G360 Forms Manager

The Challenge

Form processing for any organization has many steps and is complex: Forms are filled in, submitted, entered, processed, matched against defined rules and policies, verified against other documentation, approved, acted upon and tracked. Traditionally there are many manual touch-points along this process, which means it is labor-intensive, slow, and error-prone.

Organizations need a comprehensive solution that enables them to create, capture, process, and store both electronic and paper-based forms easily, while automatically integrating the form data with other related content in their workflow process. Forms must be processed not as stand-alone documents, but as part of an overall business process.

G360 Forms Manager is used to create, populate and process electronic forms efficiently and effectively, increasing processing speed and transaction throughput. By providing an underlying forms framework, high quality data is captured and leveraged throughout the BPM system, eliminating bottlenecks, manual re-keying efforts, and content verification processes.

G360 Forms Manager includes a user-friendly point-and-click forms design tool, customizable security controls, and standard adapters that seamlessly integrate G360 Forms Manager into line-of-business applications.

Other key features include:

  • Audit trails for all changes
  • Ability to link form fields to multiple external databases and provide real-time validation of form data
  • Real-time access to legacy databases and the auto-population of form fields
  • Support for digital signatures for security and data authentication
  • Ability to apply corporate records classifications to all forms and associated documents

Benefits

  • Seamless integration within workflow without lag-time or processing bottlenecks
  • Real-time access to form data by all team members
  • Elimination of manual processes, ensured data accuracy and completeness
  • Reduced form-filling and processing time
  • Optimized resource utilization and operational efficiency

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"Global 360 enables HIPAA Compliance by receiving 837 transactions and integrating them with our OCR software, claims systems, HIPAA exchange server and the Global 360 system."

— Amanda Bernard
Executive Project Manager
SAG - Producers Pension and Health Plans

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