Collecting Client Financial Information with PDFfiller

Who?

Kevin R. Minkoff, CPA, PC, Not Your Ordinary Bean Counters (NYOBC), is a small firm with four employees that goes beyond the average financial services firm. The name itself, “Not your ordinary bean counter,” suggests their eponymous approach to accounting – NYOBC engages in a variety of services for its customers in Oregon, Washington, California and goes beyond the range of the average accounting firm.

Based in Portland, Oregon with four employees NYOBC takes a customer-focused approach to its business serving hundreds of clients across the west coast.

Mr. Minkoff specializes in taxation, computerization and management consulting for small and medium sized businesses. Between his own CPA expertise, his fantastic team of bookkeepers, and his on-staff Quickbooks Certified Professionals, business clients have been receiving fantastic service since 1997.

Kevin R. Minkoff is a certified global management accountant (CGMA) and certified public accountant (CPA) and offers tax preparation and financial and management consulting for small to medium sized businesses. He also helps clients with the compilation and review of financial statements, accounting efficiency, streamlining information systems, and works as an outsourced chief financial officer (CFO) for all types of businesses entities, from sole proprietorship to corporations. Minkoff and NYOBC give particular “attention to technology integration and simplifying the complex,” said Minkoff. PDFfiller assists in that effort, helping NYOBC’s clients use the smartest, simplest technology to edit and complete documents online.

The Problem

While emphasizing client communication and outreach, Minkoff and NYOBC were faced with a problem: clients weren’t able to fill in electronic “income tax organizers” effectively. We are using PDFfiller for “providing clients with a PDF editing program so they could fill out their income tax organizers,” said Minkoff.

Before PDFfiller, Minkoff was forced to use electronic forms that he had created in a desktop PDF editor, “sending my clients a fillable PDF created in a desktop PDF editor” that was tedious, cumbersome and far less than adequate.

“The problem is these fillable PDFs, from the desktop PDF editor, were not able to be saved with the filled in information intact, thereby not allowing my clients to fill out these forms in multiple sessions,” Minkoff said.

While Minkoff saw the benefit of electronic forms, “clients not being able to save their progress filling out a PDF form meant that most were not interested in using the fillable PDF forms,” Minkoff said. This meant that NYOBC accounting was functioning with an inefficient, fragmented, and less than ideal workflow, costing its customers and its employees time, energy and money.

Fortunately, after a Google search, Minkoff found PDFfiller, the best way to edit and complete PDF documents online. The switch was “very easy,” Minkoff said.

The Solution: PDFfiller

Because Minkoff is using PDFfiller to collect tax information, he and three other people on his team use it “very often January through April (during tax season).”

PDFfiller offers accounting firms a number of benefits for internal use: the same electronic form completion Minkoff uses for his clients, a huge library of fillable tax documents, document editing tools, and even powerful features like SendToSign, which enables users to send documents to others for signature.

Minkoff uses it primarily for making it easy for his clients to “edit and complete PDFs online.” Now, with PDFfiller, “PDFs can be completed in multiple sessions,” said Minkoff, and it’s easy for users to “save all data entered and return later to complete the forms.”

The Fillable form creation process

It’s easy to create a fillable form in PDFfiller. Users can choose from a database of over 25 million fillable documents, download a document from the internet, or upload a form from their computer. Turning a regular form into a fillable PDF document is as simple as using PDFfiller’s proprietary “drag and drop wizard”, which enables users to add fillable fields to a form with a click of the mouse. Advanced features in PDFfiller include the ability to create a template, automatically add certain information to a form, requiring users to add contact information, and making certain fields mandatory.

The document distribution process

PDFfiller enables Minkoff and others in similar positions to connect with clients and collect data in a number of different ways. Users can send documents directly to specific clients to complete using LinkToFill, which enables PDFfiller customers to send forms to an unlimited number of clients using a URL, QR code or message. PDFfiller forms can also be integrated directly into a website, allowing users to access it and submit it directly from your site. Alternatively, it’s easy just to email a powerful fillable form to specific users to complete whenever you need to.

PDFfiller “was a very good solution,” said Minkoff. Its unique and powerful ability to collect information from clients makes it the perfect solution to NYOBC’s problems.

