Champ Software Sales Force Portal for Aha

Search for and view all files from one place

We would like to have all files scanned to be accessible/connected.

Example – Client appears for vaccination, vaccination record is scanned to activity but can only then be found if you recall which activity on which date. We would like to be able to scan documents to the activity that it relates to but also be able to access that file from a general location under the “client” information. This would result in better documentation of individual activities but would also be functional if you needed to find a vaccination record but could not remember which date it was tied to.

  • Champ Ideas
  • Jul 21 2017
  • Future consideration
  • Champ Ideas commented
    August 21, 2017 14:35

    We need a way to know where files are saved. Even being able to run a report and show all files, by filename and where they are uploaded at would help.

  • Champ Ideas commented
    August 23, 2017 00:24

    Just wondering if Champ has done any integration work with EMC on linking the appextender product to NN. Appextender is a document filing tool that gives the ability to scan client files and label them so they are searchable. PHDoc has done some work with integration so I thought I would check.