Laserfiche 12 Preview: Designing Metadata Templates

Laserfiche 12 Preview: Designing Metadata Templates

Join this free hands-on, instructor-led training and learn to build user-friendly, intuitive templates in the repository with new metadata features in Laserfiche 12.

Curious about Laserfiche 12?

Leverage metadata templates and fields to easily categorize documents, improve searchability, and empower automation! Get an early preview of new metadata updates in Laserfiche 12 while learning about existing metadata concepts to improve your repository right now. This training will help you learn about new features available in Laserfiche 12 to support designing metadata templates.

This training is applicable for any skill level; even if you’ve never created a metadata template before! This free hands-on training will walk you through:

  • New features in Laserfiche 12 related to metadata templates
  • Building user-friendly, intuitive metadata templates with the new metadata features in Laserfiche 12 like dynamically showing and hiding fields, adding static help text, and more!
  • Choosing appropriate field types to categorize your data and simplify user experience

To learn more about the November 2024 Laserfiche 12 self-hosted release: Click Here

Please join us On Demand
Duration: 76 minutes

Expert Process Design Strategies (Intermediate / Advanced)

Expert Process Design Strategies (Intermediate / Advanced)

Take your process automation skills to the next level! Master advanced process automation as we do a deep dive on design, tools, & best practices to build efficient & scalable solutions.

Join us for this intermediate/advanced session where we will share expert strategies to take your process automation skills from intermediate to advanced. You'll learn how to design and build efficient and scalable solutions, how to utilize the full scope of tools available in the process automation suite, and common errors to avoid.

Agenda:

  • Overview/Introduction
  • Optimizing Workflow Process Designs
  • Business Process & Form Design Strategies
  • Working with Data
  • Process Monitoring Strategies
  • Customer Use Case
Please join us On-demand
Duration: 1 hour

Expand Process Automation At Your Organization

Expand Process Automation At Your Organization

See how you can expand process automation at your organization through the benefits of project-based solutions using Laserfiche Cloud. Join the webinar (and even become a preview tester!)

Set Up Project-Based Workflows + Enhance Your Security in Laserfiche Cloud

Laserfiche understands how processes are unique and individual to your teams, and sometimes your teams work with sensitive materials that should be separate from other teams. See how Admins can now use Laserfiche Cloud to enable any team access to build process automation with secure access to shared global resources. Set security so that you can provide specific access to projects and empower all your teams no matter their size or processes.

Please join us:
Date: October 16, 2024

Time: 10:00 a.m. – 11:00 a.m. PT (America/Los Angeles)

Duration: 1 hour

eBook: 3 Steps to Ready Your Business for Smart Manufacturing

I Inherited a Repository… Now what?

I Inherited a Repository… Now what?

Revamp Your Repository! Learn automation, folder structure & reprocessing techniques to improve organization and streamline your document management.

Join us for this on demand session! You've learned some best practices for your repository, but how can you put them into practice in your existing repository? We'll share strategies for optimizing an existing Laserfiche repository, including opportunities for automation, managing your folder structure, and reprocessing documents. This session is ideal for Laserfiche administrators familiar with general Laserfiche concepts.

Agenda

  • Identifying Your Challenges
  • Building a Strong Foundation
  • Leveraging Existing Resources
  • The User Perspective
  • Putting it into Practice
Please join us on demand
Duration: 1 hour

Cool Forms 11 Features You Might Have Missed – Part 2

Cool Forms 11 Features You Might Have Missed – Part 2

Join us for an informative webinar where we highlight some of the newer Laserfiche Forms 11 features that you may not know about!

We're going beyond the new form designer to check out commonly missed features like Forms auditing, updates to the Save to Repository service task options, and previewing forms at different steps and stages of a process. See how these small but powerful features in the latest releases of Laserfiche Forms 11 can simplify your administrative experience and enhance your forms.

If you missed them when they were first announced, come take a look and see how you can leverage these new features!

