Leveraging Smart Document Generation in Collection-Master

SUMMARY

PRODUCT: Collection-Master

PROBLEM: Mail merge Configuration

SOLUTION: Enhance templates and learn to leverage the power of Smart Document functionality

IMPACT: Significant increase in time-efficiency and reduced labor costs

PROBLEM

A firm was struggling with the complexities of configuring mail merge forms in WordPerfect. They have been using Collection-Master for many years, and the employees who were originally trained on document configuration were no longer at the firm. The firm wanted to make adjustments to existing documents, including eliminating the need for human intervention on merged forms.

SOLUTION

John Currey, Product Owner, assisted the firm with their document configuration needs. Not only were the template forms enhanced with significant efficiencies, the firm learned how to use Collection-Master’s powerful Smart Document functionality. 

Formulas were enhanced to employ the following time-saving and mistake-proofing functionalities:

• Make decisions that avoided human errors
• Populate merge code data that previously required a manual entry
• Perform calculations, including date math, percentages, and other necessary arithmetic
• Route claims with insufficient data to proceed to the appropriate party for corrective action
• Automatically reformat text to the appropriate case
• Add specific breadcrumb notes to the Paperless Notes
• Parse data as needed for the document
• Make document decisions based on client, jurisdiction, etc.
• Validate data to ensure document integrity
• Cancel the document based on circumstance to avoid errors
• Intelligent, automatic adding and removing of Diary Codes
• Lookup items in a list and take the appropriate actions
• Advance the workflow so the claim moves through each stage automatically

IMPACT

The firm not only saved huge amounts of time on templates they use every day, but they also gained proficiency on how to configure forms going forward.