The Steps to a Successful eForms Implementation at Your Healthcare Facility

22 September 2022

AUTHORED BY: DB Technology

If your healthcare organization is looking to save time and money, implementing eForms with dbtech is the way to go. eForms is  a paperless forms solution that allows healthcare organizations to collect and exchange data electronically. eForms can be used for a variety of purposes, including patient intake, accounting, materials management, human resources, and more. In order to ensure a successful eForms implementation, however, there are several steps you must take. In this blog post, we will outline  the steps to a successful eForms rollout at your healthcare facility.

Planning Ahead for Success: The eForms Implementation Process

eForms technology can save your healthcare organization both time and money. By planning ahead and preparing for implementation, you can ensure a successful rollout and realize an immediate ROI  throughout your organization. Here are some key considerations you should make before moving to an electronic forms solution:

Determine Your Existing Cost of Paper-Based Forms

Healthcare organizations should be evaluating and documenting all associated costs when it comes to paper-based business. Include costs associated with both time and money, such as paper, form design and print fees, the time it takes staff to complete the manual paper process, scanning of documents, etc.

Are Your Patients Comfortable Using Technology?

It’s not uncommon for patients to be hesitant about using new technology such as eForms. Fortunately, dbtech’s eForms solution can accommodate both paper and  electronic methods.

Create a Forms Committee

When it comes to eForms, healthcare organizations should create a committee from all departments within your facility where forms are used.

Inventory & Analyze Existing Forms

Ensure that you review every form that’s in use in order to eliminate multiples and verify that the content is correct. As each form is approved, providers should give the form an ID number or name, then log the form in inventory and initiate version control.

Be Prepared to Present Physical Forms to Your Patient

Depending on the devices you use, especially for collecting signatures, your patient may not be able to view the digital form in its entirety. When presenting forms electronically, you have the option to include a secondary monitor or a full sized tablet. Otherwise, you should have laminated copies of forms available for review.

Know the Types of eForms Solutions on the Market

The last, but perhaps most important step of a successful eForms implementation is knowing what solutions are available to you.  eForms technology has come a long way in recent years, and there are a number of different eForms solutions on the market. The different types of solutions include:

Print & Go

With print & go eForms, vendors can provide blank forms that can be printed as needed or ordered in bulk. The vendor can also create new forms and modifications for an additional fee.


This option involves vendors merging patient data with a form that can be printed with barcodes. End-users are enabled to generate forms on demand, or automate the process entirely.

Full Service

Vendors that provide Full-Service offer a solution for ALL of a healthcare facility’s printed and electronic forms, production services, APIs, and ongoing eForms maintenance. dbtech is a Full-Service eForms vendor.

Choosing The Right eForms Vendor for Your Healthcare Facility

There are a number of eForms vendors on the market, but not all eForms vendors are created equally. When choosing an eForms vendor, you should compile a list of questions to ask vendors based on your organizational needs. Here are some examples of what you should be asking:

  • Are there any forms that are not supported? Does your solution support financial forms? Clinical forms, including consents? 
  • Does the eForms solution support electronic signature?
  • Is there an HL7 interface? If so, which transactions are supported?
  • Are any other formats supported when it comes to data exchange?
  • Is there an API to the eForms functionality?
  • Are forms generated on demand, or can your solution automate the process?
  • Are eForms created & maintained using desktop tools like MS Word or Adobe Acrobat?
  • Are there additional fees for creating or updating forms?
  • Does the eForms solution offer downtime functionality?

dbtech: Streamlining Healthcare Data Exchange with eForms

At dbtech, we are committed to providing our clients with the best eForms solution on the market. Our eForms solution is a powerful tool for healthcare providers looking to streamline healthcare data exchange and save valuable time and money.

dbtech is the eForms vendor healthcare organizations trust for top-quality solutions that take their data exchange to a whole new level. We provide everything from production services and form design to maintenance and more, so you can focus on what’s important – delivering quality patient care.

Contact us today to learn more about our eForms solutions and how we can help your healthcare organization achieve its goals.

Want to learn more? Fill out the form below and a representative will call you ASAP!