The Best EDM Software for Social Action
Transform your document management to better serve all your users
Unify all documents related to the user in the Efalia EDM
Quickly access the right file and the right information
→ Efficient transversal research
Dual search system allowing you to quickly find a document by business criteria or to filter on a template through all related files (medical certificates, certificates, etc.).
→ Related files and history
Intuitive navigation between associated files (siblings, family history) with immediate access to the global context for informed decision-making.
→ Favorites and Shortcuts
Mark your priority files and access the most consulted information in one click to optimize your daily productivity.
Protecting Sensitive Data and Complying with Regulations
→ Fine Rights Management
Precise access control according to user profiles with customizable authorizations by service, function or individual file to respect the confidentiality of sensitive data.
→ Full traceability
Logging of all actions (consultation, modification, sharing) with timestamp to meet audit requirements and ensure the legal security of your procedures.
→ Versioning and collaboration
Automatic tracking of document versions with the possibility of going back, integrated comments and collaborative validation while maintaining the integrity of the original data.
Find and file your files easily
→ Harmonized classification plan
Clear and structured nomenclature adapted to the specificities of the medico-social field, with intuitive categories (administrative, medical) and a logical hierarchy for all your documents.
→ Dynamic naming
Folders are automatically renamed based on important metadata (beneficiary name, year in bold) for clear context and immediate identification by agents.
→ Smart Capture
Automated scanning with recognition of document types thanks to ABBYY barcodes and templates, allowing automatic classification into the right document templates.
Ergonomics adapted to social professions
An interface designed to replicate the paper file experience, with dematerialization and dynamic naming of files based on important metadata (name, year), and organization into intuitive categories (administrative, medical).
The viewer integrated into the Electronic Document Management tool allows you to consult all types of documents without leaving the application. An accessible solution in a mobile situation with the possibility of digitizing documents in the field and delayed synchronization for areas without connection. Perfectly optimized for use on multiple screens simultaneously.
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FAQ
How does the Social Action EDM protect our beneficiaries' sensitive data?
Our solution ensures the complete protection of medical-social data thanks to fine-grained permissions management, full traceability of actions, fast and efficient digitization and a digital vault for evidential documents. Efalia Doc's Electronic Document Management fully complies with the GDPR with automatic purge mechanisms for the right to be forgotten, while integrating with your LDAP authentication system. Each piece of sensitive data is encrypted and access is strictly controlled according to user profiles.
Our team often works in the field. How can files be accessed on the move?
The Social Action EDM is optimized for fieldwork with a responsive interface accessible on tablets and laptops. It offers an offline mode that lets you consult files and scan documents at beneficiaries' homes, before synchronizing on return to the office.
How does our EDM integrate with our existing business software (IODAS, SOLIS, etc.)?
Our solution integrates natively with the main software in the medical-social sector such as IODAS, SOLIS, Genesis, Parcours, ATOL and HORUS. Our API-first architecture ensures the scalability of the system and its continuous adaptation to your IT ecosystem.
How can we be sure that our EDM complies with all the legal obligations of the medical-social sector?
Our Social Action EDM natively incorporates all the security and compliance mechanisms required in your sector: fine-grained permissions management, full traceability, a digital vault and automatic GDPR compliance. The solution also holds the responsible digital (numérique responsable) label.
Can our Social Action EDM evolve toward other services?
Our Content Services Platform is designed to easily extend to other areas of your organization. Starting from your Social Action EDM, you can gradually deploy a cross-functional EDM covering HR, financial or administrative services.