The Benefits of Using PDFfiller

Speed

PDFfiller is the fastest way to collect and collate information from clients. Going digital with PDFfiller makes it faster for users to submit information and much quicker for Minkoff and NYOBC to process them. “Creating and using the program is quite simple and fast,” said Minkoff.

An easy to use graphical user interface, unique features, and an always-available document library and personal document storage means that working on, distributing and collecting information from your forms has never been faster.

Convenience

PDFfiller is “very convenient,” said Minkoff. It’s simple to create a fillable form and send it for completion to other users. And proprietary features like LinkToFill, SendToSign, and powerful editing tools like editing, redaction, highlighting and sticky notes mean that PDFfiller is the best way to distribute forms, collect information and manipulate your forms.

Savings

PDFfiller saves time and energy, meaning Minkoff and NYOBC can spend more time with clients and engaging in tax and consulting work than trying to collect information. The time saved is another resource that Minkoff and his co-workers can invest into their thriving small business.

Ease-of-use

PDFfiller is the easiest way to create, send, complete, sign, manage and store documents. “Yes, it’s easy to use”, said Minkoff – even powerful features are easy to understand with PDFiller’s simple GUI – and with a powerful online interface, your documents are always available, wherever, whenever, and on any internet-connected device.

Security

PDFfiller provides an ultra-secure way to create, send, and store your documents. Unlimited document storage replete with high-grade security means your documents are always available and always safe. Amazon’s S3 servers provide redundant backup and strong physical security while PDFfiller’s features like PIN codes, two-factor authentication, and audit trail, mean you can keep track of account access and provide an additional layer of security to your whole account or specific documents.

Customer Service

PDFfiller’s customer service is available 24/7. “When I needed to consult the customer service team,” Minkoff said, “they were knowledgeable enough to solve any problem I was having.” PDFfiller’s team of trained customer service experts are always available to help users solve problems they may come across when using PDFfiller or trying to integrate it into their workflow effectively.

Ecological Benefits

The average office worker uses 10,000 sheets of paper every year. In a paper-heavy office, like NYOBC’s, this figure could be even higher. PDFfiller can help make sure this figure stays low. And because Minkoff collects information from clients regularly, PDFfiller also saves on the ecological costs associated with posting forms or printing documents. “It certainly helped NYOBC go green,” said Minkoff, “as we are and have been a “paperless” office for the last couple of years.”

Conclusion

PDFfiller is the most effective way to distribute forms to, and collect information from, clients. With a variety of powerful features to make the process of creating and sending fillable forms simple, on a secure, easy-to-use online platform that allows users to access their documents from anywhere, at any time, and on any internet-connected device, PDFfiller is the best document management platform. “It is a very convenient, fast and easy way to create, edit and complete fillable PDF forms,” Minkoff said, making it the perfect document management solution for accounting firms.

For the complete paper, click on the link below:

Collecting Patient Information More Easily

Who?

‘Hearing at Home’ is a mobile hearing aid center that works according to an innovative model: Michael Combs, co-owner, or one of his colleagues or employees, attend to patients in their home.

“I’m a mobile hearing center [and a] hearing specialist — I go to people’s homes, healthcare facilities, retirement facilities,” said Michael Combs. “I give full comprehensive testing to patients that are experiencing hearing difficulties [and] I determine how to help people with their hearing needs. If they need hearing aids, I can also fit them with hearing aids right in their home. That’s the bulk of my business.”

This mobile practice was born from a frustration of current industry norms, which either don’t provide an adequately personalized service to patients or charge rates that most can’t afford. And so Combs created a service that reaches out to a rapidly expanding range of patients in the Virginia area. Opened in February, 2016, Hearing at Home already has four employees with plans to add two more treating hundreds of patients. 80% of patients seeking help with their hearing never receive it; Hearing at Home home solves this problem by visiting patients wherever they live and providing “big box pricing, premium first generation hearing devices and the highest level of care and expertise… [without patients ever] having to leave the comforts of home.”

Hearing At Home provides in-home care for residents of Harrisonburg, Charlottesville, Richmond, Lynchburg and everywhere in between in Virginia. In the same way that healthcare professionals of the past made house calls, in-home care is a specialized service in which hearing professionals visit clients in the comfort of their own home. As most of our clients are older, providing in-home care saves them a commute. It is also economical in the sense that Hearing At Home saves overhead from renting an office, which directly benefits our clients’ pocketbooks.

