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Healthcare

Document Automation for Healthcare

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

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Key benefits

Deliver personalized documents to better engage with members

Experlogix Document Automation is highly flexible and designed to meet your unique organizational needs.

  • Experlogix-Icons_Unlimited data sets

    Automate consistent document flows

    Build and automate healthcare document flows, from automatic enrollment welcome emails and renewal e-sign requests to invoicing notifications and instant claims updates.

  • Experlogix-Icons_Intuitive Template
Design

    Comply with complex regulations

    Configure business rules to support jurisdiction-specific variations, multiple languages, regulatory changes, and legal and financial requirements, to easily meet industry regulations.

  • Experlogix-_Doc Auto - E-sign

    Unlimited data collection

    Access information from your core systems, Experlogix Smart forms, and wherever you store data to generate highly personalized and detail-driven documents.

  • Experlogix-Icons_Automated Document Flows

    Automated document workflows

    Experlogix enables you to easily build and automate insurance document flows, from applications to invoicing, from claims to renewal.

A grid of dots representing Experlogix Document Automation

Improve efficiency and experience with a digital benefits enrollment process

Create a web form with Experlogix Smart Forms that allows enrollees to easily and rapidly submit their information online. Pre-configured business rules in the form control the questions displayed based on previous answers. Add data fields with interactive guided functions such as clickable definitions and mandatory fields.

  • Digitize and streamline the enrollment process.
  • Automatically store and organize data to generate professional documents.
  • Eliminate paper handling and enhance the customer experience.
A doctor working at his desk, smiling and typing on his laptop. The image is placed inside a graphic green circle.

Promote healthy habits with ease, via personalized, contextual wellness programs

Promote good health habits by creating and delivering highly personalized and omni-channel wellness programs that include up-to-date member data and tailored messages. The Experlogix Template Builder helps to 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.

  • Include member-specific content in customer emails, documents and deliverables.
  • Include multiple language variations automatically based on member preferences.
  • Deliver highly personalized and contextual documents through the right channel – every time.

are delivered to customers through their preferred channel, whether it is print or email. Configure the Smart Flow to attach a copy of the documents to the customer’s record in your CRM or ECM system. Automating the generation, management and delivery of loan payment notices increases internal efficiencies and ensures timely delivery to customers.

A male doctor in a white coat working at his desk on a laptop. The image is placed inside a graphic green circle.

Want to See Experlogix in Action?

Tell us about the challenges you’re facing, and we’ll show you how Experlogix can automate and simplify your document workflows. Get a demo today!

Get a Demo