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Ensuring document control for healthcare vendors

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OpenText ApplicationXtender provides cost effective document management. For software vendors looking to expand or build a healthcare focused product, "AX" can be embedded to provide first class content services in without the high cost of research and development.

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Ensuring document control for healthcare vendors

  1. 1. Embedding ApplicationXtender into your application Building a holistic view of healthcare management Dr. Christopher Wynder
  2. 2. OpenText Confidential. ©2017 All Rights Reserved. 2 Formerly: • Director of Client Services | ThinkDox [ECM consulting firm] • Senior Consulting Analyst | Info-Tech Research Group • Canadian Research Chair | Autism and Brain cancer Dr. Christopher Wynder
  3. 3. OpenText Confidential. ©2017 All Rights Reserved. 3 Burst Lift Mortar Information management has fundamentally changed Burn Fuel Com. P2P Fire Control Pre-BYOD Today
  4. 4. OpenText Confidential. ©2017 All Rights Reserved. 4 • Information management is complicated • Corporate side of your customers need a platform that can scale and be part of several processes- both clinical AND administrative Healthcare as an industry wants industry focused business solutions Healthcare organizations are unique in their preference for partnering with industry vendors while still wanting best of breed business side features.
  5. 5. OpenText Confidential. ©2017 All Rights Reserved. 5 Todays organizations are looking for a partner that can bring value through-out the employee’s workday 8 am 10 am Noon 2 pm 5 pm 8 pm How repeatable is their day? Most user’s spend their time doing similar but not identical tasks These Barely Repeatable Processes (BRPs) form the core activities of any job role When there is a difference between work tasks and the automated process, users will break policies and procedures Content services makes it easy for users to go back to their work to find the documents based on the process they are working on - not the filename or time that they uploaded the document. How many different applications are they using How many different content sources do workers need to do their job
  6. 6. OpenText Confidential. ©2017 All Rights Reserved. 6 OrganizeConsolidate Integrate Optimize Innovate This stage is characterized by a disconnect between billing sophistication and clinical management. As organizations complete the consolidation, Need to be managed in a manner that aligns with clinical service. The organization recognizes the potential value of integrating information between clinical and administrative units. As organization start to see eased administrative hurdles to care, they see the potential advantages content services. At this stage, basic business processes are effective and user friendly. Information is available to be analyzed by users. Organizing and using non-healthcare content is a key driver for healthcare customers Digital maturity stage v v v v Your Product
  7. 7. OpenText Confidential. ©2017 All Rights Reserved. 7 AX Capture Package ApplicationXtender AX Connector AX Workflow manager AX Reports Management ApplicationXtender provides a platform for tying paper to electronic processes Organize Find Display Process documents Increase efficiency Information sources AX Secure documents by saving directly to AX Captiva SNAP OCC Classify, Prepare, Connect to process Export, Share any information Search from LOB apps
  8. 8. OpenText Confidential. ©2017 All Rights Reserved. 8 Deploy AX as a content service for your Product A robust, REST and .NET API provides a full SDK for ECM that can be completely buried behind your UI or simply white-labled • Ideal for OEM integrators that need embedded content services to manage documents • Provides embeddable web components via REST, HTML5 • Search/retrieval, Viewer, Redaction, Import/Export, Workflow • Provides a .NET engine library for localized and server-side processing • Exposes entire engine to integrators for full customization and extension • Multi-tenant, hosted capability for SaaS providers • SSO-capable for cloud-based deployments • White-label for both on-prem and hosted deployments
  9. 9. OpenText Confidential. ©2017 All Rights Reserved. 9 What is ApplicationXtender Document Management for your product
  10. 10. OpenText Confidential. ©2017 All Rights Reserved. 10 Capture Key features: • Easy installation, configuration, and operation — Rapidly deploy ApplicationXtender Capture Package to address document imaging requirements. • Full-featured batch-scan and index — Perform all major batch-scan and index functions including input, import, index, and output processing. • Multiple workstations — Simultaneously index information from one batch on multiple workstations to quickly import scanned images. OpenText ApplicationXtender Capture Package module Key need: Bring documents under control without investing in new tools What this brings to you: • Centralize content from different depts, Satellite offices, etc. • Control the settings for easy deployment to both clinical and admin staff • Auto-processing saves users from having scan each patients’ document during the new patient or transfer steps • Ensure the signed releases and other paper documents can be linked and found with the same search as electronic documents related to the paper ones.
