Improve Mass Fax Communications & Workflows with Unified Fax Document Automation
A National Healthcare Clinic Automated Patient Referrals and Saved Over 21,000 Hours with zPaper
Client: National Healthcare Clinic Provider
Industry: Healthcare
Sector: Payer
Solution: zDocument360 (zPaper Connect)
Key Result: 21,060 working hours saved annually through referral automation
About the Company
This U.S.-based healthcare organization operates across onsite, virtual, and network-based care models, empowering employers and patients with more flexible, cost-effective options. Their mission: connect patients to the right care providers through an intelligent referral system guided by expert healthcare coordinators.
By partnering with providers and negotiating competitive rates, the company has helped thousands of patients access care faster and more affordably. But as patient demand grew, so did the paperwork.
The Challenge
Manual Referral Workflows Were Slowing Down Care and Driving Up Costs
Despite offering a modern care model, the organization was stuck managing referrals the old-fashioned way:
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Heavy reliance on fax for secure communication
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Manually printing, bundling, and sending documents
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Time-consuming confirmation of fax receipt
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No easy way to merge patient data into referral forms
Handwritten notes, supporting documents, and repetitive tasks drained team productivity—and delayed patient engagement. What should’ve been a seamless referral process had become an expensive bottleneck.
"We’re all about connecting patients to providers through a dynamic healthcare marketplace. But our referral process didn’t reflect that—until zPaper."
The Solution
A Fully Automated Document Journey - From Salesforce to Recipient
After evaluating several document management and fax tools, the company selected zPaper’s zDocument360 (zPaper Collect) as the only platform that could meet both its document creation and delivery needs inside Salesforce.
With this solution in place:
- Inbound faxes are automatically categorized and routed to the correct Salesforce record based on program and channel.
- Outbound referral forms are dynamically generated by merging real-time patient data from Salesforce—no manual entry required.
- Faxing and form delivery now happen in one fluid, trackable step.
"Most services did one or the other—either merge the data or fax the form. zPaper was the first solution that did both in one professional, efficient process."
The Results
A 90% Time Savings—and Over 21,000 Hours Reclaimed Annually
Before zPaper, sending each referral document took approximately 10 minutes. Now, it takes less than one. That translates into 6.75 hours saved per day, 33.75 hours per week, and 1,755 hours per year for each team member.
In total, zPaper saved the company more than 21,000 working hours annually.
90% Reduction in Referral Processing Time
Tasks that once consumed entire workdays now happen in seconds without sacrificing security or compliance.
Seamless Salesforce Integration
All documents are created, tracked, and stored natively in Salesforce, eliminating disconnected systems and double work.
Better Patient Engagement
Faster referral delivery means patients connect with providers sooner, driving improved care outcomes and satisfaction.
From Manual Referrals to Intelligent Document Workflows
By automating its referral document journey with zPaper, this healthcare payer improved operational efficiency, reduced costs, and enhanced patient experience without changing how they communicate with partners.
Let's Accelerate Your Patient Referral Process
zPaper’s document journey cloud integrates directly with Salesforce to streamline every step of your referral or care coordination workflow, all while reducing overhead.
Connect with a solutions expert to see it in action.