The Delta Companies is one of the leading physician and healthcare staffing firms in the United States. They offer permanent and temporary staffing solutions nationwide for physicians, physician extenders, allied, and therapy healthcare professionals.
After experiencing frustrations related the length of time it was taking to create documents to send to facilities and healthcare providers, The Delta Companies came to Kyloe for advice. The solution? Document automation through 'AwesomeDocs' for Bullhorn, complete with DocuSign integration.
Challenges, issues and their impact
Entering data manually into documentation (such as cover sheets, submission packets, and confirmation notices) for sending to clients was commonplace, and meant that creating these documents was taking far too long.
“We knew for a long time that we needed to automate our process, but we just didn't know how. It continually caused frustration and back and forth between reps entering information into our CRM, and creating templates manually.” (April Grace, VP of Operations - The Delta Companies)
This way of working also meant regular duplication of efforts, ultimately resulting in reduced levels of efficiency.
After waiting so long to find a solution, The Delta Companies wanted to make sure they got something that would fulfil their objectives, first time round.