Paperless Admissions Processing AACP Annual Conference 2011 Description & Objectives Description: This workshop will include a discussion on creating a paperless admissions environment. Becoming paperless is environmentally responsible and saves time and money. Topics will include benefits and concerns of becoming paperless, scanning and saving procedures, and more. Ask questions and share suggestions to help move to this process. Objectives: • Save money and become more efficient and by reducing paper mailings and manual data entry • Encourage other schools to become paperless in order to become environmentally friendly and reduce waste • Provide concrete ways for offices to initiate the paperless process Agenda • • • • • • • What is paperless admissions processing? Benefits of being paperless Best practices Issues & concerns Next steps Questions School-specific processing procedures Panelists Christine Stumm, Assistant Director of Admissions, University at Buffalo School of Pharmacy & Pharmaceutical Sciences - Obtained her MS degree in Higher Education Administration at UB and began working in the Pharmacy & Pharmaceutical Sciences Admissions Office in 2006 as an Admissions Advisor. She became Assistant Director in 2009. crm23@buffalo.edu Laura Fox, Assistant Dean for Professional and Student Affairs, Presbyterian College School of Pharmacy - Received her B.S. in Biological Sciences from Clemson University and her Ph.D. in Pharmaceutics from the University of Georgia. She served on the faculty of Midwestern University in Glendale, AZ and at the University of South Carolina in Columbia, SC before joining the leadership team at Presbyterian College School of Pharmacy in 2009. lmfox@presby.edu Richard O'Brocta, Assistant Dean of Student Affairs, St. John Fisher College Wegmans School of Pharmacy - Received his PharmD from Ohio Northern University. Started at the Wegmans School of Pharmacy in 2006 and assumed the position of Assistant dean of Student Affairs in 2008.robrocta@sjfc.edu Panelists Tessa Keys, Academic Advisor, Southern Illinois University Edwardsville School of Pharmacy - Received her MA degree in Student Affairs Administration in Higher Education at Ball State and began working in the SIUE School of Pharmacy Office of Student Affairs in 2007. She is a member of the PharmCAS Advisory Panel. tlockha@siue.edu Richard Kasmer, Associate Dean and Associate Professor of Pharmacy Practice, Northeast Ohio Medical University - Earned his Doctor of Pharmacy degree (Pharm.D.) from Creighton University in Omaha, NE in 1981, completed a post-doctorate residency training program in Ambulatory Care at the VA Medical Center in Kansas City, MO in 1982 and earned his Juris Doctor degree (J.D.) from Cleveland State University Marshall College of Law in Cleveland, OH in 1992. rkasmer@neomed.edu Lucas Whittaker, Director of Admissions, Palm Beach Atlantic University - Received his B.S. in Finance from the University of Wisconsin in 2005 and his M.B.A from South University in 2009. He has worked in admissions since 2006 at South University and in January 2010 joined Palm Beach Atlantic University as the Director of Pharmacy Admissions. Lucas_Whittaker@pba.edu What is paperless admissions processing? Adopt some/all of these practices: • Requiring a web-based application (PharmCAS) • Receiving PharmCAS mailings electronically • Requiring electronic submission of supplemental materials • Sending only emails or phone calls (verify with legal counsel ) • Processing, saving, and reviewing materials electronically Benefits of being paperless • Less printing and postage • Easier file finding and sharing • Documents are secure and electronically available • Less work compiling and entering data • Increased accuracy • More streamlined process • Clean office space without paper or filing cabinets • Increased job satisfaction and less stress • Easy to add/delete/save over student files when needed • Easy to communicate with students Benefits of being paperless Some Statistics: • 30 pages on average per applicant x 1000 applicants per year x life of the college (100 plus years) = 3,000,000 sheets of paper. • 1 tree makes 16.67 reams of copy paper or 8,333.3 sheets • Save 415 trees through paperless application alone! Not to mention the hours of shredding! • Fed Ex shipping = $2700 per year Best Practices – PharmAdmit • Use PharmAdmit for as much as possible - interviews, supplemental processing, correspondences, scoring, etc. • Use the List Manager to Query • Use Supplemental tab as a checklist: Supplemental App, Fee, PCAT, TOEFL, WES, LORs. Move forward once checklist done is YES. • Set up correspondences in Letter Setup • Link status changes to correspondences • Set up e-mail correspondences in the personal tab • Use merged fields • For each new download, manually enter necessary information: Level of Education, Applicant Type, Current Status, Highest Level of Education • Use “General Reports” and “Graphical Drilldowns” to share with Admissions Committee Examples: Status Changes, Correspondence Setup Examples: List Manager, Supplemental Examples: Manual enter Best Practices – PharmCAS • Download PharmCAS applications only when applicants are selected for review or only those who send a supplemental. • Export supplemental information back to PharmCAS (Output Supplemental Item Export) • Download “Delivered