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proforma proudly serves multiple industries, offering customized solutions for each. please read below for more information, or click an industry beklow to drop down to page to that particular description.

healthcare | sales | tpa's | legal | construction | manufacturing

 

proforma for healthcareproforma for healthcare

managed care companies and employee assistance programs (mcc / eaps) face special challenges when it comes to documents. network providers are notoriously low-tech. in fact, a proforma study demonstrated that 40% of all clinical providers could only send / receive documents via mail, 40% via fax, and 20% via e-mail. this trend does not seem to be changing.


send & receive documents flexibly

mcc / eaps need to be able to send and receive documents flexibly, according to the preference of their valuable provider network. also, mcc / eaps have significant investments in their case management data systems. and, for the most part, these systems work well – except when it comes to managing documents. proforma solves these problems.


with proforma, mcc / eaps can:

  blue dot send and receive authorization, assessment, billing and other forms by e-mail, fax or mail, depending on provider preference. documents can be sent from any case management system with the click of a mouse.
  blue dot view all incoming forms (e.g. treatment plan, billing, etc.) from providers as pdf files directly from an existing case management system.
  blue dot extract data for secure downloading into an existing system. this can include billing, client satisfaction, outcomes, and other quantitative data.
  blue dot maintain full compliance with hipaa.
  blue dot maintain secure, off-site document storage and disaster recovery preparedness.


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proforma for salesproforma for sales

sales organizations face special challenges when it comes to documents. out of the office more than the average professional, the sales professional needs immediate electronic access to forms and documents – anytime, anywhere. potential clients can be anywhere, and access to a laptop or the internet isn’t guaranteed. when it comes to client remittance, sometimes only paper will do, and low-tech is the only option.


send & receive documents flexibly

sales forces need to be able to send and receive documents flexibly, according to the preference of their valuable customers and potential clients. also, companies have significant investments in their customer relationship data systems. and, for the most part, these systems work well – except when it comes to managing documents. proforma solves these problems.


with proforma, salespeople can:

  blue dot send and receive orders, billing, agreements, reminders, newsletters, and other forms by e-mail, fax or mail, depending on client preference. documents can be sent from any crm with the click of a mouse.
  blue dot view all incoming forms (e.g. order forms, agreements, etc.) from providers as pdf files directly from an existing crm.
  blue dot extract data for secure downloading into an existing system. this can include billing, client satisfaction, orders, and other quantitative data.
  blue dot maintain full confidentiality.
  blue dot maintain secure, off-site document storage and disaster recovery preparedness.


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proforma for tpasproforma for tpas

third party administrators managing flex spending accounts (fsa), health spending accounts (has), and health reimbursement accounts (hra) contend with massive amounts of paper and data entry. proforma can dramatically increase business process efficiency.

all received documents are digitized and filed electronically, and are instantly viewable from an existing data system. we can even extract data from claim and enrollment forms and securely download it into an existing data system using our sophisticated scanning technology.

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proforma for legal

for legal services

for the legal profession, organizing and filing documents is a mission critical task. yet, traditionally this has meant inefficient business processes and rooms filled with filing cabinets.

with proforma, legal firms can now enjoy the benefits of a truly paperless office. proforma will take over the sending, receiving, digitizing, and filing of all documents. pdf versions of all documents, including signed contracts, are instantly viewable from our on-line kiosk, virtually eliminating the filing cabinet.

 

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proforma for construction

proforma for construction

for the construction industry, organizing documents is a major undertaking.

without proforma, work orders, receipts, drawings, contracts, etc. all need to be maintained and filed as paper documents.

with proforma, all documents can be filed electronically and can be instantly retrieved or sent with our on-line document kiosk.


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proforma for manufacturing

proforma for manufacturing

proforma will increase your ability to respond to your customers needs, offer more competitive pricing and lower operational costs. choosing proforma as the solution to manage your document processes will increase your efficiency, which means you can adapt your business to the opportunities of today's rapidly changing market place.
proforma gives you cost-effective business process, administrative, and financial management, integrated with your current software (e.g. payroll, ecommerce, crm) in customizable systems designed for companies of any scale. it also integrates into industry specific solutions. flexibility and customization are key.

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did you know?

doctors who use electronic health records say overwhelmingly that such records have helped improve the quality and timeliness of care.

- the new england journal of medicine, june 18, 2008



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