Industry-Ready Solution for Medical Equipment Company
End-to-end digitization of medical equipment prescription workflow with automated patient intake, inventory tracking, document generation, and delivery management.
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Measurable Results
Quantifiable business outcomes demonstrating the tangible value of our automation solutions
Reduced overall patient processing time by 60% from intake to delivery
Strategic Impact
60% reduction in patient processing time from intake to delivery dramatically improves patient satisfaction while enabling Affiliated Medical Supplies to serve more patients with existing staff capacity.
Business Value
Faster service delivery improves patient outcomes and satisfaction while creating capacity to grow the patient base without hiring additional staff.
Challenge & Solution
Real business challenges and our targeted automation solutions
Business Bottleneck
Affiliated Medical Supplies (under 10 employees) managed operations in Excel and paper notebooks.
As the business grew, there was an opportunity to consolidate patient intake, inventory, delivery, and document workflows into a single system for scale, transparency, and staffing flexibility.
Solution Points
Designed and implemented complete Monday CRM with custom boards: Main Pipeline, Inventory, Contacts, Expenses, How-to
Created digital patient intake forms auto-populating Monday CRM with physician referrals and patient data
Built automated inventory management system linking equipment selection to patient orders
Developed automated document generation creating Delivery Receipts and Lien Assignments from CRM data
Implemented delivery scheduling system with patient booking and automatic notifications
Created digital signature workflow with photo upload for equipment delivery confirmation
Built automated invoicing system with email and SMS notifications in patient's preferred language
Integrated web forms for physicians and delivery staff with real-time CRM updates
Provided comprehensive user training and documentation with video tutorials
“We went from Excel and paper notebooks to a complete digital system in two weeks. Now physicians submit referrals online, inventory tracks automatically, documents generate with one click, and delivery staff capture signatures on-site. This let us move key staff to hourly work instead of salaries, giving us flexibility to grow.”
Elena Pak
Operations Manager at Affiliated Medical Supplies
Technical Deep Dive
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