Ensuring document control for healthcare vendors

Embedding ApplicationXtender
into your application
Building a holistic view of healthcare management
Dr. Christopher Wynder

OpenText Confidential. ©2017 All Rights Reserved. 2
Formerly:
• Director of Client Services |
ThinkDox [ECM consulting firm]
• Senior Consulting Analyst | Info-Tech
Research Group
• Canadian Research Chair | Autism
and Brain cancer
Dr. Christopher Wynder

Burst
Lift
Mortar
Information management has fundamentally changed
Burn
Fuel
Com. P2P
Fire
Control
Pre-BYOD Today

• Information management is
complicated
• Corporate side of your customers
need a platform that can scale and
be part of several processes- both
clinical AND administrative
Healthcare as an industry wants industry focused
business solutions
Healthcare organizations are unique in their preference for partnering with industry
vendors while still wanting best of breed business side features.

Todays organizations are looking for a partner that can
bring value through-out the employee’s workday
8 am 10 am Noon 2 pm 5 pm 8 pm
How repeatable is their day?
Most user’s spend their time doing similar but not identical tasks
These Barely Repeatable Processes (BRPs) form the core activities
of any job role
When there is a difference between work tasks and the automated
process, users will break policies and procedures
Content services makes it easy
for users to go back to their
work to find the documents
based on the process they are
working on - not the filename or
time that they uploaded the
document.
How many different
applications are they using
How many different content sources
do workers need to do their job

OrganizeConsolidate Integrate Optimize Innovate
This stage is
characterized by a
disconnect between
billing sophistication
and clinical
management.
As organizations
complete the
consolidation,
Need to be
managed in a
manner that aligns
with clinical service.
The organization
recognizes the
potential value of
integrating
information between
clinical and
administrative units.
As organization start
to see eased
administrative
hurdles to care, they
see the potential
advantages content
services.
At this stage, basic
business processes
are effective and
user friendly.
Information is
available to be
analyzed by users.
Organizing and using non-healthcare content is a key
driver for healthcare customers
Digital maturity stage
v v v v
Your Product

AX Capture
Package
ApplicationXtender
AX Connector
AX Workflow
manager
AX Reports Management
ApplicationXtender provides a platform for tying paper
to electronic processes
Organize Find Display
Process documents
Increase efficiency
Information sources
AX
Secure documents by saving
directly to AX
Captiva
SNAP
OCC
Classify,
Prepare,
Connect to
process
Export, Share any
information
Search from
LOB apps

Deploy AX as a content service for your Product
A robust, REST and .NET API provides a full SDK for ECM that can be
completely buried behind your UI or simply white-labled
• Ideal for OEM integrators that need embedded content services to manage documents
• Provides embeddable web components via REST, HTML5
• Search/retrieval, Viewer, Redaction, Import/Export, Workflow
• Provides a .NET engine library for localized and server-side processing
• Exposes entire engine to integrators for full customization and extension
• Multi-tenant, hosted capability for SaaS providers
• SSO-capable for cloud-based deployments
• White-label for both on-prem and hosted deployments

What is ApplicationXtender
Document Management for your product

Capture
Key features:
• Easy installation, configuration, and
operation — Rapidly deploy
ApplicationXtender Capture Package to
address document imaging requirements.
• Full-featured batch-scan and index —
Perform all major batch-scan and index
functions including input, import, index, and
output processing.
• Multiple workstations — Simultaneously
index information from one batch on
multiple workstations to quickly import
scanned images.
OpenText ApplicationXtender Capture Package
module
Key need: Bring documents under control without investing in new tools
What this brings to you:
• Centralize content from different depts,
Satellite offices, etc.
• Control the settings for easy deployment to
both clinical and admin staff
• Auto-processing saves users from having
scan each patients’ document during the new
patient or transfer steps
• Ensure the signed releases and other paper
documents can be linked and found with the
same search as electronic documents related
to the paper ones.

Organize
OpenText ApplicationXtender (core module)
Key features:
• Simple administration and remote
management.
• Improved performance, extensibility, and
scalability.
• Enhanced security allows for single-sign-on
across business applications.
• New User Interface based on clean look to
focus users on their tasks and documents.
• Context-driven navigation and a new
document viewer bring a rich experience to
nearly any HTML5-compliant browser without
plug-ins.
• A set of tools to manage Paper and Fax
records
• A method to control of non-EMR
documents to meet regulatory standards
around personally identifiable
information-PII
• Control patient documents that are part
of multiple groups processes (Test
ordering, pre-approvals for tests, billing)
Key need: Increase the usefulness of documents through organization and
accessibility

