SmartForms
Challenge
Capturing and managing incoming data from online forms
poses a significant challenge. For example, once you
capture data, how do you ensure patient confidentiality
and data security?
Solution
SmartForms is a powerful, secure way to connect
form data to a fully manageable integrated customer
relationship database. It allows you to review, prioritize,
and manage all data coming into your site from a
centralized location.
Built-in features enable administrators to export data into
CRM systems as well.
Benefits
SmartForms provides all of the following features and
related benefits:
Organization of Requests
Easily assign and route form responses to different
departments and contacts. SmartForms lets you maintain
a message history and annotations for quick reference.
It also lets you segment data between donation forms,
application forms, and contact forms.
Advanced Security
Ensure security and confidentiality for all forms data.
SmartForms talk over a secure SSL connection to a
database in order to maintain privacy. By providing
multiple levels of security, SmartForms also allows you
to restrict access to specific information (e.g., for HR and
recruiting purposes).
Message History
Track and manage all communications using the built-in
threading e-mail receipts. Sort form responses by recent
activity, keeping the most important responses on the
top of your list.
Dynamic options with no coding
Define the specific user information you want to capture
in forms without any coding.
Effective and complete communication
Automatically confirm the receipt of requests,
applications, and information without the hassle of
sending out individualized e-mails. Ensure a consistent
message to your audience using the document template
library.
Data exchange
Export data to other forms and systems with the unique
connectivity features of SmartForms.
Centralized management
Centrally manage all event and patient registration
information and ensure security in a single platform that
allows for response segmentation. With MailManager
integration, send an e-mail blast to targeted groups of
contacts.
Value Summary
With SmartForms, another patient will never get lost in
the shuffle. The individualized interaction that you can
have with each response means that less of your time is
spent accessing and sorting information, and more time
is spent helping patients.
- Create custom forms
- No coding
- Automate forms (e.g., applications) routing
- Automatically acknowledge requests/receipts
- Manage and secure confidential information
- Track communications history
- Export to other forms