Click here to review the recording of Part 1.

Agenda

  • Leverage low-code integrations tools and functionality within Laserfiche
  • Use robotic process automation features, including Laserfiche Connector, to build your own integrations
  • Extend functionality in the Laserfiche web client with custom tabs and actions that can help facilitate integrations
Please join us on-demand
Duration: 1 hour

Digitizing and Integrating Client Information at Idaho Department of Correction

SITUATION

• 2,000 staff responsible for individuals across nearly two dozen facilities
• Needed a way to streamline information management

RESULTS

• Saved considerable costs by no longer paying for physical storage or shipping files between facilities
• Increased accuracy while mitigating lost or outdated information

Spanning facilities across the state, the Idaho Department of Correction (IDOC) represents nine prisons, five community re-entry centers, and seven district probation and parole offices. Its mission is to “create a model correctional system that provides equitable access to programming and opportunities that reflect a community experience, foster connection and restore victims of crime.”

With a litany of documents, different business systems and overall legality playing major roles at the Department of Correction, IDOC needed a “system of systems” to support its complex information management needs. 

IDOC

Laserfiche fulfilled many of IDOC’s initial requirements, and today the organization continues to work with Laserfiche and solution provider MCCi to leverage its integration, forms and automation capabilities to streamline information flow and improve workflows while finding new ways to better serve its thousands of staff and the people in their care.

A Standardized and Integrated Approach to Client Information

Housing approximately 8,000 incarcerated individuals, IDOC is accountable for managing people convicted of felony offenses and sentenced to prison, probation or a period of “retained jurisdiction.”

IDOC also oversees approximately 24,000 individuals on probation/parole, and supervises those living in the state’s communities, offering education, treatment and re-entry services to assist in lowering relapse behavior.

About 2,000 staff are employed at IDOC spanning its three divisions (Prisons, Probation and Parole, and Management Services), with roles including security positions such as correctional officers, and non-security positions such as teachers, human resources, mental health clinicians and more.

IDOC’s complex operations require the organization to house information in multiple Laserfiche repositories, the main ones being human resource files, investigation files, policies and SOPs (standard operating procedures) that are public and available to staff.  

To facilitate the efficient flow of information throughout the organization as well as with external providers, IDOC has built a solution that leverages a Laserfiche API integration with its internal client management system (CMS). Because the CMS is only available to staff on the internal network, IDOC uses the API to enable external providers to submit data through Laserfiche Forms, which then get reviewed by our providers internally.

“The value provided by this integration is huge for us,” said Cassie Lint, project manager at IDOC. “With this integration we’re able to save staff time by automating notes and data entry, plus assist our external IDOC partners by enabling auto-filling of publicly available information on forms as they are filling them out.” Meanwhile, as data is submitted to IDOC, Laserfiche helps to standardize the input, making the data easier to find, use and report on.

Enhancing Data Management

The approach to continuous improvement has also led IDOC to digitize its medical records for management within Laserfiche repositories. “We are working with multiple departments to make sure documents are imported correctly and have the correct metadata attached to them, so that when they get filed into the client and resident management files, they are easily relocatable by OCR text or the metadata associated with those files,” said Lint. 

The benefits IDOC has experienced have been immediate. “We no longer have to pay for physical storage, shipping of the files between facility locations, documents getting lost or even misfiled — even digitally,” she added. “OCR enables us to search on text recognition. If a document is misfiled, we can still locate it and re-file it. In physical files, if something is in the wrong folder, we may never find that information.”

Digitizing medical records in Laserfiche also eases the process when clients move to different facilities, which previously required the transport of boxes to different locations, which introduced additional cost and the risk of misplaced or unauthorized access to information. 

“Laserfiche enables us to restrict portions of client files to only those who have the appropriate permissions to access,” Lint said. “We utilize forms for access requests and integrate with our IT support system to create tickets as needed once access requests have been approved.”  

