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Nursing Home Software: Shifting from Clinical Documentation to Care Coordination

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What do you think is the biggest impediment to successful transitions of care from hospitals to a skilled nursing facility (SNF)? If you said, “incomplete patient information,” you’re not alone.

While about 80% of SNFs have adopted electronic health records (EHR), true interoperability remains elusive, creating dangerous gaps in data sharing. A recent survey of 471 hospital-SNF pairs found that key information about a patient’s behavioral status is missing from care transitions 68% of the time, while insights into a patient’s social status are omitted 66% of the time. Every missing or delayed piece of information threatens patient safety, hinders outcomes, and frustrates staff.

To close the gaps, many SNF IT leaders are shifting their focus away from clinical documentation solutions toward nursing home software that can enhance communication with their acute care partners. Let’s zoom in on this trend and explore how solutions like eFax Unite™ can strengthen care coordination compliantly without requiring a full system replacement.

Core Software Needs in Skilled Nursing Facilities

Improving data sharing through upgraded software is a strategic imperative for both SNF executives and their acute care partners. Nearly all (99%) hospitals and physicians say they’re more likely to send referrals to providers who can receive orders electronically. Simultaneously, 79% of SNFs plan to invest more in advanced interoperability in the future. Here are three reasons why:

1. A Heightened Focus on Care Coordination

Unlike hospitals and clinics, post-acute care providers were left out of early federal EHR and interoperability incentive programs, leaving nursing homes playing catchup on adoption. As more SNFs brought EHRs online, most focused their efforts on clinical documentation, often at the expense of care coordination. As a result, care transitions today remain fractured. Most SNFs rely on outdated workflows like paper fax, email, and manual data entry.

To close the gap, nursing homes need access to accurate, real-time data to prevent problems with medication errors and duplicate testing. Strong interoperability can make this happen, ensuring the entire care team — providers, nurses, and therapists —receives the vital data they need.

2. Regulatory Shifts

Regulatory changes are adding new urgency to care coordination efforts. The Trusted Exchange Framework and Common Agreement (TEFCA) from the Office of the National Coordinator for Health Information Technology. TEFCA has created Qualified Health Information Networks (QHIN) to facilitate the secure, nationwide exchange of health information. SNFs that adopt interoperable solutions and become TEFCA-ready will be able to receive and send information to acute and ambulatory providers participating with CommonWell Health Alliance and other QHINs.

Post-acute facilities must also comply with the Final Rule of the 21st Century Cures Act, which requires providers to enable data sharing and establishes fines up to $1 million for information blocking. And, of course, all data must be shared securely to meet the intent of protected health information (PHI) safeguards like HIPAA.

3. Staffing Challenges

Research links heavy clinical documentation burdens to higher rates of burnout for highly trained SNF staff, including nurses and administrative colleagues. The root of the problem is manual processes, such as making follow-up phone calls or re-keying data from hospital discharge paperwork into multiple documents. Rote tasks like these cost the average care team four hours of staff time per week, while lengthy clinical documentation consumes 26% to 41% of nurses’ time.

Seamless data transfer frees up staff to focus on what they love to do: care for patients, thereby improving staff satisfaction and retention. It also empowers post-acute care facilities to communicate with multiple partners, including pharmacies, laboratories, and health information exchanges (HIEs).

Key Considerations When Selecting Skilled Nursing Software

For SNF IT leaders looking to improve care transitions and communication, it’s time to rethink the software evaluation process. Today’s top must-haves include care coordination tools that improve interoperability and integrate with existing systems, along with solutions that fit the staffing and budget realities of nursing homes. Here are four key questions to ask potential solution providers:

Will The Solution Improve Interoperability and External Communication?  

Applications that support industry-standard protocols like HL7 and FHIR ensure that nursing home staff can exchange referrals, treatment orders, problem lists, and other information fluently. Additionally, solutions that use frameworks like DirectTrust — a set of policies established by HITRUST — facilitate securely sending direct messages, such as transfer notices and bed availability confirmations, to other providers. Another must-have is software built around the Carequality interoperability framework, which lets staff query EHRs and HIEs effortlessly.

Does The Solution Integrate With EHRs in Nursing Homes?

Replacing a nursing home EHR is expensive, complex, and time-consuming, which is why most SNF leaders want to add interoperability while maintaining their existing EHR. Solutions built with application programming interfaces (APIs) make this happen. APIs connect effortlessly with multiple EHRs and other core systems. But EHR integration is just the start. A best-in-class solution provider should also be familiar with SNFs and the workflows that nurses, CNAs, rehab nurses, administrative staff, and providers use on a daily basis and know how to automate them. The goal is to find software that will complement existing workflows, not disrupt them.

Can I Trust That The Solution is Secure and HIPAA-Compliant?

As SNFs open up their data exchange networks, they will inevitably interact with more organizations and providers. And while that’s a good thing in terms of care coordination, it can also increase the risk of data hacks and breaches. Nursing home IT teams can protect their systems — and their patients’ data — by choosing HIPAA-compliant solutions that follow the HITRUST CSF framework, the gold standard in healthcare cybersecurity. Top solutions will also keep data secure when it’s at rest with AES 256-bit encryption and in transit with TLS 1.2 encryption. Also, insist on platforms that provide role-based access control and audit trails for tracking purposes.

What Kind of ROI Can I Expect?

All interoperability software will include upfront costs, but the best solutions will pay for themselves by improving workplace efficiency and staff satisfaction. Seek solutions that automate multiple steps in the transfer process, such as pulling data automatically from hospital or rehab systems to streamline care coordination and reduce staff burdens. The more powerful the automated workflow, the more time colleagues can spend with patients — and the less time they’ll spend standing by the physical fax machine or sitting at a keyboard.

Improve Transitions of Care With eFax Unite

Transitions of care are the most vulnerable part of a patient’s journey, but they don’t have to be. eFax Unite offers a practical and fully interoperable solution. eFax Unite replaces physical fax machines with digital faxing capabilities and breaks down communication barriers while fitting into existing nursing home workflows.

With eFax Unite, SNFs can:

  • Exchange data securely across systems. eFax Unite connects SNFs to communication exchanges, including statewide HIEs, referral networks, and the providers within those networks. SNF staff can send patient info queries effortlessly through Carequality thanks to built-in connections with CommonWell Health Alliance, ACOS and other data exchange networks.
  • Meet regulatory mandates. eFax Unite is HIPAA-compliant and HITRUST CSF certified, using the DirectTrust framework to support Direct Secure Messaging while also securing active and stored data using AES 256 bit and TLS 1.2 encryption. Plus, eFax Unite maintains full audit trails for every patient record sent or received for the duration of a customer’s account.
  • Improve care handoffs and care quality. SNFs can receive discharge summaries, medication lists, and referrals electronically, and automatically route them to the right team members. With more complete and accurate data at intake, nursing homes can admit patients faster and reduce the risk of hospital readmissions.
  • Maximize existing investments. eFax Unite allows providers and staff to continue using the tools they trust the most. RESTful APIs provide plug-and-play integration with a nursing home’s EHR, ERP, CRM, and other core platforms. eFax Unite can even integrate with older legacy systems.

Perhaps best of all, as part of Consensus Cloud Solutions’ eFax Corporate® platform, eFax Unite automates core communications workflows, helping staff save time and focus more on resident care.

Make the Most of eFax Unite

Because eFax Unite is cloud-based, SNFs can get up and running with it quickly. These tips can make the implementation and optimization phases even easier:

  • Map existing workflows. Detail the process for how data enters the nursing home right now, then work with your vendor to configure the solution and streamline existing workflows.
  • Provide role-based training. Start with roles directly involved in care transitions, including nurse managers and care managers. Once they’ve become experts with the software, ask them to help train other colleagues.
  • Gather and apply user feedback. Ask early adopters to create a list of the features that bring the biggest benefits, then prioritize rolling out those features house-wide.
  • Measure the ROI. Use audit data to track metrics like time-to-admit or total percent of patient information collected at intake.

With the right rollout strategy, eFax Unite can become the foundation of a scalable, compliant interoperability solution—inside and beyond your facility’s walls.

Deliver on the Promise of SNF Interoperability

Care coordination inside SNFs has taken a back seat to clinical documentation for far too long. With solutions like eFax Unite, nursing homes can achieve higher levels of interoperability and save staff up to 70% of their time. 
Learn more. Explore eFax Unite for skilled nursing facilities.

Frequently Asked Questions

eFax Unite supports transitions of care by enabling HIPAA-compliant exchange of health information with hospitals and other care partners. Skilled nursing facilities (SNFs) can use eFax Unite to send and receive Direct Secure Messages with referring providers. They can also connect with interoperability networks like Carequality and CommonWell Health Alliance. Because eFax Unite uses RESTful APIs, SNFs can integrate this cloud-based software into the systems their employees use most, including their EHR, document management systems, and other tools. These advanced integration capabilities enable SNFs to reduce time-to-admit and collect more accurate patient histories, improving care and reducing hospital readmissions for residents.

No. Cloud-based solutions for SNFs are built to work alongside existing EHRs so SNFs can automate workflows and exchange data securely without having to replace their existing systems. Tools like eFax Unite connect to multiple hospital-based and SNF-based EHRs, along with national health information exchanges (HIEs), enhancing data exchange and creating smoother care transitions from acute to post-acute settings.

When selecting nursing home software, IT leaders should seek tools that integrate with their existing systems and help them improve communication with referring providers. Key features include Direct Secure Messaging, digital faxing, HIPAA-compliant audit trails, and RESTful APIs for ease of integration. Platforms like eFax Unite meet these needs, empowering post-acute care facilities to move from clinical documentation toward care coordination. 

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The Cost of Doing Nothing: What Manual Workflows Really Cost Skilled Nursing

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Many skilled nursing facilities (SNFs) still rely on manual workflows, and they cost more than you think.

The reason for using these processes isn’t resistance to change. Instead, it’s a lack of interoperability. Even though 8 in 10 post-acute facilities use electronic health records (EHRs) regularly, data sharing remains a challenge. When EHRs don’t connect across care settings, staff are left to bridge the gaps with paper forms and physical fax machines. 

But how much time does staff spend chasing down paperwork, and what happens when patient data arrives at an SNF too late? Let’s add up the costs of manual workflows and explore how post-acute care organizations can fix the problem without overhauling their EHR.

The True Costs of Manual Workflows in Skilled Nursing

Paper-based processes may seem familiar and manageable, but they also create a ripple effect of inefficiency. Here’s where those impacts show up the most.

Less Time for Patients

Every hour spent on repetitive, non-clinical tasks — calling referring providers, sending paper faxes, and entering data into multiple systems and portals — saps staff morale and creates added stress. It also diverts attention from doing what your staff does best: delivering care to nursing home residents. Nurses, in particular, feel the brunt, spending between 19% to 35% of each shift on clinical documentation. 

What’s the cost? Consider one estimate that says inefficient toggling between systems can consume as many as four hours per week for all skilled nursing staffers. Take that number and multiply it by the average hourly rate for a nursing home employee ($29/hour). Then multiply that number across an SNF facility with 100 employees, and it equates to $46,000 a month in lost time alone.

Staff Burnout

Repetitive administrative tasks are fueling the burnout crisis nursing homes face today. When staff can’t do the work they’re trained to do, they head for the exits. This unfortunate reality has led to an 82% staff turnover rate industry-wide, with more than half of nursing homes replacing 50% of their staff annually.

High turnover creates huge expenses. To see why, take the example of a nursing home with 12 full-time RNs. Let’s say the facility experiences a 50% RN turnover rate. Based on an estimated turnover cost of more than $40,000 per bedside nurse, the nursing home will spend at least $240,000 to replace those six nurses alone. That doesn’t include the added expenses of replacing other skilled workers, such as Certified Nursing Assistants and Licensed Practical Nurses.

Compliance Challenges

Manually faxed patient records are more likely to be lost or misplaced, increasing the risk of noncompliance with regulations like the Health Insurance Portability and Accountability Act (HIPAA). Just one HIPAA violation can cost a post-acute provider anywhere between $100 to $50,000. Serious violations, however, can cost even more. Take the recent case of a mental health center in California that received a $100,000 civil monetary penalty for failing to provide a patient with timely access to her medical records.

