Systems and methods for tracking, reporting, submitting and completing information forms and reports

Systems and methods are provided for creating templates in an information management tool that are designed to track and timely and accurately report certain information in accordance with the requirements of a specific process, form or other requirement. Information relating to a user is obtained f...

Ausführliche Beschreibung

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Bibliographische Detailangaben
Hauptverfasser: Iasi, Anthony F, Kahle, Charles, Tobias, Eric, Eigner, Linda, Eigner, William
Format: Patent
Sprache:eng
Schlagworte:
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Beschreibung
Zusammenfassung:Systems and methods are provided for creating templates in an information management tool that are designed to track and timely and accurately report certain information in accordance with the requirements of a specific process, form or other requirement. Information relating to a user is obtained from one or more sources through electronic means, and the information is then organized and securely stored in a database using field mapping and other techniques to classify the information into specific categories. The information that is obtained and organized may include contact information, financial information, health information and historical information. The organized information may then be accessed by the user to automatically and instantaneously populate or supplement an electronic document, form or web-based application without requiring the user to manually enter the information. The system automatically detects and stores updates to information and builds a database of forms and electronic documents for future use.