Simplify your Secure Communications

Communicating to your constituents—members, customers, employees—in a highly regulated industry can be a challenge. Whether you’re sending claims reports, verification of eligibility, bills, W-9s or personalized marketing messages, you’re dealing with sensitive personally identifiable information and protected health information.

These communications are typically filled with variable fields that pull data from disparate data sources, and the final product must be sent securely and adhere to HIPAA and other standards.

Using existing tools or methods, you typically create a document, pepper it with variable fields that need to be filled and send it to IT to be put in their workflow...and into their schedule. Once created, IT uses a tool, such as encryption or managed file transfer, to ensure the information is sent securely.

The Complete Correspondence EngineTM simplifies and streamlines this process. It lets you easily define, generate, deliver and track communications with enterprise-level security and with little IT involvement after initial set up. Use provided or customized templates to create your message; our tool then easily connects to existing data sources to fill variable fields.

 


The Complete Correspondence Engine can be used across your healthcare organization:

    Customer Service:
    Human Resources:
    Accounting:
    Marketing:

    • Respond on-demand to individual policyholder requests for information.

    • Shorten response time with ad-hoc batch mailings defined, generated and scheduled for delivery by business users.

    • Send W-9s and other sensitive employee information.

    • Produce personalized employee correspondence without IT involvement—everything from pay stubs to health plan selections.

    • Easily create scheduled batch mailings for billing statements—paper or “paperless”—personalized with policy term and type, and statement of services provided.

    • Create personalized marketing emails to policy-holders as you would with other email programs. The difference—this is secure when you need it to be.



    Because administrators of our tool are likely different than the people who will be using it, the engine accommodates different roles across your organization via:
    • An ‘Admin’ portal through which templates and documents can be built, automated, batch-scheduled and permissions controlled.
    • Functionality to allow users to create ad-hoc batch mailings.
    • A ‘Rep’ portal through which individual documents can be downloaded, emailed or directed to USPS or an express service.
    • A document portal, where your constituents can define their delivery preference and securely access their document history.
    • Available APIs to power your member/employee portal.

product features

  1. Easily connect your data
    Your sensitive documents may need to pull data from disparate sources (monthly accounts tables, claims tables, etc) - we make it simple to connect your sources to our engine.
    We have built a portal through which users can pull in their constituent data, whether in sql, json or xml format. Our webservice is equipped to handle oauth security.

    For more complex documents, data pulls can even be combined.

    Examples of documents that can be securely generated from your data sources include claims reports, verifications of eligibility, invoices, W-9s, etc.
  2. Manage complex document-sending processes
    We understand that sensitive documents may have a variety of idiosyncratic processes associated with them. We make it easy to automate your procedure(s), whether sending your documents as a batch or individually.
    Admin users can specify a variety of options and controls for a given document, for example:
    1. Require explicit sign-off from recipients for electronic delivery.
    2. Choose the delivery methods that documents are authorized to use ('Fedex', 'Fax', etc).
    3. Set expiration dates for documents.
    4. Automatically remove documents from recipient's portals.
  3. Different tools for different roles
    We understand that the administrators of a process are often not the same people as those who execute the process. Our tool accommodates different roles.
    1. We have an 'Admin' portal through which documents can be built, automated, batch-scheduled and permissions controlled.
    2. We have a 'Rep' portal through which individual documents can be downloaded, emailed or directed to another channel.
    3. And, of course, we have API's available to power your member / employee portal.

Let's talk!

If you'd like to learn more about how our Complete Correspondence Engine can make your life easier, give us a call at 857-600-0603 or email us at tools@concept2completion.com


f.a.q.

    Q: How much I.T. involvement will your installation take?

    A: We have designed our application to sit at the plug-and-play end of the enterprise software spectrum. If you already have web-services set up for your constituent data, we can get you up and running off a local virtual machine in no time.

    Q: How does your tool integrate with my data?

    A: We accommodate a variety of data integration methods: json / xml web-services (with or without oauth), database link, and more. If you do not have pre-existing web-services, we can work with your I.T. team to set these up quickly.