblocks when moving its internal documents. Full story »
Tags: Agile ECM, Audit Trail, barcodes, business process management, commercial, integration, Quick Fields, United Road Towing, WebLink
Posted in Customer Stories, Other Industries | Be the first to comment »
May 19th, 2011
by Hobey Echlin
Fure Financial is an independent, fee-based financial planning firm based in Minneapolis, MN. The company, founded in 1984, offers holistic investment advice to manage client assets with an eye toward fulfilling life goals, a successful strategy that has grown Fure—almost entirely by referrals—into the trusted advisor and wealth manager for 360 families. Full story »
Tags: Audit Trail, Bar Code Plug-In, Cities Digital, client service, CRM integration, financial planning, Financial Services, Import Agent, Junxure, Quick Fields, RIAs, Workflow, Zone OCR
Posted in Financial Newsletter, Newsletters | Be the first to comment »
April 26th, 2011
by Hobey Echlin
Pre Billing Consultants, Inc. (PBC) has provided billing, coding, credentialing and collection services to healthcare providers along the East Coast, from hospital emergency departments to urgent care centers, for over 15 years. Full story »
Tags: accounts receivable, Audit Trail, Finance Department, human resources, JPI Data Resource, medical billing, patient records, PBC, Pre Billing Consultants, Quick Fields, Workflow, Zone OCR
Posted in Healthcare Newsletter, Newsletters | Be the first to comment »
April 14th, 2011
by Hobey Echlin
Expert Data, based in Monterrey, MX, has already increased business 60% over its total 2010 sales by closing an average of a deal a week this year, a winning streak that has made it the top-selling VAR in Latin America for Q1 2011.
Full story »
Tags: Audit Trail, Avante, Expert Data, Quick Fields, Real-Time Lookup, Workflow
Posted in Latin America, Spanish, VAR of the Month | Be the first to comment »
February 18th, 2011
College Station Independent School District (CSISD) in College Station, TX, needed a more efficient way to manage content for its Special Services Department to provide students with timely, specialized assistance. Full story »
Tags: Audit Trail, College Station Independent School District, confidential records, disaster recovery, Laserfiche ECM, secured access, SMARTfiles, special education, student records management, Texas Education Agency, Texas Records Exchange
Posted in Customer Stories, Education, School Districts | Be the first to comment »
January 19th, 2011
Laserfiche is pleased to announce the simultaneous release of Laserfiche 8.2, including the Laserfiche Server, Client and Web Access, in English, Arabic, French, Portuguese (Brazilian) and Spanish. Full story »
Tags: Audit Trail, dynamic fields, Laserfiche 8.2, Laserfiche Administration Console, Laserfiche RME, PhotoDocs, Snapshot, Web Access
Posted in UserNews | Be the first to comment »
September 27th, 2010
by Meghann Wooster
Physicians Professional Services (PPS) is a medical billing company that serves Boston-based Beth Israel Deaconess Medical Center (BIDMC), one of Harvard Medical School’s major teaching hospitals. Founded in 1994, PPS has grown to encompass 30 full-time employees serving 450 physicians servicing eight different departments within BIDMC, including:
- Cardiology
- Dermatology
- Gastroenterology
- General Medicine
- Neonatology
- Obstetrics and Gynecology
- Orthopedics
- Psychiatry
Prior to implementing Laserfiche in 2007, PPS’s manual cash posting process was paper-driven. But from an operational and cost perspective, paper wasn’t a particularly efficient medium for PPS; even assigning the daily distribution of work was time consuming because someone had to manually review that day’s lock box payments and portion them out to the processors. Full story »
Tags: Audit Trail, Duplitron, GE Centricity integration, medical billing, Physicians Professional Services, Quick Fields, Workflow
Posted in Healthcare | Be the first to comment »
November 18th, 2009
With 19 locations and a caseload of 4,000 patients per week, Ear, Nose and Throat Associates of South Florida is the state’s second largest physician group dedicated to treating disorders of the ears, nose and throat. Although the group has always provided patients with outstanding care, keeping patient charts up to date was becoming an increasingly significant challenge.
Full story »
Tags: Audit Trail, chart management, Healthcare, medical billing, medical group, Surgical Center
Posted in Customer Stories, Healthcare, Healthcare Newsletter, Newsletters | Be the first to comment »
November 17th, 2009
We are pleased to announce the release of the Audit Trail 8.1 (Web Reporter) Language Pack. It performs best in IE 8 or Firefox 3.5 plus respective Multilingual User Interfaces, but it’s also compatible with other browsers of other languages.
Full story »
Tags: Audit Trail
Posted in UserNews | Be the first to comment »
October 28th, 2009

Kowal Investment Group, LLC is a fee-based financial advisor from Waukesha, WI, that has specialized in financial planning and investment advising for over 35 years. The firm manages nearly $200 million in assets and also hosts a weekly financial advice radio show called “The Retirement Clinic.” But just as baby boomers looking into retirement look to Kowal for advice, Kowal itself began looking to retire its old way of filing paper. “We knew we wanted to move toward the paperless office,” explains Michelle Rossi-Weida, Operations and Compliance Manager for Kowal. “Just in terms of better organization and also the cost savings paying for file space, as well as making people’s jobs easier and more productive.” Full story »
Tags: ACT!, audit preparation, Audit Trail, compliance, integration, SEC regulations
Posted in Financial Newsletter, Financial Services, Newsletters, RIAs | Be the first to comment »
September 29th, 2009
by Melissa Henley
Credential Securities, Inc., employs more than 2,000 staff and representatives who provide integrated wealth management solutions and services to Canadian credit unions, with over $10.8 billion in assets under management. But helping clients achieve their financial goals came with a price—overstuffed file cabinets, difficulty locating information and the stress of complying with regulatory requirements. Full story »
Tags: Audit Trail, broker-dealers, Canada, Financial Services, Import Agent, Quick Fields, Web Access, WebLink
Posted in Customer Stories, Financial Newsletter, Financial Services, Newsletters, RIAs | Be the first to comment »