Challenge
The Schumacher Group™ duplicated data entry on thousands of complex healthcare PDF and Word® forms from Medicare, Medicaid, hospitals and insurers each month. The organization needed a way to enter data once into Salesforce® and automatically complete standard government insurance forms and physician certification applications in the process.
Solution
After evaluating seven potential solutions from other Salesforce AppExchange® partners, Schumacher Group selected Conga Composer®. The solution seamlessly merges data from 47 custom objects onto PDF and Word forms.
Results
- Eliminated the manual re-keying of data by 7 full time employees
- Automated the completion process of more than 1,400 PDF and Word healthcare forms each month
- Increased revenue collection by speeding the physician certification process with hospitals
- Enhanced recruitment and retention among healthcare professionals by pre-filling forms for them with known information
“When I presented the solution we created in just 3 days to automate these complex 17 page forms, people’s jaws dropped. ‘How could you replace that form so quickly?’ We used Conga Composer.”
Doyle Moody | Force.com Administrator
