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Technolog y Summit 2015 © Copyright 2015 ABBYY Technology Summit AFTRA: H&R FUNDS CAPTURE PLAN Michael Gaudino, President, ProConversions Corp. #ABBYYSummit15

#ABBYYSummit15 (10/10) - Claims Processing with FlexiCapture at AFTRA, H&R Funds Capture Plan at AFTRA

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Page 1: #ABBYYSummit15 (10/10) - Claims Processing with FlexiCapture at AFTRA, H&R Funds Capture Plan at AFTRA

TechnologySummit 2015

© Copyright 2015 ABBYY Technology Summit

AFTRA: H&R FUNDS CAPTURE PLANMichael Gaudino, President, ProConversions Corp.

#ABBYYSummit15

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Agenda

● Business Case● Technical Components of System

● Capture● Document Management● Workflow

● Questions

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TechnologySummit 2015

HEALTH & RETIREMENT BENEFITS FOR PROFESSIONAL ACTORS, STAGE HANDS, AND PAID ARTISTS

AFTRA H&R FUNDS - 2 DIVISIONS WITH 1 GOAL

#ABBYYSummit15

Looking for an enterprise capture product to help automate the classification and OCR indexing of their documents, before being released to a central document management system and workflow approval process.

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MEDICAL CLAIMS, PREAUTHORIZATION'S, W9’S, MEDICAL RECORDS, ETC. HEALTHCARE DIVISION (25+) DOCUMENT TYPES IN PRODUCTION

Implemented: FlexiCapture 11 Distributed System + (3) Scan + (3) Verify Stations

Classification & OCR capture of key Index values with database lookups for completing Index data, then exporting to a document management system

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TechnologySummit 2015

ENROLLMENT (NEW & OLD), AWARD LETTER, DEATH CERTIFICATERETIREMENT DOCUMENT TYPES - PENSION

Scanning and auto indexing all Pension Related documents to a central EMC document Management System.

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GROUP INBOX FOR WORKFLOW APPROVAL PROCESSECM ToolBox Workflow – Medical Claims

Have a group inbox where examiners would be able to view, track, approve and deny all medical claims that come into the business

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911/17/15

High Level Basics● For enterprise departments & midsize organizations● Perfect for imaging & departmental business processes● Microsoft-based technology● Requires minimal IT support

High Level Benefits● Eliminate the risks and costs of managing paper● Increase efficiency of key business processes

(Transaction Content Mgmt)● Enable instant access to important information● Easy to install, administer, and use

INVO-PACK(EMC AX)

WorkflowModule

CaptureModule

SearchEngine

ModuleInformation

RightsManagement

Module

Application Integration

Module

Reports Mgmt.

Module

ENTERPRISE Document Management

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Four Levels of Security

Levels of Security• System • Application • Functional • Document

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Group INBOX Workflow

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Approval Workflow Screen

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Notes Tab History Tab

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QUESTIONS