Square 9 Softworks
36 Case Studies
A Square 9 Softworks Case Study
Accurate Professional Billing, a New Jersey medical billing firm, faced a costly, time-consuming paper workflow—storing files offsite, searching through archives, and managing capacity demands (they estimated ~10,000 sheets/week with 30 employees retrieving ~20 files/day). To improve accessibility, usability and compliance, APB selected GlobalSearch from Square 9 Softworks as their document management solution.
Square 9 Softworks implemented GlobalSearch (including the GlobalAction workflow), allowing Accurate Professional Billing to scan and import over 50,000 sheets a year, eliminate offsite storage, and drastically reduce lost paperwork. With customizable permissions and built‑in document history for HIPAA compliance, staff now retrieve records in seconds instead of minutes, reducing dedicated paperwork overhead and minimizing billing errors—delivering measurable time, space and error-reduction benefits for APB.
Katie Martinez
Office Manager