Difference between revisions of "PDF Parser - Why?"

Revision as of 13:18, 14 January 2015

This article will explain why this feature is a benefit to your organization.

The PDF Parser is especially useful for those in the following roles:

• Applicants or reviewers using grant application forms in low-lying areas, or regions with poor Internet connectivity.
• Program Officers who prefer to write recommendations in a form online.
• C-Level or board members who perform reviews, but prefer not to log into the system.
• IMEs completing forms for claimants online.

This is an extremely versatile feature that can be used a number of ways by your team. For example, within GMS360°, your staff can generate a PDF, then email it to an applicant or reviewer that has poor Internet connectivity. The applicant or reviewer can then work on the PDF offline and email it back once they re-establish an Internet connection.

In CMS360°, the PDF Parser is very useful for users, such as IMEs, who may be performing evaluations offline and in multiple locations (hospital, clinic, claimant's home, etc.) The PDF Parser means they only need to complete the evaluation one time and, once submitted to the insurer, doesn't need to be re-entered by administrative staff at the other end.

Even if you're working in an area with no Internet access, you can still fill out your PDF once it's been downloaded to your desktop, and the information entered in your PDF will be automatically entered into your system once it's been re-uploaded. For example, if you've uploaded a Site Visit PDF, a Level 2 record called "Site Visit" will be created with a "submitted" status. The new Level 2 record will be populated with data that you've entered (e.g. summary, eligibility answers, evaluation, etc.)

Click here, here and here to learn how to implement this feature on your SmartSimple system.