The document discusses the transition from paper to digital systems, highlighting the benefits of document management systems that enhance security, accessibility, and efficiency. It outlines the technical aspects of developing electronic forms and compliance software, as well as tools for data transfer and reporting. Key recommendations include starting with basic transitions, considering interaction universality, and emphasizing the importance of training.

1. From Paper to Digital
An Evolution of Products and Services
Taino Consultants Inc
Dr. Jose I. Delgado

2. Solution & Evolution

3. • Paper Facts – the average company

4. • Paper Facts – the average company
Continuation

5. • Digitize/scan
Document imaging is the
conversion of paper
documents into electronic
documents. Once stored on
your desktop computer or our
Applications Service Provider
these documents can be
retrieved effortlessly in
seconds.

6. A Document Management System is a software
that allows you to manipulate files as if they
were paper documents.
A Document Management System is a software
that allows you to manipulate files as if they
were paper documents.
DOCUMENT MANAGEMENT SYSTEMDOCUMENT MANAGEMENT SYSTEM
 Enhance the security of files;
 Accessibility of files across the World via Internet connection;
 Cost efficient retention guidelines alternative;
Exonerate staff from dependence on others to locate files;
 Reduce the amount of time users have to spend managing paper;
 Reduce the volume of generated paper by 50%....

7. Electronic Forms
• Industry Specific
• Template driven
• May feed and be fed by database
• Most current example – Electronic Health
Record

8. Doculinx

9. Technical Basics
• Application software development tools used to construct system
Generic code editor and the SQL Server management interface
• Database software tools used
Doculinx can operate on any MS SQL Server Version, but was originally
developed on MS SQL Server 2000
• Reporting software tools
All reporting that is not part of the common package can be done
using Crystal Reports, but custom reporting development is a
common enhancement request through customer support.

10. Interfaces
• ÜberMover : file mover that enables
organizations to move data from various sources
to various destinations using an array of file
formats and transfer protocols.
• ÜberXchange: enables health systems to
exchange information securely to both internal
and external trading partners, such as the CDC,
health information exchanges (HIE), state public
health laboratories, and the Nationwide Health
Information Network (NHIN).

11. Compliance Software
• Independent Product
• Designed to assist customers with compliance
issues required by legislation
– Policies and Procedures
– Action Items
– PDF fillable forms

12. Uber University
• Online technical courses
• Provides certification in technical subjects
• Course length vary from 30 minutes to hours
• Customer flexibility
– Time and date
– Number of courses

13. Underlying Issues
• Security
• Portability
• Audit trail
• Controlled Access
• Redundancy
• Accessibility

14. Summary
• Transitions are difficult
• Start with the basics
• Consider Universal Interactions
• Training is key
• Document
– How to: Policies and Procedures
– Actions taken: Forms

15. Dr. Jose I. Delgado, President
www.TainoConsultants.com
DrDelgado@tainoconsultants.com