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Case Study

Leading Prescription Delivery Company

Accelerates Operational Growth with zPaper's Document Journey Automation

 

How a Home Delivery Pharma Provider Automated Prescription Workflows with zPaper and Scaled Patient Care

Client: Home Delivery Prescription Company (Hospice Focused)
Industry: Pharmaceutical
Solution: zDocument360 (zPaper Collect)
Key Result: Automated prescription workflows, reduced clerical errors, and scaled operations

About The Company

This pharmaceutical organization is a market leader in hospice-focused home delivery prescription services, specializing in timely, compassionate medication delivery for terminally ill patients. Their mission is to simplify prescription management for families during one of life’s most complex and emotionally charged moments.

The company oversees end-to-end prescription fulfillment, from enrollment and transfer to refills and renewals. That requires fast, secure document exchange across physicians, pharmacies, and insurance carriers—without error or delay.

The Challenge

Manual Prescription Workflows Were Slowing Down Care and Putting Compliance at Risk

The company relied almost entirely on fax-based communications and manual spreadsheet tracking, creating a fragile and inefficient process:

  • Patients or caregivers faxed prescription requests to physicians

  • Physicians completed forms and faxed them back to the company

  • One employee manually reviewed each fax, extracted key data, and entered it into a spreadsheet on a local drive

  • Ongoing communication between physicians, patients, and the pharmacy was logged manually

This workflow was prone to:

  • Lost faxes and missing documentation

  • Data entry errors from manual transcription

  • Bottlenecks in patient service due to staffing limitations

  • Compliance risks due to a lack of visibility, traceability, and document control

"With just one person handling prescription faxes manually, mistakes weren’t just possible—they were inevitable."

- IT Executive, Prescription Delivery Company

The Solution

A Seamless Shift from Manual to Automated with zDocument360 + Salesforce

To streamline operations and improve patient delivery outcomes, the company selected zPaper’s zDocument360 solution—natively integrated into their existing Salesforce system.

With zPaper, the organization:
  • Eliminated manual data entry by automatically associating inbound faxes to patient records in Salesforce
  • Automated referral workflows between doctors, insurers, and pharmacies
  • Improved compliance through document traceability and digital audit trails
  • Reduced human error by removing fragile, spreadsheet-based tracking
  • Scaled operations to support growing prescription volumes without sacrificing quality

After evaluating multiple platforms and AppExchange tools, one solution stood out: zPaper.

"We knew we needed that efficiency, so we added zPaper to our Salesforce workflows."

 - Director, Home Delivery Prescription Company

The Results

From Single-Person Manual OPs to Scalable, Patient-First Growth

With zPaper, the company was enabled to transform bottlenecked document exchange workflows into a streamlined, automated operation.

Operational Growth

The company doubled its staff to manage increased prescription volume without increasing complexity.

More Time for Patient Care

Document-based workload dropped significantly, freeing up teams to focus on patient experience instead of paperwork.

Error Reduction & Compliance

Automation removed the risk of mistyped data, lost faxes, and non-compliant recordkeeping.

End-to-End Visibility

Documents now flow through a single, secure platform with clear traceability from referral to delivery.

A Digital Foundation for Scalable, Compassionate Care

With zPaper, this SMB pharmaceutical company replaced a manual, error-prone workflow with a digital-first document journey built for speed, accuracy, and compassion. Patients get prescriptions on time. Staff focus on care - not clerical work.

Let's Accelerate Your Prescription Document Workflows and Accelerate Patient Treatment Delivery

zPaper’s Salesforce-native automation platform helps pharma and hospice organizations modernize communications, reduce errors, and improve treatment delivery outcomes - all without disrupting existing workflows.

Talk with a zPaper solutions expert to see what this could look like for your organization.