Compliance isn’t limited only to HIPAA. Rules like the 21st Century Cures Act prohibit information blocking, defined as any action that “interferes with the ability of authorized persons or entities to access, exchange, or use electronic health information.” SNFs lacking robust interoperability capabilities may be at risk for information-blocking penalties if they fail to share electronic healthcare information with their care partners as needed. Any facility found in violation faces fines of up to $1 million per penalty.

Care Quality and Star Ratings

The quality of patient care inside an SNF is tied directly to information sharing. When patient records arrive late — or if they’re illegible on a paper fax and require follow-up — it raises the odds of preventable medication errors, patient falls, and hospital readmissions.

Research shows that these kinds of information gaps are widespread, especially during care transitions. A study of 471 hospital-SNF pairs revealed that 76% of shared healthcare information had at least one usability shortcoming, including:

  • Missing information about a patient’s behavioral status (68% of the time)
  • Missing information about a patient’s social status (66% of the time)
  • Information arriving after the patient either sometimes (34%) or often (16%)

Any lapse in quality impacts an SNF’s Star Ratings. Compiled by the Centers for Medicare and Medicaid Services (CMS), Star Ratings are based on a post-acute organization’s compliance with key quality measures, staffing ratings, and health inspection ratings. When quality care suffers, ratings fall, and a one-star drop can cost an organization hundreds of thousands of dollars in lost referrals, reimbursements, and contracts.

Value-Based Care Barriers

Emerging value-based care models depend on timely, accurate information sharing, something paper processes and standalone fax machines can’t support. Just one example: In early 2026, CMS will roll out Transforming Episode Accountability Models (TEAM), making 700-plus hospitals accountable for the cost and quality of Medicare patients undergoing procedures such as spinal fusion and coronary artery bypass graft (CABG) surgery.

To prepare, hospitals are already forming high-value networks with select post-acute care partners. SNFs that can share data securely will be highly sought-after collaborators.

“Strong SNF partnerships are essential to the TEAM concept,” Robin Roberts, Director of Health IT Regulatory Affairs at PointClickCare, recently told Modern Healthcare. “Hospitals will seek partners who can help them deliver high-quality care at moderate or lower costs while reducing the risk of hospital readmissions.” Post-acute facilities that don’t address their interoperability challenges now will miss out on these essential collaborations.

Adding Up the Hidden Costs

The multiple costs of paper-based processes snowball quickly. At a bare minimum, SNFs lose tens of thousands of dollars in staff time a month. Add in the expenses related to replacing burned-out staff and paying even the smallest of compliance fines, and the costs are well into the six figures. And if your facility suffers a drop in CMS Star Ratings or incurs serious penalties, the financial costs could reach into the millions — not to mention the associated reputational damage.

Interoperability may not eliminate all of these expenses, but it will go a long way toward alleviating financial strain and improving quality of care. When staff can send and receive patient records without manually keying entries into EHR fields or multiple portals, it reduces their workloads, leading to less stress and more time spent with their patients. PHI remains secure at all times, reducing the risk of noncompliance. And quality care improves, enhancing CMS Star Ratings and positioning your SNF as a reliable communication partner in care transitions, making you a more attractive collaborator for hospitals operating under value-based models.

Step Toward Interoperability Without Breaking Your EHR

Your EHR represents one of your SNF’s biggest investments. That’s why the path to greater interoperability starts with practical solutions that will integrate with your EHR, saving you from costly system replacements.

eFax Unite™ works with the systems you already have to reduce paper-based workflows, improve communications with referral partners, and create better transitions of care. Instead of using five or more different portals, eFax Unite gives skilled nursing staff a centralized, easy-to-use inbox. Staff can send electronic faxes, Direct Secure Messages, and referrals to anyone within their healthcare ecosystem.

EHR integration removes multiple steps in traditional paper-based and physical fax workflows. eFax Unite turns unstructured demographic data into a structured document, then attaches it to the correct patient record in the EHR automatically. Staff can use the platform to search for other patient data in Carequality and CommonWell Health Alliance, creating more complete patient records. 

As a HIPAA-compliant and HITRUST CSF-certified solution, eFax Unite helps eliminate the risk of compliance lapses. And because eFax Unite closes communication gaps, it helps SNFs meet the data-sharing expectations of value-based programs and alternative payment methods.

Stop the Reliance on Manual Workflows

The high costs of manual processes aren’t sustainable, and neither are the risks to patient care. That’s why it’s time for SNFs to enhance interoperability with their care partners and get the most from their EHR investment.

Wondering where to begin? Get a few practical tips in this white paper: “Beyond Adoption: Making EHRs Work for Skilled Nursing Facilities.” Ready to explore how eFax Unite could help your SNF staff spend less time on paperwork and more time on patient care?

Request a Demo.

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A 78-year-old Medicare patient is discharged from the hospital to a skilled nursing facility (SNF) after hip surgery. The hospital’s electronic health record (EHR) system contains detailed notes about her new medication regimen, her mobility restrictions, and a pending cardiac consultation. 

But when she arrives at the SNF two hours later, her care team receives a 47-page fax, half-illegible and missing key sections. Buried somewhere in the pile is a critical medication change that could prevent a dangerous drug interaction.

This hypothetical scenario plays out daily across America’s 15,000 skilled nursing facilities. Despite the fact that a 2023 HHS report suggests roughly 80% of SNFs use EHRs, they remain largely disconnected from the broader healthcare ecosystem. While hospitals and physician practices have spent the last decade building sophisticated data highways, SNFs are still navigating dirt roads, relying on fax machines, phone calls, and manual data entry to coordinate care for some of our most vulnerable patients.

How did we get here? More importantly, what can SNFs do today to bridge this dangerous gap without waiting for another decade of policy changes or replacing their entire technology infrastructure? 

The Policy Gap That Created Today’s Crisis

The HITECH Act in 2009 pumped $35 billion into digitizing American healthcare. Hospitals and physician practices received generous incentives to adopt EHRs and demonstrate “meaningful use.” The vision was a seamlessly connected healthcare ecosystem.

But skilled nursing facilities were left out entirely.

Long-term and post-acute care providers, including SNFs, were excluded from federal EHR incentive programs. They weren’t “eligible providers” under Meaningful Use, meaning no financial incentives, no mandates, no policy pressure to build interoperable systems. 

The ripple effects were profound. Without external incentives or funding, SNFs did what they could afford: they bought EHRs for internal operations, such as documentation, billing, and compliance, but couldn’t justify investing in interoperability infrastructure their hospital partners were building with federal dollars.

Today’s numbers reveal this two-track evolution. The 80% of SNFs now using electronic health records matches primary care adoption rates. This looks like success, but adoption isn’t connection. Despite high EHR use, interoperable data exchange remains rare in SNFs. Key capabilities remain frustratingly low:

  • Finding: SNFs can’t electronically query external health records.
  • Sending: Clinical data still travels by fax instead of secure electronic exchange.
  • Integrating: Outside information requires manual re-entry rather than flowing directly into EHRs.

When hospitals discharge patients to SNFs, information travels by fax, not secure electronic exchange, even when both facilities have sophisticated EHRs. Operating on thin margins with limited IT resources, SNFs struggle to optimize existing systems, let alone invest in interoperability. Few have budgets for training, IT staff, or workflow redesign. Data stays siloed within each SNF’s system.

The result is a healthcare system where acute care providers speak digital fluently while SNFs translate between incompatible systems using fax machines. More than a decade after HITECH, this policy exclusion has created a care coordination crisis affecting millions of Americans each year.

The Human Cost of Disconnected Systems

The most recent data available shows that nearly one in four patients transferred from hospitals to SNFs will be readmitted, significantly higher than the 17% overall Medicare readmission rate. Behind each readmission often lies a preventable communication failure.

A national survey of 471 SNF-hospital pairs revealed the scope of the problem. Key patient information routinely goes missing during transitions: functional status, mental/behavioral assessments, and even basic contact information for hospital clinicians. When information does arrive, it’s often too late, landing after the patient has already been admitted. Even then, discharge documents are frequently difficult to use, buried in duplicative content that staff must manually sift through.

Here’s what SNF staff experience daily:

  • Inaccurate or untimely communication, leading to preventable adverse events during care transitions.
  • Missing medication lists, leading to dangerous drug interactions.
  • Absent lab results, delaying critical treatments.
  • Incomplete advance directives, resulting in care that contradicts patient wishes.

Consider the complexity: SNF patients aren’t just recovering from single procedures. They’re often managing multiple chronic conditions, recovering from major surgeries, and taking numerous medications. When a crucial detail — a dosage change, an allergy, baseline cognitive status — doesn’t make the journey from hospital to SNF, the consequences compound quickly.

Poor data exchange across settings leads directly to lower-quality care, increased errors, and avoidable readmissions. These aren’t just IT problems — they’re human problems affecting vulnerable patients at their most vulnerable moments.

The Hidden Burden on SNF Staff

In 2021, about 70% of healthcare providers still used paper faxes to exchange medical information — and SNFs are among the most fax dependent. Each faxed document arrives as unstructured data that must be printed, scanned, filed, or manually keyed into the EHR. If hospitals use secure web portals for referrals, SNF staff must log into multiple separate systems and then retype or print the information rather than having it flow directly into their charts.

These burdens impact both patients and healthcare workers. A 2016 study found that for every hour a physician spends with a patient, they have two hours of administrative tasks. This is time spent chasing information, leaving voicemails for other clinicians, checking fax machines, and navigating redundant portals. Every hour consumed by administrative tasks is an hour stolen from direct patient care.

Manual processes also impact operations. Rekeying data from faxes introduces typos and errors that propagate through patient records. Staff must double-check everything, adding reconciliation tasks to already overwhelming workloads. Up to 30% of the nation’s total healthcare spend goes to administrative tasks like data entry and paperwork — a particularly painful statistic for SNFs operating on razor-thin margins.

The compliance risks are equally serious. Aging fax systems and manual workflows create multiple HIPAA vulnerabilities:

Traditional fax machine vulnerabilities

  • Misdialed numbers sending PHI to the wrong recipients
  • Papers left on machines exposing patient information
  • Unattended documents accessible to unauthorized staff
  • No encryption or access controls

Dangerous staff workarounds when systems fail

  • Staff using personal email or texting for patient data
  • Shared passwords for multiple portal logins
  • Printed records left unsecured on desks
  • Violation of privacy rules through informal communication channels

For SNF staff already stretched thin, the burden of maintaining these broken systems while ensuring compliance and quality care has become unsustainable.

Why “Rip and Replace” Isn’t the Answer

The typical SNF operates on limited budgets and slim margins, making wholesale EHR replacement impractical. Unlike large hospital systems with dedicated IT departments and capital budgets, many SNFs cannot afford the high costs of purchasing and implementing new systems. An EHR transition involves not only licensing fees but also data migration, configuration, training, and potential billing disruptions — expenses that are prohibitive for resource-strapped facilities.

The operational risks are equally daunting:

  • Workflow disruptions in 24/7 care environments that can’t afford downtime
  • Productivity losses from staff learning curves that hurt documentation accuracy
  • Regulatory compliance gaps during transitions when continuous requirements must still be met
  • Limited IT expertise on-site to manage complex system overhauls
  • Training resource shortages that make even basic optimization challenging

There’s also the issue of specialized functionality. SNFs use EHR platforms tailored to post-acute workflows supporting MDS assessments, care plans, and PDPM billing. Switching to a hospital-focused EHR might sacrifice critical long-term care functionalities or require costly customization. Some SNFs are part of larger chains mandating particular EHRs, further limiting choices.

“Rip and replace” is too costly and risky for most SNFs. Instead, the industry consensus has shifted to layering interoperability solutions on top of existing EHRs to bridge gaps to meet SNFs where they are rather than demanding they start over.

