Overcoming administrative challenges with Automation in Healthcare with Form Director
Key takeaways
- MLee Therapy is an Medical practices company that specialized on Therapy.
- MLee Therapy had difficulties in manually creating folders for each patient & creating a checklist for each along with communication.
- MLee Therapy chose Form Director for its integration, automation, scalability, flexibility, and user-friendly interface.
MLee Therapy, based in Austin, TX, offers specialized therapeutic services to help children develop essential skills for daily living and communication.
Their services include speech and language therapy, occupational therapy, and physical therapy, employing approaches like PROMPT and MNRI.
MLee Therapy is committed to fostering a compassionate and supportive environment to help children achieve their fullest potential. They offer a multi-sensory, developmentally based approach tailored to individual learning styles, aiming to integrate therapy seamlessly into daily life.
About MLee Therapy
The Challenge
As a leading provider of specialized therapeutic services, MLee Therapy faced the challenge of efficiently managing patient intake forms.
The process of manually creating patient folders, generating intake checklist pages, and sending welcome emails was time-consuming and prone to errors.
This inefficiency hindered their ability to seamlessly integrate therapy into daily life, impacting their commitment to providing a compassionate and supportive environment for each child.
Looking for a Tool to automate: Form Director as a solution
Marcus Neal CEO of MLee Therapy turned to Form Director, a Google Workspace add-on, to streamline their operations.
Form Director allows the company to collect information from patients through Google Forms and
1. Automatically stores the patient information in Google Drive folder named after the patient.
2. Generates an Intake Checklist page in Google Docs.
3. Send an welcome email to the patient along with the Intake Checklist page attached to it.
Results
Administrative Improvement: Automation of data handling and checklist creation has lessened the burden on administrative tasks, freeing up staff for other responsibilities.
Better Patient Interaction: Patients now receive clear and timely communication, helping them feel more at ease and ready for their sessions.
Operational Efficiency: Implementing Form Director has streamlined clinic processes by reducing manual intervention and automatically creating an organized folder structure, enhancing overall efficiency and effectiveness.
Testimonials
"Form Director has been a game-changer for streamlining our intake processes at my pediatric therapy clinic. The integration with Google Workspace was seamless, allowing us to automate client intake forms and direct them to the appropriate departments with ease. The ability to create custom workflows has saved us hours of manual work, and it's enhanced our team's efficiency significantly. Now, client inquiries are organized and tracked from the moment they come in, making sure nothing falls through the cracks. I highly recommend Form Director for any clinic or business looking to simplify their intake and workflow processes!"
About Marcus Neal
Marcus Neal is an experienced speech-language pathologist dedicated to providing exceptional therapy services through MLee Therapy and The Children's Therapy SPOT. With a strong background in both research and clinical practice, Marcus combines his expertise in speech-language pathology with a passion for helping children achieve their communication goals.
Education:
The University of Texas at El Paso
Master of Science (M.S.), Speech-Language Pathology
2006 - 2008
The University of Texas at Austin
Bachelor's Degree, Communication Sciences and Disorders, General
2000 - 2004
About Jivrus Technologies and Form Director
Jivrus Technologies is a software products company focused on intelligent integration and hyper-automation. Our goal is to connect people and software platforms to streamline processes and drive growth. Our products are designed to provide a seamless and efficient user experience.
“Form Director” is an add-on application for Google Workspace that directs your Google Form submissions to Google Workspace apps like Google Docs, Slides, Sheets, Calendar, Contacts, Tasks, etc, and external systems like Database, Trello, Slack, Asana, HubSpot, PayPal, Webhook, Insightly, Quickbooks & many more.