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
Significant time reduction creates a cascading effect throughout the organization, allowing teams to focus on high-value activities while maintaining operational excellence at scale.
Key Factor
Time Optimization
Business Value
Workforce productivity and strategic focus
Challenge & Solution
Real business challenges and our targeted automation solutions
Business Bottleneck
Affiliated Medical Supplies, a small medical equipment prescription company with under 10 employees, operated entirely on Excel spreadsheets and paper notebooks. Patient information, equipment inventory, delivery scheduling, and document creation were all manual processes. Staff manually collected patient data, tracked pneumatic compressors and pressure application equipment, created delivery receipts by hand, and managed billing without systematic organization. This manual approach prevented flexible staffing and limited operational efficiency.
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 managing everything in Excel and paper notebooks to having a complete digital system in just two weeks. Now physicians submit patient referrals through our online form, inventory is automatically tracked, documents generate with one click, and our delivery staff can capture digital signatures on-site. This transformation let us move key staff to hourly work instead of fixed salaries, giving us the flexibility we needed to grow.”
Elena Pak
Operations Manager at Affiliated Medical Supplies
Technical Deep Dive
Explore the technical architecture and implementation details
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