As IDOC looks ahead, there are numerous plans for broadening Laserfiche’s use. The first will be implementing records management with IDOC’s documentary repository systems. IDOC is currently in the discovery phase of determining the record custodians and retention requirements to better manage document lifecycles. 

“It’s important to not host information and documentation that is out of date,” Lint said. “Not only is that documentation no longer valid or useful, but it could also be returned for a subpoena or e-discovery or a public records request. It could increase risk of litigation or misunderstandings, or discovery of information that is no longer pertinent to the client or resident.

Laserfiche will help IDOC to automate the processes around records management lifecycles, which are dictated by federal, state and local government recordkeeping requirements.”

The Future of IDOC: A More Connected, Automated Organization

IDOC continues to look for new ways to innovate processes and information management. As part of its 2024-2027 Strategic Plan, it aims to leverage technology to reduce manual data collection burden on staff and increase time savings. 

Lint explained that she sees opportunity in potentially working with local counties to integrate their Laserfiche environments with IDOC’s, enabling better communication and minimizing duplicate data entry, or the need to fax or email documentation.

Additionally, IDOC has plans to replace an in-house built web application — that requires a special database — with Laserfiche, creating even more efficiencies and cost savings. “We can take advantage of the API integration with our client management system, and reduce the amount of support and technical requirements that the in-house web application needed,” Lint said.

Ultimately, Lint sees in Laserfiche a system that takes care of the many manual and granular tasks that IDOC employees should not have to spend time on — instead, they should be focused on the mission of creating safer communities and increasing the success of the individuals under IDOC’s jurisdiction. 

“Laserfiche enables us to develop processes so they’re super easy to relate to and use, and then have the back-end load take care of all the heavy details that the end user doesn’t need to know or interact with,” Lint said. “It just takes that burden off employees. And Laserfiche makes that easy to do.”

Optimize Processes and Bridge Interoperability Gaps with ECM

The digital transformation in healthcare heralded by electronic health records (EHRs) is creating its own challenges. As the industry rapidly adopts advanced technologies, healthcare organizations find themselves drowning in a sea of digital “paperwork.” In turn, the patient information and medical data deluge forms bottlenecks that impede workflows, hinder strategic operational goals and ultimately affect the quality of patient care  —  the opposite of what digital healthcare tools are designed to do.

This administrative burden is felt across the entire healthcare spectrum. Frontline staff are stretched thin, struggling to balance patient care with increased documentation demands. From patient intake to discharge to medical billing and followups, back-office workloads intensify as patient populations require more complex and frequent care. Meanwhile, IT departments grapple with interoperability issues and data management challenges when solutions don’t integrate, resulting in lower returns on chosen technology investments.

Electronic content management (ECM) systems present a powerful solution to these mounting pressures. These digital platforms organize, store and manage medical documents, patient records and other healthcare-related information to improve accessibility, efficiency and compliance within healthcare organizations.

ECM solutions offer a way to modernize outdated methods and bridge the gap between various processes and departments. Leading ECM systems provide the tools to efficiently manage critical patient information and increasing volumes of medical records, enhance operational effectiveness through digital process automation, and maintain compliance with strict regulatory standards.

Healthcare comes to a critical crossroads

The urgent need to find a better way to work is underscored by the U.S. healthcare system’s looming staffing crisis, as an aging population with increasing medical needs is coupled with a shrinking workforce to provide care.

By 2030, Americans over 65 are projected to outnumber children for the first time, driving unprecedented demand. Simultaneously, the country faces a critical shortage of 200,000 nurses and 124,000 physicians, creating a significant gap between patient needs and available care providers.

Compounding this issue is the high burnout and turnover rate among younger healthcare professionals seeking meaningful work who feel their skills are underutilized.

Grace Nam, Strategic Solutions Manager, Healthcare at ECM provider Laserfiche, attributes this attrition to a misalignment of expectations. “While we are preparing for the retirement of baby boomers, we’re also witnessing a rapid exodus of younger generations from healthcare fields because they don’t feel like they are doing what they invested their time and money to do in the workforce,” she said.

