SYSTEM AND METHOD FOR MANAGING A FORM COMPLETION PROCESS

• US 20130085744A1
• Filed: 10/04/2012
• Published: 04/04/2013
• Est. Priority Date: 10/04/2011
• Status: Active Grant

• Current Assignee: Wfh Properties LLC
• Original Assignee: Wfh Properties LLC
• Inventors: Wilgus, Jeffery L., Arias, Raymond, Wickramasinghe, Nilmini Sunethra
• Granted Patent: US 9,213,686 B2
• Time in Patent Office: Days
• US Class Current: 704/3
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06F 40/58 Use of machine translation, e.g. for multi-lingual retrieval, for server-side translation for client devices or for real-time translation

Abstract

Certain embodiments provide systems and methods for managing a form completion process. The method includes providing a user form in the selected language to a user interface. The method further includes receiving the user form with associated form answers and determining whether the selected language of the user form matches a service provider language. The method also includes queuing a work item associated with the user form with associated form answers if the selected language of the user form does not match the service provider language, and dequeuing the work item when the user form with associated form answers is provided to a translation specialist. The method includes receiving a translation of the user form with associated form answers and generating a provider form based on one or more of the user form with associated form answers and the translation of the user form with associated form answers.

Claims

1. A method for managing a form completion process, the method comprising:

providing a user form in a selected language from a form management computing device to a user interface;

receiving the user form with associated form answers at a form management computing device;

determining whether the selected language of the user form matches a service provider language;

queuing a work item associated with the user form with associated form answers if the selected language of the user form does not match the service provider language;

dequeuing the work item when the user form with associated form answers is provided to a translation specialist;

receiving a translation of the user form with associated form answers at the form management computing device; and

generating a provider form based on at least one of the user form with associated form answers and the translation of the user form with associated form answers.

2. The method of claim 1, comprising receiving a user login at the form management computing device from the user interface for providing access to the form management computing device.

3. The method of claim 1, comprising receiving a language selection at the form management computing device.

4. The method of claim 1, wherein the user form comprises a plurality of questions.

5. The method of claim 4, comprising presenting at least a portion of the plurality of questions of the user form individually at the user interface.

6. The method of claim 4, comprising presenting at least a portion of the plurality of questions of the user form in groups at the user interface.

7. The method of claim 4, wherein presentation at the user interface of at least a portion of the plurality of questions of the user form is dependent upon a form answer to at least one of the plurality of questions.

8. The method of claim 1, wherein the user form comprises at least one form completion tool in the selected language for providing form completion assistance.

9. The method of claim 8, wherein the at least one form completion tool comprises:

at least one audio clip,

at least one video clip, and

access to live assistance.

10. The method of claim 1, comprising at least one of:

communicating the provider form to a service provider, and

storing the provider form for retrieval by the service provider.

11. The method of claim 1, wherein the work item is queued based on a priority associated with the work item.

12. The method of claim 11, comprising determining the priority based on at least one of an appointment date and an appointment time.

13. The method of claim 11, comprising:

continuously monitoring the queued work item, and

dynamically updating the priority of the queued work item.

14. The method of claim 1, wherein the work item is queued based on at least one of:

the selected language associated with the work item,

an identity of a service provider, and

an availability of translation specialists.

38. The system of claim 1, comprising at least one repository configured to store the provider form.

39. The system of claim 1, wherein the at least one interface is configured to communicate the provider form to a service provider.

40. The system of claim 1, wherein the processing engine is configured to queue the work item based on a priority associated with the work item.

41. The system of claim 40, wherein the processing engine is configured to determine the priority based on at least one of an appointment date and an appointment time.

42. The system of claim 40, wherein the processing engine is configured to continuously monitor the queued work item and dynamically update the priority of the queued work item.

15. A non-transitory computer-readable medium encoded with a set of instructions for execution on a computer, the set of instructions comprising:

a presentation routine configured to provide a user form in a selected language to a user interface;

a completed form routine configured to receive the user form with associated form answers;

a language determination routine configured to determine whether the selected language of the user form matches a service provider language;

a queuing routine configured to queue a work item associated with the user form with associated form answers if the selected language of the user form does not match the service provider language;

a dequeuing routine configured to dequeue the work item when the user form with associated form answers is provided to a translation specialist;

a translated form routine configured to receive a translation of the user form with associated form answers; and

a generation routine configured to generate a provider form based on at least one of the user form with associated form answers and the translation of the user form with associated form answers.

