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NEW EDM/Online Record Center Features
GRM’s expanding Electronic Document Management and Online Record Center
capabilities continue to help businesses reduce risk and lower costs. Our latest
advancements, like the Cloud-based digital foundation on which they are built, benefit
organizations, large and small, by enabling information to be managed with greater
control, compliance, flexibility, integration and automation.
Our latest innovative technology features include:
Online Record Center Standard User Interface
Our completely SOC2-compliant web-based system supports all major browsers, including Firefox,
IE and Safari, so there is no need to install special software. Security is ensured through a User
Name and Password protected protocol able to accommodate a company’s specific credentials. Also,
highly intuitive navigation as well as a variety of formats and views make the system easily
accessible and customizable with little or no training required.
HL7 Connectivity
In support of the Healthcare Industry, especially, GRM digital services are HL7 compatible, which means they can
provide secure data transfers and distributions of medical records between various systems, facilities and other
medical outlets. HL7 connectivity allows us to deliver substantial, cost-effective, process and storage benefits
before, during and after EMR migrations and implementations. We are able to deliver seamless integration
with EMR Systems such as McKesson, All Scripts, Meditech, Cerner and many others. Working with a client’s
IT Department, we certify that systems are configured for connectivity that meets or exceeds designated needs.
New, Improved eForm Design Tool
Our fully customizable, eForm design tool is becoming widely recognized as an information management
industry-best feature. For the vertical market of Healthcare, in particular, we provide a medical eForm solution
that completely digitizes and automates the multiform processes associated with Admissions and Clinical
records. For hospitals and other medical centers, this typically saves 40-50% of the cost associated with using
pre-printed forms. It also significantly reduces admission/clinical errors and fraud.
Secure. Reliable. Easy.
SOCaicpa.org/soc
Fo
rm
erly SAS 70 Repo
rts
AICPASe
rvice Organization Contr
olReports
S E R V I C E O R G A N I Z AT I O N S
Seamless Integration with Other Systems
As a single, Cloud-based, digital repository, the GRM Online Record Center is compatible with SAP, Onbase,
Docuware and Laserfiche and other systems. The Online Record Center enables files to be easily preserved
and transferred without having to be separately removed and uploaded. Seamless integration also extends to customers
using Kofax Ascent scanning and imaging software, allowing them to transparently push scanned images
into the Online Record Center, from which they can initiate a wide range of information extraction, workflow
automation processes.
Microsoft Office and Outlook Feature
Formerly an add-in, this feature now comes as an Online Record Center standard. Better
yet, it has been enhanced with new functionality. Now, at no extra cost, you can save
Office documents and Outlook messages and attachments to any Online Record
Center remote server folder. You can also save edited documents as new revisions with
comments, add stored documents as links or attachments to messages and fully search the text
of messages and attachments.
Adobe Acrobat Feature
Another former add-in that is now a no-extra-cost standard. With this tool, you’re able to edit and
save files in PDF, one of the most widely accepted business document formats. Now, it’s easier and
more cost-effective than ever to sign documents and drop them into the Online Record Center for
distribution, sharing, processing and archiving.
Online Record Center Connect
This remote data receiver is able to pull information from emails, faxes and databases and transmit it for
backup and storage to the Online Record Center. Multiple email accounts can be continuously monitored
for messages and attachments that are captured and saved to the repository. The tool can also be configured to trigger
automated business processes.
Salesforce Integration
The GRM Online Record Center integrates with Salesforce, the global enterprise software company. This compatibility
helps you build prospects and leads into actual clients. It allows you to respond quickly, knowledgably and
confidently to customer calls and emails through the ability to search, access and share important data or
documentation instantly.
Intelligent Capture
GRM provides state-of-the-art imaging, coding and indexing that allows information extracted from scanned
paper documents and digital files to be automatically repurposed with extraordinary accuracy and speed.
The information is inserted into the Online Record Center for archiving and routing to other databases and process
systems (both local and remote) as needed.
E-Delivery Workflow
The Online Record Center accommodates workflow integration for advanced business process automation.
Partial and fully defined workflow capabilities include control approvals, pre-distribution reviews, personalized task
lists, email notifications, intelligent routing based on key field indicators and metadata values, form process
automation, user feedback and comments capture, continuous tracking and much more.
If you have any questions or needs regarding GRM EDM services, including the Online
Record Center, please contact the EDM Support Team at (email, phone number to come)
for details and assistance.
