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Concord Document Processing

Securely receive faxes directly into Salesforce Health Cloud

Overview

See How Concord Document Processing Works

  • We are SOC 2 Type 2, PCI Self-Certified, and certified by HITRUST, which aligns with key healthcare information security and privacy regulations, including HIPAA.

  • Concord's implementation team ensures enterprises can easily migrate away from even the largest and most complex fax server configurations, with minimal impact on productivity and operations.

  • Migrate your existing fax numbers to Concord and provision new numbers as your business grows. Concord's implementation team makes the process easy and is there for you throughout the migration process.

Our integration allows you to deliver faxes directly to Salesforce Health Cloud with no user interaction to remove cumbersome manual upload processes. Alternatively, you can leverage Concord’s document workflow portal for initial triage and review before pushing the fax to Health Cloud. This option provides users the opportunity to confirm the fax should go to Health Cloud and perform actions like splitting, merging, rotating, signing, and annotating the fax. Metadata extracted via Concord's machine learning algorithms or manually entered via the portal is passed along with the fax and mapped to Salesforce fields. No need to worry about fax servers or telephony management; Concord's team takes care of the scalability, redundancy, and security aspects of managing the cloud fax platform.

Categories

Business Needs
Document Management
Industries
Healthcare & Life Sciences
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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