The Problem

Because his practice is mobile, Combs needs to be able to fill out forms on the go. Combs and his employees travel all over Virginia treating customers and with hundreds of patients, time and efficiency are critical. “I’m a mobile practice, so I need something that has electronic forms, so that I can have mobile signatures or fill things out electronically and have them web-based.”

Before he found PDFfiller, Combs’ solution was clumsy and inefficient. “I had to go to my patients’ house and wait for them to fill out a twenty minute form… everything was just by hand.” A manual solution was costing Combs time and money which meant he couldn’t provide care to as many patients as possible.

Moreover, storing hard copies of patient data forms for the mandatory seven years was expensive and inconvenient, considering Combs’ business is entirely mobile. “Per state laws, I need to keep forms on file for seven years. Being mobile, I don’t have the space to store paper files,” said Combs.

Currently existing electronic solutions weren’t ideal. “I did do something with Adobe Acrobat, but that was just so time consuming, trying to put my form fields in there manually,” said Combs. “I’m pretty versatile with Adobe Acrobat and manipulating forms, but it was just too time consuming.”

“I did a search on the internet and I came across [PDFfiller],” said Combs – and his problems were solved.

The Solution

PDFfiller provided the ideal solution for Combs’ mobile hearing practice and was markedly better than other electronic solutions.

With PDFfiller, Combs’ has solved his mobile document problem – the online, electronic solution is easy:

First, Combs “just add[ed] in the forms I wanted” and made the form fillable using PDFfiller’s drag and drop wizard, which makes it easy to create the “text fields that people could fill out”. “What I’ve created are templates,” Combs said, so that “when I have a new patient, I just open the template, do a save as, make a new form, fill it out, and I download it.”

Once the form was created, Combs could then distribute it in a number of ways. “Most of my clientele are geriatric, sixty years old and above… and now [with PDFfiller] I can send them the form through their cell phone right there and they can sign the contract and the invoices, they can electronically sign right there on the spot, either by typing it in or if they feel more comfortable signing with their finger, I can send it to their mobile phone.”

PDFfiller allows users to distribute forms using a QR code, embedding the form on a website, sending a link to a form, or, using PDFfiller’s proprietary ‘LinkToFill’ feature, you can automatically distribute a form for others to fill out right through PDFfiller’s website. PDFfiller’s ‘SendToSign’ feature makes it easy to have documents signed by others and allows users to send a form for a legally binding electronic signature with the click of a mouse. “I send links to sign in through email [and] I send mobile signatures,” said Combs. Combs uses PDFfiller “several times [a day]”, as does his business partner and his employees. Half of the time Combs sends forms remotely; half the time, patients fill forms out digitally on a tablet on site. Either way, the digital solution is easier for Combs and his patients; it makes the process faster, the information easier to manage, and the storage more efficient.

The digital solution is easy for Combs and his patients. PDFfiller has an easy to use graphical interface and because it is an online service, users can access it from anywhere, at any time, and on any internet-connected device. PDFfiller can even walk clients through the form: “[I like the] little box that pops up ‘Next’, they click it and it tells them the next field. I like the fact that I can assign the order of the text fields, whether it’s a checkbox, whether it’s a phone number, whether it’s an address, I can assign the order I want it to go in. So when they’re filling it out, all they have to do is hit the next button and it goes right to it,” said Combs.

Storing documents is critical for Combs: “Keeping paperwork is cumbersome… we have to keep seven years of [medical] history on a patient , so you can imagine if you have a couple of thousand patients how many forms you would have.” And with PDFfiller, keeping digital copies of important documents is easy and secure: “Being mobile, I don’t have the space to store files, so I store them on a web browser that’s HIPAA controlled. I fill everything out online with [PDFfiller] and I download it and upload it to my [electronic] storage unit, so it’s helped me be paperless.”

With PDFfiller, all of Combs’ medical documents, medical contracts, and invoices are digital, meaning they are accessible from anywhere, easy to store, and easier to input whenever he sees new clients.

The Benefits

Speed

PDFfiller is the fastest way to create, fill out, distribute, and sign electronic documents. “Yeah, [it makes it very much [faster to complete documents]. By using your forms, your website, to digitize my forms, it saves me time and money. We’re talking … several hours a day,” Combs said.

