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2067 Portal
Effortlessly Streamline Your 2067 Process for Seamless Efficiency.
Portal Overview
Optimize Your 2067 Process: Effortlessly document your notes with a user-friendly interface, gather necessary coordinator signatures seamlessly, and track the precise time required for each signing step. Our system ensures that all completed forms are securely uploaded to cloud storage, allowing for easy access and enhanced data security at all times. Simplify your workflow and improve efficiency with a process designed to meet your needs!
HIPAA Compliant
Multi-role panel
Record notes
Pre-populate data
Member Database
Collect eSign
Generate 2067
Fax Confirmation
Saves on cloud
Notable Benefits
Secure, compliant document management with streamlined digital signatures and real-time reporting.
Your data is securely stored in an encrypted database.
All 2,067 files containing ePHI and signatures are uploaded to compliant cloud storage.
A unique link is generated for each case, allowing the coordinator to sign digitally.
Coordinators can securely log into their panel, access all pending cases, and sign in-person if needed.
Coordinators have the ability to review the entire document, make corrections to notes before signing.
Documents are processed, fax confirmations are received, and then the final records are uploaded to the portal.
Reports on daily, weekly, and monthly activity, including pending tasks, signatures, and case counts for each coordinator or scheduler, are available.
The system is fully secured and HIPAA compliant.
General Questions
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1-(956) 804-6600
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