Today
Faxes and ROI/consent PDFs land in a shared inbox. Care ops staff open each one, identify type, key fields into Compass, and file the original to Drive.
How the workflow helps
Tray can expand the document automation pattern across more document types, reduce manual review, and keep member records current without adding operational burden.
Value inputs to capture
- How many member documents arrive per month?
- How many minutes does review, data entry, and filing take today?
- What share of documents require rework or follow-up?
Add volume, time saved, and loaded cost to create a draft estimate. Until then, no impact number is shown.