Ease of Use

PDFfiller is easy to use for people of all ages — many of Combs’ clients are geriatrics and, he says, older clientele can deal with digital documents. It’s “very easy [to use]” Combs said, both on his side and the patient side. It’s also easier than other digital solutions including Adobe Acrobat: “There’s a tremendous difference. With Adobe Acrobat, you have to have knowledge of how to manipulate PDFs, how to use the different plug ins to achieve what you want. [With] PDFfiller, you don’t have to be tech savvy to do that, it’s very user friendly.”

Cost Savings

Because PDFfiller helps Combs save so much time, it also helps maximize the number of clients he can serve, meaning his company can make more money and provide better care. “It’s hard for me to quantify my time as money, but as a hearing aid provider, it can be expensive, and I see a lot of people, it can be up in the thousands. If I’m not seeing one patient because I’m doing administration things, it could cost me a couple thousand. The more I can see patients, if I’m seeing a new patient, that could be thousands of dollars that’s in my business, and if I have to do paperwork and am doing it by hand, that prevents me from seeing new patients,” meaning, Combs said, saving of tens of thousands of dollars a year.

Security

“My security is very important to me,” said Combs. And PDFfiller assuages any concern Combs might have by providing high level security to all its users. PDFfiller is completely HIPAA compliant. It relies on Amazon’s S3 servers which combine advanced physical and electronic security to ensure your documents are protected.

PDFfiller also allows users to password protect specific documents for an added layer of protection and enable two-factor authentication, the same level of electronic security most banks use. It also offers ‘Audit Trail’, which allows you to monitor account activity and see any access to your account or changes to your document as well as seeing when and from where they were filled out and signed.

Conclusion

PDFfiller is the best electronic document management solution for healthcare practices.  Because digital technology and patient demands are pushing the healthcare field towards mobile solutions, PDFfiller is the best solution and the perfect way to manage documents on the go.  Absolutely [I would recommend it],” said Combs. “A lot of people in my practice and others are going to be going more mobile and electronic,” meaning an electronic document management platform is an ideal solution. From anywhere, at anytime, and on any internet-connected device, PDFfiller makes your documents accessible and easy to complete, edit, sign, and send.

For the complete paper, click on the link below:

 

North Idaho Lung, Asthma & Critical Care Relies on PDFfiller to Help Manage the Office’s Document Workflow

Who?

North Idaho Lung, Asthma and Critical Care (NILACC), are experts in pulmonary care. Their team brings over seventy years of cumulative experience to treating pulmonary issues. Based in northern Idaho, NILACC has 19 staff members, including five critical care physicians, and provides regular care for a large number of patients. NILACC combines these decades of expertise with modern techniques, advanced diagnostic therapies, and an emphasis on creating a patient-first practice to make sure that patients end their treatment successfully.

Practice management of a 5 physician practice with 15 employees. Accounting including payroll, credentialing, contract negotiations, meaningful use, scheduling, hiring, putting together an employee manual, HIPPA and OSHA. Succeeded in switching physicians from operating as individuals to a group practice.

Julie Cox is an integral part of the NILACC team and manages NILACC’s back-office work, working as the facility’s business manager, attending to physician scheduling, and dealing with payroll and credentialing issues. Her work routinely involves administrative work and it was Cox that was responsible for making the transition from paperless to PDFFiller.

The Problem

Cox realized she had a problem with paper when she needed to fill out doctor credentialing documents.

Whereas NILACC had previously relied on pen and paper to complete all of their documents, “it took way too much time and was hard to keep track of,” said Cox.

Because Cox is responsible for handling a significant amount of the paperwork and administrative work at NILACC, she needed a streamlined solution for her document management. Cox knew that the transition to computer-based completion was critical for ensuring that administrative work was handled efficiently, but she was stymied by not being able to fill out forms electronically in an easy and intuitive manner.

“I looked at a couple of programs and then tried PDFfiller,” said Cox, “it was definitely the most user friendly.”

The Solution

Everyday, Cox logs in to PDFfiller to process multiple documents. She uses it “to fill in forms that would otherwise require me to use pen and paper”. The possibilities and advantages of going digital with documents are numerous.