Applicants” to contact those who have not yet been mailed/verified • See who has been offered/accepted other admissions offers • View end of year “Reports” • Check “Recently Changed” in PharmCAS on a weekly basis Examples on next page Best Practices – File Saving • Create an electronic folder for each applicant Example • Save files as Last_First_PharmCAS# • Download PharmCAS applications and other materials into folders • “Clearinghouse” folder for documents that arrive without a corresponding application - cross check when mailing received • Create several folders to track statuses Example • Scan/save documents into each folder then shred • Create a single PDF portfolio for each reviewed Best Practices – File Sharing • • • • • • Blackboard Example SharePoint Create a shared drive LCD Projector Provide access to PharmCAS/PharmADMIT Work with IT to create a password secure website • Use password protected jump drives/ laptops Best Practices – Supplemental Apps • Make due date after PharmCAS due date • Collecting Applications: – Vovici Example – Fillable Word (applicants have problems completing and submitting certain attachments such as PDF) – Work with IT department to create a website/electronic form – CollegeNET • Collecting Payments: – – – – CollegeNET Skipjack Work with Bursar office Paypal is an option, but not recommended Best Practices – Supplemental Apps Vovici: • ~$2000 - $5000 per year CollegeNET: • ~$6000 per year Skipjack: • 1 time setup fee: $79.95-$159.95 • Monthly processing fee: $19.95-$79.95 Best Practices – Interviewing • PDF file of applicant information sent to interviewers 3 days before interview day • Completed for interviewer convenience • Be certain to “print disable” the file • Interview form should be online • Laptops provided for interviewers • May complete evaluation form during interview or within 24-hours post-event • If paper is necessary, use as little as possible • Consider “blind” interviews Best Practices – Other • Be consistent. Streamline. Insist that students send all documents to PharmCAS. • Provide as much information as possible on the website and initial “application received” email – reduces inquiries • Remind students to check the status of their supplemental materials on the portal • Use the helpful support provided by PharmCAS and PharmADMIT staff • Continue to review and revise processing as needed Issues & Concerns – Staff Buy-In • Be prepared for “what if this happens, how can we handle this” etc. • Present a good case and listen to people’s concerns • Contemplate how you can alleviate concerns most effectively – use creative thinking • Know your allies and who the most powerful decision makers are • Be patient with people as they process the ideas for change • Bring the idea up again with the Admissions Committee; find the balance being too pushy with just giving up because you may meet resistance • Solicit support Issues & Concerns – Technology • • • • • • • • • • Backup files on a regular basis Discuss limited file space with IT Discuss security with IT Files are just as safe, maybe more, on a computer than in a filing cabinet Scan, save, shred documents Reminders not to print documents (if print, shred & recycle) Reminders not to save files to personal computer Must purchase a scanner (two-sided is best) and shredder The server is down (rarely) Linking PharmCAS/PharmADMIT to institution’s student information system Issues & Concerns – Paper Required • Administration may require paper copies of certain items. Admissions Committee may require (prefer) paper copies • Minimize what is required – – – – Are denial letters for everyone necessary? Can you print double-sided? Can you reduce the amount of text and font size? Can you print less copies? • Use PharmADMIT to make notes • Use Adobe Acrobat Professional to make notes on PDF Next Steps • Convince others through meeting and/or emails by providing the rationale and having answers for their concerns. • Write up a plan for processing and reviewing applications. Include timelines and goals. • Test. When setting up process, test on multiple computers. • Provide training to staff and welcome constructive feedback. • Ask other paperless school(s) and PharmCAS/PharmADMIT staff. Questions? Processing Procedures from Panel… Presbyterian College Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants – (2009-10): 555 – (2010-11): 435 • Processing: 3 staff members • Reviewing: 3 staff members + 5 admissions committee members How paperless? • We are paperless except for: – Checklist for each applicant (1 sheet of paper) – Acceptance letters are printed on letterhead and mailed Presbyterian College Processing and Reviewing Procedures: • Create an electronic folder for each applicant • Receive or scan documents into each folder then shred • Download PharmCAS applications into folders when applicants are selected for interview • Generate PharmAdMIT reports after interview; add to folder • Create a pdf portfolio for each interviewed applicant • Make applicant portfolios available for Admissions Committee review using Blackboard Other Issues: • File sharing required the creation of a shared drive • Tracking submissions by students to verify file completion – helped via paper checklist Presbyterian College Presbyterian College Presbyterian College Presbyterian College Southern Illinois University