  11. 11. OpenText Confidential. ©2017 All Rights Reserved. 11 Organize OpenText ApplicationXtender (core module) Key features: • Simple administration and remote management. • Improved performance, extensibility, and scalability. • Enhanced security allows for single-sign-on across business applications. • New User Interface based on clean look to focus users on their tasks and documents. • Context-driven navigation and a new document viewer bring a rich experience to nearly any HTML5-compliant browser without plug-ins. What this brings to you: • A set of tools to manage Paper and Fax records • A method to control of non-EMR documents to meet regulatory standards around personally identifiable information-PII • Control patient documents that are part of multiple groups processes (Test ordering, pre-approvals for tests, billing) Key need: Increase the usefulness of documents through organization and accessibility
  12. 12. OpenText Confidential. ©2017 All Rights Reserved. 12 Capture Cutting edge customers looking for integrating mobile and cross-clinic processes may need add-ons • Validate content and metadata at the source • UI optimized for distributed Office Workers with a guided experience • Out-of-the-box create and add tags to full-text PDFs & export to CMIS-compatible backend OpenText LEAP SNAP OpenText Captiva • Extract key key information to connect clinical information to billing information • Extend capture to mobile devices for in-app capture • Integrate capture into any service via RESTful services If they: 1.Want a completely mobile document capture system. 2.Have other OpenText products that need document ingestion If they: 1.Have large batches that are across several processes or clients 2.Are using AX as part of a larger multi-app process
  13. 13. OpenText Confidential. ©2017 All Rights Reserved. 13 Use however ApplicationXtender Web Services module Key features: REST Services provide a highly efficient and resource-centric API for developing fast and efficient content solutions geared toward web, mobile, and other platforms. REST services provide a framework to extend AX into your day-to-day processes easily providing custom built applications for your business. Make documents available to other applications What this brings to you: • Ensure information in scanned documents can be extracted and added appropriately to your core product • Expand the integrations without affecting core security. • Provide document access to satellite or outpatient clinics without allowing access to core product features Key need: They already have standardized on a different application but need a full document repository to handle documents
  14. 14. OpenText Confidential. ©2017 All Rights Reserved. 14 Economic choice without sacrificing features • Focus on document-driven processes • Deployments can start small with a single application, departmental use- case, or solution • Quick ROI accelerates adoption of the platform across the organization • Limited IT Involvement/Overhead required for maintenance
  15. 15. OpenText Confidential. ©2017 All Rights Reserved. 15 Solve multiple customer use cases with a single application Use Case Your Requirements Scan, Store, and Retrieve  Reduce costs of developing integrations into several ECM products  Free up costly upgrade and R&D time by providing high quality document management as part of your product  Expand reach of your solution into cross department solutions Automate Business Processes  Integrate documents into your application without the technical overhead.  Provide flexibility in how workflows are executed based on customer needs  Extract key data from documents for use in your analytics modules  Retain information according to policy consistently, organization-wide  Long-term archiving of images for compliance purposes Control Information to Ensure Compliance Your Customer’s Challenges  Need documents fully searchable in- app  Need data from documents as part of products workflow  Need quicker access to content  Need real-time workflow in application using external documents  Documents hold key data for process analytics  Expanded use of product beyond just LoB  Information security is a concern  Have problems managing documents that are related to compliance due to multiple software products
  16. 16. OpenText Confidential. ©2017 All Rights Reserved. 16 Route Upgrade your product to provide complete HIM management OpenText ApplicationXtender Workflow manager module Key features: • Workflow console — Manage, integrate, and categorize manual and automated processes from a central dashboard. • Process and forms designers — Model new processes and forms with easy-to-use, web-based editors. • Insightful workflow analytics — Optimize processes with powerful tools such as real time alerts, 3D drill-down graphs, and process statistics. • Robust process reporting — Establish key performance indicators and business activity thresholds to monitor processes and measure productivity. OpenText ApplicationXtender Connector module Key features: • Low-code integrations into key products such as Microsoft Office products as well as HTML/XML based thin client applications. • In-App access to AX content in Line of Business applications using any web or typed search term for searching for documents related to key processes.
  17. 17. OpenText Confidential. ©2017 All Rights Reserved. 17 Use where-ever Enable mobile devices through secure access to information Allow doctors and patients to review specific documents without risking HIPAA compliance or internal systems ApplicationXtender provides complete information lifecycle management Key features: New User Interface based on clean look to focus users on their tasks and documents. Context-driven navigation and a new document viewer bring a rich experience to nearly any HTML5-compliant browser without plug-ins. REST Services provide a highly efficient and resource-centric API for developing fast and efficient content solutions geared toward web, mobile, and other platforms. REST services provide a framework to extend AX into your day-to-day processes easily providing custom built applications for your business. OpenText ApplicationXtender Public access module OpenText ApplicationXtender Key features: Extends information access to non-licenced user/partners to read-only access
  18. 18. OpenText Confidential. ©2017 All Rights Reserved. 18 How ApplicationXtender fits into healthcare management Section subtitle to go here
  19. 19. OpenText Confidential. ©2017 All Rights Reserved. 19 Health records management and ECM needs • Control the administrative documents without altering your core application: • AX has the ability to scale to a large number of non-clinical staff expanding the value of your product • Extends application’s reach into other business units provide a complete “HIM” solution not just a EMR/EHR solution • Keep your focus on the clinical data management while expanding functionality • Extend your reach by using AX to manage documents related to their processes but are owned administrative groups; medical billing, ICD-XX coding, etc • Ease the development and upgrade by abstracting the connection of information to standard administrative systems; ERP (Dynamics, Peoplesoft, SAP) HRIS (Dynamics, HCM, Success factors), web portal to ApplicationXtender • This reduces the need to expand or re-direct Dev teams in order to expand the product features
  20. 20. OpenText Confidential. ©2017 All Rights Reserved. 20 Healthcare clinical and administrative tools COMMUNICATE TRUST PROCESSCONTENTCAPTURE Extend your application into healthcare administration with full BPMN workflow and process management. 1.Expand administrative support without compromising the healthcare focus of your internal development team. 2.Provide a flexible yet secure framework for customers to comply with healthcare interoperability and accessibility requirements. 3.Expand your market into process heavy niches such as diagnostics and pharmacy management. Incorporate a web-based portal complete with document search and access control into your product. Ease interoperability through standardized REST and SOAP SDK. Retain rights management inside your system Extend your capabilities into paper records through scan and OCR capabilities. Extract data from formatted documents for use in your products processes and analytics.