16. The non-transitory computer-readable medium encoded with the set of instructions of claim 15, comprising an authentication routine configured to receive a user login for providing access to at least one of the user form and the provider form.

17. The non-transitory computer-readable medium encoded with the set of instructions of claim 15, comprising a language selection routine configured to receive a language selection.

18. The non-transitory computer-readable medium encoded with the set of instructions of claim 15, wherein the user form comprises a plurality of questions.

19. The non-transitory computer-readable medium encoded with the set of instructions of claim 18, comprising a question presentation routine configured to present at least a portion of the plurality of questions of the user form individually at the user interface.

20. The non-transitory computer-readable medium encoded with the set of instructions of claim 18, comprising a question presentation routine configured to present at least a portion of the plurality of questions of the user form in groups at the user interface.

21. The non-transitory computer-readable medium encoded with the set of instructions of claim 18, comprising a question presentation routine configured to present at least a portion of the plurality of questions of the user form at the user interface, wherein presentation at the user interface of the at least a portion of the plurality of questions of the user form is dependent upon a form answer to at least one of the plurality of questions.

22. The non-transitory computer-readable medium encoded with the set of instructions of claim 15, wherein the user form comprises at least one form completion tool in the selected language for providing form completion assistance.

23. The non-transitory computer-readable medium encoded with the set of instructions of claim 22, wherein the at least one form completion tool comprises:

at least one audio clip,

at least one video clip, and

access to live assistance.

24. The non-transitory computer-readable medium encoded with the set of instructions of claim 15, comprising at least one of:

a provider form communication routine configured to communicate the provider form to a service provider, and

a provider form storage routine configured to store the provider form for retrieval by the service provider.

25. The non-transitory computer-readable medium encoded with the set of instructions of claim 15, wherein the queuing routine is based on a priority associated with the work item.

26. The non-transitory computer-readable medium encoded with the set of instructions of claim 25, comprising a priority determination routine configured to determine the priority associated with the work item based on at least one of an appointment date and an appointment time.

27. The non-transitory computer-readable medium encoded with the set of instructions of claim 25, comprising:

a monitoring routine configured to continuously monitor the queued work item, and

an updating routine configured to dynamically update the priority of the queued work item.

28. The non-transitory computer-readable medium encoded with the set of instructions of claim 15, wherein the queuing routine queues the work item based on at least one of:

the selected language associated with the work item,

an identity of a service provider, and

an availability of translation specialists.

29. A system for managing a form completion process, the system comprising:

at least one interface configured to;

provide a user form in a selected language,

receive the user form with associated form answers,

provide the user form with associated answers to a translation specialist, and

receive a translation of the user form with associated form answers; and

a processing engine configured to;

determine whether the selected language of the user form matches a service provider language,

queue a work item associated with the user form with associated form answers if the selected language of the user form does not match the service provider language,

dequeue the work item when the user form with associated form answers is provided to a translation specialist, and

generate a provider form based on at least one of the user form with associated form answers and the translation of the user form with associated form answers.

30. The system of claim 29, wherein the at least one interface is configured to receive login information, and wherein the processing engine is configured to authenticate system access in response to the login information received by the at least one user interface.

31. The system of claim 30, wherein the at least one interface is configured to receive a language selection, and wherein the processing engine is configured to select the user form to be provided by the at least one interface.

32. The system of claim 29, comprising at least one repository and wherein the user form comprises a plurality of questions stored in the at least one repository.

33. The system of claim 32, comprising question tree rules for application by the processing engine, wherein the question tree rules comprise rules for presenting at least a portion of the plurality of questions of the user form individually at a user interface.

34. The system of claim 32, comprising question tree rules for application by the processing engine, wherein the question tree rules comprise rules for presenting at least a portion of the plurality of questions of the user form in groups at a user interface.

35. The system of claim 32, comprising question tree rules for application by the processing engine, wherein presentation at a user interface of at least a portion of the plurality of questions of the user form is dependent upon a form answer to at least one of the plurality of questions as defined the by the question tree rules.

36. The system of claim 29, comprising at least one repository, wherein at least one form completion tool is stored in the at least one repository, and wherein the at least one interface is configured to provide the at least one form completion tool in the selected language as selected by the processing engine for providing form completion assistance.

37. The system of claim 36, wherein the at least one form completion tool comprises:

at least one audio clip,

at least one video clip, and

access to live assistance.

43. The system of claim 29, wherein processing engine is configured to queue the work item based on at least one of:

the selected language associated with the work item,

an identity of a service provider, and

an availability of translation specialists.