There’s a giant elephant standing in your lobby. It’s probably standing on a clipboard. The elephant in the room is that your clients hate filling out registration forms, your employees hate entering data off of those handwritten forms, you’re wasting everyone’s time with those forms, and you cause errors in your data because of those forms.
These forms come in all kinds:
- Banking and financial institutions require you to fill out loan applications, references, employment information, identity verification and more.
- If you apply for a job, you might spend 30 minutes filling out applications by hand in a room where you don’t have information at your disposal.
- Insurance agents need home, vehicle, and other information that is easier to collect away from their office.
- Healthcare providers need insurance cards and prior health histories.
- Marketing teams like to run questionnaires and surveys past customers.
- Schools require transportation, lunch program, field trip approval and other forms.
Paperwise Symphony was designed to bring simplicity and order into areas of your business that have traditionally been complex and reduce the amount of error-ridden manual intervention and data entry required in many industries. Our solutions have saved employees 90% or more of their time spent on manual data entry tasks. But did you know you can apply these same technologies for the benefit of your clients?
Interacting with Form Links
Forms and links make it easy to collaborate with people inside and outside of your four walls – surveys, registrations, job applications, health information, and more. Create and share data collection forms via email, web, and custom links. Incorporate the data you collect into your custom workflows.
Here are just a few of the benefits of using form links with Paperwise Symphony.
- Save client time. Instead of asking your client to spend 15-30 minutes filling out paper forms in your waiting room, you can share a link to online forms that they can fill out in their own time. You can use that extra time to provide better care, spend more time servicing them one-to-one, upsell them on other products or service or simply reduce your meeting times.
- Immediately intake information. Data collected from online forms can immediately be integrated into your management system for faster and more accurate service.
- Capture, index and classify. Paperwise Symphony makes it easy to combine information collected from forms or from old fashioned documents by combining indexing and classification in a single system so you can easily find and utilize client-related information.
- Electronic routing of forms. Combining forms with our workflow tools makes it easy to collect information at the exact right time. For example, sending customer surveys out 10 days after service is completed or patient registration three days before appointment dates.
- Paperwise Symphony is easy to use and allows you to easily create new forms, move form fields and instantly use data in your business applications.
- Security and compliance. Form links are secure and your data stays safe for regulatory compliance.