Edwardsville Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants (10-11): 501 • Processing: 2 staff members • Reviewing: 2 staff members + 9 admissions committee members How paperless? • Paperless except: – – – – – Supplemental Application & copy of State ID – 3 pages Staff reviewer document & committee review document – 2 pages Interview evaluation and prerequisite sheet– 3 pages Writing assessment during interviews – 6 pages Acceptance letters, enrollment deposit, experiential education – 4 pages Southern Illinois University Edwardsville Processing and Reviewing Procedures: • Sort students into lists – use Correspondence Setup to create an email to attach to each status change – incomplete, complete, application received, etc. • File mailed supplemental apps (will email next year to reduce paper) – enter supplemental information in PharmAdMIT • Supplemental fees are mailed check or money order – working with Bursar Office to allow for online payment on SIUE website • Manually enter Highest Degree in College Summary, SIUE Student, # of repeats, reviewer, App Type for residency, current tech – if all information is in AdMIT, can export all data into one spreadsheet reducing the use of multiple documents Southern Illinois University Edwardsville Southern Illinois University Edwardsville • • • • • • Student Affairs reviews files once checklist done is YES Create electronic folders for each committee reviewer which includes each applicant’s information from PharmAdMIT (PCAT, Residency, GPA, Current Tech, Degree, Military, # of repeats) and electronic copy of PharmCAS app – Output saved to password protected jump drive – Many committee members are not SIUE SOP faculty/staff = jump drive Committee reviews files, returns jump drive & one page document of notes on each student for committee meeting discussion Email students with Interview status and information needed for interview day – email interviewers as well Email students with Admissions Status/Waitlist Status – mail acceptance letter, enrollment deposit form, and experiential notification (3 pages total) - email all information to SIUE Admissions to admit students Experiential Education Office also went paperless – 14 page document now emailed to all 82 admitted students Northeast Ohio Medical University Workload and Staff: • • Number of Complete/Mailed PharmCAS Applicants (08-09): 551 Processing: 1 full-time dedicated staff; Reviewing: 1 (Director) How paperless? • 100% paperless for applicant • Send information electronically for interviewer, but they still want us to print out for interview day Processing and Reviewing Procedures: • PharmCAS application is loaded into our Banner system as a pdf. • Supplemental is completed in pdf and emailed to University. • Supplemental and PharmCAS app are forwarded on for review. • Extra materials like a green card are not submitted electronically (yet) and are stored in an applicant's file. Northeast Ohio Medical University Processing and Reviewing Procedures Northeast Ohio Medical University • Application Data – Spreadsheet / Databases – Academic and Demographic Data is fed into a master spreadsheet that tracks all applicants using PharmADMIT – Additional Information applicable to NEOMED may be manually entered into spreadsheet Northeast Ohio Medical University • PDF’s of Applications & Materials – PDF of each PharmCAS application downloaded • Letters of Recommendation included – Merged with PDF of submitted supplemental application (online application created at NEOMED) – Password-protected & print-disabled for security reasons – If application updated (new PCAT scores, e.g.), new PDF is made Northeast Ohio Medical University • Online Survey Tools – File reviewers are given electronic PDF of application and link to an online survey tool. • All results fed into an Excel spreadsheet to be merged with application data spreadsheet – Interviewers use electronic PDF of application and are given a laptop with a pre-loaded online survey tool. • All comments and scores are fed into Excel as well for merging into tracking spreadsheet (distributed to Admissions Committee) Palm Beach Atlantic University Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants – (2010-11): 812 • Processing: 3 staff members (Director, Counselor, and Clerk) • Reviewing: 2 staff members + 4 admissions committee members How paperless? • We are paperless except for: – Acceptance letters are printed on letterhead and mailed Palm Beach Atlantic University • Processing and Reviewing Process PharmCAS Supplemental Applications Interviews Offers Class of 2015 Palm Beach Atlantic University Clerk begins construction Files complete for Review Sample File Palm Beach Atlantic University Potential Status Outcomes Change Status Palm Beach Atlantic University Fast and Efficient!!! • Manage Funnel and Files Simultaneously • Funnel – Self SWOT • Files – Numbers can tell a story!! – Updates (ranking reports), etc… – Fewer blind spots Palm Beach Atlantic University • Pros – – – – – Time, Time, Time!!! Committee convenience Tracking (comments, etc…) Instant Access by all parties involved Customer Service/Speed of Service • Cons/Concerns – Computer Literacy – Tangible Files Are Comforting – Deletion of Files (know the recovery plan) Questions ???? St. John Fisher College Wegmans School of Pharmacy Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants: (10-11): 