Users can add fillable fields to forms using PDFfiller’s powerful and easy-to-use drag and drop wizard. With PDFfiller Cox can type directly onto the PDF document itself and then distribute it throughout the office for editing or signature. She can go back and edit them to add patient information or allow doctors access to ensure they have the most up-to-date file on record, no matter where they are.

Going digital with PDFfiller also means that it is easier for Cox to communicate patient data with physicians, correcting, adding or transmitting critical information in order to make sure everybody is as informed as possible: “I am able to send forms out to the physicians to look at and then when they let me know what changes to make it is easy to go in and fix them,” she said.

PDFfiller gives users many ways to add, organize, and store documents. It’s easy to upload documents, import them into your account, or search through an online library of over 25 million forms to find the one you need right in PDFfiller’s database. Cox, though, “liked that I could import my own forms and also that I could look for forms on the internet to bring in,” streamlining NILACC’s document management. “Documents were all stored in one place [with PDFfiller],” said Cox and for NILACC simply consolidating the storage of documents made their workflow easier.

PDFfiller gives users many ways to add, organize, and store documents. It’s easy to upload documents, import them into your account, or search through an online library of over 25 million forms to find the one you need right in PDFfiller’s database. Cox, though, “liked that I could import my own forms and also that I could look for forms on the internet to bring in,” streamlining NILACC’s document management. “Documents were all stored in one place [with PDFfiller],” said Cox and for NILACC simply consolidating the storage of documents made their workflow easier.

Ultimately, PDFfiller streamlined NILACC’s workflow, it “helped not only with time management but also the ability to pull up and change documents from anywhere,” making it faster and easier than ever to edit, send, and sign documents.

The Benefits of Using PDFfiller

Speed

PDFfiller is the fastest way to edit, send and sign documents. “There is no comparison to how I was working before,” said Cox. “PDFfiller is much faster.” PDFfiller’s advanced distribution services enable you to electronically transmit your documents to recipients instantly. Moreover, PDFfiller allows you to upload your own legally binding signature and add it to your own documents electronically or send documents for signature from other users, making the process of collecting signatures faster than it ever could be with a paper-based solution.

Convenience

PDFfiller doesn’t just save time — it also makes administrative work easier. For Cox, “it is incredibly helpful to pull up and change documents from anywhere”. Moreover, because Cox often works remotely, she can rely on PDFfiller to help transmit her documents to doctors instantly and electronically: “it is great to not have to send paper back and forth”. With PDFfiller, it is also easy to add highlights, redactions, and make changes to your PDF document in just a few clicks from anywhere on any internet-connected device at anytime.

Cost Savings

Not only does PDFfiller makes document management and distribution faster and easier, it also makes it cheaper. Electronic storage is cheaper than reams of paper kept in massive filing cabinets and a streamlined document workflow cuts down on administrative overhead. In many companies, the cost of paper for printing, storage, and distribution is in the thousands of dollars per year. PDFiller’s ability to cut that figure substantially makes it “worth the price,” said Cox.

Security

Security is critical for NILACC — “we are in the medical field,” said Cox, so security was an important concern when they choose to switch to a digital document management solution. PDFfiller relies on Amazon’s S3 servers, which have redundant backups and high-level physical security, to keep your documents safe.

Two-factor authentication and a PIN code allow you to protect your account by adding another layer of security. Most importantly for those in the medical field, PDFfiller is completely HIPAA compliant, which is why care providers across the country trust PDFfiller with their confidential patient documents.

Ecological Benefits

Because PDFfiller cuts down on paper usage, streamlining your document workflow also helps NILACC go green. The average employee in the US uses 10,000 sheets of paper but with PDFfiller, Cox has been able to eliminate waste paper and lower NILACC’s ecological footprint. “I’ve cut down on paper use significantly and no longer have a gigantic stack of filing,” said Cox.

Conclusion

PDFfiller is the easiest way to transition to a completely digital document solution.“It’s easy to use… and in our business that is very important,” said Cox. An ultra-secure platform combined with a simple graphical user interface and powerful features means that editing, signing, and sending documents has never been simpler or faster. Professionals in the medical field need to communicate information quickly, efficiently, and securely, and PDFfiller is a more effective solution, in this case, than paper. Ultimately, for NILACC and numerous other care providers across the country, PDFfiller, Cox said, “saves time, and time is money.”