Capture
Cutting edge customers looking for integrating mobile
and cross-clinic processes may need add-ons
• Validate content and metadata at the source
• UI optimized for distributed Office Workers with a
guided experience
• Out-of-the-box create and add tags to full-text PDFs
& export to CMIS-compatible backend
OpenText LEAP SNAP OpenText Captiva
• Extract key key information to connect clinical
information to billing information
• Extend capture to mobile devices for in-app
capture
• Integrate capture into any service via RESTful
services
If they:
1.Want a completely mobile document capture
system.
2.Have other OpenText products that need
document ingestion
If they:
1.Have large batches that are across several
processes or clients
2.Are using AX as part of a larger multi-app
process

Use
however
ApplicationXtender Web Services module
Key features:
REST Services provide a highly
efficient and resource-centric API for
developing fast and efficient content
solutions geared toward web, mobile,
and other platforms.
REST services provide a framework to
extend AX into your day-to-day
processes easily providing custom built
applications for your business.
Make documents
available to other
applications What this brings to you:
• Ensure information in scanned
documents can be extracted and added
appropriately to your core product
• Expand the integrations without
affecting core security.
• Provide document access to satellite or
outpatient clinics without allowing
access to core product features
Key need: They already have standardized on a different application but
need a full document repository to handle documents

Economic choice without sacrificing features
• Focus on document-driven processes
• Deployments can start small with a
single application, departmental use-
case, or solution
• Quick ROI accelerates adoption of the
platform across the organization
• Limited IT Involvement/Overhead
required for maintenance

Solve multiple customer use cases with a
single application
Use Case Your Requirements
Scan, Store, and
Retrieve
 Reduce costs of developing integrations into several ECM
products
 Free up costly upgrade and R&D time by providing high quality
document management as part of your product
 Expand reach of your solution into cross department solutions
Automate Business
Processes
 Integrate documents into your application without the technical
overhead.
 Provide flexibility in how workflows are executed based on
customer needs
 Extract key data from documents for use in your analytics
modules
 Retain information according to policy consistently,
organization-wide
 Long-term archiving of images for compliance purposes
Control Information
to Ensure
Compliance
Your Customer’s Challenges
 Need documents fully searchable in-
app
 Need data from documents as part of
products workflow
 Need quicker access to content
 Need real-time workflow in application
using external documents
 Documents hold key data for process
analytics
 Expanded use of product beyond just
LoB
 Information security is a concern
 Have problems managing documents
that are related to compliance due to
multiple software products

Route
Upgrade your product to provide complete HIM
management
OpenText ApplicationXtender Workflow manager module
Key features:
• Workflow console — Manage, integrate, and categorize manual and automated processes from a
central dashboard.
• Process and forms designers — Model new processes and forms with easy-to-use, web-based
editors.
• Insightful workflow analytics — Optimize processes with powerful tools such as real time alerts, 3D
drill-down graphs, and process statistics.
• Robust process reporting — Establish key performance indicators and business activity thresholds
to monitor processes and measure productivity.
OpenText ApplicationXtender Connector module
Key features:
• Low-code integrations into key products such as Microsoft Office products as well as HTML/XML
based thin client applications.
• In-App access to AX content in Line of Business applications using any web or typed search term for
searching for documents related to key processes.

Use
where-ever
Enable mobile devices
through secure access to
information
Allow doctors and patients to
review specific documents
without risking HIPAA
compliance or internal systems
ApplicationXtender provides complete information
lifecycle management
Key features:
New User Interface based on clean look to focus users on their tasks and documents.
Context-driven navigation and a new document viewer bring a rich experience to nearly
any HTML5-compliant browser without plug-ins.
REST Services provide a highly efficient and resource-centric API for developing fast
and efficient content solutions geared toward web, mobile, and other platforms.
REST services provide a framework to extend AX into your day-to-day processes easily
providing custom built applications for your business.
OpenText ApplicationXtender Public access module
OpenText ApplicationXtender
Key features:
Extends information access to non-licenced user/partners to read-only
access

How ApplicationXtender fits
into healthcare management
Section subtitle to go here

Health records management and ECM needs
• Control the administrative documents without altering your core application:
• AX has the ability to scale to a large number of non-clinical staff expanding the
value of your product
• Extends application’s reach into other business units provide a complete “HIM”
solution not just a EMR/EHR solution
• Keep your focus on the clinical data management while expanding functionality
• Extend your reach by using AX to manage documents related to their processes but are
owned administrative groups; medical billing, ICD-XX coding, etc
• Ease the development and upgrade by abstracting the connection of information to
standard administrative systems; ERP (Dynamics, Peoplesoft, SAP) HRIS (Dynamics,
HCM, Success factors), web portal to ApplicationXtender
• This reduces the need to expand or re-direct Dev teams in order to expand the product
features