Making Existing Systems Work Together

Interoperability in SNFs requires additive solutions that don’t disrupt current systems. The most practical approach: modern cloud platforms that bridge disconnected systems while preserving existing workflows.

eFax Unite™ exemplifies this strategy. The platform centralizes fax, Direct secure messaging, and HIE networks (Carequality/CommonWell under TEFCA). Staff use familiar interfaces while the platform manages the technical complexity: delivering Direct messages to hospital EHRs, querying HIE networks, routing structured documents into the SNF’s system. Instead of juggling five hospital portals, staff have one workflow for all communications.

Modern platforms leverage AI and OCR to transform tedious tasks. Incoming faxes such as labs, referrals, and discharge summaries are automatically parsed for demographics, medications, and diagnoses, then converted into structured CDA/CCD files. This eliminates manual data entry and ensures information lands in the right patient record instantly.  These platforms also provide encryption, access controls, and full audit trails and ensure HIPAA-compliant sharing through direct messaging and standardized APIs, replacing the vulnerabilities of legacy fax.

Platforms like eFax Unite solve today’s problems with tools that work with existing systems while building toward tomorrow’s fully connected ecosystem.

Bridge the Gap Today

While policymakers debate long-term solutions and industry standards evolve, SNF patients and staff can’t afford to wait.

The good news: You don’t have to. Solutions like eFax Unite offer a practical bridge between today’s fragmented reality and tomorrow’s connected healthcare ecosystem. By working with your existing systems rather than replacing them, these platforms deliver immediate improvements in care coordination, staff efficiency, and compliance readiness.

Every day of delay means more preventable readmissions, more burned-out nurses, more compliance risks. But every SNF that takes action today becomes part of the solution — proving that post-acute care facilities can lead rather than lag in healthcare’s digital transformation.

Ready to stop waiting and start connecting?
Learn how eFax Unite can bridge your interoperability gap without disrupting your operations. See how other SNFs are already transforming their care transitions and reducing readmissions. Request a demo of eFax Unite →

Send and receive faxes in minutes.

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How to Close Care Coordination Gaps With Interoperable Cloud Faxing

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Upon a patient’s discharge from a hospital, the care team faxed a 40-page transition-of-care document to the patient’s cardiologist. But the fax sat in a bin inside the cardiologist’s office for three days before being manually entered into the provider’s electronic health record (EHR). During that time, no one realized that the patient had been prescribed a new high-risk medication, creating a potentially dangerous gap in care.

This hypothetical scenario reflects care coordination breakdowns that can happen due to disconnected technology and manual processes. Let’s review how your healthcare organization can reduce these risks and improve patient outcomes with solutions that integrate with your EHR and create automated workflows.

What is Care Coordination?

Care coordination involves organizing care throughout each step of a patient’s journey. All patients can benefit from highly coordinated care, but it’s especially important for people with complex health conditions. A patient with diabetes, for example, may see multiple providers for ongoing care, including:

  • A primary care doctor for their general health
  • An endocrinologist for diabetes management
  • A podiatrist for foot ulcer treatment
  • A nutritionist for meal planning guidance

Sharing information securely among providers improves health outcomes. Results from a recent study show that heart failure patients receiving higher levels of care coordination had 10% lower odds of readmission, 17% lower risk of mortality, and a 16% reduction in overall healthcare costs.

When care coordination is fragmented, however, it leads to redundant testing, delayed diagnoses, and potential medication errors, raising healthcare costs and eroding the quality of care. 

Common Challenges With Care Coordination

Care coordination can fall short due to systemic barriers that limit access to information and slow organizational workflows to a crawl. Three common care coordination pitfalls include:

Siloed Systems That Prevent Seamless Information Exchange

Patients’ protected health information (PHI) typically lives within multiple systems, including an EHR, patient portals, fax machines, and practice management systems. Systems that aren’t properly integrated will need some type of manual intervention in order to share patient information, leading to re-keying and increasing the risk for errors. This problem is then exacerbated as practices attempt to share data with referring providers who also use different systems.

The dangers of siloed systems: Imagine a scenario where a primary care provider (PCP) refers a patient to a cardiologist for evaluation of worsening shortness of breath. The PCP’s office uses paper fax to send the referral, clinical notes, and lab results to the cardiologist. However, due to staffing shortages, the cardiologist’s office can’t enter the information until two days later. By the time the patient arrives for their appointment, the cardiologist has only a brief referral note in their EHR and not the updated lab results or medication history. As a result, the cardiologist repeats tests that were already done.

Manual Processes That Lead to Inefficiencies and Delays

Many healthcare organizations still rely on manual tasks such as printing, scanning, and physical faxing. This hands-on work consumes considerable time for providers and staff. It also increases the risk for human errors and elongates the time it takes to share information with other providers.

The dangers of manual processes: Let’s say a GI clinic receives a faxed referral from a PCP for a patient experiencing severe abdominal pain. A clinical staff member manually entered the wrong medication dose (10 mg of a blood thinner instead of the prescribed 1.0) into the EHR. Unaware of the error, the gastroenterologist delays an urgent diagnostic procedure due to the perceived elevated risk of bleeding.

Compliance Concerns With Patient Data Sharing

Your patients’ PHI is only as safe as the systems in which it lives and how it travels between those systems. If your solutions don’t communicate with one another, providers and staff may try to take shortcuts, opening the door for potential HIPAA violations. These types of compliance breaches expose your patients’ private information and can create significant monetary penalties from the U.S. Department of Health and Human Services Office for Civil Rights (OCR).

The dangers of fragmented care: Consider a situation where an orthopedic surgeon attempts to share a care plan with a referring physician via paper fax, but the fax will not transmit. Frustrated, the provider sends the care plan through the physician’s personal email account instead of the practice email. The surgeon mistakenly types in the wrong email address, triggering a HIPAA violation.

How Technology Improves Care Coordination

Modern, cloud-based solutions help providers and staff exchange data securely inside and outside their organizations, enabling the type of highly coordinated care patients deserve. Your practice can start busting through the barriers to care coordination with solutions that embrace these three key principles:

  1. EHR Interoperability and Secure Information Exchange

Interoperability allows for the secure exchange of information like treatment summaries and imaging reports across different EHR systems during transitions of care. By choosing interoperable solutions, providers receive both the data and the clinical context they need to make more informed diagnoses.

How it enhances care coordination: A regional health network integrates its EHR with a local orthopedic group using a secure document exchange platform. Now, care teams can access treatment plans and progress notes in real time, reducing hospital readmissions through improved patient adherence with follow-up care plans.

  1. Automated Administrative Workflows With Cloud Faxing and AI

Clunky workflows frustrate practice staff and increase feelings of burnout among providers. In contrast, automated workflows reduce administrative burdens and support coordinated care. Cloud-based online faxing solutions turn formerly paper-based processes into streamlined workflows, giving providers immediate access to vital healthcare information. AI can convert medical faxes into structured data and route them to the correct patient record within your EHR.

How it enhances care coordination: A multi-specialty clinic adopts an AI-powered cloud fax solution to extract key patient data from inbound referrals. What once took 15 minutes of staff time per fax now takes less than a minute, improving productivity and accelerating patient intake.

  1. Smoother Data Transfer Backed by FHIR and HL7

Think of FHIR and HL7 as the common language of healthcare. These universal data sharing frameworks allow providers to share information digitally across care sites in real time using application programming interfaces (APIs). The results: faster diagnoses, quicker treatment, and improved care across venues, from urgent cares and emergency rooms to medical practices and behavioral health centers.

How it enhances care coordination: Envision a world where an accountable care organization uses FHIR-based APIs to integrate patient data from multiple providers into a centralized platform. The organizer’s care coordinators can now manage chronic disease interventions and provide social services with greater precision, improving population health outcomes.

Best Practices for Implementing Care Coordination Software

Healthcare organizations must select solutions that enhance existing staff workflows, not disrupt them. A few ways to find the right choice for your practice:

Assess Your Current Care Coordination Capabilities

First, identify any existing care coordination gaps within your organization. Pay close attention to any older, legacy technology systems. Often, these systems are difficult to integrate.

In addition to reviewing your practice’s tech stack, you should:

  • Map out key touchpoints between internal departments and external parties, including referring providers and care facilities.
  • Look for any manual processes, such as manual data entry or physical staffing, that are ripe for automation.
  • Review feedback from patient reviews. Often, your patients will be the first ones to point out any care coordination missteps.

Once you thoroughly understand your organization’s current processes and technology, you can develop a plan to enhance your care coordination capabilities.

Evaluate Cloud-Based Solutions for Seamless, Secure Communication

Cloud-based solutions offer APIs for quick integration. But not all cloud-based tools are alike. To achieve care coordination at scale, seek solutions built specifically for healthcare. Prioritize tools that use the HL7 and FHIR frameworks. Bonus points if your solutions comply with the HITRUST Common Security Framework (CSF), the “gold standard” for cybersecurity and data protection.

Consensus Cloud Solutions offers a suite of cloud-based, EHR-interoperable tools designed to improve care coordination across your entire organization, including:

  • eFax Corporate® enables secure, scalable cloud faxing that integrates directly with your existing EHR, so providers and staff can send digital faxes without interrupting their workflows. eFax Corporate encrypts PHI both inside your EHR and while it’s being sent to other providers and facilities. It’s also fully HIPAA compliant and carries HITRUST certification.
  • Clarity Clinical Documentation™ minimizes manual data entry, freeing staff from tedious paperwork. Clarity CD routes medical faxes directly to the appropriate patient record in your EHR. Then, using AI and natural language processing (NLP), it extracts key patient demographics from the fax and converts them into a structured Continuity of Care document that’s easy to share with other providers.
  • eFax Unite™ is designed specifically to eliminate fragmented communication and remove inefficient workflows. An interoperability platform, eFax Unite lets you share files, connect with millions of providers, execute electronic signatures, and even send Direct Secure Messages to post-acute facilities, specialty practices, labs, hospitals, and other care partners.

Here’s how all three of these solutions could work together to help providers communicate effectively and advocate for their patients:

A PCP refers a patient to a pulmonologist. The referral — including handwritten notes, lab results, and imaging reports — is faxed digitally to the pulmonologist’s inbox using eFax Corporate. At the pulmonology office, the care team uses Clarity Clinical Documentation to extract key data from the digital fax, such as diagnosis codes and medications, and turns it into a structured document that lives within the practice’s EHR. Even though the two practices use different EHRs, they can share patient information securely through a Health Information Exchange (HIE) using Direct Secure Messaging within eFax Unite.

Care Coordination Starts With Tighter Connections

Improving care coordination is a team sport, and it takes cooperation from multiple parties within the healthcare ecosystem. With cloud faxing and AI-enabled tools, your organization can set an example by eliminating manual processes, sharing information securely, and enhancing the quality of care you deliver for your patients.

Learn more about how interoperable tools like eFax Corporate, Clarity Clinical Documentation, and eFax Unite can help your organization deliver more connected care without overhauling your entire tech stack.

Frequently Asked Questions

Care coordination software streamlines communication and information sharing between healthcare providers. Providers can collaborate on treatment plans and patient follow-ups using accurate, real-time data. Features like EHR interoperability, cloud faxing, Direct Secure Messaging, and AI-powered data extraction help ensure the right provider receives the right information at the right time.

A mix of cloud-based care coordination solutions can break down data silos both inside and outside a healthcare organization. They can also eliminate manual fax workflows entirely. For example, AI-powered solutions can extract demographic information from digital faxes and create a structured document inside an organization’s EHR, eliminating re-keying and reducing errors. Care coordination software also helps healthcare organizations remain HIPAA-compliant.

Digital faxing combined with AI enhances care coordination by bridging the gap between paper-based processes, legacy systems, and modern, cloud-based technology. Tools like eFax Corporate allow providers and staff to send faxes digitally using their existing workflows, saving time and improving patient care. Clarity CD intelligently parses digital faxes using AI and natural language processing (NLP) and routes the information to the appropriate patient record in a standardized format. The benefits include improved accuracy and more time spent on patient care.

Send and receive faxes in minutes.

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Choosing the Right EMR Software: A Buyer’s Guide for Healthcare Practices

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Selecting the right electronic medical records (EMR) software can seem daunting for healthcare practice leaders. The solution must be easy to use. It has to keep patient data secure. Most importantly, it must help everyone in your practice — providers, registrars, coders, and billers — do their jobs faster with reliable and accurate data. 

