Case Study | July 10, 2012

Statewide Employee Benefits Group Incorporates Document Management Processes Throughout Its Entire Organization

Source: KeyMark Inc.
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What started as an isolated effort to implement electronic document management technology in the claims department of a non-profit employee health benefits group has expanded to a successful organizational-wide initiative.

At first, managers at TML Intergovernmental Employee Benefits Pool (TML IEBP) sought ways to increase efficiencies and replace a homegrown electronic system within a single department. However, after witnessing impressive process improvements and cost savings, the effort to incorporate electronic document management was broadened to include nearly every one of its departments over the course of several years.

To help handle the complex paper flow in TML IEBP’s billing and eligibility department, a robust workflow system was established. Multitudes of member enrollment forms, changes in enrollments, and termination documents are now scanned, indexed, and placed into the correct workflow queue for needed approvals and followup. Even the pool’s custom online enrollment system is synchronized to work with the rest of TML IEBP’s processes. KeyMark helped the pool engineer a process that imports enrollment system data into TML IEBP’s document management solution and sends it to workflow queues within the billing and eligibility department.

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