  21. 21. OpenText Confidential. ©2017 All Rights Reserved. 21 Extend your capabilities using ApplicationXtender Administration Insurance forms Patient registration Specialty requests Medical records Patient notes Facilities mgmt. HR mgmt. Vendor mgmt Rx records Medical records Test results Your Core valueAdditional capabilities
  22. 22. OpenText Confidential. ©2017 All Rights Reserved. 22 Report OpenText ApplicationXtender Reports Management module Key features: • Automatic report indexing — Process, index, and store reports within ApplicationXtender as they are produced. • Advanced print streams support — Preserve advanced formatting with support for AFP, Metacode, PCL, and PDF print streams as well as traditional formats such as ASCII and EBCDIC. • High-fidelity electronic display — Display electronic reports in same format as print versions, improving customer service. • System monitoring — Audit system use and performance and confirm job completion. • Long-term report archiving — Provide long-term retention of report information. What this brings to you: • Need to generate reports from data contained with AX for non-users. • Need to integrate process reports from AX managed processes with Enterprise reporting Key need: Key stakeholders need access to reports on various aspects of document use, process efficiency and bringing data into analytics programs
  23. 23. OpenText Confidential. ©2017 All Rights Reserved. 23 Offer administrative tools through ECM for small clinics • Small clinics are looking to minimize the number of places that their Front desk staff have to go to support the medical care team. • Front desk staff often are faced with the problem involved with both clinic management and moving medical information between doctors, aligned clinics and diagnostic/pharmacy services. • ApplicationXtender has the tools to integrate into the EMR/EHR platform. This can be used to ensure data resides in the best location while allowing the admin staff to handling billing, scheduling and other tasks which are document heavy without duplicating or removing medical information from the system. Clinical and billing task Core Admin tasks System of interaction System of record ICD-10/HL7- based replication User-defined document movement EHR/ CPOE Archive Ad hoc/ Fileshare
  24. 24. OpenText Confidential. ©2017 All Rights Reserved. 24 Patient database (EHR/EMR) Clinical management system NurseDoctor Administrator Insurer/Payer Your Current System Insert information into your UI from additional sources Forms,Notes, X-rays, test results Hospital 3 Compliment and extend your service without losing control ApplicationXtender AX Reports Management Export, Share any information AX Workflow manager Automated processes (schedules, Rx, ordering) E-Forms Patient insurance, Contact information FilterRole- Based Access Control Find
  25. 25. OpenText Confidential. ©2017 All Rights Reserved. 25 Organize OpenText ApplicationXtender Full Text Search module Key features: • Precise search results — Combine keyword and full-text searches to quickly return precise search results. • Advanced search functions — Perform advanced search functions i.e. “fuzzy logic” without complex search syntax. • Support for hundreds of file formats — Search more than 200 file formats out of the box. • Role-based information access — Ensure appropriate access to information through role- based user access. Key need: What this brings to you: • Enhanced search for integrating scanned documents and clinical documents • A live archive to be able efficiently find documents and images from older material (i.e. 5+ years ago) Increase accessibility to key documents of all types across clinical and administrative departments
  26. 26. OpenText Confidential. ©2017 All Rights Reserved. 26 Be ready for new use cases for documents EMR in large specialty practices EMR in hospital Test results? Referral/Hand-off Extend your product’s reach by extending support to remote and telemedicine with low IT solutions Patient 1 Patient 2 Nurse Practioner Rural GP
  27. 27. OpenText Confidential. ©2017 All Rights Reserved. 27 AX provides partners a bridge to a wider set of content related services • Built on OpenText technologies • Database and Storage Agnostic • HTML5 user interface • Reusable UI components • RESTful Services • Easy to deploy • Small footprint • Minimal maintenance required • Low barrier to entry
  28. 28. OpenText Confidential. ©2017 All Rights Reserved. 28 We maintain a premium platform so partners can concentrate on solving healthcare problems Our partners can focus on their business knowing that they have a dedicated technology partner who understands the value of an innovative platform. Capture Use Archive Partner Focus
  29. 29. OpenText Confidential. ©2017 All Rights Reserved. 29 twitter.com/opentext linkedin.com/company/opentext Thank you twitter.com/CW_InfoGardener Want to learn more about what is next for ApplicationXtender check our blog ApplicationXtender OEM page

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