Forms creation and interpretation system

• US 5,555,101 A
• Filed: 06/29/1993
• Issued: 09/10/1996
• Est. Priority Date: 07/22/1991
• Status: Expired due to Term

• Current Assignee: Cardiff Software, Inc. (Healthstream Incorporated)
• Original Assignee: Cardiff Software, Inc. (Healthstream Incorporated)
• Inventors: Faul, J. Joel, Larson, Joseph C.
• Primary Examiner(s): Rogers, Scott A.
• Assistant Examiner(s): Stoll, Thomas L.
• Application Number:
  US08/084,767
• Time in Patent Office: 1,169 Days
• Field of Search: 358/400, 358/403, 358/442, 358/468, 379/100, 379/400, 379/403, 379/442, 379/468, 382/287
• US Class Current: 358/403
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: H04N 1/32042 with reading of job-marks on a page
• CPC Class Codes: H04N 1/42 Systems for two-way working , e.g. conference systems H04N1/32 takes precedence

Abstract

A system and method for interactively creating forms including displaying the forms during creation, and interpreting completed forms received via a facsimile device. The system includes the following features: automated reminder, automated data export, suspense processing, and automated confirmation. Analog objects can be created and interpreted. Screen definitions for forms can be converted to the type of form defined by the present invention.

Claims

1. In a computer, a method of converting a screen definition file having a plurality of records with data fields for use in a fax form, said form including template information comprising a plurality of template fields, the method comprising the steps of:

reading one or more records in a screen definition file;

processing a selected record so that the fields are converted into a template field;

computer generating machine readable identification markings on the fax form, wherein the machine readable identification markings identify the fax form and the corresponding template information;

storing the template fields and machine readable identification markings in the computer;

receiving a completed fax form into the computer from a remote location;

automatically identifying the completed fax form, wherein the computer interprets the machine readable identification markings on the completed fax form;

locating in the computer the template information corresponding to the identified completed fax form; and

selectively interpreting information entered on the completed fax form with the template information of the fax form stored in the computer.

2. The method of claim 1, wherein each of the template fields has a field type selected from one of the following field types:

text field, constrained print field, single choice field, multi-choice field.

3. The method of claim 1, wherein the processing step includes the steps of:

parsing the data fields of each record;

building a template field corresponding to the record; and

placing the template field in the fax form.

4. The method of claim 3, wherein the processing step further includes the step of translating coordinates of the screen definition file to coordinates of the fax form.

5. The method of claim 3, wherein the placing step includes the step of determining a top, bottom, left, and right coordinate pair for the template field.

6. The method of claim 1, wherein the machine readable identification markings comprise a user identification and a form identification.

7. The method of claim 1 wherein said machine readable identification markings uniquely identify one of a plurality of fax forms.

8. The method of claim 1, wherein the interpreting step further comprises automatically exporting the entered information

9. The method of claim 8, additionally comprising the step of electronically processing the exported information in an application program.

10. The method of claim 9, wherein the application program comprises a spreadsheet program.

11. The method of claim 1 additionally comprising the step of performing a transformation of a coordinates pair (x,y) on the completed fax form to account for aberrations, the transformation T(x,y) to (X,Y) comprising the steps of:

calculating variables p1, p2, p3, p4, X, Y as;

##EQU1## where (x,y) are the original coordinates to transform,

(m.left, m.top) are the coordinates of an upper left reference mark on the fax form,

(m.right, m.bot) are the coordinates of a lower right reference mark on the fax form,

(plt.h, plt.v) are the coordinates of an upper left reference mark on the completed fax form,

(prt.h, prt.v) are the coordinates of an upper right reference mark on the completed fax form,

(plb.h, plb.v) are the coordinates of a lower left reference mark on the completed fax form,

(prb.h, prb.v) are the coordinates of a lower right reference mark on the completed fax form, and

(X,Y) are the transformed coordinates on the completed fax form.

