Application Support – Record Scanning

The Challenge

Record management is an essential part of an organization’s broader function of administration, risk management, and compliance. Ensuring that this function is highly efficient is a primary function of digital transformation journeys. The transition from a paper-based administration to a digital workplace is vital for any organization committed to optimizing its performance. Importantly, record-keeping requires that strict data security and privacy measures are in place. This is difficult to achieve in a paper-based system. If the security of PII (personally identifiable information) is lax, data could be vulnerable to a breach. Due to regulatory compliance, a data leak could have huge financial repercussions while also creating a host of PR problems. Digital transformation is an essential component of safeguarding personal information.

Most employees are happy to say farewell to the paper jams and other technical malfunctions that photocopiers spawn when record management is still paper-based. Customers are more than grateful when their customer service assistants are not queuing to use such tech. And, businesses are keen to implement time-saving modernizations.

SoHo’s client, the New York-Presbyterian Hospital, had implemented a record management scanning system to capture insurance cards and driver’s licenses without the operators leaving their desks to use a photocopier.

The system was designed to accommodate the automatic integration of demographic information in HL7 format to build demographic knowledge. However, the OCR capture of the data dead-ended, and the operator was forced to copy/paste to populate a form. New York-Presbyterian Hospital wished to automate the process.

The Solution

The key win of using the SharePoint platform with .net customization was that information access was anywhere at the highest levels of data security available. The application was browser-agnostic for Mac and Windows operating systems.

Automated record management can bring huge efficiency gains

SoHo developed a creative implementation of SharePoint’s out-of-the-box workflow management engine with the following functionality:

  • OCR capture resulted in form completion
  • More intuitive operator journeys
  • Reminders sent to operators to ensure eligibility verification of scanned identification

The Outcome

The New York-Presbyterian Hospital experienced significant improvements in terms of ROI thanks to the time saved through the OCR-driven data capture charting process. Their billing staff no longer needed to waste time with manual admin such as copy/paste.






Health Care





Our Role

  • Support - ’Keeping the lights on’
  • Fix updates
  • Application Training

Project Success

  • 100% success rate of Level 1 support calls responded and closed within 60 mins
  • 80% success rate of Level 2 support calls responded and closed within 2 days
  • 100% application up time
  • Going above and beyond- weekend support, which was outside the contract hours
Project duration

Project duration

3-6 Months

Want to know more on this case study? Call us: +1 (929) 257-1581