For the complete paper, click on the link below:

 

Integrating New Patients into a Dental Practice

Who?

David Wolf, DDS runs a small but successful private dentistry practice in Milford, West Boston. This tight-knit medical care provider develops an intimate relationship with its clients and focuses on providing the best care possible. “We specialize in adolescents to adults,” David Wolf said. And with seven employees and one dentist to cover “about 1500 active patients,” David Wolf needs to make his workflow as efficient as possible to ensure that he can integrate new patients into his care as rapidly as possible.

David Wolf, DDS

The Problem

Integrating new patients into thriving practice isn’t always easy. With 1500 patients already in his care, adding new patients was taking unnecessary time and energy away from those already in his care.

The old process of integrating new patients into his care was clumsy and time-consuming before Wolf switched to PDFfiller. “We have all digital charts so what was happening before, the patient could fill in the PDFs, but they’d have to print them out and bring them in. But then we’d have to scan them back into their digital chart and then we would shred them, so we were kind of chasing our tail,” Wolf said.

And that was when the office was fortunate enough to have patients follow through on their paperwork at home. Often, with Wolf’s previous solution, patients “either didn’t [complete the forms], which meant that when they showed up, we had to give them written forms to fill in in the waiting area, or if they did do it, they would bring it in, or sometimes they forgot them.”

Wolf knew that he needed to cut down on the time it took to integrate patients. Drawn by PDFfiller’s ability to easily make forms fillable and have them filled out digitally by clients, Wolf “figured out that I could probably set [PDFfiller] up [for business]. “We’re seeing about 20 new patients a month and the amount of time it would take to get the information on paper and scan it in and shred it was probably 15 minutes per patient, so probably about four hours of work per month” said Wolf.

Then Wolf tried PDFfiller and simplified his digital document management. Now, “we… use [PDFfiller] to process new patients,” said Wolf. And, “[The transition] was really simple for the office.”

The Solution: PDFfiller

Now, said Wolf, “we’re using [PDFfiller] for our patients to submit their medical history forms and insurance forms online.”

David Wolf’s front office depends on PDFfiller, saving them time and energy and making the process of integrating new patients into their care easier than ever.

The process of integrating PDFfiller into Wolf’s office workflow was easy:

“We already had the fillable forms ready to go,” said Wolf. “There was a little bit of effort getting the fillable link forms the way I wanted them,” but after uploading a document or downloading one from the internet, converting it into a fillable form is easy with PDFfiller’s drag-and-drop form creation wizard, which allows users to add fillable fields intuitively to a form with just a few clicks. Importantly for Wolf, PDFfiller allows parts of the form to be made mandatory including adding contact information – “since [with] the fillable forms, you can select what fields are required, it also saves us from having the patients not skip something… we [also] force patients to put their name and email address in when they submit the form so it allows us to match their name up with their digital chart in the office and import the information into their chart,” said Wolf, making the whole process much easier for Wolf’s front office.

After Wolf created his fillable form, he could then distribute it to patients in a number of ways. However, Wolf chose to integrate the fillable PDFfiller form into his website. “If we have a patient call for a new appointment, the easiest thing we do is we just have them go to our website and click on the link [to the fillable document],” said Wolf. “But if they’re not somewhere where they can do that right when they’re calling us, then we will get their email address and email them the link, so they can collect the email and click on the link to fill the forms out later.”

PDFfiller helps users with the powerful ‘LinkToFill’ feature, which allows PDFfiller users to send fillable forms to recipients to complete and return with just a click from inside PDFfiller’s easy-to-use online interface. You can also distribute forms with a URL or a QR code. PDFfiller’s powerful and proprietary ‘SendToSign’ feature makes it easy to create a form and send it others for a legally-binding electronic signature with just a click.

After a new patient completes a form, Wolf’s front office receives an email notifying them that a form has been completed by a specific new patient. The front office will “save the PDF information and then import it into the patient chart.” “[When] the patient arrives for their appointment, we have all their information,” said Wolf, making the check-in process quick and easy for Wolf’s front office and the patient.

