Portal/ Documentation/ Document Management

Document Management Module

Enterprise document management including storage, versioning, OCR scanning, and document workflow.

3
Pages
4
API Endpoints
4
High-Priority Orgs
5
Requirements

Organization Relevance

MSO: High TPA: High MCO: High Health Plan: High IPA: Medium PHO: Medium ACO: Medium FQHC: Medium

How It Works

The document center provides organized storage for all platform documents. Documents can be uploaded, scanned via OCR, versioned, and associated with entities (members, providers, claims). Document history tracks all access and modifications for audit purposes.

Requirements

  • Document storage infrastructure
  • OCR scanning capability
  • Version control
  • Role-based access
  • Retention policy enforcement

Target Audience

All Platform Users, Compliance Officers, Administrative Staff

Pages (3)

PagePurposeKey Features
Document Center Central document repository with folder organization and search Document library, Folder structure, Search capability, Access controls
Document History Version history and audit trail for all documents Version tracking, Access log, Comparison view, Rollback capability
Document Scanning OCR document scanning and digitization OCR scanning, Field extraction, Quality validation, Auto-classification

API Integrations

  • Document upload/download API
  • OCR processing API
  • Document search API
  • Retention management API

Referenced Resources

  • HIPAA Document Retention Requirements
  • Federal/State Record Retention Laws

Expected Results

Organized, secure document management with full audit trail, OCR digitization, and retention compliance.