Nam identified a key factor in this disillusionment: the disproportionate time many healthcare staff currently spend on repetitive administrative tasks rather than on direct patient care. Across various healthcare settings, data silos and the burden of paperwork are eroding the core motivations that initially drew many to these professions.

In 2023, Laserfiche partnered with the Medical Group Management Association (MGMA) to determine the biggest pain points for healthcare executives and IT leaders seeking solutions to create operational efficiencies within their existing health IT frameworks. Researchers found that, collectively, these key stakeholders wanted solutions that eliminated manual work, mitigated burnout and saved time in key areas like coding, documentation and value-based care.

“End users from front to back offices expressed challenges, especially with extended EHR/EMR processes, that take up too much of their time,” Nam said. “Not only that, but these inefficiencies are causing errors that lead to a few weeks or even a few months of work delays, all because of a simple typo or manual data error.”

Breathing new life into healthcare workforces

Advanced technologies, particularly in areas of automation and data management, can play a crucial role in retention rates for both patients and their providers. ECM solutions in particular offer transformative benefits for healthcare organizations, including:

  • Bridging interoperability gaps, particularly between legacy and niche applications, to improve data consistency across departments for better clinical decision support.
  • Managing unstructured data by integrating disparate data sources, simplifying indexing and chart retrieval and securing data access — all of which speeds up revenue cycle management (RCM).
  • Mitigating workforce shortages and relieving staff burnout by streamlining administrative processes to create a more efficient and supportive work environment.
  • Enhancing patient engagement and loyalty through patient portal integrations that automate patient-centric processes such as billing, invoicing and medical records management.
  • Building digital resilience that ensures continuity of care, even in difficult circumstances.
  • Simplifying HIPAA compliance to support data accuracy and patient privacy with automated audit trails.

Working with or adjacent to EHRs at the heart of today’s healthcare organizations, ECM solutions allow healthcare practices to flourish under challenging conditions and make the most of the large volumes of healthcare data that are now generated daily.

Get the full white paper

Gain more expert advice and insights by downloading the full HIMSS Whitepaper: Breaking Up Healthcare’s Data Bottlenecks.


Laserfiche Transforms Digital Capabilities in Australia’s Archdiocese of Perth

SITUATION

• Proactively responding to Royal Commission recommendations, the Archdiocese needed modern methods to enhance and streamline information management.

RESULTS

• Used Laserfiche technology to digitize and preserve historical documents
• Safeguarded the Archdiocese’s rich history while seamlessly integrating contemporary records for future efficiency

Located in Western Australia, the Catholic Archdiocese of Perth is a nearly 200-year-old religious organization with strong roots in the community. It consists of 110 parishes, 26 agencies and organizations, and about 70 schools. The Archdiocese is based in Perth, the capital city of the State of Western Australia.  

As a large and historic religious community, the Archdiocese manages a vast flow of information across its many services. To improve its processes, proactively safeguard its community by following Royal Commission recommendations, and streamline operations, the Archdiocese partnered with Laserfiche to implement a secure and robust records management system.

Transforming to Digital

Odhran O’Brien serves as the Director of the Archives and Information Governance Office, whose mission it is to oversee, preserve and make accessible the archives and digital information throughout the Archdiocese. When O’Brien was appointed in 2016, he and his team of seven individuals discovered the organization was managing information, particularly digital information, in inconsistent methods, that do not follow industry best practice. “Previously, information was siloed, and people could not access information from other departments. We felt we needed a high-level strategy to change that and bring the organization into the future,” said O’Brien. As a result, they created an Information Governance Strategy, focused on managing the Archdiocese’s digital information in a consistent manner across all its many agencies, parishes and organizations. 

