Document Automation for Healthcare

Create, manage and deliver personalized and engaging healthcare documents providing your members with the experience they deserve.

Create and Deliver Personalized and Compliant Documents to Better Engage with Members

Highly flexible and designed to meet your unique business needs, Xpertdoc’s document generation and document automation solutions allow your health insurance company to meaningfully engage with members by creating and delivering personalized, relevant and compliant healthcare documents.

Automate Consistent Document Flows

Xpertdoc enables you to easily build and automate healthcare document flows, from enrollment to invoicing, from claims to renewal. Capture information through web forms, generate data-driven and omni-channel communications, manage documents and content in a centralized system – from a single, powerful platform.

Comply with Complex
Regulations

Our solutions offer configurable business rules to support jurisdiction-specific variations, multiple languages, regulatory changes, and legal and financial requirements, giving you the piece-of-mind that your forms and documents are meeting industry regulations. We also help you comply with any format requirements.

Use Accurate Customer
Data

Xpertdoc provides self-service web forms and integrations to enterprise core systems – health insurance, claims, invoicing, CRM, and ECM – letting you access a wealth of error-free information to make the creation of highly personalized, relevant healthcare documents easier than ever before.

Improve Efficiency and Experience with Digital Benefits Enrollment Process

Using Xpertdoc’s Smart Forms, you provide enrollees with a web form that allows them to easily and rapidly submit their information online, speeding up the benefits enrollment process. The data fields on the form are accompanied by interactive guided functions such as clickable definitions, mandatory fields and warnings, ensuring the required information – contact, personal and dependent information – is complete and accurate. Pre-configured business rules in the Smart Form control the questions displayed to enrollees based on previous answers. Plus, multimedia content can be embedded in the form to describe available health plans, explain difficult concepts, or promote optional products. Digitizing the benefits enrollment process eliminates paper handling and confusion to improve efficiency for your health insurance company and experience for your enrollees.

Promote Healthy Habits with Ease, via Personalized, Contextual Wellness Programs

Your health insurance organization can promote good health habits by creating and delivering highly personalized and omni-channel wellness programs that include accurate member data and tailored messages. With the Xpertdoc Template Builder, you easily build a program template incorporating dynamic data fields linked to your health insurance, CRM or ECM systems; member’s information is automatically added to the fields. You configure business rules for the inclusion of member-specific content – health condition, prescribed medications, claim history – and pre-approved, relevant healthy lifestyle tips. Additionally, your program template has multiple language variations and can be delivered via modern and traditional channels; the appropriate language and delivery method are selected automatically, based on member preferences. These features ensure your wellness programs are highly personalized, contextual and delivered through the right channel – every time.

Our Healthcare Customers

Ready to Leverage the Power of Xpertdoc's Document Automation for Healthcare?

Contact us today to schedule a demo or to get a free trial.