Post on 08-Dec-2014
description
The Paperless Funeral Home
100% focus on care & delivery of services
Dawn Hott, National Account Manager
A long history of service
95% in business 5 years or longer
The average funeral home in business >60
years
A wide range of service offerings Perform an average of 182 services a year
37% operate 2 to 4 additional locations
>8% also own / operate cemeteries
99% offer preneed counseling
70% offer insurance products
22% offer trustsSource: NFDA
Overview
Examine funeral industry records & issues that: ... reduce your ability to easily service customers ... increase your cost of doing business ... could put your business at risk
Impact of records management on cost/quality of service
Industry best practices - options & examples
Benefit of addressing these sooner vs. later
General Q&A
Common Records Management Issues:
Management of paper in and out of your business office: At-need arrangements Pre-need checklist Trust agreements Vendor invoices Credit contracts Licenses & permits Staffing & HR forms
All of these things impact your business: Impede your ability to seamlessly attend to client needs Increase your cost of servicing clients Pose an increased risk to business continuity
Burden of Paper Records
90% of all the pages that get handled each day in the
average office are merely shuffled.
The average document gets copied 19 times.
7.5 percent of all documents get lost, 3 percent of the
remainder get misfiled.
Professionals spend 5-15 percent of their time reading
information, and up to 50 percent of their time looking for
it.
Source: Environmental Studies @ Berkeley Labs
The Basics of eBridge Document Management
Provide the capability to: Capture/Scan Index Securely store Retrieve, View & share (email, print, etc.)
All hosted at our 24/7 data center Available anywhere anytime Private, access controlled and audited by user Safe from fire, flood or other disasters
eBridge Sample Screen – Adding a Document
eBridge Sample Screen - Search
eBridge Sample Screen – Records Retrieval
Impact on Delivery of Service
Instant access to contracts any time – day or night
Faster answers to genealogy calls
Makes sharing documents between locations
easier
Makes audits easier
Increases compliance
Savings to Your Business
Money
Time Less time filing & re-filing Access while on phone Access from anywhere Search using indexes Share without ever printing
again
Industry best practices - options & examples
Industry adoption of technology Planning tools Electronic forms Electronic records management
Over a dozen funeral homes & cemeteries use
eBridge Farley Funeral Home Butler Funeral Home Anderson-McQueen Curlew Hills Funeral Home & Cemetery
Benefit of addressing these sooner vs. later
Protect an irreplaceable asset of your business
Capture all new documents starting tomorrow
Ensure compliance with industry guidelines, etc. Local, state and federal laws for death care industry Operations Safety - OSHA Department of Labor Transportation Security Administration regulations Americans with Disabilities Act Plus all the HR-related privacy & reporting
requirements A growing list of consumer protection legislation
How does eBridge compare? Total Cost of Ownership
Significantly easier to deploy and maintain Transparently integrates into existing network
infrastructure One central repository for all paper files – at-need,
preneed and corporate records Provides security & peace of mind Market-proven within the funeral & death care industry Enhances efficiency of all office operations Complete Solution Robust Security