Where to begin? Let’s start by looking at the key buying criteria and explore how Consensus Cloud Solutions can close the gap between the promise of EMR software and the real-world workflows your teams manage every day.

EMR vs. EHR — What’s the Difference?

While they may seem interchangeable, the terms EMR software and electronic health records (EHR) software have different meanings. How can you tell the difference between EHR and EMR?

An EMR transforms paper charts into electronic records stored within the four walls of your practice. It stores all of your patients’ medical histories and treatment plans. However, data within your EMR is typically confined to your practice. If you need to send medication histories or other documentation to referring providers, you may need to use paper faxing or other manual methods.

An EHR, meanwhile, goes one step further. It’s designed for data sharing across multiple providers. This gives referring providers access to your patients’ labs, visit history, and other key information, regardless of where the care was delivered. 

If your practice already has athenaOne® or another EHR, it’s essential to find EMR software that integrates with your EHR and fits within your existing workflows. For example, eFax Corporate® offers an out-of-the-box athenaOne integration that sends digital faxes directly to the patient’s record within the EHR, eliminating manual re-keying while giving clinicians access to critical patient information quickly.

5 Top Considerations When Selecting EMR Software

Because EMR software will impact every aspect of your practice, practices typically devote a lot of time to due diligence. On average, the process takes three-to-six months. The vast majority (92%) of software buyers begin by creating a shortlist of 3-5 vendors, and more than half (59%) end up selecting a vendor from that initial shortlist.

To ensure you get the right vendors on your shortlist, keep these 5 essential considerations top of mind during the evaluation and assessment process.

1. Usability and Workflow Integration

Any new EMR software you choose should make work easier, not harder, for your practice’s providers and staff. Look for solutions that offer:

  • High usability, with intuitive navigation that reduces time spent on clinical documentation and increases face time with patients
  • Clear visual displays and dashboards that let users quickly find the information they need
  • Seamless integration with all of your essential systems, including your:
    • EHR
    • Customer relationship management (CRM) database
    • Enterprise resource planning (ERP) system
    • Document management system (DMS)
    • Billing software
    • Mobile devices

Solutions with built-in application programming interfaces (APIs) make integration simple so your team can get the most out of your new solution and all of their existing digital tools.

Pro tip: Include your providers in the process of selecting and customizing EMR software to ensure it meets their specific needs.

2. Security and Compliance

While HIPAA compliance is table stakes for EMR software, regulations are changing, and practices must keep pace. Newly proposed legislation, for example, aims to modernize the HIPAA Security Rule, addressing technical aspects such as data encryption and multi-factor authentication in an effort to further safeguard patients’ protected health information (PHI). 

Practices can remain ahead of these changes by selecting EMR solutions with strong encryption protocols, including AES 128-bit or higher to protect data at rest and transport layer security (TLS) protocols to protect data in transit. 

Pro tip: For maximum data protection, practices should also prioritize solutions that are HITRUST-certified, the “gold standard” for cybersecurity in healthcare.

3. Interoperability and Data Sharing

Patient care seldom ends at your practice’s front door, which is why data sharing is a crucial consideration for any EMR software. Interoperability empowers providers and staff to exchange data with hospitals, accountable care organizations (ACOs), labs, pharmacies, imaging centers, and other specialists to streamline care and, ultimately, improve outcomes. 

Look for solutions that support two universal data sharing protocols, HL7 and FHIR. Both provide secure, real-time access to data so you can deliver highly coordinated, patient-centered care.

Pro tip: Advance your practice’s value-based care capabilities by integrating eFax Corporate with eFax Unite™. Doing so will allow providers to quickly and securely query Carequality and other health information exchanges (HIEs) for patient information.

4. Cost and ROI Considerations

Make no mistake, EMR software is a significant financial investment. The actual cost will depend on the size of your practice and your specialty. Yet while it’s tempting to select an EMR product based on its sticker price, the total costs of ownership go beyond the initial fee. 

Practices should perform a full cost-benefit analysis that includes the purchase price and intangibles like user licenses, implementation costs, and troubleshooting-related expenses. When calculating the potential return on investment, account for potential revenue growth and operational efficiency, calculating items such as hours of manual work eliminated or documentation time saved.

Pro tip: Cloud-based EMR solutions are cheaper and easier to maintain than older legacy systems. They also give practices access to automatic safety upgrades, removing manual software patches and delivering additional cost savings.

5. Vendor Support and Reputation

A best-in-class EMR solution won’t just deliver excellent functionality. It will also be backed by a trusted vendor that prioritizes ongoing support after the sale. To choose the best vendor, compare online reviews. Scan unbiased third-party review websites like KLAS Research and G2. Ask other practices what they like and don’t like about their current vendors. Then, prepare a list of questions for potential vendor interviews, including:

  • How much experience do you have with healthcare practices?
  • What is your company’s track record with data security?
  • How do you stay on top of evolving regulations?
  • What levels of support are included in the contract?
  • Are there any additional costs for support services or system upgrades?

These questions will help you evaluate the levels of support you’ll receive and give you a good gauge of each vendor’s reputation.

Pro tip: Ask vendors for case studies and testimonials from other healthcare practices that have implemented their solutions successfully.

How Consensus Cloud Solutions and eFax Corporate Support EMR Workflows

Consensus Cloud Solutions offers multiple interoperable EMR solutions designed to fit within the workflows your healthcare practice uses today, improving clinical efficiency and driving long-term ROI. 

Secure, HIPAA-Compliant Document Exchange

eFax Corporate gives practices a trusted, scalable platform for efficient, compliant digital faxing. The platform meets and exceeds HIPAA regulations, providing round-the-clock data encryption, including TLS encryption for data in transit and AES 256-bit encryption for data in storage. For added security, eFax Corporate can perform digital faxing on a virtual private network (VPN) for digital faxing.

Additionally, eFax Corporate carries HITRUST Common Security Framework (CSF) certification, keeping PHI protected. Plus, multi-layered audit controls support both internal compliance tracking and external audits.

User-Friendly AI-Powered Data Extraction for Structured Records

Handwritten doctor’s notes and paper faxes historically caused barriers for healthcare practices, but AI offers a breakthrough. Clarity CD™ uses AI and natural language processing (NLP) to read and understand the clinical context within referrals, lab reports, and progress notes. This advancement allows practices to automatically extract unstructured data from paper documents.

Clarity CD then populates this unstructured data into a structured, standardized Continuity of Care document that can be shared easily across multiple sites of care, including labs, urgent care centers, surgery centers, and primary care practices. Full EHR integration means structured notes get uploaded directly into your system of choice. Practices report achieving more than 70% efficiency over manual data entry with Clarity CD.

Seamless Interoperability and EHR Integration

One of the biggest time wasters inside a practice happens when colleagues have to toggle through multiple platforms just to talk with providers, patients, and health plans. By integrating eFax Corporate with eFax Unite, practices can easily share critical information with providers without changing workflows or switching solutions.

With eFax Unite, practices can send and receive any patient information using Direct Secure Messaging, which is quickly becoming the preferred communication method between PCPs and specialists. From the same platform, providers can query Carequality or other HIEs for additional patient information. Providers also get access to the National Provider Directory, enabling seamless, interoperable connections with nearly 1 million providers.

EMR Implementation Best Practices

Once your practice has decided to investigate EMR solutions, it’s time to create a strategic implementation plan. Be sure to include these three critical areas:

Planning and Vendor Selection

Outline your practice’s goals, then assemble a cross-functional team (providers, front-desk staff, back-office staff) to lead the selection process. Research vendors and create a shortlist. Then, schedule demos with top vendors so you can assess usability and interoperability firsthand. Remember to prioritize solutions that come highly recommended from peers and other people in the industry whom you trust. eFax Corporate, for example, is proud to be included on G2’s 2025 Best Healthcare Software Products list.

Training and Adoption Strategies

Once you decide on a solution, determine how you want to train your practice’s staff. A phased approach tends to work best for many practices. Provide comprehensive education based on each staff member’s specific role within the practice. Consider designating one or two colleagues as “super users” who can offer peer-to-peer support and serve as the go-to for any troubleshooting needs.

Integration and Long-Term Optimization

Gather continuous feedback from staff to make sure your chosen EMR solution continues to deliver value. Provide EMR training in new employee orientation and implement ongoing refresher training for staff. Perform routine system audits to identify and fix any integration hiccups. Use data analytics to monitor clinical efficiency and outcomes.

EMR Software: A Long-Term Investment in Your Practice’s Health

It takes time and commitment to choose the right EMR software. But once you make the right choice, your practice and its patients will realize the benefits for years to come. Tools like eFax Corporate, eFax Unite, and Clarity CD ensure the highest levels of usability and integration, allowing your providers and staff to continue putting patients first.

Frequently Asked Questions

Any EMR software a healthcare practice chooses must be easy to use. It must also integrate seamlessly with the practice’s EHR of record and other vital systems, such as its CRM, ERP, DMS, and billing software. Additionally, EMR solutions must be HIPAA compliant and support universal interoperability standards such as HL7 and FHIR. 

EMR software empowers healthcare practices to move toward value-based care by enabling interoperability with referring providers and health information exchanges (HIEs). eFax Unite, for example, lets providers query HIEs like Carequality for patient information, improving the coordination of care and reducing the risk of redundant tests or procedures. Integrated EMR and EHR systems also ensure timely access to labs, visit notes, medication lists, and imaging scans, creating stronger preventive care and keeping populations healthier.

A healthcare practice’s EMR solutions must be flexible so they can adapt to changing regulations, including proposed changes to the HIPAA Security Rule. At a minimum, EMRs should provide TLS encryption for data in transit and AES 256-bit encryption for data at rest. Also, consider platforms like eFax Corporate that are HITRUST-certified.

Send and receive faxes in minutes.

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Best Practices for Data Governance in Healthcare

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“Data governance” feels like a buzzword. You can imagine a boardroom full of executives nodding sagely while PowerPoint slides flash by, filled with abstract concepts and compliance checkboxes. 

But strip away the jargon, and data governance is fundamentally about real people. Patients whose medical histories, genetic information, and most vulnerable moments are captured in databases and electronic health records. Cancer patients, diabetics, children with orphan diseases — they rely on healthcare organizations to treat their data with respect and govern it effectively.

Data governance matters, and it’s imperative that healthcare organizations follow best practices to keep this critical information safe. In this article, you’ll learn the core components of data governance in healthcare, key best practices for implementation, and the tools that can help your organization protect patient data while improving operational efficiency.

What is Data Governance in Healthcare?

We’ll start with the American Health Information Management Association (AHIMA) definition of data governance:

The overall administration, through clearly defined procedures and plans, assures the availability, integrity, security, and usability of the structured and unstructured data available to an organization.

Let’s break that down into simpler ideas. 

  • “Overall administration”: Someone’s in charge. Data governance means establishing clear ownership and accountability for healthcare data. It’s not a free-for-all where everyone handles patient information however they want.
  • “Through clearly defined procedures and plans”: There’s a framework. Healthcare organizations need written policies that spell out exactly how data should be handled, from the moment a patient’s temperature is recorded to when old records are safely destroyed.
  • “Availability”: The right people can access data when needed. When a primary doctor needs to see a patient’s lab results a day later, those results should be there. When care teams must share information across departments, the data flows smoothly.
  • “Integrity”: The data is accurate and trustworthy. A patient’s blood type, recorded as O-positive, stays O-positive throughout every system. Medication dosages don’t mysteriously change between the pharmacy and the nursing station.
  • “Security”: Protected from unauthorized access. Patient data stays confidential, encrypted, and safe from breaches. Only authorized personnel can view sensitive health information.
  • “Usability”: The data works for its intended purpose. It’s formatted consistently, easy to understand, and ready for clinical decisions, billing, or quality reporting.
  • “Structured and unstructured data”: Neat database entries (structured) like lab values and messy documents (unstructured) like handwritten notes, faxes, and PDFs.

Data governance is about treating patient information as a valuable asset, ensuring it’s accurate, secure, accessible when needed, and useful for patient care.

