Document Workflow Solutions

1. Document Workflow Solutions OM Dir2Email is a solution that allows organizations to automatically manage and deliver customer information via email. This requires no action from the customer. In the past, the information available in a customer or patients portal required manual retrieval by the customer themselves. This would often include a login process. Instead of requiring a user to retrieve the information, OMP Dir2Email can securely push multiple documents to them through the organization’s email system. Healthcare Case A useful case for this would be the healthcare industry. In the past, a patient would have to navigate to a patient portal in order to receive specific documentation. In many cases, this included multiple printouts of large amounts of data. With OM Dir2Email, the customer receives an email automatically with all of the pertinent information and there are no URLS to remember or navigate to. Common Document Workflows Include: OM Dir2Email automatically emails documents from the customer portal to the customer. This is accomplished when the organization drops a customer file or multiple files into a specific directory. OM Dir2Email scans for relevant data in the filename including the email address, the name of the customer, etc. Once found, the solution inserts customer data into the document, renames it to something more appropriate, and attaches the document to an email with the proper customer email address. Multiple attachments can be sent to a customer in a single email correspondence. Features ● ● ● ● Easy configuration Secure automatic email push Automatic personalization Multiple attachments included Benefits ● ● ● ● ● ● Users are more likely to read documentation More informed/ educated users User satisfaction Lower readmittance rates Higher satisfaction scores Increased reputation

2. Next, the customer receives a personalized email with the proper paperwork, without the need to log into or navigate a customer portal. Not only does this simplify the process for the customer but also eliminates the need for unnecessary printed pages.