Benefits

Speed

PDFfiller is the fastest way to add patient data into Wolf’s database and new patients into his practice. “Probably [dealing with new patients’ forms takes] less than a half an hour’s worth of work [with PDFfiller],” said Wolf, “So it’s probably saving us close to three and a half hours of office work a month.” Wolf’s office has cut the time of processing intake forms by 87.5% using PDFfiller. “Being able to have [patients] be able to fill the forms out online and have them directly imported into their digital charts saves us a ton of time,” said Wolf. “It also saves us so much time because we do not have to scan the information back in and shred it as we did with the paper version.” Moreover, PDFfiller never saves customer data on its servers after the customer deletes his form — PDFfiller does the digital shredding for you.

Convenience

Not only is PDFfiller the fastest way to fill out forms online, it is also the most convenient, making the new patient intake process easier for both patients and front office staff. “[PDFfiller] just makes it a lot more convenient for [new patients] if they want to have the forms ready before they get here,” said Wolf. Moreover, PDFfiller “streamlines the communication process and it decreases the amount of manual labor that we have to do to collect the patient data… it saves our office a huge amount of effort in collecting the patient data” and makes dealing with medical information and insurance companies much easier,” Wolf said.

Cost Savings

It’s difficult to quantify the value of PDFfiller, said Wolf. PDFfiller, though, saves the office time and energy and “for the cost of running a dental office, [the] $180/year subscription for PDFfiller is a really inconsequential amount of money. I think it’s really reasonably priced and I think it certainly pays for itself in convenience alone.”

Security

PDFfiller makes it safer to transfer and store documents than other online services, or even keeping paper copies. Completely HIPAA compliant, PDFfiller makes digital document management secure. [Before PDFfiller] we had the fillable forms, but we weren’t having the patients email them to us because of the security thing. But having a secure portal where the patient can just fill in their form and submit it is the reason we decided to start doing it this way [with PDFfiller],” Wolf said.

Customer Service

PDFfiller’s customer service is available 24/7 to help users whenever they have a problem and make the most of the internet’s best complete document management solution. Customer service was] great, they helped me, they helped merge some documents together. I had a great response from customer service, for sure,” said Wolf.

Conclusion

At Wolf’s dentistry practice, PDFfiller has proven itself to be the best way to integrate new patients into the practice. Faster, easier, and safer than other solutions, PDFfiller makes the process better for both staff and the patients themselves. “So far we haven’t had any problems,” Wolf said. “The staff likes it because it saves them a lot of steps.”

PDFfiller has improved the rate at which new patients complete forms before coming into the office, making it easier and faster to integrate them into Wolf’s digital patient system. “We probably have about fifty percent response rate now, where the patients submit the form digitally,” said Wolf. And while “half [of the new patients] show up and do it on paper once they get [to the office], said Wolf, “our next step probably will be to actually use a tablet in our waiting area, so instead of filling out the form on paper in the waiting area, we’ll just have them fill it out on the tablet while they’re here, so we can just eliminate that extra paper step as well.” Wolf also hopes to integrate PDFfiller’s API functionality into the website of his other company, Dental Care Links, to process PDFforms and “incorporate PDfiller’s ability into [Dental Care Links’] functionality – two solutions in one location,” Wolf said.

As a digital document management solution, “I would definitely recommend it to any dentist or doctor that needs to have their patient fill in the medical history forms before they arrive,” Wolf said. “I think it’s a great solution.”

For the complete paper, click on the link below:

 

Using PDFfiller to Compile Boy Scout Forms and Send Permission Slips

Who?

The Boy Scouts of America are a large national organization with almost three million youth members and almost a million active adults. In existence since 1910, the Scouts have a long history of instilling self-reliance, patriotism, and character development in their members. They rely on a range of activities, education, and outdoor adventure.

As an assistant scout manager, Nathan Appel helps to lead a troop of these young scouts. A systems analyst by trade doing statistical analysis for research, Appel devotes much of his free time to the Boy Scouts.

The BSA was founded in 1910 and,
since then, more than 110 million
Americans have been participants in
BSA programs at some time.

The Problem

While organizing various activities and dealing with paperwork for the scouts, Appel found himself wasting time with paper documents and struggling with digital forms.

“Some of the forms that the Boy Scouts of America have are PDF forms, but they’re not fillable, they’re write-out,” said Appel. “And some of these [forms] have to be done multiple times a year in order to track service hours and all these other things that are important.”

