CPI Data Services Your U.S. Partner for Global Data Services
 
   
 

Forms Processing

Accurately Capture Your Vital Information and Have it Delivered Quickly in the Format that Fits Your Business Needs with Forms Processing Services by CPI.

If you gather critical information with structured or unstructured forms, CPI can capture the information quickly and accurately using manual and automated systems and deliver it in the exact format your business needs. We currently process thousands of form each day, including:

  • Medical claims (HCFA, UB, ADA, EOB, etc.)
  • Invoices
  • Vital records (Marriage, birth, death)
  • Customer response cards
  • Tax returns
  • Credit applications
  • Mortgage Applications
  • Warranty cards
  • Marketing and customer surveys

Our Forms Processing Service Delivers Many Advantages:

  • Overnight delivery of your data
  • Integrated OCR/ICR and manual data entry for verification of critical fields or characters that can’t be machine read.
  • Double-key data entry for forms or fields that are not machine readable
  • Form design for maximum data capture efficiency and accuracy
  • Integration with verification databases (for example, a customer number is verified against your database
  • Autofill fields for higher productivity (for example, adding the USPS city and state after reading a zip code)
  • Flexible business logic ‘If/Then’ rules (for example, a batch of remittance forms that each contain an invoice amount must equal the total paid amount on the check or voucher).


Depending on the unique needs of your project, we utilize different forms OCR/ICR engines or customize our keying software to maximize quality, productivity and timeliness. As a result, you get data that is functional for your business process goals.

Quality Control

Form or fields designed for machine reading, such as bar codes or MICR, usually deliver very high accuracy with minimal operator intervention. Forms with less structure, handwriting, or variable fields require more human intervention. For all projects, CPI uses random proofreading of output files for every batch to insure the data accuracy and integrity of the output file format. Each batch is also checked to assure all forms are accounted for, or exceptions are reported to you for correction or future processing.

 

If you have any specific questions about our forms processing outsourcing services, call us toll-free at 1-866-485-9660, or click here to contact us.


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