ePresentment

Digital statements with the same controls as the mail.

One portal experience for financial members and healthcare patients. Secure document delivery, SSO, audit-logged retrieval, and notification logic. Under the same HITRUST attestation that backs every other channel we run for you.

Compliance Posture
HIPAA, HITRUST, SOC 2, ISO 27001. Same as the paper
Native Integration
SSO into Fiserv, FIS, Symitar, Corelation, Q2, Alkami, and more
Adoption
Notification logic that lifts opt-in without weakening customer choice
Overview

Most portals add another vendor. This one closes the gap.

Most ePresentment vendors are software companies. They sell you a portal. But they don't run your statements, don't hold your BAA, and don't appear in your SOC report. You end up with two vendors, two audits, two attestation packets, and one set of customer documents split across them.

ePresentment closes that split. Portal, document, delivery, and audit posture are one operation under one HITRUST attestation. And one number to call when the cycle has to ship.

Capabilities

What It Delivers

Three disciplines, all running inside the same HITRUST, SOC, ISO, and PCI environment that runs your transactional print.

Branded Document Experience

Statements, EOBs, ANOCs, and document history delivered inside an experience that feels native to your institution. Not a generic archive that breaks brand consistency.

SSO & API Integration

Pre-built integrations into Fiserv, FIS, NCR, Q2, Symitar, Corelation, Alkami, Lumin, Constellation, Synergent, Sharetec, Medent, and the digital banking and EHR platforms your members and patients already log into.

Notification Logic for Adoption

Email, SMS, and app-push alerts orchestrated through OmniChannel Engagement. Adoption uplift without making the experience pushy or compliance-fragile.

Onboarding

Launch Without Drift

Three phases. One operator. One audit posture across portal, paper, and notification.

01

Map & integrate

SSO setup with your core or EHR, document feed from your existing systems, branded UX configuration, and HIPAA / GLBA-aligned access logging from day one.

02

Align paper and digital

Shared templates, shared compliance language, shared archival policy. A member or patient sees one institution, not two disconnected vendors.

03

Activate, lift adoption

Notification logic, enrollment campaigns, and adoption reporting, paired with audit-ready documentation your compliance team can show on day one.

Related Solutions

Adjacent work.

Most communication programs improve faster when the dependencies between print, digital, data, and advisory work are handled together.

One Operator, Both Channels

Unify paper and portal under one accountable team.

Thirty minutes with the team that already runs both. One HITRUST attestation, one BAA, one accountable operator.

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