How a National Workers’ Comp Leader Digitally Transformed High-Volume Fax Workflows with zPaper
A leading provider of managed physical medicine services for workers' comp organizations improves efficiencies with high-volume fax automation.
Client: Leading National Managed Physical Medicine Provider
Industry: Workers’ Compensation / Healthcare Services
Solution: Fax Automation for Salesforce by zPaper
Key Result: Personalized document delivery at scale, tracked end-to-end
About The Company
This national leader specializes in managed physical medicine services, helping workers’ compensation patients return to work safely and swiftly. With a vast network of physical therapists, occupational therapists, and chiropractors across the U.S., the organization delivers quality-driven care through its partnerships with major insurance carriers, TPAs, self-insured employers, and case management firms.
At the heart of this care model is a busy provider relations team responsible for distributing thousands of documents to patients and care providers, each containing confidential, case-specific information.
The Challenge
High Volume + High Stakes = Broken Workflows
The provider relations department depended heavily on fax to send case documents, lab results, and X-rays. However, the manual workflow was riddled with friction:
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No centralized document repository
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Frequent data mismatches and misrouted faxes
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Inconsistent tagging and incomplete records
- Lack of visibility into delivery or follow-up status
These breakdowns weren’t just operational headaches; they risked delays in patient care and added significant compliance exposure.
The Company needed a smarter, more secure way to manage fax communications that scaled with demand while reducing manual effort.
The Solution
zPaper Fax Automation: Smarter, Safer Document Delivery—at Scale
After mapping out the provider relations document journey, The Company partnered with zPaper to overhaul its communication process using zPaper’s fax automation solution for Salesforce.
Key capabilities included:
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Automated Document Creation: Patient data is pulled directly from Salesforce and merged into pre-approved templates—no manual entry.
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Channel Flexibility: Documents can be sent via fax or secure email with equal ease.
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Personalized Delivery: Each outbound document is customized for the recipient and auto-logged in Salesforce.
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Full Traceability: Every fax is tracked from creation to delivery, ensuring nothing falls through the cracks.
"We came to zPaper to fix our fax volume challenge, and what we got was a fully connected, digitized document journey."
The Results
From Clunky to Connected: One Platform, Thousands of Documents, Zero Chaos
Since deploying zPaper, VMS has seen transformative gains across every corner of its operation:
End-to-End Automation
Documents are now created, personalized, sent, and logged without user intervention—reducing time and risk across every transaction.
Audit-Ready Traceability
With full visibility into who sent what, when, and where, the provider relations team can resolve issues quickly and stay compliant with industry standards.
More Than Fax
Although fax was the initial focus, the team now confidently supports secure email workflows—enabling faster, more flexible communication with modern partners.
Scalable Growth
What began as a fix for one department has now become a strategic platform that the Company can scale to support additional document workflows across teams.
From Manual Burden to Seamless Journeys
With zPaper’s fax automation solution, The Company turned a fragmented, manual process into a reliable, scalable document system, built right into Salesforce. Now, every patient and provider interaction is faster, more secure, and fully traceable.
Let's Modernize Your High-Volume Document Workflows
zPaper integrates directly with Salesforce to help teams manage complex document journeys - across fax, email, and beyond.
Talk to a solutions expert to learn how you can streamline your workflows, improve compliance, and deliver better outcomes—at scale.