Why Data Governance is Critical for Healthcare Organizations

Healthcare data is among the most heavily regulated information in the United States, with three core acts regulating healthcare information:

  • HIPAA compliance: The Health Insurance Portability and Accountability Act mandates strict privacy and security standards for protected health information (PHI). 
  • 21st Century Cures Act & interoperability rules: The Office of the National Coordinator (ONC) now requires healthcare organizations to enable seamless data sharing through standardized APIs like FHIR. Information blocking—practices that unjustly hinder data exchange—is prohibited and punishable. 
  • HITECH Act requirements: The HITECH Act reinforces HIPAA’s security provisions and mandates breach notification procedures. Governance frameworks help demonstrate due diligence and audit readiness when incidents occur.

Alongside those, governmental agencies, such as the FTC, can regulate healthcare organizations. Fines by these agencies for mishandling data are high:

  • $18.4 million for Mass General Brigham (January 2022): This massive settlement arose from using online tracking tools without user consent.
  • $1.5 million against BetterHelp (February 2023): The FTC fined the mental health platform for inappropriately sharing identifiable user data with advertisers.
  • $7 million fine for Cerebral (April 2024): The telehealth provider faced FTC action for security and privacy violations between 2019 and 2023, including sharing sensitive health information of over 3 million users with platforms like TikTok and Meta.
  • 13.4 million Kaiser Permanente members affected (April 2024): A data breach involving tracking tools that may have shared patient information with advertisers 

Data governance shouldn’t be seen as merely a compliance burden to avoid penalties. When implemented effectively, data governance delivers substantial benefits beyond regulatory checkboxes.

  1. Enhanced patient safety and care quality. Strong data governance ensures critical patient information — medications, allergies, medical history — remains accurate and consistent across all departments and providers. This prevents dangerous medication errors and enables seamless care coordination as patients move between specialists, emergency departments, and primary care. Clinical outcomes improve dramatically when every provider sees the same complete, up-to-date patient record.
  2. Operational efficiency and cost savings. Governance frees staff from time-consuming administrative tasks by eliminating duplicate patient records and automating data validation. Nurses spend less time hunting for lab results across siloed systems and more time with patients. Organizations see immediate returns through reduced duplicate testing, faster documentation, and streamlined workflows that cut operational costs.
  3. Improved decision-making. Reliable, well-governed data transforms both clinical and business decisions. Healthcare executives trust their dashboards and reports, while clinicians make treatment decisions based on complete patient information. Quality metrics accurately reflect performance, and population health initiatives succeed because they’re built on comprehensive data that reveals actual health patterns and risks.
  4. Risk mitigation and compliance assurance. With potential fines in the millions, governance provides essential protection. Clear audit trails, defined access controls, and consistent data handling procedures prevent violations before they occur. Organizations can quickly demonstrate compliance during audits, avoiding penalties and protecting their reputation.
  5. Competitive advantage. Patients increasingly value privacy and data security when choosing healthcare providers. Organizations with mature data governance stand out in the market, building trust through responsible data stewardship.
  6. Foundation for innovation. AI, machine learning, and predictive analytics require clean, standardized data to deliver results. Organizations with strong governance are ready to deploy these innovations immediately, from AI-powered diagnostics to predictive models identifying at-risk patients. 

By establishing clear policies, accountability, and processes for managing healthcare data, organizations avoid penalties and unlock their data’s full potential for improving patient outcomes and operational excellence.

Best Practices for Implementing Data Governance in Healthcare

Building an effective data governance program requires systematic organizational planning and commitment. Here are the essential practices healthcare organizations should adopt:

1. Establish Clear Governance Structure and Leadership

Form a multidisciplinary data governance committee with representatives from IT, clinical operations, finance, compliance, and health information management. Appoint executive sponsors, such as a Chief Data Officer or Chief Medical Information Officer, to champion the program. Define specific roles: data stewards who enforce standards within their departments, technical leads who manage infrastructure, and compliance officers who ensure regulatory alignment. 

2. Develop Comprehensive Data Policies

Document clear procedures for every stage of the data lifecycle:

  • Data standards: Create a single source of truth for terminology and definitions (what constitutes a “readmission” or how demographics are recorded).
  • Quality metrics: Establish standards for accuracy, completeness, timeliness, and consistency.
  • Access controls: Define role-based permissions determining who can view, modify, or share specific data types.
  • Retention rules: Specify how long different records are kept based on regulatory requirements.
  • Security protocols: Outline encryption standards, audit requirements, and incident response procedures.

3. Start Strategically and Plan for Scalability 

Rather than attempting to govern all data simultaneously, prioritize critical areas first. Focus on patient demographics, medication lists, and allergies — data that flows across multiple systems and directly impacts patient safety. Target information driving key metrics like readmission rates or quality scores. Quick wins in these areas build momentum and demonstrate value to stakeholders.

4. Break Down Data Silos

Map existing data silos across departments and systems. Implement integration solutions through APIs, health information exchanges, or enterprise data warehouses to securely connect disparate databases. Standardize data formats and terminologies across the organization. Modern interoperability platforms can help unite traditionally siloed channels like faxes, direct messaging, and EHR systems into unified workflows.

5. Leverage Automation and AI

Compliance can demand significant manual effort and resources, but modern technology makes it manageable by automating routine tasks and monitoring data quality continuously. Healthcare organizations can maintain high governance standards without overburdening staff by using the right tools.

  • Use natural language processing to extract structured data from unstructured documents.
  • Implement automated data quality monitoring to flag inconsistencies in real time.
  • Set up rule-based systems to enforce retention policies and access controls.
  • Apply machine learning to identify and merge duplicate patient records.
  • Automate audit trail generation for compliance reporting.

6. Implement Continuous Monitoring

Define key performance indicators to track governance effectiveness:

  • Percentage reduction in duplicate patient records
  • Time-to-access for critical clinical data
  • Number of data quality issues identified and resolved
  • Compliance audit scores
  • User satisfaction with data availability and accuracy

Review these metrics monthly with leadership and quarterly with the board. Use findings to refine policies and address emerging challenges.

7. Invest in Training and Culture

Every employee who touches data is a data steward. Develop role-based training programs covering:

  • Basic data governance principles
  • Department-specific data handling procedures
  • Privacy and security requirements
  • Quality control responsibilities

Foster a culture where data accuracy is everyone’s responsibility, not just IT’s domain.

8. Review and Adapt

Healthcare technology and regulations evolve rapidly. Schedule annual reviews of governance policies and procedures. Stay informed about new requirements like state privacy laws or updates to federal regulations. Adapt frameworks to address new data sources such as wearables, telehealth platforms, or AI-generated insights.

By following these best practices, healthcare organizations can build data governance programs that protect patient privacy, ensure regulatory compliance, and unlock the full value of their data. 

The Tools and Technology for Effective Data Governance

Strong data governance requires more than just policies and procedures. It demands the right technology partners. Modern healthcare organizations need solutions that integrate existing workflows while ensuring compliance and security.

Solutions like eFax Corporate® provide HIPAA-compliant document transmission with advanced security features, centralized administration, and EHR integration capabilities. The Consensus Cloud Solutions suite, which includes tools like Clarity Clinical Documentation™, is an AI-powered platform that transforms unstructured medical documents. Clarity creates structured, actionable data, automates the extraction and routing of critical patient information from faxes, PDFs, and other unstructured sources.

By combining robust governance frameworks with the right tools, organizations can automate compliance, break down data silos, and free staff to focus on what matters most: patient care.

Ready to strengthen your healthcare data governance? Learn how eFax can help you build a secure, compliant, and interoperable foundation for your organization’s data management needs.

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HIPAA Fax Disclaimers Explained: Importance, Use Cases and Drafting Tips

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Healthcare organizations rely on fax technology to ensure sensitive patient information and critical documents are shared securely. Faxes containing confidential information must comply with the Health Insurance Portability and Accountability Act (HIPAA) and only be accessible to the intended recipient.

Healthcare organizations that share information by fax should include a HIPAA fax disclaimer on sent messages. Doing so can inform recipients about the contents of the fax message and confirm they are the intended recipient. Read on to discover why you need a HIPAA-compliant fax disclaimer and how to write one.

Understanding HIPAA Fax Disclaimers

Sending documents via fax is crucial for healthcare and medical practitioners who share confidential information, such as patient data or Protected Health Information (PHI). Fax reduces the potential for critical information to end up in the wrong hands and helps companies comply with HIPAA.

HIPAA-compliant fax disclaimer provides further assurance that the data being shared is secure. Businesses and individuals that fail to comply with HIPAA policies can face significant fines and criminal proceedings, so including a HIPAA fax disclaimer as a legal safeguard can be crucial.

What is a HIPAA Fax Disclaimer?

A HIPAA disclaimer for fax is a legal statement or notice included within a sent fax communication. The disclaimers protect the privacy and security of PHI included within a fax message, as required under HIPAA. 

The fax disclaimer typically provides an introductory page to the fax message. It includes information like the intended recipient, details of the message’s contents and notification that the fax is confidential and could include PHI. As a result, a fax disclaimer medical note informs a recipient that the fax they’ve received contains confidential or sensitive information that must only be accessed or read by authorized individuals. 

HIPAA’s policies require that every fax document containing PHI must include a fax disclaimer. The disclaimer ensures that the recipient of the fax understands the message is not to be shared or disclosed without prior permission. HIPAA’s fax regulations also recommend that fax disclaimers include:

  • The time and date the fax transmission was sent.
  • The sender’s name, fax number, and organization.
  • The recipient’s name, fax number, and organization.
  • The case number or code of the patient reference, not their name.
  • A HIPAA disclaimer that prohibits the information from being disclosed.

Different Types of HIPAA Fax Disclaimers

Several different types of fax disclaimers can help businesses comply with HIPAA regulations, including:

  • Confidentiality Statement: This disclaimer explicitly states that the fax message contains confidential information and its contents should only be read or disclosed by the intended recipient.
  • Non-Disclosure Statement: A non-disclosure statement advises the recipient that the fax message contains confidential or privileged information. It also informs them that the message contents must not be disclosed without proper authorization.
  • HIPAA Compliance Statement: This fax disclaimer confirms that the fax message complies with HIPAA regulations safeguarding PHI.
  • Privacy Notice: A privacy notice disclaimer provides a brief overview of the fax recipient’s rights and responsibilities regarding PHI. 

The Importance of a HIPAA Fax Disclaimer 

HIPAA fax disclaimers are crucial to help healthcare providers take all the necessary steps to prevent PHI information from being leaked. The importance of fax disclaimers includes:

  • Ensuring Legal Compliance: A HIPAA fax disclaimer helps healthcare organizations to demonstrate they are aware of and understand HIPAA requirements. It also indicates that the company is taking all necessary steps to comply with the regulation.
  • Mitigating Risk: A fax disclaimer is crucial in helping people understand what to do if they receive a document containing PHI. The disclaimer helps mitigate the potential risk of unintended recipients receiving a fax message.
  • Establishing Trust: A fax disclaimer plays a crucial role in helping to develop and protect patients’ trust in a healthcare organization. It communicates the company’s commitment to protecting patients’ data, ensuring they build trust with both their patients and stakeholders.
  • Patient Awareness: A fax disclaimer also plays a crucial role in reminding patients of their compliance requirements. It informs the recipient that a message may contain PHI and advises them to keep the information private.
  • Legal Liability: Linked to the previous point, a fax disclaimer provides legal liability that every effort has been made to protect patient data. For example, warning recipients that a message contains PHI and advising them to carefully protect it offers liability if the information is copied, distributed or viewed by unauthorized individuals.

4 Key Features of a HIPAA Fax Disclaimer

A HIPAA fax disclaimer must be clear and concise in its communication, including the following four key features:

Confidentiality Notice

A confidentiality notice informs the recipient of a fax message that it contains confidential information, including PHI. It clarifies that the contents should only be read by the intended recipient and may not be shared with other individuals without proper authorization. 

Unintended Recipient Clause

An unintended recipient clause is crucial in case a faxed message is received by the wrong person. It consists of a message stating that it’s strictly prohibited for any unintended recipient to use, view, copy or distribute the contents of the fax. The clause should also advise the unintended recipient to notify the sender that they received the message in error and delete it immediately. 

