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Secure, Compliant & Efficient File Management for

Healthcare Professionals

Eliminate inefficiencies, enhance compliance, and ensure secure document management within Salesforce. Prevent duplicate files, improve workflows, and retrieve documents instantly with Cartularius - readily available for hospitals, clinics, insurance providers, and research institutions. 

Challenges in
Healthcare Document Management

Managing healthcare documents in Salesforce comes with significant challenges:

Duplicate & Misplaced Files

Re-uploading medical forms across different Salesforce records leads to inconsistencies and security risks.

Regulatory Compliance Risks

Struggling to meet HIPAA, GDPR, and industry-specific regulations due to missing or misfiled documents.

Fragmented Patient Records

Patient files are scattered across multiple records, making access slow and inefficient.

Slow Document Retrieval

Searching for lab reports, prescriptions, and patient history files wastes valuable time.

Without the right tools, these challenges can disrupt workflows and frustrate both clients and team members.

Cartularius for Healthcare Professionals

Key Features Available for Healthcare Organizations: 

Files Linked to Multiple Related Records

  • Instantly access patient records, provider documentation, and billing files across multiple Salesforce objects. 
  • Avoid duplicate uploads by linking one document across multiple records, ensuring a single source of truth. 

Fixed Folder Hierarchy for Healthcare Workflows

  • Organize folders by department, case type, or medical specialty to ensure structured storage. 
  • Standardized workflows ensure compliance and operational efficiency. 

AI-Powered File Categorization

  • Auto-categorize lab results, insurance claims, patient histories, and compliance files to reduce administrative burden. 
  • Eliminate manual sorting while maintaining consistent organization. 

Comprehensive Audit Logs for Compliance

  • Track every file update, ensuring full compliance and transparency. 
  • Maintain regulatory readiness for audits with structured file metadata. 

Microsoft Office 365 Integration

  • Edit medical reports, insurance documents, and compliance records directly within Salesforce. 
  • Ensure seamless collaboration across departments without downloading and re-uploading files. 
Use cases

Use Cases for Healthcare Professionals

Secure Patient Record Management

Ensure that electronic medical records (EMRs) are securely stored, easily retrieved, and structured for compliance.

Insurance & Claims Processing

Speed up claims processing by automating document categorization and ensuring insurers and healthcare providers have quick access to required forms.

Compliance & Audit Readiness

Keep all patient consent forms, insurance documents, and medical records fully audit-ready with a structured document trail.

Enjoy a 30-day trial and transform your workflow today

Install Cartularius now and experience the best Salesforce document management solution and enjoy clean and structured data and optimized processes, risk-free for 30 days.

Start your free trial
Discover the power of Cartularius in a personalized demo. Our experts will showcase live examples tailored to your business. Get your questions answered and see how our solution streamlines collaboration and accelerates processes. Schedule your demo today and unlock smarter document management.
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Please provide us with your Name, Job Title and Email Address and you will receive the complete predefined list of Document Categories and Document Types in your inbox.

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Please provide us with as much relevant detail on your needs as possible at this stage in the form below. We understand your business is unique and we would very much like to get you the best offer possible. Thank you!

Get Quote (Non-Profit)

Please provide us with as much relevant detail on your needs as possible at this stage in the form below. We understand your business is unique and we would very much like to get you the best offer possible. Thank you!