Processing of Document and Splitting of PDF Files for Online Billing Systems

Client Profile

The client is having a consultancy and help medical centers and other vendors across USA to process their medical bills and purchase invoices and to accelerate the processes of billing. They are professional team of experts with wide medical heath care centers and other vendors network within various states of America to provide them excellent, accurate and quick online invoice billing services.

Client Requirements

He wanted us to split the PDF files coming to their system from various vendors according to given specifications and parameters as vendor name, area or zone, invoice number, etc. The splitting must be precise and should be renamed sequence wise without any mistakes. The split PDF files are then required to be uploaded in the client’s online database software.

Project Summary

The main purpose of the project was to split PDF files as per client’s requirements and get all the invoices separated for uploading them in online systems and get them processed further for quick invoice or billing processes. It requires high concentration and skills to split PDF with high accuracy and give them results within the stipulated time frames and to be uploaded precisely in their database.

Process for PDF Splitting Work

Step 1 -

Our team receive a PDF file through secure data transfer systems having bulk invoices in the file to be separated.

Step 2 -

The experts analyze given PDF files and split them using the tools provided by Acrobat Adobe PDF to split various invoices.

Step 3 -

Our quality check team perform QC to ensure that no duplicate PDF files are generated from the slot or not and also remove blank PDF files.

Step 4 -

The split PDF files are then given proper sequence and get uploaded to the client generated systems within the given time frames.

Step 5 -

The sequenced PDF files are uploaded for further billing processes into client’s database.

Challenges Faced

The invoices having different sequence create errors in the client’s system files and must be avoided to have more than one PDF for same invoice.
The biggest challenge is that PDF are scattered at random pages and has to be linked together to be uploaded as one PDF file or invoice.
Another query or issue was deduplication process of invoices and to avoid such duplications strict QC was required of all the invoices.

Solutions Given by Team

Our team was very skilled and trained to perform the task and used other tools such as MS Excel to search for duplicate entries and also to find PDF of same invoice at different locations and then merged the files for easy and smooth operations. To check for the duplications, we use same process and QC the invoice files for repeated entries to validate invoices.

Quick Actions

Keeping records of PDF files to avoid duplications.
Maintaining entries of various invoices for merge purpose.

Results

The client was very happy to see the excellent quality results of split PDF’s performed within the given time frames and with high accuracy results delivered. There were no mistakes and very few queries found during the splitting process that made client satisfied and given further work of their other different processes.

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