Open new business channels, improve internal processes, and satisfy the most demanding verticals.
- Improve data security & accessibility
- Enhance worker productivity
- Manage onboarding of new accounts
- Affordably outsource operations
- Automate invoice processing
- Reduce Remote Deposit Capture Costs
- Improve HR record security & reporting
- Win clients in specialized industries
- Enhance customer support resources
- Process client surveys with ease
- Improve equipment reliability and life span
The data capture process reads the information contained in these document assets, and the storage in a repository creates a centralized location for all documents—regardless of their origin. Converting paper documents to electronic images allows the images to be backed up to off-site storage that is a lifesaver in the case of a disaster such as floods or fires.
Finding and sharing documents becomes much easier once documents are scanned and indexed with data that allows retrieval of the documents and the generation of useful reports. The scanned images can be used to support online requests for documents, public-facing websites, and more. Additionally, facility space that was previously used to store paper can be repurposed.
When working with a client to implement an electronic workflow, InStream first does in-depth analysis of the client’s internal paper processes to find best way to optimize the work. Only then is the flow of the organization’s work converted to electronic document processes. Electronic workflows allow organizations to develop key reports for administrative processes and operations, monitor worker productivity and backlog in real time, outsource administrative processes to become more efficient, and identify trends that help in planning staffing. The number of documents assigned to and processed by each worker can be monitored, reported or reassigned within the company or to an outside resource.
With a combination of eforms, capture, storage, and workflows for new accounts and originating loan docs, the onboarding process can be simplified and streamlined.
Once incoming paper forms are converted to electronic images, outsourcing at any level of complexity becomes significantly more efficient and cost-effective. Organizations can outsource enrollment, survey, and prior authorization processing. InStream can offer HIPAA, CMS, and state-agency compliant processing at any document processing stage.
InStream’s service can manage the flow of electronic documents through secure electronic workflows between one or more client facilities, to remote employees, or to the offices of an outsourcing company and back, as though all participants are in the same office. Organizations can choose from domestic or offshore outsourcing. InStream’s outsourcing teams are subject matter specialists, providing knowledgeable additional resources during expanded hours of service, for time-sensitive projects, or seasonal tasks.
Invoices and receiving documents arriving in company facilities are scanned and sent electronically for processing. The established rules and approvals for processing each invoice, whether simple or complex, are enforced by the system. Purchase order and contractually based invoices are verified to the originating documents. Approved invoices are sent to accounting, inventory management software, and purchase order software.
More staff time becomes available to focus on exceptions and incorrect invoices. Earlier fraud detection and compliance improve through better processes and reporting. Duplicated invoices are quickly detected and approval processes must be followed. The scanned images are easily accessible for subsequent retrieval, audits and more.
More and more, clients are enjoying the benefits of remote scanning. With the larger adoption of this technology and the aging of the equipment, fulfillment and servicing the equipment has correspondingly grown. InStream is one of the USA’s largest providers of fulfillment and service of RDC scanning equipment including one of the nation’s largest banks.
Your branches and customers depend on the proper maintenance and shipping of RDC scanning equipment. Working with the right partner for these services will allow you to avoid expensive and unplanned charges. Our clients include top 15 banks as well as community banks. An excellent integrated online system is available for our bank customers and clients to process orders and service requests.
Converting documents to electronic records adds a high level of both accessibility and security. By storing electronic HR documents in a single repository, historical records are easy to find and reference with the appropriate security controls. InStream solutions empower organizations with multi-site footprints to efficiently and securely manage employment data. Remote locations are empowered to use these tools to deliver data to the home office, reducing the risks of site-stored data getting lost or disconnected from centralized repositories.
Using e-forms and electronic workflows, paper-laden processes like new employee on-boarding can easily be converted to eform-based processes. With electronic workflows, candidate information can be automatically routed to hiring departments. The system can store and check for completion of initial hire forms along with to annual reviews, reprimands, status changes, and promotions, creating a single database for employee information. Regulatory, insurance and other compliance information can be retrieved much easier from the indexed form data.
However, they do have unique needs for payment processing. InStream has a strong healthcare clientele including one of the nation’s largest payers. We are very familiar with the challenges of managing EOB and patient payments. Our ability to integrate healthcare processing requirement in the virtual lockbox makes us a perfect fit for partnering with banks on their healthcare initiatives.
InStream management has significant experience with phone support and any correlated fulfillment. InStream has the expertise in technology, customer support, and fulfillment to cost-effectively provide these services.
Survey techniques are evolving, and new tools are available. Customer demographics and products, as well as business needs, will determine the most suitable survey tools. InStream helps clients process mailed surveys and can build labor saving e-forms for customer to complete.
Most scanner maintenance is performed onsite, and these affordable and flexible plans can be customized based on business needs, including options for advance unit exchange services.