O’Brien and his team set to work right away finding the technology that could safely handle and store the information they planned to include within a records management system, some from nearly two centuries ago. Having worked with workplace technology provider Ricoh Australia for over a decade, the Archdiocese team partnered with the organization to find and implement the perfect solution. Laserfiche’s capabilities made it the obvious choice. “We’ve got records dating back to the 1840s. We’ve got sacramental information (information about people getting baptized and various sacraments within the church), but also all the business records of the organization, again, going back to the 1840s,” O’Brien shared.

The Archdiocese was able to easily and quickly use Laserfiche’s technology to digitize the abundant mix of historical documents and archive them within Laserfiche’s records management system. Additionally, they implemented a way for contemporary records to feed into the same system, enabling all documents to be organized and stored together in one, secure location.

A Single Source of Truth

Since turning to Laserfiche, the Archdiocese has experienced numerous benefits, especially when it comes to having one designated home for all information across the organization. “The primary benefit has been the fact that we now have a single source of truth for our 200 employees in our major administration center,” said O’Brien. “We’re also using automation throughout our 110 parishes. So, all the inquiries they receive for religious services, education and charitable requests are automated, allowing them to serve the community much more efficiently than they ever have in the past.”

O’Brien highlighted the significant benefits Laserfiche has brought to the Archdiocese and the community it serves: “Digitizing our information has not only enhanced our administrative creativity but also greatly increased our efficiency. What used to take weeks to find can now be accessed in real time.

“For example, by using Laserfiche, our Safeguarding Office has noticed that their small team of four people, serving tens of thousands in our community, can streamline workflows and improve accessibility to information. This efficiency not only allows the team to provide accurate, up-to-date information to stakeholders, clients, and the community but also frees up hundreds of hours per year for important safeguarding support with the Perth Church community.”

Laserfiche has also streamlined how the Archdiocese handles a wide range of inquiries, from religious sacraments to school enrollments and charitable support. O’Brien noted, “Laserfiche enables us to quickly and accurately direct individuals to the services they need, whether it’s for homelessness support or financial relief.”

Laserfiche provides nationwide accessibility, enabling historians, scholars and family members across Australia to easily request and access ancestral heritage and stories. This improved access accelerates research, supports publications, and enriches family trees. O’Brien added that since implementing Laserfiche’s search functionality, his office and small team have successfully fulfilled hundreds of requests each year.

Still to Come

Looking forward, the Archdiocese plans to expand its successful use of Laserfiche to other areas within the organization. One major aspect will include automation. “We’re hoping that a number of our large parishes and charities’ service and information requests will be completely automated through Laserfiche. So, they’ll be able to use all the services they provide, whether it be community services or simply religious services. People will log on to a website, access Laserfiche Forms, and those processes will go through automatically,” said O’Brien.

The Archdiocese also has plans of broadening Laserfiche’s reach in general and to include mobile options, such as an app, within the next two years. O’Brien shared, “We certainly hope we’ll move to a cloud-based solution so it can be implemented more widely. Currently, Laserfiche is implemented across both the Archdiocese of Perth and one of our neighboring archdioceses. So, that’s roughly an area the size of Spain or France. We’re hoping that we’ll continue to be able to expand that out further.

”The Archdiocese is committed to staying at the forefront of technology, with Laserfiche integral to its future plans. “What excites me most about our ongoing Laserfiche project is its potential for the future,” O’Brien said. “Embracing AI ethically and further automation in an easy UI and UX for staff, volunteers and stakeholders will enable us to enhance our services and more effectively support the community we are dedicated to serving.”

Unlocking Records Management with Automation

Unlocking Records Management with Automation

Laserfiche includes a robust suite of records management tools to help your organization track and manage records throughout their lifecycle. But did you know you can boost efficiency and reduce tedious activities by automating records management actions? Learn how to automate routine tasks like categorization, backdating, and cutoff, while ensuring compliance through approval workflows.

Please join us on demand
Duration: 40 minutes