Security Warning

Healthcare companies should use a HIPAA fax disclosure to advise recipients about the security risks involved with fax communication. This includes the risks of sharing confidential data with unauthorized individuals and the requirement to use technologies to protect their data and systems.

Compliance Statement

A compliance statement indicates that the sender of a fax complies with HIPAA regulations and takes the protection of PHI seriously. 

8 Best Practices for Creating a HIPAA Fax Disclaimer

In addition to those key features, several best practices can help healthcare organizations make the most of their HIPAA fax disclaimers. For example: 

Include a warning: Healthcare organizations should make it a requirement to include a warning that advises people what to do if they receive a fax message in error. They should also advise a recipient to notify the sender, not read or share the message contents and delete the message immediately.

Standardize fax disclaimers: Standardizing fax disclaimer creation makes it easy to repeat the process on all faxed communication. Organizations should create standardized templates to ensure consistency across all their sent faxes. Automation tools can ensure disclaimers are included within all sent messages by default, minimizing the risk of human error.

Use simple language: While fax disclaimers are required under HIPAA regulations, it’s clear to avoid legal jargon and keep the language clear and understandable. Keep disclaimers concise and use simple language that non-healthcare professionals can understand if they receive the message in error.

Disclaimer placement: The position of a fax disclaimer is vital to ensure recipients read it. The disclaimer should be at the top of a fax communication, ensuring it’s visible and an unintended recipient can easily recognize they’ve received it in error.

Include disclaimers in all relevant communication: All sent faxes that contain sensitive information or PHI must be accompanied by a HIPAA fax disclaimer. That includes fax messages that healthcare professionals send to their patients and colleagues.

Regularly update disclaimers: Healthcare providers should periodically have their HIPAA fax disclaimers reviewed, fact-checked and updated by their legal team. Ensure disclaimers continue to meet regulatory requirements and adequately protect the organization. 

Implement security tools and measures: All fax messages containing sensitive data and PHI should not only contain a fax disclaimer but also be protected by security tools and technologies.

Regularly monitor compliance: Auditing compliance processes can help healthcare firms ensure fax disclaimers are applied consistently and contain the information required to comply with HIPAA regulations.

Examples of HIPAA Fax Disclaimers

HIPAA fax disclaimers can help healthcare providers perfect their communication. Here are a couple of sample HIPAA disclaimer examples:

Basic Fax Disclaimer

This fax message may contain protected health information. Any unauthorized use or disclosure of the PHI and this fax message is strictly prohibited. If you have received this message in error, please notify the sender and delete this fax message immediately.

Confidentiality Notice

Warning – Confidentiality Notice: This fax message contains sensitive information and may contain protected health information. The data enclosed is private and confidential property of the sender and is privileged communication intended for the indicated recipient. If you are not the intended recipient, you are strictly prohibited from reading, reviewing, disclosing, copying, distributing, or taking any other action with the contents of this fax message. If you have received this message in error, please notify the sender and delete this fax message immediately.

Create HIPAA Compliant Fax Disclaimer and Cover Sheets With eFax Corporate ®

Digital faxing solution eFax Corporate®, the leading cloud fax service in the healthcare industry for nearly 20 years, makes it easy for healthcare professionals to securely send and receive fax messages at any time and from anywhere. The faxing service provides the experience, next-generation encryption technologies and proven track record to ensure healthcare providers align with strict HIPAA security guidelines. This includes delivering on core HIPAA technical safeguards like access control, audit control, data encryption and transmission security.

eFax Corporate also helps users to create HIPAA-compliant fax cover sheets and disclaimers. eFax Corporate’s cover sheet templates provide pre-configured documents for all business needs. This includes fax disclaimers that make it simple for healthcare companies to create HIPAA-compliant communications.

Frequently Asked Questions

A HIPAA fax disclaimer should include information like the time and date the fax was sent, the name and contact details of the sender and intended recipient and the case number or code of a referenced patient. It should also include a confidentiality notice or statement and warning information for unintended recipients. 

No, providing a fax disclaimer alone won’t prevent companies from violating HIPAA. A HIPAA fax disclaimer helps reduce regulatory risk and notifies recipients they are obliged not to share sensitive data or PHI with unauthorized individuals.

There is no standard format for a HIPAA disclaimer for fax, but digital faxing providers like eFax Corporate offer free templates for healthcare providers.

HIPAA regulations state that requirements and penalties can be waived in the event of a declared disaster or emergency. But healthcare firms should make every effort to use a HIPAA fax disclaimer with every outgoing fax that includes sensitive data or PHI.

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Enterprise Information Management: A Framework for Managing Data Securely

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Managing sensitive data in healthcare today isn’t just about securing protected health information (PHI). It’s also about making all of your organization’s data trustworthy, usable, and accessible.

But with data coming in from so many different sources — disparate electronic health record (EHR) platforms, AI engines, imaging systems, patient-reported outcomes software, and even patient wearables — sharing and acting upon data is becoming even more challenging. That’s where an enterprise information management (EIM) framework creates significant benefits, setting the foundation for organizing, exchanging, and governing data compliantly and efficiently.

What should an EIM framework include, and how can intuitive solutions like those offered by eFax Corporate® help healthcare organizations securely derive the highest value from their data? Let’s find out.

What is Enterprise Information Management?

The American Health Information Management Association (AHIMA) defines EIM as the policies and procedures healthcare organizations use to manage all the data they collect, from data creation and capture to processing, usage, storage, preservation, and disposition. EIM covers not just where and how data is kept but also how it is exchanged with other organizations or teams, how it is tracked over time, and how it is maintained for future use. 

EIM includes more than PHI. It also encompasses any data used for research, analytics, or even operations, such as data inside enterprise resource planning (ERP) or customer relationship management (CRM) databases.

A robust EIM framework gives your organization a structured approach to managing all of your data by defining clear policies for data ownership, access, classification, and compliance. What might this look like in real life? Consider the scenario of a patient with diabetes who is admitted to a regional hospital after a fall. 

  • Ownership for this patient’s data — including clinical notes, lab results, imaging, and medication records stored in the EHR — is assigned to the organization, while clinicians and staff with appropriate access are responsible for accurate data entry and maintenance.
  • Access to the patient’s data is governed by role-based permissions. An attending physician can view the full record, while radiology may only see scans in the PACS system. Billing teams can access demographics and ICD-10 codes necessary for invoicing tasks, but they cannot see clinical notes. 
  • Classification is tagged by labels and metadata indicating the type of PHI, such as referrals, imaging scans, or discharge summaries, along with specific routing, retention, and security rules based on data type.
  • Compliance is ensured with data in transit and at rest through HIPAA- and HITRUST Common Security Framework (CSF)-certified solutions, with audit trails and automated monitoring to track who accessed patient info and when. 

By developing a framework that addresses these four concepts, organizations can arm their clinicians, providers, and patients with accurate, reliable data.

Benefits of Enterprise Information Governance in Healthcare

Organizations that set and follow clear guidelines for using patient data will experience multiple benefits, including:

Improved patient care. When clinicians can access complete patient data faster, regardless of where the data originated, they can make more accurate and timely clinical decisions that create better outcomes. An EIM framework eliminates the bottlenecks of siloed data, reducing the risk of missed diagnoses or delayed treatment.

EIM in action: In the Emergency Room, physicians treating a patient with chest pain can instantly access notes from a prior cardiac visit at another hospital, EKGs from a cardiologist’s office, and medication records from a skilled nursing facility (SNF) to make a definitive diagnosis.

Operational efficiency. A strong EIM strategy reduces redundant data entry and manual document retrieval so healthcare organizations can achieve their margin targets. “We’re trying to bend the cost curve by maintaining our FTE levels, even with substantial growth on the horizon,” Lynn Ansley, vice president of revenue cycle management at Moffitt Cancer Center in Tampa, Fla., told Becker’s Hospital Review. “That has to be a very intentional effort that is based on the use of new technology.”

EIM in action: Staff members at a multi-location physician group no longer spend time tracking down patient faxes. Instead, they use Clarity Clinical Documentation™ to extract critical patient demographics from faxes and convert them into a structured Continuity of Care document. As a result, staff saves time, and the practice saves money.

Fewer compliance headaches. Healthcare organizations can avoid costly HIPAA violations with a framework that ensures data is handled securely and consistently enterprise-wide and only accessed by those who truly need the information.

EIM in action: Audit logs inside an Emergency Room show exactly who accessed a patient’s behavioral health record and when, providing peace of mind during an OCR audit and helping the compliance team respond quickly and confidently. 

Fewer handoff errors. When patients move between care settings, such as from hospital to SNF or from urgent care to primary care, their data must move with them. Without a seamless transfer of data, providers may end up with incomplete or outdated records, which can create delays, redundant testing, medication errors, or missed follow ups. EIM solves this problem by providing accurate, updated data during transitions of care.

EIM in action: A patient discharged from a hospital to a post-acute rehab facility arrives with discharge instructions, updated medication lists, and physical therapy orders already in the system, preventing any potential oversights.

Increased trust with patients and families. Patients count on their healthcare providers to keep their data safe. EIM maintains this sacred trust by protecting their PHI and communicating it to their care teams safely.

EIM in action: After visiting an Urgent Care center for a follow-up infection, a parent is relieved to know that their child’s pediatrician already has access to the visit summary, lab results, and prescribed treatment their son needs, delivered securely via encrypted channels instead of through paper faxes or unsecured emails.

Add up the benefits and healthcare leaders soon discover that an EIM framework doesn’t only improve their organization but also enhances patient outcomes throughout the continuum of care.

Standards to Include in an Enterprise Information Governance Framework

The good news about creating an EIM framework is that you don’t have to start from scratch. Proven standards exist that provide the structure and guidance healthcare organizations need to manage data securely.

  • ISO/IEC 27001 defines the requirements an EIM framework must meet, including guidance for establishing, implementing, maintaining, and continually improving an information security management system to ensure PHI remains encrypted, access controlled, and monitored.
  • ISO 9001 is a global standard for quality management systems that supports the delivery of high-quality patient care and continuous improvement.
  • HITRUST Common Security Framework (CSF) is an assessment and certification system that proves an organization’s commitment to cybersecurity, thereby reducing the risk of data breaches, cyberattacks, or ransomware events.

Grounding your strategy in these established frameworks will create a sense of trust both inside and outside your organization, while giving you the tools to strengthen your EIM strategy over time.

A Step-by-Step Framework for Successful Enterprise Information Management

With a thoughtful approach and the right cloud-based solutions, you can move from planning to action and start constructing your ideal EIM framework. Follow these five steps:

Step 1: Define Your Governance Strategy and Policies

Governance is the bedrock of an effective EIM strategy. Ensure strong governance from the start by establishing policies outlining who owns the data, who can access it, how it can be shared, and how long it’s kept. Include key staff members from IT, operations, and clinical teams in these conversations, and communicate the final policies organization-wide.

Bolster your EIM strategy with solutions that will give IT teams appropriate visibility and control over data governance. eFax Corporate®, for example, is a secure, cloud-based fax solution that integrates with EHRs, allowing healthcare organizations to send and receive faxes from their existing workflows. With eFax Corporate, IT teams can assign several levels of access to users from a centralized dashboard. Plus, eFax Corporate is ISO 27001-certified and PCI-DSS compliant, offering maximum protection for patient data and credit card holders.

Step 2: Classify and Organize Your Data

Once you have governance in place, you can begin to structure your data. Group information into categories, such as patient demographics, insurance details, and medication histories. Then, establish standard naming conventions and apply metadata so clinicians and staff can retrieve the data they need quickly and easily.

At this stage, accuracy is paramount. Seek solutions that use leading-edge innovations like artificial intelligence (AI) and natural language processing (NLP) to reduce re-keying of information and put key pieces of data in standardized, interoperable formats. Clarity CD, for example, autonomously extracts essential patient demographics from faxes with AI and NLP, then converts them into a structured Continuity of Care document, minimizing manual data entry and enhancing data integrity.