862 • Processing: 1 full-time staff member; Reviewing: Several within admissions and the School How paperless? • Partial, we just print the PharmCAS applications and files of accepted students for the Registrar’s Office Processing and Reviewing Procedures: • Receive new and revised application mailings electronically from PharmCAS. • Once all application data is processed, the Admissions Committee conducts review. St. John Fisher College Wegmans School of Pharmacy Other Best Practices: • Communication is key between staff members who have access to viewing applications in the PharmCAS portal. • Have processes, guidelines, goals in place that will keep staff members organized. Other Issues: • No major obstacles during the transition because PharmCAS is very easy to work with. • It would be helpful if foreign credit evaluations were calculated into the PharmCAS GPA and included with the verified coursework as part of the complete application. University at Buffalo Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants (10-11): 815 • Processing: 2 full-time staff members; Reviewing: Many in the School and Alumni How paperless? • Everything except interviews (interviewer rubric and instructions – 2 pages; writing sample – 1 page); acceptance letter – 1 page Processing and Reviewing Procedures: • For each new download, manually enter in PharmADMIT: Level of Education, Application Code, Applicant Type, Current Status. • Create folders for each downloaded applicant in a shared, secure directory and create a “clearinghouse” folder for documents that arrive without a corresponding application. • Scan, save, shred documents. Level of Education Applicant Type Current Status Application Code SUNY Code and Person Number (if accepted) University at Buffalo Create folders, scan documents, save to network drive. Save as Last_First_PharmCAS#_document name/code Acceptance letters, interview assessment, writing sample, any other supplemental materials. PharmCAS packet at end of cycle (if complete and competitive). University at Buffalo Other Best Practices: • Set up correspondences and use merged fields in PharmADMIT • Link status changes to correspondences • Set up e-mail correspondences in the personal tab in PharmADMIT University at Buffalo Create a folder with Word documents. Copy/paste correspondences into “Letter Setup” and in “Personal” tab. University at Buffalo Other Best Practices: • CTRL+F to search for documents and folders • Use the List Manager to Query • Use Supplemental tab as a checklist: Supplemental Application, Fee, PCAT, TOEFL, WES, Recommendations, Special Challenge. Move forward when “Checklist is Done.” Vovici: Processing Procedures from Other Schools… California Northstate College of Pharmacy Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants: • Processing: • Reviewing: How paperless? • Started paperless last admissions cycle • Supplemental and PharmCAS are paperless • All applicant communication • All “New Student Welcome Packets” are sent electronically to incoming students by Student Affairs 2011 University of Louisiana-Monroe Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants (08-09): 281 • Processing: 2 full-time staff members; Reviewing: 15 How paperless? • About 60% • All correspondences are done via e-mail • Each app has an electronic file – Admissions Committee views online • Applicants mail a paper supplemental application • Interviews are on paper • We do still keep a paper file on each student Processing and Reviewing Procedures: • All materials are scanned and placed in applicant file Other Issues: • Time consuming scanning and saving in the electronic files 2010 Northeastern Ohio Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants (08-09): 551 • Processing: 1 full-time staff; Reviewing: 1 (Director) How paperless? • 100% paperless for applicant • Send information electronically for interviewer, but they still want us to print out for interview day Processing and Reviewing Procedures: • Data from the PharmCAS application is loaded into our Banner system and is then stored as a pdf. • Supplemental is completed in pdf and emailed electronically in xml, which is then imported into the pdf and stored electronically by staff. • Supplemental and PharmCAS app are forwarded on for review. • Extra materials like a green card are not submitted electronically (yet) and are stored in an applicant's file 2010 Drake University Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants (08-09): 324 • Processing: 3 full-time staff members; Reviewing: various staff and faculty How paperless? • We still keep files on students because we require a Supplemental Form. Processing and Reviewing Procedures: • Due to competitiveness, we do not see the need to have paper applications for all • Save files only for those who complete a supplemental form Other Best Practices: • You must have the process in place. • A planning meeting was the best way to come up with various 2010 situations, so we could plan ahead for them. University of Washington Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants (08-09): 816 • Processing: 1.5 staff members, 1.5 staff members evaluate (calculate prepharmacy gpas); Reviewing: 1 full-time staff member How paperless? • Electronic mailings from PharmCAS • Applicants send us a supplemental application • Print applications for only those who