12. The method of claim 1, wherein the machine readable identification markings on the fax form comprise a selectable pattern of black and white polygons.

13. The method of claim 1, wherein each template field has a field type selected from one of the following field types:

choice field, entry field, constrained print field, analog field, image zone.

14. The method of claim 1, additionally comprising the steps of:

testing the interpreted information in one of the fields of the completed fax form for an error;

identifying the position of the error on the completed fax form;

saving the position of the error in the computer memory; and

presenting an image of a portion of the form surrounding the position of the error to a user of the computer.

15. The method of claim 14, wherein the error is of one of the following:

incompleteness, invalidity, or ambiguity.

16. The method of claim 14, additionally comprising the step of correcting the field that is in error.

17. The method of claim 16, wherein the correcting step includes the step of selecting a correct choice with a pointing device connected to the computer on the image presented to the user.

18. The method of claim 1, additionally comprising the steps of:

testing the interpreted information in a selected one of the template fields of the completed fax form for an error;

identifying the position of the error on the completed fax form;

saving the position of the error in the computer memory;

presenting an image of a portion of the form surrounding the position of the error to a user of the computer; and

selecting a correct choice with a pointing device connected to the computer on the image presented to the user so as to correct the error.

19. The method of claim 1, additionally comprising the step of automatically exporting the interpreted information to one of a plurality of formats.

20. The method of claim 13, wherein, for an analog field, the interpreting step includes the steps of:

locating the analog field using the template information;

scanning across a scale associated with the analog field;

locating a mark indicating a value on the scale for the analog field; and

p1 determining the value indicative of the relative location of the mark to the end points of the scale.

21. The method of claim 1, additionally comprising the step of automatically providing confirmation to the remote location in response to the completed fax form.

22. The method of claim 21, wherein the providing confirmation step includes the steps of:

verifying interpreted information from the fax form;

verifying inventory of an item identified by the interpreted information;

generating confirmation information based on the inventory and the interpreted information;

storing the confirmation information in the computer memory;

automatically generating a completed fax confirmation form based on the stored confirmation information; and

sending the completed fax confirmation form to the remote location.

23. A method of interpreting an analog field having an associated scale on a form having template information, the method comprising the steps of:

locating the field using the template information;

scanning across the scale of the field;

locating a mark indicating a value on the scale for the field; and

determining the value indicative of the relative location of the mark to the end points of the scale.

24. The method of claim 23, wherein the locating step produces coordinate values for a start of the analog field and an end of the analog field.

25. The method of claim 24, additionally comprising the step of performing a transformation of coordinates on the form to account for aberrations of the form.

26. The method of claim 24, wherein the scanning step includes the step of incrementing a set of variables to traverse the field between the start of the analog field and the end of the analog field.

27. The method of claim 23, wherein the locating step includes the step of determining an amplitude of the located mark.

28. The method of claim 27, wherein the locating step includes the step of comparing the amplitude of the located mark to a reference so as to determine if the mark is valid.

29. The method of claim 28, wherein the locating step includes the step of determining if multiple marks are allowed if a plurality of marks are determined to be valid.

30. The method of claim 28, wherein the determining the value of the mark step includes the step of calculating the value as

31. A system for creating and interpreting fax forms comprising:

a computer having a memory;

a screen definition file, stored in the memory, having a plurality of records with data fields;

a record reader operating in the computer to read each record of the screen definition file;

a record processor to convert the data fields read by the record reader of the screen definition file into a template field, wherein the fax form includes a plurality of template fields;

a machine readable identification markings generator to generate unique form identification in the fax form;

a save form function for storing the fax form in the memory;

a receive fax function for receiving a completed fax form into the computer from a remote location;

an interpret identification function for automatically identifying the completed fax form using the computer by interpreting machine readable identification markings on the received completed fax form; and

an interpret field function for interpreting the completed fax form using the computer and the template information of the fax form stored in the computer so as to selectively interpret information entered on the form at the remote location.