Step 3: Implement Security and Compliance Controls

You could argue that this step is the most important, considering that 2024 was the worst year ever in terms of breached healthcare records. Furthermore, several major healthcare breaches have already occurred in 2025. Protect your organization and remain HIPAA compliant by encrypting data both within your organization’s four walls and when it’s shared externally. Bolster your data security posture by choosing solutions that follow proven security protocols.

eFax Corporate is fully HIPAA compliant, with AES 256-bit data encryption for data at rest, TLS (transport layer security) for faxes in transit, and features like a VPN for document transmission. eFax Corporate is also HITRUST CSF certified, aligning with the “gold standard” for healthcare compliance frameworks.

eFax Unite™, a healthcare interoperability platform, streamlines clinical workflows and allows organizations to share patient data securely. With Direct Secure Messaging capabilities built on a DirectTrust framework, eFax Unite allows providers to safely communicate with statewide health information exchanges (HIEs) and referral networks.

Step 4: Monitor and Improve Continuously

Set-it-and-forget-it doesn’t work in EIM. Instead, organizations must review and improve their frameworks continuously. Conduct regular audits to ensure that staff and clinicians follow policies appropriately. Track metrics around access, usage, and system performance so you can find potential problems early and remediate them. Ask frontline staff for feedback and remove any bottlenecks or data silos that cause inefficiencies.

As you build out this part of your framework, look for solutions that make data tracking and auditing effortless. eFax Corporate assigns a unique patient identifier to each fax and provides a complete audit trail so users can track every sent and received fax. And with a robust archive, your organization can access and store all faxes for the entire life of your eFax Corporate account.

Step 5: Ensure Interoperability and Integration

The last step can be the hardest, especially for organizations burdened with legacy technology that is costly to maintain and difficult to integrate. However, you can still reap the benefits of interoperability by adopting data exchange standards like HL7 or FHIR and selecting solutions with application programming interfaces (APIs) that can connect seamlessly to newer and older systems.

Consensus’s suite of solutions, including eFax Corporate, eFax Unite, and Clarity CD, supports full EHR/HIE interoperability and uses APIs for ready-made integrations. eFax Unite can be directly integrated into PointClickCare, allowing users to match documents to the associated clinician and port data directly into the correct resident chart.

Additionally, healthcare organizations using an EHR from athenahealth can leverage the eFax integration with athenaOne®. This powerful integration delivers digital faxes, patient records, and users directly to the right departments within athenaOne, giving clinicians critical information faster.

Support Your EIM Framework With the Right Solutions

Given the complexities of keeping PHI and other sensitive data secure, a patchwork approach to EIM won’t cut it. Building a comprehensive EIM framework based on proven protocols and strict compliance ensures the proper classification, protection, and exchange of critical healthcare data. With a framework in place, you can then integrate cloud-based tools into your workflows to save clinicians and staff time and make stronger connections with patients. Request a demo of Consensus Cloud Solutions’ products today.

Frequently Asked Questions

An EIM framework dictates how a healthcare organization makes sense of all its data, including protected healthcare information (PHI), operational data, and research data. The most effective frameworks include clear policies around who owns data, who can access that data, how the data is classified, and how it remains secure and compliant.

The most respected industry frameworks for EIM include ISO/IEC 27001 for data protection, ISO 9001 for data quality, and HITRUST CSF, a “gold standard” for cybersecurity and data protection. Healthcare leaders should seek solutions that meet these standards or that carry HITRUST CSF certification to bolster their EIM frameworks.

Organizations should write clear governance policies, classify their data properly, implement compliance and security controls, monitor data constantly, and ensure interoperability. API-based tools, such as those offered by Consensus Cloud Solutions, can help healthcare leaders build a future-ready framework that can boost data accuracy and give your clinicians more time to focus on patient care.

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Unstructured No More: How AI-Powered Data Extraction is Transforming Healthcare

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Alice arrives at Bonobo Healthcare, where Dr. Carol needs her medical history from a local clinic. 

They fax it over. Dr. Carol must do what doctors, nurses, and clinicians do every day: read through these notes and manually enter them into the EHR system before beginning treatment.

This scenario highlights a critical healthcare problem: clinical staff waste valuable time processing unstructured data — faxed notes, handwritten forms, and PDF documents — when they could be treating patients.

Healthcare depends on data, but much remains trapped in non-standardized formats. Despite advances in electronic health records, healthcare organizations still struggle with paper documents and faxes that require manual processing. This:

  • Drains resources
  • Contributes to staff burnout
  • Risks data inaccuracy
  • Threatens regulatory compliance
  • Potentially harms patient outcomes

AI data extraction can automatically convert unstructured documents into structured, usable data faster, more accurately, and with less staff burden. This transforms healthcare documentation, benefiting patients, providers, and healthcare organizations. In this article, you’ll learn how AI-powered data extraction solutions are revolutionizing healthcare workflows and the tangible benefits they deliver for both clinical staff and patient care. 

The Challenges of Manual Data Extraction in Healthcare

Despite advancements in electronic systems, faxing remains the dominant form of transmitting clinical documentation, with 70% of health organizations still exchanging patient information by fax. Manual processing (printing, reading, typing into EHR) is labor-intensive and slow, creating bottlenecks that delay patient care.

But the problems go way beyond the doctor-patient interaction:

  • Human errors and inconsistencies: Manual data entry creates errors — typos in patient information, documents misfiled under the wrong patient, and missed updates. With 70% of physicians struggling to find information in EHRs, they frequently overlook critical data, leading to medical errors and poor care quality.
  • Staff burnout and workforce shortage: Nearly 75% of physicians blame the EHR for their burnout symptoms. Clinicians spend two additional hours on electronic data entry for every hour with patients, contributing to burnout in nearly 50% of primary care physicians.
  • Compliance: Manual processes create compliance gaps through unauthorized access (like faxes left on machines) or outdated records. Hospitals and nursing facilities exchange incomplete, delayed, or difficult-to-use information in over 30% of cases, making it nearly impossible to maintain proper documentation standards manually.
  • Cost and productivity impact: These challenges cost healthcare organizations money through extra labor, slower revenue cycles, and potential penalties. Physicians spend 49.2% of clinic time on EHR and desk work and only 27% directly with patients. Each fax page costs $1.50 to process, taking about 180 seconds per fax.

What is AI Data Extraction in Healthcare (and How Does it Work)?

AI data extraction transforms unstructured healthcare documents into structured, actionable data. 

Here’s how this works in practice, using Alice’s visit to Bonobo Healthcare as an example:

Step 1: Ingest

When Alice arrives, her faxed medical history from the local clinic immediately enters Bonobo’s AI system. The system captures these inputs — whether they’re referral letters, lab results, or clinical notes — through direct fax integration, email, uploads, or scanner connections.

Step 2: AI/ML Analysis

The system employs multiple technologies to understand and extract meaningful information:

  • Optical character recognition (OCR) enhances document quality and converts visual text to digital characters. For example, it can distinguish between “50mg” and “500mg” on Alice’s medication list and recognize her doctor’s handwritten note about recent dizziness symptoms.
  • Machine learning classification identifies the document type (in this case, a patient history and medication list) and locates specific information fields. It knows to look for allergies near the top of the form and medication dosages in the middle section, even though the clinic’s form differs from Bonobo’s standard template.
  • Large language models (LLMs) identify medical concepts and understand connections between them. They recognize that Alice’s “Type 2 DM” and “T2DM” both refer to Type 2 Diabetes and can associate her Metformin prescription with this diagnosis.

Step 3: Format

The system organizes Alice’s information into a structured document with appropriate sections. An unusually high blood pressure reading (195/110) is automatically flagged for human verification.

Step 4: HISP (Health Information Service Provider)

The formatted data travels through HIPAA-compliant channels to ensure security and regulatory compliance.

Step 5: EHR Integration

By the time Dr. Carol opens Alice’s chart, all information is populated in the appropriate EHR sections. Instead of spending 10-15 minutes manually processing paperwork, Dr. Carol immediately addresses Alice’s concerns, discusses her diabetes management, and investigates her dizziness symptoms.

Meanwhile, billing receives accurate coding information, and the system automatically creates a reminder for Alice’s next HbA1c test.

Introducing Clarity CD

Clarity Clinical Documentation™ is a comprehensive AI-powered data extraction solution that seamlessly integrates with existing healthcare systems. The platform processes incoming documents through the complete workflow:

  1. Document capture: Automatically receives and processes documents from multiple sources, including eFax, emails, scanners, and uploads.
  2. Intelligent extraction: Applies advanced OCR, machine learning, and healthcare-specific NLP to accurately extract critical information.
  3. Structured output: Transforms unstructured content into standardized formats compatible with your systems.
  4. Secure delivery: Routes the processed information through HIPAA-compliant channels.
  5. EHR integration: Populates the correct fields in your existing EHR without disruptive implementation.

Because Clarity CD integrates directly with cloud-based, HIPAA-compliant eFax services, the entire workflow remains secure while eliminating paper handling.

6 Key Benefits of AI-Powered Data Extraction for Healthcare

With AI in place, we can see what benefits the system brings to address the challenges above:

  1. More time for what matters. When Alice’s medical records arrive at Bonobo Healthcare, AI processes them instantly rather than sitting in a fax queue. Staff can focus on patient experience instead of data entry, reducing backlogs and accelerating care delivery.
    • For the whole organization: Clarity CD reduces processing time by 70% compared to manual data entry, addressing the paper and fax overload that previously created bottlenecks.
    • For COOs and clinical leaders: Staff time can be redirected from manual data entry to higher-value activities, with immediate improvements in operational efficiency.
  2. Data providers can trust. Dr. Carol can trust that Alice’s information has been accurately extracted. Unlike manual transcription, the AI system consistently and accurately identifies medications, diagnoses, and test results, eliminating potentially dangerous mistakes like misinterpreting dosages.
    • Real results: Data entry errors are reduced to near zero, eliminating the human errors and inconsistencies that compromise patient safety.
    • For the billing department: Accurate diagnostic codes ensure proper reimbursement without manual coding errors.
  3. Care that doesn’t keep patients waiting. Alice’s complete medical history is available in the EHR immediately upon receipt of documents. Critical information, such as lab results and previous diagnoses, is instantly accessible, allowing for faster clinical decisions without delays that could impact treatment timelines.
  4. Peace of mind for compliance teams. Bonobo benefits from automatic audit trails and reduced exposure to protected health information. The structured data format makes it easier to meet interoperability requirements when sharing information with other providers, reducing compliance risks.
    • Compliance advantage: Comprehensive audit trails and secure handling ensure protected health information remains safe, addressing the risks inherent in manual processes.
    • For CFOs: Reduced costs associated with documentation-related delays and faster revenue cycles through more efficient claims processing.
  5. Information that tells the whole story. Rather than just attaching scanned PDFs, the system extracts and organizes data into appropriate EHR fields. This allows Dr. Carol to easily see Alice’s health metric trends and ensures important information isn’t buried in attachments.
  6. Clinicians who can be human again. Dr. Carol can dedicate more time to direct patient interaction instead of administrative tasks. The reduced documentation burden decreases the risk of burnout for clinical staff, leading to better care experiences and a more satisfying professional practice.
    • Staff wellbeing: Clinical staff freed from documentation burdens can refocus on patient care, directly addressing the burnout challenges where physicians spend nearly half their time on EHR work.
    • Patient experience: Enhanced patient satisfaction through more attentive care and faster processing.

What once required significant manual effort now happens seamlessly in the background, creating a more efficient, accurate, and patient-centered visit while maintaining security and regulatory compliance.

For CTOs and CIOs, Clarity CD doesn’t require replacing existing systems — it layers onto current workflows, preserving your technology investments. As a scalable cloud solution, IT leaders don’t need to maintain complex new infrastructure, and implementation is streamlined with minimal disruption to operations.

Clarity CD transforms how organizations manage information flow by addressing the fundamental challenges of healthcare documentation. It turns what was once a burden into a strategic advantage that improves care quality while reducing costs.

Planning for AI Data Extraction

AI data extraction transforms healthcare operations. It turns the long-standing unstructured data problem into an opportunity, freeing up time, reducing errors, improving compliance, and, ultimately, speeding up care delivery.

