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The Case for APIs to Improve Document Storage and Retrieval

Posted by Richard O'Rourke on July 31, 2017

 

It’s no secret:  A whole lot of companies’ document storage and retrieval practices are mired in the past. A straightforward tactic called API, or application program interface, leverages existing technology to boost access, productivity and customer service to get you unstuck and up to speed. 

 

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Identifying a better process for warehousing the immense volume of customer communication file copies and pdfs is a priority for many organizations.  You’re reminded of it when customer service reps complain they don’t have access to previously delivered customer documents or it takes too long to call up a statement when they’re on the phone with a customer. You’re reminded of it when you’re purchasing more space for the mass of new data generated each month.

The solution is a handshake – a digital handshake in the form of a secure API that allows one application to talk to another.

At Nordis, we create unique, secure APIs for clients to provide cost-effective document archival and a blazingly fast retrieval process. It’s particularly impactful in healthcare for patient correspondence and billing, but all verticals are using APIs to enhance the customer experience.  

If you’ve been hesitant to move to APIs, consider these advantages:

  • Cost-effective
  • Easy to set up
  • Eliminates the burden of document retention
  • Secure and compliant
  • Customer-focused

An API can enable secure electronic presentment of archived letters and statements for your customer service staff and for customers who opt in. Authorized users can see a re-creation of any statement within the defined archive period and can securely view those documents at any time, from any place.

Nordis’ APIs are powered by our Expresso technology, which gives companies a robust, easy to use and flexible platform for organizing and executing customer and patient communications. Clients can securely send large data files via SFTP for archiving or can establish an API push account, wherein client data is sent record by record, in real time.

Customer service representatives have instant access to the archived documents, so they are better able to answer questions and respond to issues. Customers can receive a replacement copy of the document in the mail or a secure link to the document via email.

If you’re not already using an API to access and manage documents siloed in massive data warehouses, today is a great time to start. APIs are critical time savers for document storage and retrieval, create tremendous value and are a simple way to use innovation to improve customer service with an efficient, automated process.  It is often the final impressions that can have an outsized impact on overall customer experience and satisfaction. 

About the Author

Rich leads Nordis Technologies’ sales and client relations teams and is responsible for revenue growth and client retention. He’s been integral to the company’s fast growth, doubling sales since 2010, and playing a key role in developing new products including ExpressoPay, ExpressoVote and ExpressoArchive. An expert in communications management, financial engagement, production execution and cost optimization, Rich uses his experience to assist customers dramatically improve their communications and payments operations and achieve key objectives. He is a member of the Healthcare Financial Management Association.

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