metaSOFT International
Administration Module

Document & Imaging System (DIS)

metaSOFT DIS digitises the entire document lifecycle — scanning, OCR indexing, multi-level approval with e-signature, full-text search and compliant long-term archiving. It is the shared document backbone for HMS, ERP and ZATCA e-invoice compliance, with configurable retention policies by document class.

Paperless from day one
6-year ZATCA archive
Full-text OCR search
Benefits

What your organisation gains on day one.

Paperless from day one

Every paper document is scanned, OCR-indexed with metadata and stored in the structured archive; physical filing cabinets are retired and documents are never lost.

Instant document retrieval

Full-text search across millions of documents with patient, date, document type and department facets; results are returned in under a second regardless of archive size.

Electronic approval workflows

Multi-level approval with e-signature, delegation and escalation; no paper routing, no lost approval slips, and every approval is timestamped and auditable.

Version control and audit trail

Every document change creates a new version; who accessed, who modified and who approved is recorded in an immutable log that cannot be edited or deleted.

Compliance archiving

ZATCA 6-year e-invoice archive, 10-year medical record retention and configurable retention policy by document class — all enforced automatically without manual management.

Deep HMS and ERP integration

Consent forms, discharge summaries, ZATCA invoices, purchase orders and board reports are stored in DIS and linked to the originating record in HMS or ERP.

Feature highlights

Every stage of the document lifecycle, covered.

Document capture

  • High-speed batch scanning with automatic OCR
  • Barcode document separation and auto-indexing
  • Mobile capture via smartphone camera
  • HL7 and API document ingestion from external systems

Indexing & metadata

  • Configurable metadata schema by document class
  • Auto-extraction of patient MRN and date from barcodes
  • Document type taxonomy and classification hierarchy
  • Manual tagging and keyword annotation

Workflow & approval

  • Multi-step approval with sequential and parallel routing
  • E-signature with PKI certificate support
  • Delegation and out-of-office substitution rules
  • Escalation alert for approvals overdue by configurable threshold

Search & retrieval

  • Full-text OCR search across all document content
  • Faceted search by patient, date, type and department
  • Saved search templates for frequent queries
  • Bulk export with download audit log

Version control & audit

  • Full version history with before/after comparison
  • Immutable access and modification log
  • Break-the-glass access with mandatory reason entry
  • GDPR right-to-erasure and data portability workflow

Compliance & retention

  • Retention policy engine by document class and jurisdiction
  • Automatic legal hold for litigation-related documents
  • ZATCA 6-year signed e-invoice archive
  • Archival export file generation for regulatory submission
Part of metaSOFT HMS

DIS is one of 20+ integrated modules on the metaSOFT HMS platform — one database, one patient record, one source of truth.

DIS is the document backbone that every metaSOFT module relies on. Consent forms signed in the outpatient clinic are stored in DIS and linked to the patient's EMR record. Discharge summaries generated by HMS are routed through DIS for physician e-signature and then attached to the patient chart. ZATCA e-invoices generated by the ERP billing module are stored in DIS with a WORM-compliant policy — tamper-proof, retrievable in under 60 seconds, and retained for the mandatory 6 years.

On the administrative side, DIS manages the purchase order approval workflow from the ERP procurement module, board meeting minutes, HR employee contracts and policy documents — all in one system with one search interface. Quality and accreditation teams can retrieve any document required for a JCI or CBAHI survey in seconds, with a full audit trail showing who accessed it and when.