Digitally Transforming a Paper-Based Certification Process
See how we transformed paper forms into user-friendly digital registration
Learn More
See how we transformed paper forms into user-friendly digital registration
Learn More
Our client is a kid's community hospital that strives to create friendly environments that produce the best possible healthcare outcomes.
In order to ensure local schools were putting kid’s health first, the hospital created a certification program to promote a heart-healthy environment.
Additionally, because they manage the majority of research, design, and manufacturing in-house, it became clear that their existing management processes - relying on complicated arrays of spreadsheets - was not efficient or scalable.
Paper-based forms, multiple touch points, and in-person visits
Formstack for Salesforce enabled digital forms managed within Salesforce
Faster intake, higher patient satisfaction, and improved efficiency
Before Penrod and Formstack, the certification process was completely paper-based, involved several forms, and required in-person visits at each school. Due to the popularity of the program, certification became a complicated undertaking.
Paper-Based Forms
Paper-based forms caused delays and required information to be manually entered into the hospital’s Salesforce system.
Multiple Touch-Points
Because there were several forms, the process was prone to produce inaccurate and outdated data.
In-Person Visits
The certification process required two program coordinators to personally visit schools, creating an unsustainable workload.
Penrod and the client worked together to envision a centralized platform that would:
Formstack for Salesforce enabled digital forms managed within Salesforce. This both removed the typical error-prone processes with building manual forms and provided the customer with a scalable, adaptable solution as their needs evolved.
Additionally, Penrod configured a report to capture information before certifications expire and notify the team. Any records meeting expiration criteria could be automatically followed up with to re-certify.
As a result of Penrod's Health Cloud implementation, our client saw a number of immediate improvements.
Digital forms eliminated manual data entry, leading to faster registrations
Patients filled out less information and could register remotely
Reports capture information before certifications expire and notify the team