Recent legislation and changes in information technology have brought about many changes with regard to information management in the Healthcare industry. The enactment of HIPAA and the regulations it imposes regarding Patient Privacy and Accountability, have caused Healthcare providers and services to assess their current records management practices and IT environments to ensure compliance with the HIPAA regulations are met.

While the major focus area a healthcare entity must address in meeting HIPAA compliancy requirements is to establish and maintain comprehensive administrative policies and procedures that comply with the above rules, the technology requirements address how internal and distributed systems should be configured to comply primarily with the Security rule. This includes but may not be limited to Firewalls, Virtual Private Networks (VPN), data encryption, the physical security of the system and data storage. The remaining technology requirements address the Privacy rule and access to health information with provisions for an audit trail of access and /or transactional activities.

Healthcare providers and services can leverage the Docubase Electronic Content Management (ECM) solution, to address managing and securing information in a standard and consistent manner, controlling business processes and information access at the user level through the use of unique user ID and passwords and logging access to documents by computer name and user ID.

Docubase ECM solutions enable Healthcare organizations to:

  • Capture and manage all patient information whether paper or electronic
  • Control and log access to patient information
  • Ensure standard and consistent information management practices with access for authorized personnel only
  • Control distribution functions like print, fax, and e-mail, at the user level

Typical applications using a Docubase ECM solution within the Healthcare sector include but are not limited to:

  • Patient Records
  • Claims Processing
  • Admissions
  • Purchasing
  • Security
  • Pharmacy and Inventory Control
  • Shipping and Receiving
  • Human Resources
  • Accounts Payable and Accounts ReceivableWe encourage you to explore the benefits of using a Docubase ECM solution in your organization and contact us for a free demonstration and assessment with one of our representatives.


As a Legal Practitioner and member of a larger firm or organization, you are faced with an extremely competitive environment. Mounting pressure to improve client service levels while at the same time increase profitability drive you toward the use of technology enhancement to streamline operations and establish a consistent means of managing corporate information in a coherent manner that delivers interoperability with your current business applications. All of these have a major impact as success factors for your practice. Yet these are not the only concerns you must address. Compliance of many sorts, adherence to Court edict and discovery requests, timely delivery and disclosure, all part of the daily routine, could spell disaster for your case, your firm and your reputation if not handled properly and professionally.

Docubase Information Suite enhances your firm’s capabilities by incorporating one of the most comprehensive software solutions into your environment using proven technology and simplified methodologies that enable productivity gains to be reached in minimal time. The secure nature and audit tracking provides assurance that you will be able to meet compliance demands fully while the interface allows users to access and distribute information with the stroke of a key rather than having to learn complex search and review procedures.

We encourage you to explore the benefits of using a Docubase ECM solution in your organization by contacting us for a free demonstration and assessment with one of our representatives.

For Financial Services

Increasing demand by customers for enhanced bank and financial services providers to deliver full featured end-to-end services from banking and investments to lending and insurance creates serious challenges in remaining competitive. As a result, banks and financial services providers are seeking to integrate critical business processes across multiple business segments and link legacy systems throughout the enterprise to Electronic Content Management (ECM) solution that will deliver and present a plethora of information to the desktop, regardless of format.

Differentiation is achieved by focusing on enhancing the efficiencies of business processes that deal with managing and distributing information that in turn precipitates timely decision-making. Banks and financial services providers seeking a competitive advantage are implementing Docubase ECM solutions that allow them to capture, manage, and distribute information across the enterprise while adhering to the business rules that are in place. In banking for example, the use of Docubase Check Manager™ allows the teller, or any of the institutions representatives dealing with check payments, to scan the check to read the MICR Code, capture an image of the check and automatically launch a query to an application that will in turn present an image of the signature on screen and in some cases, verify account balances.

Docubase Systems, Inc. enables Financial Services Providers to:

  • Standardize how information is captured, managed and distributed across every business segment as a single entity or at an enterprise level
  • Streamline operations by automating business functions, including check processing, and increasing employee productivity while at the same time lowering operating costs
  • Provide information security and controlled access Scale their solutions from standalone or departmental to enterprise-wide as internal and external demands dictate
  • Increase customer service levels and expand service offerings by implementing self service inquiries and transactions through Web access

Typical applications within the Financial Services sector include but are not limited to:

  • Customer Records
  • Human Resources
  • Loan and Mortgage Applications
  • Signature Verification
  • Transaction Requests
  • Accounts Receivable and Accounts Payable
  • Check Processing
  • Litigation Support
  • Credit Card Transaction Records

We encourage you to explore the benefits of using a Docubase ECM solution in your organization by contacting us for a free demonstration and assessment with one of our representatives.


Letter from Cortez Community Bank