Healthcare Solutions


Healthcare Organizations Around the World are Increasing Productivity and Improving Customer Service Quality with Treeno Electronic Document Management and Workflow Management

Solutions for:

  • HL7 Interface – Admission Process
  • Application Integration with Patient Information Systems
  • Patient Record Archive and Retrieval
  • Billing and Finance
  • Policy and Procedure Management
  • Jayco Correction Action Management
  • Vendor Contract Management
  • Integrated Customer and Vendor Portals
  • Document Retention Policy and Process
  • Compliance
  • Human Resources

Healthcare organizations of all types and sizes face intense economic, regulatory and competitive pressures. Organizations must find efficient ways to satisfy these requirements while keeping costs to a minimum and maintain their accreditations.

To maintain a competitive advantage, organizations must deliver high quality patient care while lowering operational costs. The typical office handles tens of thousands of documents and images each year requiring the allocation of physical space to store patient charts, patient information forms, insurance claim forms, explanation of benefits, treatment authorization forms, HR materials, and more. The majority of this information is handled through inefficient, manual processes. The requirement is for an easy-to-use yet powerful, integrated document and workflow management system that enables healthcare providers to store, access, manage, and share critical documents across a broad range of functions, departments and locations.

Healthcare organizations rely on Treeno Document Management to:

  • Provide simultaneous access to patient information across the provider enterprise.
  • Enable productivity tracking and accountability, ensuring turnaround requirements are always met.
  • Provide faster response to patient and provider inquiries.
  • Reduce paper, paper storage, photocopying, and faxing costs.
  • Streamline compliance driven documentation requirements including HIPAA.
  • Improve operational efficiency with minimal disruption.
  • Improve information security and document integrity.
  • Allow multiple users to view files simultaneously.
  • Reduces costs associated with paper EOB storage.
  • Increase revenues and improve customer service quality.



Treeno Electronic Document Management Solutions for Healthcare Organizations

HL7 Interface – Admission Process

Treeno EDM can interface with Healthcare Information Systems via an HL7 Interface. Upon entry of a patient admittance into application like Meditech, a patient record will automatically be added to Treeno’s secure folder structure. Treeno will produce a patient barcode routing sheet which will allow the file to be scanned directly to the patient file.

Application Integration with Patient Information Systems

The Treeno EMD system seamlessly integrates with patient information and finance applications such as Profiler. With just a single click, you can retrieve filed documents and automatically file, name and link documents to patient transactions within your patient and finance application.

Patient Record Archive and Retrieval

Treeno simplifies the archiving process by uploading patient information data directly into Treeno to automatically create patient folders. By leveraging Treeno document specific barcodes, filing of older patient files can be automated without requiring the scan processor to have to manually code the file. Treeno document type bar codes can separate the patient files into sections to allow for document types to be secured as well as allow authorized users easier access to specific files for retrieval.

Billing and Finance

Store financial documents linked to your financial application for oneclick retrieval and filing. Explanation of Benefit can be accessed and stored. Treeno EDM provides audited, secured financial transaction management.

Policy and Procedure Management

The challenge for many healthcare organizations is managing the notification and signoff process for policy and procedure changes. With Treeno EDM, version tracking will allow administration to track company policies, reflect changed and the date and time of change. With Treeno workflow notification, users associated with the policy can be notified of policy change and sign off on their acceptance and acknowledgement of the change. Policy change acknowledgement helps to protect healthcare organization from suits and penalties.

Jayco Correction Action Management

Let Treeno manage your corrective action activities following an audit. Treeno can upload the corrective management file to automatically add each activity. Each activity can be assigned to a user or department. Treeno reports can provide real time visibility to completed and non completed task. Communication on what was done to correct the action can be tracked and reported on as well. Treeno can help you to maintain your accreditation by making sure no activity is overlooked.

Vendor Contract Management

Managing and renegotiating vendor contracts can be a timeconsuming, daunting task. Let Treeno EDM help you manage the renewal process. Leverage Treeno tools to report on contract expiration, renewal, and renegotiation time lines. With Treeno’s versioning capability, you can track changes to a contract, including who made each modification and when.

Integrated Customer and Vendor Portals

The Treeno EDM solution seamlessly integrates with your client and vendor portals and allows users with appropriate permissions to access financial documents in an authenticated and secure environment. Treeno also provides a publishing portal to allow selected documents to be securely viewed by an external party. Access to the Treeno publishing portal is audited and tracked via the Treeno audit table.

Document Retention Policy and Process

Managing the quantity of client and business documents is challenging enough without adding the laborious task of managing the document retention policies specific to each document type. You can simplify retention and purging processes using business rules defined by your organization. Rules can be as simple as, “If document exceeds seven years past date scanned, purge automatically”, or as complex as, “Based on the document type, Status field, and Time Beyond Date field, notify authorized user to view prior to purge”. Mitigate your risk by establishing your retention policy and automating the process.


Treeno EDM solutions assists healthcare organizations with a variety of compliance initiatives, including:

  • Health Insurance Portability and Accountability Act (HIPAA)
  • Security Exchange Commission (SEC)
  • Financial Industry Regulatory Authority (FINRA)
  • Sarbanes Oxley Act of 2002 (SOX)



HIPAA: Privacy Standards

HIPAA: Privacy Standards

In enacting HIPAA, Congress mandated the establishment of standards for the privacy of individually-identifiable health information (such as patient records and files). According to HIPAA Standards for Privacy of Individually Identifiable Health Information (45 CFR Parts 160 and 164), covered entity must have appropriate administrative, technical and physical safeguards to protect the privacy of protected health information. HIPAA privacy regulations mandate that security safeguards be in place to control access and protect information from accidental or intentional disclosure to unauthorized persons and from alteration, destruction or loss.

As a result, new information management practices have been introduced in the healthcare industry to limit the access and viewing of patient records. But, the new generation of digital copiers and MFPs are silently storing thousands of patient records in memory every time a print or copy is made, which if accessed, could affect your business.

HIPAA covers health plans, health care clearinghouses, and those health care providers who conduct certain financial and administrative transactions (e.g., billing and funds transfers) electronically.

The final security rule states that: "The implementation of reasonable and appropriate security measures also supports compliance with privacy standards, just as lack of adequate security can increase the risk of violation of the privacy standards." Covered entities must ensure the confidentiality, integrity and availability of all electronic protected health information the covered entity creates, receives, maintains or transmits

HIPAA requires the implementation of technical security measures to guard against unauthorized access to protected health information that is being transmitted over an electronic communications network. Covered entities must provide physical safeguards, including facility access, workstation security, and device and media controls..

Learn how we can help

The MFP is the natural link between information and the way people use it, which is why Sharp offers a comprehensive security suite designed to provide our clients with a scalable approach to securing confidential information. For more information on how Sharp can help meet your privacy needs, please download the Sharp Security Suite brochure.

For more information, please see the HHS Fact Sheet located at: