Automate workflow with e-forms

Take the work out of workflow with Process Automation.

When a paper form is filled out, that’s when the work begins. Scanning and organizing, shuffling from desk to desk, identifying what’s missing—the list goes on. Access removes all of those tasks and more, helping you achieve real, lasting efficiency.

Directs workflow dynamically

Notifies YOU WHEN forms are ready

Tracks e-forms from start TO FINISH

Know what forms you need to work on next.

Because Access Passport provides one place to manage all of your forms, you’re able to quickly launch the e-forms that involve you. With a single click, new e-forms that require attention are in your Inbox view; ones you’ve already worked on are available in your In Process or Complete views.

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Access Passport offers process automation and workflow features
Access offers linear, parallel and conditional workflow
Get e-forms from here to there and maybe there.

Sometimes workflow steps are structured and sometimes they’re not. Access can travel down any path you choose:

  • Deliver e-forms instantly, notifying the right people
  • Set up linear, parallel and conditional routing paths
  • Redirect e-forms based on data entered in the e-form
  • Initiate workflow escalation to avoid bottlenecks
  • Follow e-forms throughout the entire process
Approve, sign and process forms on the go.

You and your staff are always on the move. So why would you want to be confined to your desk to approve or sign e-forms? That’s why we created mobile software that streamlines your workflow experience. Wherever you are, you can use any device—including smartphones and tablets running Apple iOS, Windows or Android—to quickly move things along.

Access e-forms and workflow on any mobile device
Workflow notifications keep processes flowing
Distribute e-forms and send notifications.

Whether an e-form initiates a process, keys a final approval hurdle, or supports a data validation step in-between, Access can play an integral role in your routines. Using Passport, our mobile app or email notification feature, you can establish alerts that notify a user when an e-form is ready for their input, e-signature, authorization or other task.

Not only does Access automatically send alerts to the appropriate people or groups based on your requirements, it can share captured data from e-forms with your business systems to complement their workflows. The collaborative process of completing a form also is supported easily through the notification process.

Route e-forms dynamically based on conditions.

Many e-forms need to pass through an approval process. With access, a form can go in a linear, person-to-person direction, be routed to multiple people at the same time, and change direction based on data that’s actually in the e-form.

For example, a VP might be bypassed because the approval amount wasn’t enough to bother her. It’s also possible to divert workflow if people are out of the office or if escalation is required because someone’s not responding in a timely fashion.

Electronic form data can drive dynamic worklfow
Store and retrieve an eform effortlessly
Simplify your store-and-retrieve workflow.
  • Data is prefilled from an HIS system, HL7 feed and other sources right as a clerk is opening an e-form for a patient.
  • The patient, from his bed, completes and signs forms, which are stored and retrieved several times by the same nurse and his physician.
  • Then to finish the workflow, the e-forms are sent into the ECM system and the data updates related records in other systems.
  • E-forms and the data inside are now immediately accessible and useful—even for things like analytics, reporting, data mining and more.

Discover how Access removes the paper from your forms processes.

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