Dedicated To Optimizing And Improving The Experiences Of Patients

About Client

With a focus on the U.S. healthcare market, our client, constantly connect and strengthen the pharmaceutical industry. It is transforming and shaping its ideas into truly meaningful innovations, all dedicated to optimizing and improving the experiences of patients everywhere.

Project Challenges

Overcoming errors and updating claims processing forms with respected tag values so that patients can submit information.

The platform was constantly fed with new claims processing forms. These forms were to be monitored in real-time, matched with the tag values, checked for accuracy, data entry of erroneous or missing fields, and mapping of incorrect fields - the data needed to be standardized to validate the tags for their further journey for processing.

OCR mismatch errors

Errors while converting and storing forms through software. For instance, getting issues while duplicating check boxes, and text boxes creating discrepancies and incorrect entries.

Extraneous characters

such as ',' extra tag values'.' or extra space, and incorrect check boxes - all leading to critical errors.

Incorrect mapping or missing fields

The portal's processing form data is automatically captured from digital values. However, due to the different formats used by different companies, the software sometimes would miss mapping data to required fields or would do the incorrect mapping.

All these errors required immediate attention, almost in real-time. And all these steps required meticulous attention to detail and seamless execution.

Solutions Offered

STREAMLINING PDF FORM PROCESSING THROUGH MANUAL ENTRY, VERIFICATION AND QUALITY APPROVAL

To ensure the smooth execution of the project, we set up a dedicated team of 10 resources, with 8 of them handling the critical tasks of tag values update, entry, and verification. The remaining 2 resources addressed 'QUALITY APPROVAL' that involved resolving any mismatch errors.

1. Form data matching: We assisted our client by manually matching the Form data with the portal's data to identify and fix discrepancies. Our team meticulously scrutinized the Form data, identified errors, and resolved them promptly, ensuring the accuracy and integrity of the data.
2. Form data entry: To feed complete form details into the values, our team captures missing data from forms and enters them into the values. Based on the provided guidelines and instructions, our resources mapped missing entries in the forms and accurately entered data, such as checkboxes, text boxes, tag values etc.
3. Data verification & validation: Our experts performed data validation and verification to ensure that the details were accurately entered and the mapping with the software requirements to avoid any mismatch error. Once the form data was mapped and entered, our experts deftly matched the software's data to the Forms submitted, validated the data, and forwarded it to the patients for submission so that the OCR tool can capture them correctly for processing.
4. Plugins or cleanup software: On the other hand, they do not have any plugins and cleanup software through which the data can be organized and ready to use through the bulk upload option, so we offered manual updates through a dedicated team.

The client provided us with a detailed rule guide and instructions on performing form data entry and verification that kept rolling in from time to time. Our form processing team was expected to thoroughly grasp the instructions and implement them without fail.

Ensuring confidentiality: Data security measures we implemented

We are a HIPAA compliant and ISO-certified company, and hence keep data security at the core of our services. Given the critical health information and related transactions of hospitals and vendors, we deployed a private VPN & firewall to access our client's cloud-based platform. Additionally, we installed top-of-the-line tracking software on the systems of our team members working on this project and set up CCTV cameras in our secure offices. This proactive approach toward data security ensured that our client's confidential information remained safeguarded throughout the project.

Project Outcomes

With continuous process refinement, resource training to effectively use the platform, and uncompromised data compliance to the client's standards, we built confidence and became the client's top-pick invoice processing outsourcing company.

• Superior Customer Experience: The client recorded a 50% increase in productivity for his vendors and companies. We ensured that all forms were processed efficiently, accurately, and promptly.
• Significant Savings: About 75% reduction in mismatch issues: Our reliable forms processing services help the client to provide better vendor relations and to save millions of late payment penalties for its clients as software is now capturing the correct data due to right mapping.

The project team scaled from 5 to 10 resources and signed a long-term contract with Tech2Globe India for continued partnership.

From the client

We had a hard time finding the right form processing service provider who could handle many forms and effectively take up the manual tasks of data matching, entry, and verification. Having partnered with Tech2Globe, we have seen a significant improvement in our processes. Their team's attention to detail, data security compliance, and quick turnaround time have allowed us to streamline our invoicing process and scale our operations.

Human-in-the-loop approach: Functioning where automation fails.

Forms processing software’s has undoubtedly automated and transformed the way businesses handle their forms. However, despite significant advancements, technology still struggles with certain tasks that require human insight & intervention, as exemplified in this case study.

At Tech2Globe, we understand that achieving the highest level of accuracy in Forms processing requires a dynamic blend of technological prowess and human expertise. That's why we leverage the power of delivering unmatched results for our clients. With our unique human-in-the-loop approach, we ensure that every form is thoroughly vetted and verified, guaranteeing the most precise results possible.