If you want to plan for AI in your healthcare organization, here are some pointers to start:

  • Assess your document workflows: Audit where unstructured data enters the organization (fax lines, email attachments, scanning of paper forms) and identify high-impact areas to automate.
  • Ensure seamless integration: Any AI extraction tool must integrate seamlessly with EHR or document management systems. Clarity CD was built for interoperability. Avoid creating another data silo.
  • Prioritize data security: Vet solutions for strong security practices, including compliance with HIPAA, HITRUST certification, encryption of data in transit and at rest, and robust user access controls.
  • Verify accuracy and customization: Inquire about a solution’s accuracy rates and how it performs on clinical documents specifically. Can it handle medical terminology, abbreviations, and varying document formats? Is it using templates or true ML?
  • Plan for change management: Implementing AI data extraction will change staff workflows. Ensure there’s a plan to train staff to review AI-extracted data (especially in early phases) and gradually trust the system. Emphasize that these tools are meant to assist staff, not replace them.
  • Start small, then scale: Start by conducting a pilot in one department or use case (e.g., processing incoming referral faxes in a clinic) to validate the technology and measure its benefits.

Healthcare leaders who want to reclaim the hours lost to manual data entry and bolster their digital strategy should explore AI-powered document extraction. Solutions like Consensus Clarity CD are available today to help turn unstructured documents into actionable data. 

Download our free guide: From Hype to Reality: How AI Can Automate Fax Processing to learn how other organizations have successfully implemented this technology. Then, when you’re ready to see the technology in action, contact us to schedule your Clarity CD demo.

By embracing AI for data extraction, healthcare organizations can achieve new efficiency and data excellence levels, allowing their teams to focus on what truly matters: delivering high-quality patient care.

Send and receive faxes in minutes.

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EHR Interoperability in Healthcare: Achieving Seamless Data Exchange

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When your healthcare organization can exchange data seamlessly with other providers, quality of care improves, and provider burdens lessen. So, why are just 43% of hospitals routinely engaging in interoperable data exchange right now?

Electronic health record (EHR) interoperability has stalled — not due to a lack of standards, but because organizations still rely on fragmented, outdated systems. Cloud-based EHR interoperability solutions, like those from Consensus Cloud Solutions, are removing the roadblocks and paving the way for secure, seamless data exchange that finally delivers on interoperability’s promise.

Let’s answer common questions about EHR interoperability standards, examine the challenges of adopting them, and explore how cloud-based solutions can help your organization break through the barriers.

What Benefits of EHR Interoperability Await Organizations That Get it Right?

To shape their strategies, C-suite leaders industry-wide are shifting their conversations away from the basics of what EHR interoperability is and toward setting KPIs based on real-world benefits of EHR interoperability that other organizations have achieved, including:

  • Lowers administrative costs. Administrative burdens consume up to 30% of the nation’s total healthcare spend. By reducing manual tasks like re-keying information from faxes, interoperability eliminates busy work and reduces the risk of billing or claims processing errors.
  • Improves data accuracy. Duplicate or incomplete data can lead to misdiagnoses and medication errors. Conversely, multiple studies show that EHR interoperability leads to greater medication safety and reduces the risk of serious patient safety events. 
  • Accelerates care coordination. Rapid sharing of EHR data creates smooth transition-of-care handoffs, such as patients moving from hospitals to skilled nursing facilities (SNFs).
  • Enhances regulatory compliance. Interoperability promotes compliant sharing of PHI, reducing the risk of HIPAA violations and costly fines.
  • Creates more engaged patients. Information sharing between patient portals, mobile health apps, and wearables helps patients stay healthy and improve chronic condition management.

Building Blocks for Next-Level EHR Interoperability

Achieving higher levels of EHR interoperability starts by establishing a strong foundation built on universally accepted standards that enable the secure and consistent exchange of data across systems. Any solution you add to your organization’s tech stack should comply with at least one of these four protocols.

  • HL7 (Health Level Seven International): HL7 is a foundational data sharing framework, allowing real-time communications between hospitals, skilled nursing facilities (SNF), laboratories, and disparate EHRs. 
  • FHIR (Fast Healthcare Interoperability Resources): Developed by HL7, FHIR creates a modern, web-based framework for exchanging healthcare data, using application programming interfaces (APIs) to integrate seamlessly with providers, networks, EHRs, and health information exchanges (HIEs).
  • CCD (Continuity of Care Document): Typically used for care transitions, a CCD provides essential patient demographics — medications, allergies, immunization records, medical history — in a standard Consolidated Clinical Document Architecture (C-CDA) format.
  • X12: The ANSI X12N/EDI standard ensures healthcare organizations comply with administrative requirements regarding the electronic submission and processing of insurance claims, eligibility verifications, and payments.

Using these protocols as your guide, your organization can future-proof its systems and ensure smooth, accurate information exchange across every point of care.

The EHR Interoperability Barriers That Hold Many Healthcare Organizations Back

Multiple technical and regulatory hurdles stand in the way of full interoperability, which is why interoperability remained flat among U.S. hospitals from 2022 to 2023. Outdated legacy systems incapable of integrating with newer technologies represent the biggest barriers to adopting consistent information-sharing standards. When systems cannot talk to one another in a common language, these additional challenges result:

Lack of Standardization

EHRs vary among healthcare organizations. When one EHR uses a different data format, coding system, or communications protocol than another, information gaps occur, creating unexpected and dangerous consequences. For example, if an urgent care center receives a medical history from a patient’s external provider in a non-universal format, staff may have to re-key the information. If a typo or oversight mistakenly occurs in that patient’s medication allergy list, it could trigger a serious safety event. 

Complex Integration Costs

Trying to maintain, update, and integrate legacy systems chews up enormous IT staff time and financial resources. Larger health systems without appropriate in-house staff must grapple with costly vendor fees to remain compliant. Smaller practices and rural healthcare facilities must pick and choose updates and integrations based on their budgetary constraints, inhibiting their ability to achieve true interoperability.

Security and Privacy Risks

Healthcare organizations continue to be prime targets for cyberattacks, including data breaches and ransomware events. Sharing protected health information (PHI) across multiple systems without proper security controls raises the risk of breaches because it causes staff to rely on unsecured, manual workarounds that lack encryption, permissions management, and audit trails. Organizations must insist on solutions that use data encryption to protect sensitive patient data. Another must-have: tight access controls that can ensure only clinicians and others with specific permissions can access PHI when it’s at rest or in transit.

Reluctance to Share Data

While the 21st Century Cures Act prohibits information blocking, the rules are complex, and exceptions exist, causing some vendors or organizations to inadvertently inhibit access to information. When information is blocked, providers lack access to a patient’s complete medical record, so they may order duplicate tests without knowing it or make a wrong diagnosis based on a key piece of missing medical information. Patients, too, feel the effects of information blocking. For example, if a provider’s system doesn’t share data freely, patients may have to repeat unnecessary tests or fill out the same paperwork multiple times.

Gaps in Patient Identifiers

Matching patient records across systems is challenging without a universal patient identifier. A patient with different last names, whether due to marriage or other reasons, may have two separate medical records. The same is true if patient names are accidentally misspelled because they have to be re-keyed into an organization’s EHR. These inaccuracies slow down workflows, increase administrative burdens for staff, and can lead to billing snafus, claims denials, and medication errors.

Five Essential Steps to Achieve True Interoperability (and EHR Interoperability Solutions to Help You Get There)

Overcoming the challenges of EHR interoperability and achieving higher levels of data sharing requires a proven strategy coupled with leading-edge technology. Shape a winning strategy around these five tenets, and discover how EHR interoperability solutions from Consensus Cloud Solutions can support your team at each step of their journey.

Adopt Compatible Standards

Interoperability begins by choosing tools that speak the same language. Consensus solutions support compatible standards by converting paper files and faxes into formats that can be easily shared.

eFax Corporate® helps organizations leverage their legacy systems and move from simple digital documents to advanced healthcare standards for HL7 and FHIR secure data transport. With eFax Corporate, you can convert paper-based medical records into electronic documents. What’s more, eFax Corporate can integrate with your existing electronic medical record (EMR) or EHR system through a simple, secure cloud fax API.

Clarity CD™ uses artificial intelligence (AI), machine learning (ML), and natural language processing (NLP) to extract unstructured data from faxes and images and then turn them into structured C-CDA files that integrate directly into your EHR. Here’s how the process works:

Establish Clear Governance

The next step in your interoperability journey is to procure solutions that allow you to access, share, and secure data so you can remain compliant with HIPAA and the 21st Century Cures Act. 

eFax Corporate encrypts data to prevent unauthorized PHI access and reduce legal risks. A user control panel inside eFax Corporate lets you assign tiered levels of administrative access from one central location. You can add or remove users across the entire organization, automate onboarding and offboarding, and maintain a full audit trail. Features like these support standardized policy enforcement while keeping PHI protected.

Implement Scalable Infrastructure

Rigid point-to-point connections will not create true EHR operability. Instead, your organization needs systems designed for easy integration to avoid the high cost and complexity of manual connections. 

The eFax Unite™ platform centralizes multiple communication channels — fax, Direct Secure Messaging, Care Quality/Trusted Exchange Framework and Custom Agreement (TEFCA) — without requiring point-to-point connections. You can send patient data effortlessly through CareQuality, including connections with CommonWell Health Alliance, accountable care organizations, HIEs, and other data exchange networks. 

Organizations using athenahealth’s EHR will benefit from the eFax integration with athenaOne®, which matches faxed patient information with the right patient record, so providers have the information they need at the point of care. Here’s how it works:

Train Staff and Stakeholders

Your interoperability strategy is only as strong as the people who use your systems every day. Clinicians and staff need intuitive, efficient workflows so they can exchange information with referring providers and post-acute care centers easily. Consensus solutions fit naturally into how teams work, improving productivity and reducing the disruption of having to learn new tools.

With eFax Corporate, staff can send, receive, and route faxes using email-like tools. In addition, you can configure eFax Corporate to send with specific routing customized to your organization’s workflow. Features like this help staff get back about 70% of their time for patient care.

Clarity CD removes repetitive manual entry by using AI to extract and structure data. And eFax Unite centralizes communications, saving staff from having to learn and use multiple different tools.

Monitor and Measure Outcomes

By tracking and measuring your KPIs, you can push your organization toward higher levels of EHR interoperability. To make this happen, you need visibility into how information moves, who it reaches, and how it influences patient care. Consensus solutions offer multiple built-in tools to help you measure your KPIs and improve performance over time.

eFax Corporate includes detailed reporting features that let teams track fax volume by department or user, helping identify bottlenecks and reduce time spent on administrative tasks.

eFax Unite provides a full audit trail and a complete view of data exchange across networks so you can monitor and improve timeliness, delivery status, and compliance.

Achieve Seamless Data Exchange With the Right EHR Interoperability Solutions

EHR interoperability is not just nice to have. It’s now federally regulated and enforced through hefty civil monetary penalties (reaching up to $1 million per violation for information blocking) with the TEFCA final rule that went into effect on January 15, 2025. Uplevel your interoperability capabilities by evaluating cloud-based solutions that can help your organization share information, improve care quality, and reduce costs through seamless data exchange. Ready to begin? Request a demo of Consensus Cloud Solutions’ products today.

Frequently Asked Questions

Seek solutions that support widely accepted protocols like HL7, FHIR, and CCD to ensure compatibility across symptoms. Easy, API-led integration and data encryption are other must-haves. Products like eFax Corporate, Clarity CD, and eFax Unite combine these features to help healthcare organizations reduce manual work and reach new levels of EHR interoperability.

EHR interoperability streamlines data exchange, reducing manual data entry and eliminating paper-based processes. Tools like eFax Corporate can reduce administrative burdens by 70% by digitizing faxes and integrating them directly into EHR workflows.

Interoperable systems support better care coordination, especially regarding handoffs from hospitals to post-acute care providers or from emergency departments to primary care providers. Solutions like eFax Unite allow providers to exchange patient information through national networks like Carequality and CommonWell Health Alliance without requiring custom point-to-point integrations.

Send and receive faxes in minutes.

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