Healthcare clinical and administrative
tools
COMMUNICATE
TRUST
PROCESSCONTENTCAPTURE
Extend your application into
healthcare administration with full
BPMN workflow and process
management.
1.Expand administrative support
without compromising the
healthcare focus of your
internal development team.
2.Provide a flexible yet secure
framework for customers to
comply with healthcare
interoperability and accessibility
requirements.
3.Expand your market into
process heavy niches such as
diagnostics and pharmacy
management.
Incorporate a web-based portal
complete with document search
and access control into your
product.
Ease interoperability through
standardized REST and SOAP
SDK. Retain rights management
inside your system
Extend your capabilities into
paper records through scan
and OCR capabilities.
Extract data from formatted
documents for use in your
products processes and
analytics.

Extend your capabilities using ApplicationXtender
Administration
Insurance forms
Patient registration
Specialty requests
Medical
records
Patient
notes
Facilities mgmt.
HR mgmt.
Vendor mgmt
Rx
records
Medical
records
Test
results
Your Core valueAdditional capabilities

Report
OpenText ApplicationXtender Reports
Management module
Key features:
• Automatic report indexing — Process, index, and
store reports within ApplicationXtender as they are
produced.
• Advanced print streams support — Preserve
advanced formatting with support for AFP,
Metacode, PCL, and PDF print streams as well as
traditional formats such as ASCII and EBCDIC.
• High-fidelity electronic display — Display
electronic reports in same format as print versions,
improving customer service.
• System monitoring — Audit system use and
performance and confirm job completion.
• Long-term report archiving — Provide long-term
retention of report information.
• Need to generate reports from data
contained with AX for non-users.
• Need to integrate process reports from
AX managed processes with Enterprise
reporting
Key need: Key stakeholders need access to reports on various aspects of
document use, process efficiency and bringing data into analytics
programs

Offer administrative tools through ECM for small
clinics
• Small clinics are looking to minimize the number of places
that their Front desk staff have to go to support the medical
care team.
• Front desk staff often are faced with the problem involved with
both clinic management and moving medical information
between doctors, aligned clinics and diagnostic/pharmacy
services.
• ApplicationXtender has the tools to integrate into the
EMR/EHR platform. This can be used to ensure data resides
in the best location while allowing the admin staff to handling
billing, scheduling and other tasks which are document heavy
without duplicating or removing medical information from the
system.
Clinical and billing task
Core Admin tasks
System of
interaction
System of
record
ICD-10/HL7-
based
replication
User-defined
document
movement
EHR/ CPOE
Archive
Ad hoc/
Fileshare

Patient database
(EHR/EMR)
Clinical
management
system
NurseDoctor Administrator
Insurer/Payer
Your Current System
Insert information into your UI from additional sources
Forms,Notes,
X-rays, test
results
Hospital
3
Compliment and extend your service without losing control
ApplicationXtender
AX Reports Management
Export, Share any
information
AX Workflow manager
Automated
processes
(schedules,
Rx, ordering)
E-Forms
Patient insurance,
Contact information
FilterRole-
Based
Access
Control
Find

Organize
OpenText ApplicationXtender Full Text Search
module
Key features:
• Precise search results — Combine keyword
and full-text searches to quickly return precise
search results.
• Advanced search functions — Perform
advanced search functions i.e. “fuzzy logic”
without complex search syntax.
• Support for hundreds of file formats — Search
more than 200 file formats out of the box.
• Role-based information access — Ensure
appropriate access to information through role-
based user access.
Key need:
• Enhanced search for integrating
scanned documents and clinical
documents
• A live archive to be able efficiently find
documents and images from older
material (i.e. 5+ years ago)
Increase accessibility to key documents of all types across clinical
and administrative departments

Be ready for new use cases for documents
EMR in large
specialty
practices
EMR in hospital
Test results?
Referral/Hand-off
Extend your product’s reach by extending support to remote and telemedicine with low IT solutions
Patient 1
Patient 2
Nurse Practioner
Rural GP

AX provides partners a bridge to a wider set of content
related services
• Built on OpenText technologies
• Database and Storage Agnostic
• HTML5 user interface
• Reusable UI components
• RESTful Services
• Easy to deploy
• Small footprint
• Minimal maintenance required
• Low barrier to entry

We maintain a premium platform so partners can
concentrate on solving healthcare problems
Our partners can focus on their business knowing that they have a dedicated technology partner who
understands the value of an innovative platform.
Capture Use Archive
Partner Focus

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Thank you
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Want to learn more about what is next for ApplicationXtender check our blog
ApplicationXtender OEM page

Ensuring document control for healthcare vendors

Ensuring document control for healthcare vendors

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