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Case Study

Nursing Forms & Monthly State Report Automation for Englewood Health

No of Users

Nursing Team

Project Duration

2 - 3 Months

About Client

Englewood Health, one of New Jersey’s leading healthcare systems, delivers nationally recognized inpatient and outpatient care through its hospital and network of physician practices, urgent care centers, and imaging centers.

Technology and Services

Power Automate, SharePoint Online, Office scripts.

Industries

Healthcare

Modernized nursing operations by automating shift submission/approval and generating consolidated monthly state reports across units. The solution improved accuracy, reduced manual effort, and delivered timely visibility into staffing and hours worked through automated reporting and email distribution.

Metrics

  • Reduced manual effort by automating nursing shift submission, validation, and approval of workflows.
  • Improved accuracy and accountability with centralized tracking of shift details across units.
  • Automated monthly state report creation and email distribution to stakeholders.
  • Enabled transparent, unit-level visibility into total hours worked and staffing by shift for better planning and compliance.

Project Synopsis

We communicated with the nursing team to automate critical operational workflows, including nursing shift submission and approvals and the generation of monthly state reports. The solution centralized shift data across units, streamlined approvals, and automatically produced consolidated reports detailing staffing and total hours worked per shift. Automated email delivery ensured stakeholders received accurate, timely reporting while reducing administrative overhead for nursing staff.

The Challenge

  • Manual shift submission and approvals created delays and inconsistencies.
  • Limited visibility into staffing and hours worked across multiple units and shifts.
  • High risk of data entry errors and missing information in shift records.
  • Monthly state reports require significant manual consolidation from unit-level data.
  • Difficulty ensuring consistent, auditable reporting and timely distribution to stakeholders.

The Solution

  • Shift submissions and approvals were standardized and streamlined, reducing delays and rework.
  • Centralized unit-level shift data improved accuracy, completeness, and traceability of records.
  • Monthly state reports were generated automatically with consolidated totals for hours worked and staffing by shift.
  • Automated email distribution ensured stakeholders receive timely, consistent reporting across all units.
  • Improved transparency and audit readiness through a repeatable, well-documented workflow and reporting process.

The Result

  • Reduced turnaround time for nursing shift submissions and approvals through an automated workflow.
  • Improved data quality with standardized forms, validations, and centralized tracking across units.
  • Enabled transparent, unit-level visibility into staffing and total hours worked by shift.
  • Automated monthly state report generation with consolidated unit data for entire month with consistent calculations.
  • Scheduled email distribution ensures timely delivery of reports to key stakeholders.
  • Strengthened audit readiness and accountability with traceable submissions, approvals, and reporting history.

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