Month: December 2015

Client Uses for Siftsort.com Part III

OK, now that those two families from Part I and Part II have all the medical info shared among the relevant parties, what happens with the billing? Get ready for flurries of paper coming down on both. It’s not just the billing, but the repeated Explanation of Benefits, the revised EOBs, the bill from the hospital, the bill from the doctor, the bill from the anesthesiologist, the billing showing your portion is  paid and have a zero balance, the Medicare part is paid, the Medicare supplement has paid.

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The daughter of one of the previous patients has gotten 5 months of those zero balance statements for the same $24.00 bill, each time with an envelope to send a payment.
What a waste!

These can also be scanned, emailed or faxed to the client’s individual Siftsort.com account and then shared with their accountant when it comes time to prepare taxes, so they can maximize their tax benefits after all the medical issues they have had.

Institutions could do a much better job of dealing with their clients if they were using a Siftsort.com enterprise solution. Instead of wasting paper and postage and administering a confused mess, they could be using their resources in a more client-focused way. We are working with several forward-thinking companies right now who are looking to do just that.

Client Uses for Siftsort.com Part II

Ironically, when the daughter of the couple from the last post was talking with a friend about her Thanksgiving, she found out that her friend’s 94-year-old mother-in-law had fallen due to an undiagnosed infection that had gotten very bad. These Californians were visiting family in Kansas, but the mother-in-law was in Nebraska, and they had to make a detour to see her. Fortunately all, the travel rearrangements worked out.

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Managing the health of someone long distance is hard enough without having to remember different sites and login passwords.

Siftsort.com can help the family members with managing the healthcare needs of their family members, whether it’s young adults away at college, elderly family members, or kids in high school sports. Or what about a family vacation?

Patient portals offered by hospitals generally do not allow you to share your records outside of their hospital. It is designed that way to try and keep you at their hospital – but not very user friendly.   Plus, who’s going to remember all the passwords for all the different patient portals in an emergency? Its your data about you.  Why should you be held hostage for your data? What if you need to share information with a specialist in another state? What if family members are taking turns caring for the ill person? How are you going to share the information securely? What happens with updates to the medical condition? How does that information get disseminated securely among the family members?

Siftsort.com, that’s how!

If you are wondering why we can send people to live for months on the International Space Station, yet our medical system is so complex to interact with… know that you don’t have to wait, you can simplify your medical and financial life with Siftsort.com!

 

 

Client Uses for Siftsort.com Part I

Although many people have used Siftsort.com for financial records and other similar documents with an advisor, the need for secure storage and sharing of medical information is important too.

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One of our friends’ father fell the Thursday before Thanksgiving. He didn’t want to call 911, so the next morning, they went to urgent care for an X-ray. It turned out nothing was broken, and a radiologist would take 2-3 days to read the X-ray. On Saturday, it was very evident something was terribly wrong. They called for the radiology report and learned it was a dislocated shoulder. The urgent care said you can pick up the X-ray to take to the Emergency Room and they would make a DVD.

They got the DVD on the way to the ER. It turned out at the ER that there was more than just the shoulder. They took 10 X-rays of the injured shoulder, 2 of the chest, 2 of the other hand, 2 of the knee. Plus, there are records from all the other tests they did.  For some reason, the hospital could not just give the records to them as they left (which is now a law, to offer you e-records at discharge), so they will go and get the ER DVD and upload the files into their Siftsort.com account so they can share with the general practitioner, physical therapist, and possibly the orthopedic surgeon.

Typically, practice groups may have their own patient portals, with different login information.  Instead of trying to remember the site names, login information to 3-5 different sites, these people now have 1 site with 1 log (Siftsort.com) so they can share any medical information they need to with all the relevant medical professionals, simplifying their lives in an increasingly complex world.

See the next post for the next chapter of this story.

What Happens When Siftsortpro.com is Combined with Siftsort.com?

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Friday Case Study: One of the ways professionals are using Siftsortpro.com is to work with their clients in a way that is secure, but simplifies all their lives and their work flow.

Instead of logging in to several different accounts, there is one secure login that allows the professional to securely share documents, store documents, chat and email with clients, allows them to send emails to all their clients at the same time, share information individually, and so on.

For example, an accountant sending our their year-end tax organizer can send out an email to all clients, saying “watch for an upcoming email with their individual tax organizer, print it out, put in a folder and then as year-end statements come in, put the statements in the folder and have it all together for a quick time to review and fill out.’

As mentioned in an earlier blog post, one CPA firm did this and saved over $50,000/year, allowing the employees to spend their time with clients instead of shuffling paper.

Then, they can send the individual tax planner to each individually either from a secure folder (if the client is a Siftsort.com user), or by sending a secure link to each client (if not using Siftsort.com).

Alternatively, they can even avoid the trouble of the paper files and if they are used to getting online statements form their bank, investment accounts and whatever else, they can upload to their individual Siftsort.com account and share that set of documents with their accountant.  Then using the chat function, they can communicate with their tax professional in a secure environment instantly.

All of this is within a secure environment. When the two platforms are used with each other, the data and transmission of files never leaves our environment, or exposing itself to the Internet.  Files are securely transferred from within our environment (server-to-server).  As also mentioned in previous blog post, customers can be so happy, they refer other clients, family and friends. If you are a professional advisor, isn’t that the kind of ringing endorsement you want?