Making sure that documents are completed and submitted properly and promptly is critical because “the boys need the service hours and all that counts towards making rank and getting to the final phase of Eagle Scout,” Appel said.

Before Appel started using PDFfiller, documents were being dealt with inefficiently digitally or having to be written out by hand. Then Appel found PDFfiller.

The Solution

Now Appel uses PDFfiller almost every week for his 40 Boy Scouts. PDFfiller expedites various workflows for Appel, from permission slips to tracking service hours.

For his permission slips, Appel digitizes them and adds fillable fields using PDFfiller’s easy drag and drop wizard. He can then distribute them to parents to complete electronically using PDFfiller’s powerful, ‘SendToSign’ feature which enables him to send the forms directly from PDFFiller using a link, URL, or QR code. Parents can then complete the forms from any internet-connected device, anywhere, and at anytime, add an electronic signature, and then return them digitally absolutely instantly. “For every outing that we go on, the boys have to fill out a permission slip,” said Appel, so “I made it fillable using PDFiller so now you can sign it online… If somebody forgets a permission slip, they can just send it to me electronically, they don’t have to go to the venue or whatever and I don’t have to follow up.”

Primarily, though, Appel relies on PDFiller to complete his Scouts’ “Journey to Excellence” forms digitally. PDFfiller allows Appel to create a template and edit a document using powerful tools quickly and easily. Moreover, PDFfiller allows Appel to consolidate and store these documents and edit them over the course of the year before he submits them. With PDFfiller, It’s easy to add and edit text at any time and from any internet-connected device and when you’re done, just sign the document with a legally binding electronic signature and save it, print it, or send it. Now, with PDFfiller, Appel can “take these forms that aren’t fillable and fill all this stuff in, which has been great.”

The Benefits of Using PDFfiller

Speed

PDFfiller is the fastest way to create, edit, send and sign PDF forms online. For Appel, it saves “probably an hour every time not writing it out, making a mistake, or anything like that. So I’ve done four forms, so at least four hours. And with the fillable form that saves everybody a multitude of hours.”

Convenience

PDFfiller makes it simple to manipulate and distribute forms electronically – “it’s easy to use,” said Appel. Powerful features like ‘SendToSign’ make it easy to transmit documents like permission slips for signature while advanced editing tools allow users to highlight, redact, annotate, edit, and erase text from PDF documents easily. PDFfiller even allows users to add electronically binding digital signatures with just the click of a mouse. Moreover, PDFfiller allows you to consolidate and archive all of your documents in one place so you can edit, send, and sign them whenever you want, from any internet-connected device, anywhere.

Savings

PDFfiller saves time and money for organizations large and small. Save on the cost of paper and document postage; just as important though, save your time and energy for more important work by using PDFfiller to streamline your document management.

Security

PDFfiller is the safest way to manage your documents. With PINs, two-factor authentication, audit trails, and unique document IDs, you can be sure your documents are safe. PDFfiller relies on Amazon’s S3 servers which offer redundant backups and high-level physical security, so you know your documents are always accessible, whenever and wherever you need them.

Ecology

The average U.S. office worker uses 10,000 sheets of paper every year. Everyday, PDFfiller helps its users go green by allowing them to convert all of their document workflow to a paperless digital solution. It’s the best way to save the environment and streamline your workflow. After switching to PDFfiller, Appel found that “I’m not handling a lot of hard copy, which is good [for the environment].”

Conclusion

PDFfiller functions like a digital Swiss Army Knife for Appel’s Boy Scout troop, fulfilling a range of administrative needs.  “It worked well” on whatever task they applied it to, Appel said. Wherever you are, you can count on having the right tool for all your document needs, a flexible, powerful, and full-featured document management solution. Appel recommends PDFfiller and has found it useful, particularly for “something like the Boy Scouts where you have to have a [lot] of paperwork to hand in to the parent organization, anytime you can make it very clean and clear so none of the information gets lost for these boys, that’s always a plus.” PDFfiller is always there for Appel and his troop of Boy Scouts and will be a useful tool in years to come, as Appel applies it to “other forms that we have to do, …make PDFs from there, sign in sheets, all the other things, and just have it handle all the paperwork that we have to create.”

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