Outsourcing Patient Assessment Forms Processing

by Ilya Evdokimov | Sep 06, 2019 | Blog

Outsourcing Patient Assessment Forms Processing

Many businesses today are implementing wellbeing programs, requiring employee health assessment to be completed. People are a company’s most important asset. So, the healthier your employees are, the healthier your business will be as a result.

Form Design

Not too often to companies using Data Capture technology have the chance to change their forms design or even create new ones. If you have this ability, USE IT! A properly designed form is the first step to success in automating that form. There are many things you can do to make sure your form is as machine-readable as possible. Typically, the forms we are talking about are hand-written but occasional also machine filled. I will highlight the major points.

  • Cornerstones. Make sure your form has cornerstones in each corner of the page.
  • cornerstones should be at 90-degree angles to each neighbor one and the ideal type is black 5 mm squares.
  • Form title. A clear title in 24 pt or higher print and no stylized font.
  • Completion Guide. This is optional but sometimes is useful at the top of the form to print a guide on how best to fill in the fields of the type you use.
  • Mono-Spaced fields. For the fields to be completed it’s best to use field types that are character by character separation. Each character block should be 4 mm x 5 mm and should be separated by 2 mm or more distance. The best types of fields to use in order are letters separated by dotted frame, letters separated by drop-out color frame, letters separated by complete square frames.
  • Segmented fields by data type. For certain fields it will be important to segment the field in portions to enhance ICR accuracy. The best example is date instead of having one field for the complete data split it into 3 separate parts first being a month field, next a day field, and finally a year field. Same is often done for numbers, codes, and phone numbers.
  • Separate fields. Separate each field by 3 mm or more.
  • Consistent fields. Make sure the form uses consistent field types stated in 4.
  • Form breaks. It’s OK to break the form up into sections and separate those sections with solid lines. This often helps template matching.
  • Placement of field text. For the text that indicates what a field is “first name”, “last name”. It is best to put these left justified to the left of the field at a distance of 5mm or more. DO NOT put the field descriptor in drop-out in the field itself.
  • Barcode. Barcode form identifiers are useful in form identification. Use a unique id per form page and place the barcode at the bottom of the page at least 10 mm from any field.

Managed Services

When opting for Managed Services, we will ensure you are being compliant with processing your projects. We properly maintain sensitive information and are up-to-date and in compliance. For example, with Healthcare, Health Insurance Portability and Accountability Act (HIPAA). We also offer secure document destruction for a reasonable fee.


With the right tools and optimized processes put you ahead of the competition. While others are drowning in the flood of paper and electronic documents, trying to cope with a hurricane of errors in manually entered data, you can begin the digital transformation of your business today, so that tomorrow you can save on your form processing cost with fully or partially automated processes.