Healthcare Provider

Our providers need a way to accelerate their patients’ access to healthcare by streamlining the referral management process. They also need to reduce the document exchange and communication cycles with patients, their referring providers, and their insurers.

Business Use Cases
  • Patient Care & Health Management
  • Patient Referral Management
  • Provider On-Boarding


Healthcare systems, hospital and clinic contact centers typically manage patient referrals. At the time of patient intake, contact centers tend to face the following obstacles:

1. Maintaining high volumes of patient documentation entering their systems.

2.​ ​ Numerous manual processes required to capture necessary, specific documents and data from patient referral forms, intake forms, insurance cards, etc. during a patient's service enrollment period.

Our Solution

zPaper and Salesforce’s unified solution streamlines your document exchange, whether documents arrive through physical or digital channels. With swift process automation, zPaper guides your specific documents’ through their journey along with tools that capture, process and manage patient records and data.

By facilitating this stream of new patient referrals, you now have more time to focus on helping your patients instead of having to worry about sifting through multiple channels of documents. zPaper also helps healthcare providers meet their financial goals efficiently while keeping your SLAs and KPIs in mind.

Request a Discovery Session

Ready to transform your business?

Contact us to see how we can help your business streamline operations through automated document and data journeys within Salesforce.



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