“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, The Schumacher Group
Salesforce.com’s Chief Innovation Officer Award winner, The Schumacher Group, saves over $1,000,000 by automating complex healthcare form-filling with Conga Composer
Challenge
The Schumacher Group duplicated data entry on thousands of complex healthcare PDF and MS Word forms from Medicare, Medicaid, hospitals, and insurers each month.
Solution
Needed to enter data once into Salesforce.com and automatically complete fixed government insurance forms and physician certification applications
Evaluated 7 potential solutions from other AppExchange Partners
Selected Conga Composer
Seamlessly merge data from 47 custom objects onto PDF and Word forms
Results
Eliminated the manual re-keying of data by 7 FTEs
Automated the completion process of over 1400 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