1.866.947.6932 | www.grmdocumentmanagement.com

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GRM Electronic Document Management "EDM" Features

  • 1. NEW EDM/Online Record Center Features GRM’s expanding Electronic Document Management and Online Record Center capabilities continue to help businesses reduce risk and lower costs. Our latest advancements, like the Cloud-based digital foundation on which they are built, benefit organizations, large and small, by enabling information to be managed with greater control, compliance, flexibility, integration and automation. Our latest innovative technology features include: Online Record Center Standard User Interface Our completely SOC2-compliant web-based system supports all major browsers, including Firefox, IE and Safari, so there is no need to install special software. Security is ensured through a User Name and Password protected protocol able to accommodate a company’s specific credentials. Also, highly intuitive navigation as well as a variety of formats and views make the system easily accessible and customizable with little or no training required. HL7 Connectivity In support of the Healthcare Industry, especially, GRM digital services are HL7 compatible, which means they can provide secure data transfers and distributions of medical records between various systems, facilities and other medical outlets. HL7 connectivity allows us to deliver substantial, cost-effective, process and storage benefits before, during and after EMR migrations and implementations. We are able to deliver seamless integration with EMR Systems such as McKesson, All Scripts, Meditech, Cerner and many others. Working with a client’s IT Department, we certify that systems are configured for connectivity that meets or exceeds designated needs. New, Improved eForm Design Tool Our fully customizable, eForm design tool is becoming widely recognized as an information management industry-best feature. For the vertical market of Healthcare, in particular, we provide a medical eForm solution that completely digitizes and automates the multiform processes associated with Admissions and Clinical records. For hospitals and other medical centers, this typically saves 40-50% of the cost associated with using pre-printed forms. It also significantly reduces admission/clinical errors and fraud. Secure. Reliable. Easy. SOCaicpa.org/soc Fo rm erly SAS 70 Repo rts AICPASe rvice Organization Contr olReports S E R V I C E O R G A N I Z AT I O N S
  • 2. Seamless Integration with Other Systems As a single, Cloud-based, digital repository, the GRM Online Record Center is compatible with SAP, Onbase, Docuware and Laserfiche and other systems. The Online Record Center enables files to be easily preserved and transferred without having to be separately removed and uploaded. Seamless integration also extends to customers using Kofax Ascent scanning and imaging software, allowing them to transparently push scanned images into the Online Record Center, from which they can initiate a wide range of information extraction, workflow automation processes. Microsoft Office and Outlook Feature Formerly an add-in, this feature now comes as an Online Record Center standard. Better yet, it has been enhanced with new functionality. Now, at no extra cost, you can save Office documents and Outlook messages and attachments to any Online Record Center remote server folder. You can also save edited documents as new revisions with comments, add stored documents as links or attachments to messages and fully search the text of messages and attachments. Adobe Acrobat Feature Another former add-in that is now a no-extra-cost standard. With this tool, you’re able to edit and save files in PDF, one of the most widely accepted business document formats. Now, it’s easier and more cost-effective than ever to sign documents and drop them into the Online Record Center for distribution, sharing, processing and archiving. Online Record Center Connect This remote data receiver is able to pull information from emails, faxes and databases and transmit it for backup and storage to the Online Record Center. Multiple email accounts can be continuously monitored for messages and attachments that are captured and saved to the repository. The tool can also be configured to trigger automated business processes. Salesforce Integration The GRM Online Record Center integrates with Salesforce, the global enterprise software company. This compatibility helps you build prospects and leads into actual clients. It allows you to respond quickly, knowledgably and confidently to customer calls and emails through the ability to search, access and share important data or documentation instantly. Intelligent Capture GRM provides state-of-the-art imaging, coding and indexing that allows information extracted from scanned paper documents and digital files to be automatically repurposed with extraordinary accuracy and speed. The information is inserted into the Online Record Center for archiving and routing to other databases and process systems (both local and remote) as needed. E-Delivery Workflow The Online Record Center accommodates workflow integration for advanced business process automation. Partial and fully defined workflow capabilities include control approvals, pre-distribution reviews, personalized task lists, email notifications, intelligent routing based on key field indicators and metadata values, form process automation, user feedback and comments capture, continuous tracking and much more. If you have any questions or needs regarding GRM EDM services, including the Online Record Center, please contact the EDM Support Team at (email, phone number to come) for details and assistance. 1.866.947.6932 | www.grmdocumentmanagement.com