submit Supplemental Processing and Reviewing Procedures: • Download PharmCAS applications from only those who send a supplemental application. • Check application and all paperwork such as LOR, AP scores, etc. • Make folders, contact applicants if incomplete, print PharmCAS application, use folders to evaluate • Academic Advisor evaluates application using PharmAdmit 2010 University of Washington Processing and Reviewing Procedures (Continued): • Forward file onto the Chair of Admissions who determines if eligible for interview • PharmCAS application and supplemental application materials are then scanned and added to a secure website for interviewers • Decision letters are sent as mailed letters not email Other Issues: • We had to go back on the website and print off the PharmCAS applications when there were updates. Didn't always keep up with updates. • Seeking secure way for applicants to submit paperless supplemental Other Advice • A paperless admissions process has some getting used to. • Outline processing details and have someone knowledgeable about 2010 admissions process set up PharmAdmit. Thomas Jefferson Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants (08-09): 1088 • Processing: 1 full-time; Reviewing: 1 full-time staff member How paperless? • 100% Processing and Reviewing Procedures: • IT developed a script that launches an email to each downloaded PharmCAS applicant with a link to the supplemental application • Once all documents have been received and an application is complete, we generate a list to faculty for evaluation Other Best Practices: • Establish a timeline for downloading and reviewing. • Spot check that all documents have come over in download. Other Issues: 2010 • The only problems stem from not receiving all updated information from PharmCAS. This sometimes results in manual entry of info University of Iowa Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants (08-09): 793 • Processing: 1 full-time staff member; Reviewing: 2 full-time staff members How paperless? • All materials that are available to us through PharmCAS/PharmAdmit are dealt with electronically • Admissions Committee access the information through a SharePoint website • Supplemental application and fee are not submitted electronically - they are maintained in a general file and included in folders for those who matriculate. This application is scanned and given to the Admissions committee on the SharePoint site. 2010 University of Iowa Processing and Reviewing Procedures: • Receive information from PharmAdmit and manipulate the data using Excel in any way that is necessary • Communicate with applicants by e-mail through PharmAdmit • Verify transfer equivalencies • Director reviews applicants to determine who will receive a personal interview using a holistic process • Before we used SharePoint, info would be loaded on a local, password-protected server or on laptops for committee. Other Best Practices: • SharePoint has worked very well to distribute the information to our Admissions Committee in a secure confidential manner. Other Advice: • There are always issues when new computer programs are 2010 introduced, but this one did not pose a great burden. University of Kentucky Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants (08-09): 725 • Processing: 2 full-time; Reviewing: 1 (Director) then Committee How paperless? • 100%. Students are required to mail back 3 pages with signature. • No checks are processed. Processing and Reviewing Procedures: • Save all applicant files using Microsoft OneNote. Keep one notebook for each year, with every applicant’s files as “sections” or folders. • Collect supplemental online, which comes directly to e-mail. Save to OneNote file using print function. 2010 University of Kentucky Processing and Reviewing Procedures: • Color-code students’ files, for example green if everything is in • Committee meetings involve projecting these files onto a large screen. • Print and pass around a 2-page report including GPA, PCAT, etc. • SharePoint for those who want to review prior to/outside of meeting. • E-mail accepted students a handbook (policies) in PDF format Other Issues: • Experienced issues using Word for correspondences in PharmADMIT. We attach PDFs to lock information and to avoid problems. 2010 Roosevelt University Workload and Staff: • Number of Complete/Mailed PharmCAS Applicants (10-11): 571 • Processing & Reviewing: 2 (Asst. Dean & Asst. Dir) then Committee How paperless? • 90%. Decision letters. Students are required to mail back 7 pages with signature. Some printing done via PharmCAS. • 15% of deposits are by check all others done online. Processing and Reviewing Procedures: • All applicant files are managed via PharmADMIT and Microsoft Access. • Collect supplemental online, managed through Banner. Any student documents are scanned into Banner Document Manager and then destroyed. Roosevelt University Other Best Practices: • Email communication enabled through PharmADMIT and communication through regular email and phone contact to prospects and admits • Involving admission committee in contacting interviewed students. • Twitter and FaceBook updates to admitted students. Other Issues: • Trouble initially with University switching to Banner Document Management System. • Had to get IT to disable certain firewalls so email could come from PharmADMIT