We are a small medical laboratory that specializes in providing urine analysis for a particular clinical test and subsequent medical billing and insurance follow-up.
We have just purchased Zoho software and intend to use it as a central collaborative database and workflow management hub. We are currently using a few different tools to capture data and transmit data and would like to transfer and consolidate the process into Zoho.
Particularly we need to create a form with Zoho creator and have the entries of that form populate into Zoho docs where we can then convert certain fields to csv and send to the lab and other fields into our billing software. Also need to create a requisition form that the data can be dumped into similar to a report and printed. The attachment labeled "lab req form" is the example I have attached for this purpose. The following attachments are what we currently use to capture data in order:
"squarespace entry home page" - [url removed, login to view]
"squarespace ereq password auth page" - password protected entry into the form (4 different business entities depending on which referring doctor is sending in sample)
"square space page 1" - The data needed to send to the lab and also same data needed to populate the req form" - after the data is entered and the req form is created we need a page in which the doctor can approve the request for sending the urine sample.
"square space page 2 - WC" This is the 2nd page for the billing information based on the fact it is a Work Comp urine sample (denoted on page 1)
"square space page 2 - PPO" This is the 2nd page for billing that is for billing private insurance"
"square space page 2 - MC" This is the 2nd page for billing for Medicare/Medicaid"- this information is sent to the lab with the page 1 data"
The data entered into the squarespace url [url removed, login to view] is retrieved on the back end by our Adobe Form Central account. The following attachments represent the back end capture:
"Adobe Form Central dashboard" - overview of the entries inputted by the 4 different business entities.
"Abobe form central ereq response data" - spreadsheet view within form central
"response eREQ form" - data from form central exported to excel.
The form and subsequent spreadsheet capture needs to be identical and in the same order as the current situation.
Let me know if I can provide any further detail.